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  • Allow all user to view lead when it had specific state/status

    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…
  • Email Alert for Approval workflow

    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…
  • Multi Location Purchasing for Approvals

    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…
  • how to auto assign to another person if the lead have no action for 24 hours?

    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…
  • 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…
  • Product Site Clarifacation on What the Logic is

    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…
  • Defaulting an email template to a specific Action within the dropdown option

    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…
  • What data is passed through AWRKMEL? Workflow code [F:AWA]CODE is null

    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…
  • Signature Management Workflow for a Sales Order created by Import

    Is it possible to have a signature workflow created for a sales order that is created through the import/ export function?
  • Seeking Information on Email Monitoring and Routing Services

    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…
  • Use Amazon SES (Simple Email Service) as Notification Server in Sage X3

    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…
  • Checking dates in Workflow Transition Rule

    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. …
  • 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…
  • vNotificationOpportunity error?

    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.
  • Display modified fields in a workflow programmatically

    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…
  • How to export workflow

    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.
  • Lead workflow. Location of insert fields view

    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…
  • Workflow rule or script to email sites with safety stock when product status changes

    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…
  • Automatic Email Notifications

    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…
  • POHSIG Workflow signature

    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…
  • 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 ()…
  • Trolley Build Function Sage

    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…
  • SAGE X3 WORKFLOW PURCHASE INVOICE PAY APPROVAL FIELD

    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…
  • Sage CRM Mobile Workflow Action/Send Email

    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…
  • 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…