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  • Construction workflow

    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…

  • Workflow Rule - Operations

    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.  

  • Workflow Rule - Message with Amount to Invoice

    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…

  • Signing workflow without login

    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

  • Build To Order Kits at Fulfillment

    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…

  • We faced a problem in Sales Order workflow where the signed flag becomes BLANK when header condition not met.

    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 the…

  • Sage HR Workflow Recipient Type

    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.…

  • Date difference in Adonix language

    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.…

  • Adding Clientside Code into Dynamically Built Workflow Action screens

    I had a conversation with a participant at one of the recent Bootcamps regarding the use of clientside code in dynamically built workflow screens. This topic has also appeared in the Forums with the community site.

    The partner's customer had a requirement…

  • Duration in Workflow Tracking pages



    The oppo_duration field is defined in the custom_edits tables as being of Entry Type 'Minutes'. The minutes are held as the physical data type 'int'

    select * from custom_edits where colp_entrytype = 57

    Fields of entry type 'Minutes' can…
  • 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 is…

  • Associating Jobs with Sales Orders

    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…

  • Paramétrage de notifications workflow vers Gmail

    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…

  • Workflow avançado - Criando uma notificação para cadastros - Função GESAWX

    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.…

  • 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!

  • Inventory Notifications

    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…

  • Product Status definitions

    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 can…
  • Erro Diretório X3V8APP não encontrado- Aprovação de Workflow por Celular

    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:…

  • email content format

    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…

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

    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 is…

  • How to Exclude InterSite Transfers from Purchase Signatures

    Wondering if there are users that have found a way to exclude intersite transfers (Purchase order/Sales order) from purchase signature requirements. I've tried adding the BETFCY <> 2  in the workflow requirements, but am getting inconsistent…

  • What are the steps and documentation required for a post implementation support of a SAGE X3 ERP?

    Hello Guys,

    I am just a newbie here in this forum and hoping to get along with you all.

    Moreover, I am about to support a newly implemented ERP system in-house through a post implementation phase and am just wondering what are the proper steps and documentations…

  • WORKFLOW/NOTIFICATION

    Hi,

    Can someone provide step by step on setting up workflow or notification in sagex3. I looked online and could not find anything. I just want to start from the basic like a PO is created, it needs to be approved before it is posted/finalized. Or when…

  • Approve/Reject link in Workflow Email

    We have configured X3 workflow for Purchase Request and Purchase Orders. On the email, its gives a link to 'Approve', and link to 'Reject'. Instead of showing up the two line link for each, can we replace it with button called 'Accept' and 'Reject…

  • Does anyone use Sage 300 CRE to track leads?

    We would like to track leads coming in within Sage rather than offline in Excel as well as being able to track and report on disposition, conversion, etc. Thanks for any help in advance.