Hi All,
problem background: Salesperson B create a lead. At this point, the lead can only be seen by Salesperson B, and send to manager for approval.
After review the lead, the manager then decided that this Lead is not ready to be process due to…
Dears,
Do we have any option/ workaround for enabling the email alert for the incident in Sage Evo(200- V11), lets say if we enable a PO workflow for multiple users including department heads its easy if system can alert them through an email message…
We're just rolling out the purchasing module with approvals for our companies, and there's one thing that I cannot figure out. It won't let me submit a bill for approval that has multiple locations on it. We use sales orders and we can post those to multiple…
Hi all,
I have created a workflow below.
Lets say person A is assigned to a lead stage "Document Reviewed", and did nothing after 24 hours, how do I auto assign the lead to another person of the same team, and inform both persons by email/notification…
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…
Hello, am wondering if someone can explain the logic behind Product Site Default Location setup? Problem: Snap shot above is how we are picking our apparel for replenish to work, but I don't think it's setup right 100%. Does anyone have any expierence…
Hi.
I'm hoping this is something we can do. We use an Invoice template to send invoices to customers. We would like to have the Invoice template default to a specific Action called "Invoice Sent".
I can default all actions to this selection, however…
Hello,
I want to change the workflow sender depending on the workflow code [F:AWA]CODE. The workflow code in question is ZTEST
However, in a custom ZAWRKMEL script, the [F:AWA]CODE value does not seem to pass through. The result is an email sent by…
Hello everyone,
We would like to ensure proper monitoring of emails sent by X3 workflows and also verify the routing of email addresses through an external provider.
Do any of you already know suppliers who offer this type of service? Has anyone successfully…
Amazon Simple Email Service (SES) is a robust email service provided by Amazon Web Services which helps businesses send business emails to their customers securely via the latest email transmission and authentication technologies such as SPF and DKIM…
Hi
Probably I’m missing something, but I don’t find a simply way to do this.
I’m wondering if exists a easy way to check availability of a transition workflow rule depending of a date field in the same way as we can do on the escalations rules.
…
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…
Hi all,
I'm new to CRM so was wondering what the issue is here? I don't need a trigger, it must just execute when this workflow step is clicked. Thanks in advance for the help.
Hello!
I have created a simple workflow and script to display fields that have been modified in a PO where the cost is over $10,000. This works by checking the [M] field against the base [F:POH] field, and using RETVAL to display the changed information…
Hi all,
I would like to export a workflow from a test CRM site and import it in a live CRM site, is there any way to export and import it instead of creating it again?
Thank you.
Help please! I need help determining where the system stores the view associated with workflow emails for leads.
One of my collegues created a custom workflow to be used for leads. When I attempt to add fields to email created within a workflow, I only…
Good afternoon!
I am looking to set up a new workflow rule which will automatically email all of the affected product-sites when a product status is changed.
So far, I have managed to set up a rule that will detect when the custom status field we…
Hi All,
What would be (if possible) the best way to have CRM automatically send an email out to a set address when someone:
Reassigns an opportunity
or
Changes the status and stage on an opportunity?
This would be going to the same email address…
Hi,
I'm trying to modify a standard workflow rule POHSIG to automatically sign PO if [F:POH]TOTORD < [F:POH]CREUSR maximum value
But it works only if user that creates PO is in the first line of Rule values.
For Example how it works in standard…
Hi All,
Please assist as to what might be a solution to the following error for workflow approval links:
{"$diagnoses":[{"$severity":"error", "$message": "X3 engine error: D:\\Sage\\X3APP\\Folders\\X3\\TRT\\ASYRWRKSIG.src : File Non-existent ()…
I am wondering if anyone out here has had any experience with the trolley build features with Datalinx? We are thinking of exploring "picking to slot", "Trolley Build", "picking to Carton" functions in our warehouse. Would love to pick someone's brain…
Hi,
Curious questions on workflow:
Can a workflow trigger on purchase invoices with a the following PAY APPROVAL (PAZ) statuses:
Pending
Conflicted
Default
Can the workflow direct the user directly to the invoice, where they can manage…
I have seen this asked before, and I am assuming the answer is still no, but perhaps someone has a workaround.
One of my clients workflow actions in Opportunity to send an email for a quote request. They want that functionality in the Mobile site through…
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…