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  • 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 be used in any…
  • 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…
  • 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 le module Adminitration…
  • 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. Acesse: PARAMETRIZAÇÃO>WORKFLOW>NOTIFICAÇÕES Clique…
  • 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 me…
  • 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…
  • 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: PARAMETRIZAÇÃO>PARÂMETROS GERAIS>VALORES PARÂMETROS Capítulo SUP…
  • 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 from…
  • 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…
  • 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 results. Wondering…
  • 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…
  • 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…
  • 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'. This…
  • 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.
  • Networking Request - Service Company Using 100 C (US)

    Greetings All: Our company is in the process of implementing Sage 100 C. We are an industrial service company based in the Southeastern US (GA). We have a very motivated implementation team, and have recently brought an excellent Sage consultant on…
  • Workflow - AWRKSIG - cannot pick up accept/reject from WRKRMTDIR

    Hi All, I'm having some problems with the accept/reject notifications from the workflow emails. The emails fire as expected, when I click the reject or accept link it puts a file in the directory I've specified under WRKRMTDIR, however the AWRKSIG job…
  • Customize the "Reply to" field of emails associated with workflows sent from mail server

    Hi there, We are parameterizing and adjusting a Sage X3 V6 installation, We have different workflows configured in different modules of Sage, one of them corresponds to the module of purchases. The workflows are currently sent from the users…
  • Workflow email upon Delivery Creation via FUNPREDLV function

    I've created a work flow email triggering upon delivery creation with particular delivery modes. I can see the email produce successfully when a delivery is created individually from a pick ticket, but when the FUNPREDLV function is executed I don't get…
  • Workflows and automated functions

    So, I created a action triggering workflow that triggers on the Posting of a sales invoice... Hit post in GESSIH and this workflow fires every time, does what it is supposed to do, and life is well. When i run FUNCFMINV to post a range of invoices,…
  • How to create alert workflow after a batch task

    Hi, Does anyone know how to create an e-mail notification to trigger after a batch task is executed. In my case, it would be for "date change" function in Manufacturing - Batch Processes (V6.5), and it would display the log file generated with all…
  • 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.…