Does anyone using Sage 500 have a Build Your Own kitting function at fulfillment? I'm exploring the opportunity to offer customers an option to choose the items to include in a multi-pack gift set and pass along in a pick ticket for kitting and fulfillment…
Hi experts,
We faced a problem in Sales Order workflow where the signed flag becomes BLANK when header condition not met. When creating a new sales order in LIVE folder, it doesn't trigger the workflow because the "header condition was not met", and…
I have to make adjustments to some HR Workflows, but most are set up using these new option. And I can’t make changes until I know what the current process is doing. The first 2 are standard, and I know what they do, but the next 3 I don’t know.
…
Does anyone know the correct syntax for a workflow if I wanted to compare 2 dates and only show those for which the dates differ by greater than 1 day? In SQL, it's a simple DATEDIFF() to find this number, but I don't know how to code this in X3.
…
The world is going through a period of change. Boom & bust cycles are a fact of life but this time, some say, it is unprecedented change. Fundamental assumptions are changing & continue to do so. Arguably, unlike previous recessionary times, these changes…
Hello,
Is there any method to make CRM send an email/report to all users on CRM every morning that lists all the communications assigned to them for that day?
I figured an escalation rule with an email, but if I put on communication fields, I'm…
Hi All,
I'm struggling to get a conditional rule working, basically when an opportunity is Won with a forecast value over £1,000 we want to send an email to a specific user. I thought this would be a simple Javascript to get this working (see below…
Hi All,
I'm wondering if anyone has had an issue whereby they have created a workflow with a transition rule and once that transition rule is pressed it redirects you to a blank page?
Currently I'm experiencing this within .Net and ASP pages. I have…
Hi,
I am trying to setup a Workflow rule for Cases where if the customer does not answer the phone, when we set it to Called - No Answer, it would automatically send an email to the customer to ask them to call back. I have tried putting the To address…
I am working on an opportunity worklflow and although everything works I am getting an error. The error does not stop the workflow from progressing.
Error: Workflow Java Script jscript error: Unterminated string constant Line: Char:3634
I have a…
Hello,
I am looking to integrate the creation of new quotes from the opportunity workflow (or other workflow). Also in this, I would like to be able to directly send an e-mail that includes the quote information, pricing, items, etc. I am currently…
CRM 6.2.i
Let’s say I have two opportunities (prebid and postbid).
Each has their own set of fields that are displayed depending on which is
chosen. I’ve done this with an if statement (for example):
var oppoType =
CRM.GetContextInfo("opportunity…
Hi,
I am trying to hide a workflow rule from certain territories, but the scripts I am running end up displaying for all, or hiding for all.
Please could someone take a look and advise where I am going wrong?
Some of the scripts I have used are…
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…
Hello Forum!
I'm the new IT guy at a manufacturing company. We use Sage 50 US Quantum for our accounting. However, once we create a Sales Order in Sage, our whole process goes PAPER ONLY..
I'm looking to solve this problem with the software that…
Bonjour,
Savez-vous s'il est possible de configurer l'envoi de notifications de workflow, vers la messagerie Google ?
J'ai tenté l'ajout du serveur et du port SMTP Gmail dans les Valeurs paramètres SUP > WRK > SERMES ainsi que dans le module Adminitration…
Podemos criar notificações para qualquer objeto do Sage X3. No caso aprenderemos a criar uma notificação via workflow.
Cada vez que uma secção analítica for criada uma notificação é disparada.
Acesse:
PARAMETRIZAÇÃO>WORKFLOW>NOTIFICAÇÕES
Clique…
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!
Hello,
I'd like to set up an alert or notification when a lot is 6 months from expiration. Additionally, I'd like to receive notifications when the the stock falls below the reordering point defined in the product-site record.
Can someone walk me…
Hello, the on line support list product status definitions as follows:
First value: Active — The product is available for all the processes.
Second value: In development
Third value: Shortage — The product does not appear in search results, but…
Caso o sistema exiba erro na aprovação de workflow por celular, de diretório não encontrado é só fazer a seguinte parametrização:
1-Acesse a função ADPVAL (Valores parâmetros) em:
PARAMETRIZAÇÃO>PARÂMETROS GERAIS>VALORES PARÂMETROS
Capítulo SUP…
We have a client using CRM - they have four Sage 300 ERP databases. Each one of these companies can have the same customer info, exception might be the contact info for the customer. They assign a salesperson in ERP/CRM to the customer but they would…
Hello,
Anyone having idea on email content format using workflow rule. We can able to format the text like below screen shot using "ASYRMAIL.ASEND_MAIL" .
But we can not send approval URL links to email from above function .
Is that possible from…
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…
