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My client deals with with multple Contacts in their Customer organization when sending them a Sales Quote. So basically they still would need to have differnet Contact at Sales Quote level, but also need to specify the Contact at Header level so the Sales…
In my previous blog, " How to get a notification if an X3 user deletes a sales order ", I showed how to setup a Workflow notification email to be sent when a sales order whose values is greater than $2000 is deleted by an X3 user. In this blog I will…
In this blog, I will show you how to setup a notification alert that will send an email any time an X3 user deletes a sales order. We will create the context for the email being sent and add a simple condition. In the end, we will have an email sent anytime…
Is it possible to trigger a certain workflow rule when an attachment is added to a purchase order?
We would like for the attachment to be sent via email to an inbox, so this workflow only needs to be triggered when an attachment has been added to an…
When an order is rejected on X3 the system allows the user to choose a rejection reason. The client is asking for the same functionality when they reject a purchase order via the rejection link on the approval email.
KB ID: 72613 Last Modified Date: 6-24-2019 states this enhancement request is already here; but I was unable to find it.
It's almost 2020, Sage X3 should be able to send emails to SSL & TLS authenticated email servers with a non standard port#.
Has anyone ever setup remote (outside of network) email access where workflow buttons trigger the action in the related X3 workflow?
I’m searching for information regarding cell phone, or remote email access to X3 generated workflow emails that require…
Hi,
Currently trying to send an email through code using following snippet:
Send GSERMES With & "__TO="+chr$(1)+"[email protected] & "__CC="+chr$(1)+" user2@no reply.com ", & "__SUJET="+chr$(1)+"message title", & "__NOTE="+chr$(1)+"message text", &…
Hello Everybody!
How can I setup a default text in automatic email that I am sending a report from purchasing order?
I have created a workflow rule to do this. I put a default text in : Setup>Workflow Rules>Message. But, It hasn't worked. When I am…
We have configured X3 workflow for Purchase Request and Purchase Orders. On the email, its gives a link to 'Approve', and link to 'Reject'. Instead of showing up the two line link for each, can we replace it with button called 'Accept' and 'Reject'. This…
Hello. My name is Brandon Gabert and I am an Information Systems Manager at Guardian Chemicals Inc. in Sturgeon County, Alberta, Canada. We have been a Sage X3 customer for over 5 years, and I was the project manager for our X3 implementation. I'm a Sage…
If I create a scheduled distribution of a worksheet, how can I make it only deliver if it pulls data. So for example I want to use this as essentially a notification for certain invoice types. I have the work sheet built and filtered, and it's scheduled…
Hi,
Currently in Workflow setup, we can only set the recipient email address. For some email workflows user requires to send the email via a generic email address like "[email protected]" or "[email protected]". So having a field on Workflow setup to specify…
Hi there,
We are parameterizing and adjusting a Sage X3 V6 installation,
We have different workflows configured in different modules of Sage, one of them corresponds to the module of purchases.
The workflows are currently sent from the users…
Hello,
I keep getting this error message when attempting to e-mail myself a BI report created on our system. I'm not sure what the issue is but it appears to be generating based on the FROM send address. Perhaps it is a email server authentication issue…
Hi
I'm calling a workflow from within a SPE process on the Sales Order using this:
Call WORKFLOW(TYPEVT,CODEVT,OPERAT,CLEOBJ) from AWRK
this works fine and all pre-configured email addresses in the workflow get emailed.
However, I need to add…
Hi All
Has anyone worked out a way to send a message to all currently logged in users. i need to tell people that the system will be shut down for 15 mins a server reboot at 12pm.
i'm thinking a workflow with the addresses using some function that…
