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  • Generation of purchase order when request signed.

    We would like to have purchase orders automatically generated when a purchase request has been signed / validated. However, struggling to implement this process. Looked into workflows, signatures, copying the action behind the order button that is on…

  • 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…

  • Purchase Request Auto Signature, how to stop this?

    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…

  • Re-send a workflow notification email after a certain time

    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!

  • How do i use knowledge sync to automatically create purchase orders base on inventory amounts?

    FormerMember
    FormerMember
    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…

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