How to add a phone extension in Sage ERP X3

The following are instructions for formatting phone numbers in Sage ERP X3 to allow phone extensions:

1. In the Country task under Common Data>Common Tables, select the country code.  In my case, this would be the US.
2. Edit the default telephone format.  This can be found on the details tab.  By default, the US format is 10 digits represented by the "#" sign.   The "[-]" formatting symbols indicate that a dash will be added to the phone numbers when displayed.

In the US, there is no standard on which extension prefix to use.   Below are 3 common formats:

555-555-5555 ext 555      format:   ###[-]###[-]####[ ext ]###
555-555-5555 x55555      format:   ###[-]###[-]####[ x]###
555-555-5555  55555       format:   ###[-]###[-]####[ ]###

The problem with the first 2 formats above are that the extension prefix character (ie. "ext","x") will always show regardless of whether the number you have entered has an extension.  

Example:    555-555-5555 ext

That is why the format show below is preferable:


Once you save you change above, the phone extension will be immediately available throughout the system.





David Padgett
President
Golden Lab Software, Inc.
http://www.goldenlabsoftware.com