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  • How to deallocate item from closed work order?

    The following material and lot # are tied to this work order order and the order has been closed. Is there any way we can re open the work order or deallocate it so that we can make the necessary transactions to get it out the system. Thank you
  • Allow all user to view lead when it had specific state/status

    Hi All, problem background: Salesperson B create a lead. At this point, the lead can only be seen by Salesperson B, and send to manager for approval. After review the lead, the manager then decided that this Lead is not ready to be process due to…
  • Workflow line not working

    Hello, I am trying to get ITMREF into a workflow when sales order is deleted. Below is my setting, but it does not send any email. Any clue to troubleshoot this?
  • Notifications

    Can you tell me CRM if we can have an automated email notification sent to the sales rep when a lead is assigned to them?
  • Incoming Inspection on Purchase Receipts

    Hello Sage Community, I have a question I am hoping someone can help me with. I am looking at implementing an inspection process for Purchase Receipts but we have a scenario where the item being received is not Stock Managed. If an item is not going…
  • Multi Location Purchasing for Approvals

    We're just rolling out the purchasing module with approvals for our companies, and there's one thing that I cannot figure out. It won't let me submit a bill for approval that has multiple locations on it. We use sales orders and we can post those to multiple…
  • How to disable Convert to Opportunity until a certain state?

    Hi all, I want to create a Lead approval workflow. It is consist of few stages: Start, approved, not approved, resubmit, and Final Rejection. I do not want to allow the Lead to be Converted to Opportunity until it comes to the final state: Approved…
  • Product Site Clarifacation on What the Logic is

    Hello, am wondering if someone can explain the logic behind Product Site Default Location setup? Problem: Snap shot above is how we are picking our apparel for replenish to work, but I don't think it's setup right 100%. Does anyone have any expierence…
  • Define product for purchasing and manufacturing/produced

    I want to produce a garments (finished goods) To manufacture it I need two products (raw material) which are 1. Fabric-A 2. Fabric-B Fabric-A I need to purchase Fabric-B I need to produce In sageX3, how I will define those products ( Fabric…
  • What data is passed through AWRKMEL? Workflow code [F:AWA]CODE is null

    Hello, I want to change the workflow sender depending on the workflow code [F:AWA]CODE. The workflow code in question is ZTEST However, in a custom ZAWRKMEL script, the [F:AWA]CODE value does not seem to pass through. The result is an email sent by…
  • 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…
  • Seeking Information on Email Monitoring and Routing Services

    Hello everyone, We would like to ensure proper monitoring of emails sent by X3 workflows and also verify the routing of email addresses through an external provider. Do any of you already know suppliers who offer this type of service? Has anyone successfully…
  • Checking dates in Workflow Transition Rule

    Hi Probably I’m missing something, but I don’t find a simply way to do this. I’m wondering if exists a easy way to check availability of a transition workflow rule depending of a date field in the same way as we can do on the escalations rules. …
  • Header Modification ("Affect detail lines") from workflow

    Hello, I'd like to update the shipment site of a sales order and have it affect all of the lines as well, when a workflow condition is met: For example, I have a workflow that will use the AWRKUPDFLD to update the STOFCY field of a SOQ line, but…
  • Display modified fields in a workflow programmatically

    Hello! I have created a simple workflow and script to display fields that have been modified in a PO where the cost is over $10,000. This works by checking the [M] field against the base [F:POH] field, and using RETVAL to display the changed information…
  • How to export workflow

    Hi all, I would like to export a workflow from a test CRM site and import it in a live CRM site, is there any way to export and import it instead of creating it again? Thank you.
  • Edit a screen field from script

    Hello, I have a process that sends workflow mail via existing product sites with safety stock, and after it runs, I'd like to set their respective safety stocks to 0. I've marked where I would like to implement this code in my code snippet. I tried…
  • Sage X3 SMTP email relay for Microsoft customers

    Context: - Microsoft document reference from 2021: https://techcommunity.microsoft.com/t5/exchange-team-blog/basic-authentication-and-exchange-online-september-2021-update/ba-p/2772210 - The sender email in Sage X3 must be similar to the sender email…
  • Workflow rule to notify when destination location is a specific bin

    Hello, I'd like to implement a workflow rule to notify me when products are moved via stock change transaction (Event code SCS, window GESSCS) where the target location is blank or a specific bin. I noticed there is no Data model for stock change transactions…
  • 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…
  • POHSIG Workflow signature

    Hi, I'm trying to modify a standard workflow rule POHSIG to automatically sign PO if [F:POH]TOTORD < [F:POH]CREUSR maximum value But it works only if user that creates PO is in the first line of Rule values. For Example how it works in standard…
  • ASYRWRKSIG Workflow approval link Error:

    Hi All, Please assist as to what might be a solution to the following error for workflow approval links: {"$diagnoses":[{"$severity":"error", "$message": "X3 engine error: D:\\Sage\\X3APP\\Folders\\X3\\TRT\\ASYRWRKSIG.src : File Non-existent ()…
  • Workflow rules: mail notification after create QC analysis requests

    Hello, Im looking for solution to create Worfkflow rule/Notification that will return email after create "Analysis requests" from production declaration or receipts. Everything what i get so far is email notification only from modification or closing…
  • 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.