Integration configuration details

Fill integration configuration required for the integration to execute successfully.

Field

Description

Customer Category

It is the category of the customer used in X3.

Customer Prefix Name

It is the customer prefix name used in Sage X3 as Account no. in Dynamics.

Contact Next No.

Contact Next number is the number where account no starts with.

Current Fiscal Year

Current fiscal year is the year where the last updated.

Quote Prefix Name:

It is the Quote prefix name used as Quote Id.

Quote Next Number

Quote Next number is the number where Quote no starts with.

Misc. Product Code

It is the code used as product id.

Ship to Prefix

Ship to prefix name used while shipping.

Ship to Next Number

Ship to next number is where the number starts with.

Tax Group Code

Tax group code used in Sage X3.

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