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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…

Can you tell me CRM if we can have an automated email notification sent to the sales rep when a lead is assigned to them?

Hi all, I'm trying to set a replenishment rule on a location from another one. We have raw materials in let's say Site: S01, loc type: MAN, location: RM00. We would like to set replenishment rules on this location from another one from the same site…

All, We have default locations setup using product-site within our system. However, there are times when we need more than one location to store products because of space & their replenishment levels. My question, can you add more default locations…

Does ANYONE on this website use Sage whom is in Distribution? I'm looking to make connections on warehousing and understanding or learning from others whom have the same challenges I do. Thank You in advance as I'm not holding my breath that I'll get…

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 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…

Good Afternoon, We would like to find out if anyone has ever setup workflow escalations on purchase request workflow approvals. under WORKFLOW FURLES, there is a ESC - ESCALATION option when the EVENT TYPE SIGNATURE is selected. However, despite testing…

Is it possible to have a signature workflow created for a sales order that is created through the import/ export function?

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…

Please HELP! Problem: Currently, we can't allocate sales orders at a detailed level according to "unit of measure". At one point in a selling season we have sales orders for items that ship parcel (eaches) & those same items also ship LTL/ Full truckload…

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 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…

Hello All, So I'm trying to setup a BoM for a process driven product formula which would look similar to this: Phase 1 Instructions (Component type: Text, Type: Active) Input 1 Weight (Component: Normal, Type: Physical) Input 2 Weight (Component: Normal…

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.

Hello Group, I'm hoping for some help or insight into an issue we've encountered using Datalinx & Sage Purchase Receipt Function. This is what we're trying to do: We are trying to use the purchase receipt function in Datalinx and receive an error…

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 We are having problems with frequent locks on table AVALNUM Most of the time the locks are for sequence numbers WRG, WRK (used for various Workflow activities). We hoped that changing these two Number series into the type " Database sequence" might…

Any info on the workflow for a construction / general contracting company? I am trying to understand what I can/should be utilizing in Sage 50 ( not Quatum) but I can’t seem to grasp the over all workflow that can be used in Sage 50 US. Our company…

Good afternoon Folks Does anyone have a good guide to what the operations all mean? I'm trying to have this send 30 days before the date in the field, but I dont think create or modify will work for an even like this.

Below is a message I created for a workflow rule to notify end users they have an invoice ready for approval. Does anyone know why my "Total Cost" is not working? You can see it present in SQL with an amount and in the invoice. |"Subject Invoice has…

Hi all, Why Sage X3 opens login window when a user sign an SOH from an emailed workflow message. How could this be omitted. Thanks

I need to come up with a way to consume containers (what our product is packaged in) when a work order is closed. I have thought keeping the current BOMs for the "master BOM" (bulk BOM if you will) for each product and then doing a second BOM that puts…

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