Does anyone know the correct syntax for a workflow if I wanted to compare 2 dates and only show those for which the dates differ by greater than 1 day? In SQL, it's a simple DATEDIFF() to find this number, but I don't know how to code this in X3.
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The requirement to allow the user to fall back to an earlier point in the workflow is usually handled by looping. We can see from the diagram below how a workflow can allow a user to drop back and repeat or cycle through certain workflow states again…
Imagine you have a requirement to a ensure that a particular opportunity field contains certain data as an Opportunity record is inserted. In addition this information should be partially derived from the parent company data. For example the oppo_customerref…
When choosing a field for the Display Field For Amendment action, you can select fields from the view that are not on the table the rule is based on. For example you can select the comp_primaryuserid if you use the vSummaryOpportunity view to base your…
It is common to have CRM send out an e-mail on the creation of a new entity. For example you may have an e-mail sent to the assigned user on a new Opportunity notifying them that a the Opportunity has been created and that it is assigned to them. This…
The diagram below contains the objects, methods and properties that are the main ones used in the internal COM API of Sage CRM. These objects can be used in field level scripts; Create and Validate and also in TableLevel scripts and Workflow JScript conditions…
Sage CRM offers Multi Currency features. This allows, for example, a Sales user in the UK to quote in Sterling for their British Customers and to Quote in Euros for their German customers. The Sales Manager in Ireland can then see both quotes expressed…
Scenario:
User JOHN creates a new purchase request PR, on the signature user assignment he is the first to sign PR. After creating the PR, the PR is automatically signed.
I suppose this comes from the actions in the workflow that fires when the PR…
Hello Forum!
I'm the new IT guy at a manufacturing company. We use Sage 50 US Quantum for our accounting. However, once we create a Sales Order in Sage, our whole process goes PAPER ONLY..
I'm looking to solve this problem with the software that…
Bonjour,
Savez-vous s'il est possible de configurer l'envoi de notifications de workflow, vers la messagerie Google ?
J'ai tenté l'ajout du serveur et du port SMTP Gmail dans les Valeurs paramètres SUP > WRK > SERMES ainsi que dans le module Adminitration…
Podemos criar notificações para qualquer objeto do Sage X3. No caso aprenderemos a criar uma notificação via workflow.
Cada vez que uma secção analítica for criada uma notificação é disparada.
Acesse:
PARAMETRIZAÇÃO>WORKFLOW>NOTIFICAÇÕES
Clique…
Hey folks,
I'm looking to resend a (ideally all) workflow notifications that have not been signed after a certain number of days. Is there a straightforward way in workflows that I'm missing?
Thanks!
Hello,
I'd like to set up an alert or notification when a lot is 6 months from expiration. Additionally, I'd like to receive notifications when the the stock falls below the reordering point defined in the product-site record.
Can someone walk me…
Hello, the on line support list product status definitions as follows:
First value: Active — The product is available for all the processes.
Second value: In development
Third value: Shortage — The product does not appear in search results, but…
Caso o sistema exiba erro na aprovação de workflow por celular, de diretório não encontrado é só fazer a seguinte parametrização:
1-Acesse a função ADPVAL (Valores parâmetros) em:
PARAMETRIZAÇÃO>PARÂMETROS GERAIS>VALORES PARÂMETROS
Capítulo SUP…
Hello,
Anyone having idea on email content format using workflow rule. We can able to format the text like below screen shot using "ASYRMAIL.ASEND_MAIL" .
But we can not send approval URL links to email from above function .
Is that possible from…
Hi All,
Our company recently purchased knowledge sync (Sage Alerts and Workflow), and i was wondering if it was possible to automate the purchase order creation process based on if specific items are below the reorder point and if its inventory cycle…
Wondering if there are users that have found a way to exclude intersite transfers (Purchase order/Sales order) from purchase signature requirements. I've tried adding the BETFCY <> 2 in the workflow requirements, but am getting inconsistent results. Wondering…
Hello Guys,
I am just a newbie here in this forum and hoping to get along with you all.
Moreover, I am about to support a newly implemented ERP system in-house through a post implementation phase and am just wondering what are the proper steps and…
Hi,
Can someone provide step by step on setting up workflow or notification in sagex3. I looked online and could not find anything. I just want to start from the basic like a PO is created, it needs to be approved before it is posted/finalized. Or…
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…
We would like to track leads coming in within Sage rather than offline in Excel as well as being able to track and report on disposition, conversion, etc. Thanks for any help in advance.
Greetings All:
Our company is in the process of implementing Sage 100 C. We are an industrial service company based in the Southeastern US (GA). We have a very motivated implementation team, and have recently brought an excellent Sage consultant on…
Hi All,
I'm having some problems with the accept/reject notifications from the workflow emails. The emails fire as expected, when I click the reject or accept link it puts a file in the directory I've specified under WRKRMTDIR, however the AWRKSIG job…
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…
