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  • How to disable Convert to Opportunity until a certain state?

    Hi all, I want to create a Lead approval workflow. It is consist of few stages: Start, approved, not approved, resubmit, and Final Rejection. I do not want to allow the Lead to be Converted to Opportunity until it comes to the final state: Approved…
  • Sage X3 V12 Shortcuts

    Hi everyone, I came across these excellent and useful to improve navigation on X3 V12. A. Right Panel Actions ESC + N – new ESC + B - save ESC + C - create ESC + D - delete ESC + E - cancel ESC + ALT + U - refresh ESC + ALT + P - print…
  • Header Modification ("Affect detail lines") from workflow

    Hello, I'd like to update the shipment site of a sales order and have it affect all of the lines as well, when a workflow condition is met: For example, I have a workflow that will use the AWRKUPDFLD to update the STOFCY field of a SOQ line, but…
  • ASYRWRKSIG Workflow approval link Error:

    Hi All, Please assist as to what might be a solution to the following error for workflow approval links: {"$diagnoses":[{"$severity":"error", "$message": "X3 engine error: D:\\Sage\\X3APP\\Folders\\X3\\TRT\\ASYRWRKSIG.src : File Non-existent ()…
  • Workflow rules: mail notification after create QC analysis requests

    Hello, Im looking for solution to create Worfkflow rule/Notification that will return email after create "Analysis requests" from production declaration or receipts. Everything what i get so far is email notification only from modification or closing…
  • "Sage unattended signature after 24hr escalation"

    Hello All, If a Purchase Order workflow signature is not signed after 24hours can it be escalated to another person to approve? Thanks
  • Purchase Request workflow

    I am trying to prevent the signature circuit from restarting when the supplier is set or changed. Most of the end users will not know or care who the supplier is during the initial stages of the request. However, the purchaser is required to assign…
  • Product Status definitions

    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…
  • Attach pictures to sales invoice - several pictures at once.

    Hi there, I have been attaching images in sales invoices in the Attachment section of the Invoice record, it takes time to do but in the long run when we have more images then one. Question: When attaching the Images I have to do them one at a time…
  • email content format

    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…
  • What are the steps and documentation required for a post implementation support of a SAGE X3 ERP?

    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…