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  • 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…
  • 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?
  • 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…
  • 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…
  • Updating Standard Cost After a Work Order has been created

    I have a work order that did not have the correct routing for one of the components. Now that I have created the correct routing, how do I update the existing work order standard cost to reflect the updated routing? Thanks!
  • Signature Management Workflow for a Sales Order created by Import

    Is it possible to have a signature workflow created for a sales order that is created through the import/ export function?
  • 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…
  • Use Amazon SES (Simple Email Service) as Notification Server in Sage X3

    Amazon Simple Email Service (SES) is a robust email service provided by Amazon Web Services which helps businesses send business emails to their customers securely via the latest email transmission and authentication technologies such as SPF and DKIM…
  • 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…
  • Setting up intermediate codes for process driven BoMs that allow intermediates to be tracked but do not prompt a allocation upon WO generation.

    Hello All, So I'm trying to setup a BoM for a process driven product formula which would look similar to this: Phase 1 Instructions (Component type: Text, Type: Active) Input 1 Weight (Component: Normal, Type: Physical) Input 2 Weight (Component: Normal…
  • 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.
  • 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 ()…
  • Trolley Build Function Sage

    I am wondering if anyone out here has had any experience with the trolley build features with Datalinx? We are thinking of exploring "picking to slot", "Trolley Build", "picking to Carton" functions in our warehouse. Would love to pick someone's brain…
  • What module would be best for new services?

    We currently use all the core modules (GL, AP, AR, BR, PR, IM, PO, plus Job Cost and Time Card. I am looking for something, for example - we may have 1-3 jobs at a time (up to 90 days each), each job will have 2-3 work tickets, and each work ticket generates…
  • 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.
  • 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 has…
  • Lot Numbers

    I need to come up with a way to consume containers (what our product is packaged in) when a work order is closed. I have thought keeping the current BOMs for the "master BOM" (bulk BOM if you will) for each product and then doing a second BOM that puts…