To synchronize dropdown information:
Select Administration --> Sage X3 --> Synchronize Dropdown.
There will be the below option which you can sync by clicking on Sync Button
Sync Options:-
Category
Payment Terms
Language
Salesperson
Currency
Taxrule
Sites
Webservice List
StatisticalGroup
AccountCode
Once the values are synced into CRM, the user will then need to do Refresh Metadata.
Last updated 3 years ago