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  • Workflow Question = Production Tracking

    Hello, I have a question with workflow. Basically, I'm trying to set up a workflow in the event that the amount tracked from the MTK object is either 5% above or below the expected quantity. Ex. If 36 units are expected, and only 30 are made (80%),…
  • SAGE Workflow in X3 V6.5 Patch29

    Hi, i would like to trigger a workflow approval at Supplier screen level for bank details, but we added an additional grid type tab at Supplier screen. So i need to trigger the workflow and approval for both the grid tables level, it is possible.…
  • X3 V6.5 - Basic workflows

    Hello, Does anyone have a good resource for which to build a basic workflow? I am trying to have a workflow within our company that notifies by e-mail/message our pricing analyst whenever the sales invoice price deviates by a certain %. This would be…
  • email address of user in workflow

    Hi I'm calling a workflow from within a SPE process on the Sales Order using this: Call WORKFLOW(TYPEVT,CODEVT,OPERAT,CLEOBJ) from AWRK this works fine and all pre-configured email addresses in the workflow get emailed. However, I need to add…
  • Email pdf of purchase order directly from workflow

    Hello, I am on v6.5 p31. My topic is very similar, if not identical to http://sagecity.na.sage.com/support_communities/sage_erp_x3/b/sageerp_x3_product_support_blog/archive/2015/05/18/how-to-setup-a-workflow-to-email-invoice-to-customer-contact, , but…
  • Workflow email address not pulling from default address

    We have a workflow set up to send Invoices. The Recipient is set as [G:BPA]WEB(0). We have found that if a customer has a Ship-to addresses set up, the workflow is picking up the email from the ship-to and not the default address - the "Bill-to" address…
  • Workflow Messages in basic text format

    Hi Can you please confirm for me that the Setup>Workflow rules>Messages are all basic text format and there is no way to utilise HTML to improve their formatting. If so is anyone aware of any planned changes to this area, we are finding that it…