The first X3CloudDocs release of 2024 introduces a range of enhancements designed to make purchase invoice processing more flexible, accurate and scalable for Sage X3 users.
This release focuses primarily on Purchase Invoice Automation (PIA), delivering significant improvements to Purchase Order matching, master data synchronisation and internal controls. Together, these updates help finance teams process invoices more efficiently, improve data accuracy and reduce manual intervention.
Sales Order Automation (SOA)
Turn customer purchase orders into Sage X3 Sales Orders
The key update in 2024 R2 is the introduction of Sales Order Automation.
With this new capability, customer purchase orders can be received from a range of sources, including email, manual upload or automatic folder pick-up. X3CloudDocs can then read the order details using OCR or text layer extraction, before sending the captured information into Sage X3 to create Sales Orders.
This helps reduce the time spent manually entering customer orders, while improving accuracy and giving sales teams a more efficient way to process incoming demand.
Train X3CloudDocs around your customers
Sales Order Automation also gives users the ability to train X3CloudDocs to recognise information specific to individual customers.
This is particularly useful where customer purchase order formats vary, or where certain buyers include additional details that need to be captured. By learning from these formats over time, X3CloudDocs helps create a smoother and more reliable order processing flow.
Purchase Invoice Automation (PIA)
Improved access to document attachments
2024 R2 also improves the way users access supporting documents.
Attachments held in X3CloudDocs can now be viewed directly from Sage X3. This means that if a supplier invoice was emailed into X3CloudDocs, or additional supporting documents were added during the approval process, users can access them against the relevant document in Sage X3.
For finance teams, this makes it easier to review invoices, check supporting information and keep the full document trail visible from within the system.
Electronic Document Management (EDM)
Better visibility of supporting documents
The improved attachment functionality also strengthens the document management experience across X3CloudDocs.
By making related attachments available from Sage X3, users have a clearer view of the documents connected to each transaction. This helps reduce time spent searching across inboxes, folders or separate systems, while supporting better auditability and day-to-day control.
Platform Control
Greater control over supplier and customer data
2024 R2 also introduces new general parameters for supplier and customer maintenance.
These controls allow organisations to decide whether deleted supplier or customer records should also be removed from X3CloudDocs. This helps protect online learning and recognition settings that may otherwise be lost when master data is deleted.
For customers using automation across finance and sales processes, this provides greater control over how data is maintained and retained.
What's Next?
2024 R2 marks an important step in the evolution of X3CloudDocs. With the introduction of Sales Order Automation, the platform now supports automation across both supplier invoice processing and customer order processing.
Together with improved attachment visibility and stronger data maintenance controls, this release helps Sage X3 users work more efficiently, reduce manual admin and keep important documents closer to the processes they support.