Sage X3 trasfom Prospect to Customer, in Sales Contract

This tip has been tested on SAGE X3 version 6.

In Sales Orders it is possible to select a Prospect, X3 ask you if you want to transform it in customer. If you reply yes X3 opens the object BPC (Customer) populated with all the data of the prospect and by clicking Save you can create the customer.

This function is not present in Contracts.

Here how to enable it on Contracts :

Continue reading “Sage X3 trasfom Prospect to Customer, in Sales Contract”