Hullo

So one of the best things to do with Workflows, and what I always told new users when i did training, was to "look at the existing ones" and then clone and modify them to fit your needs.

For Purchase Orders... there is already the POHSIG workflow.  No need to recreate it from scratch.  Just turn on the APPPOH parameter for signatures, activate the workflow, and you are off to the races, with a lil more setup for who receives the emails.

For the GL Account - you want to start with Worfklow Notifications.  those are simple, and you just go down the field in order.  You trigger off the creation of a specific object,, you send the email to the person that is supposed to receive it... create the workflow notification.. and then that will actually create a new Workflow Rule that can you customize further, if you wish.

Hope that helps... give it a try, play around a lil... and if that doesnt help,,, talk to Sage PSG about getting the Common Tools and System Administrator courses, cause there is step by step for Workflow Notifications in one of those books i believe.

Thank you for much for responding. Currently the SMTP server is not installed for our server. How can I get approval going within sage. Like a PO is created someone has to approve it before it is actually created ?

Thank you for much for responding. Currently the SMTP server is not installed for our server. How can I get approval going within sage. Like a PO is created someone has to approve it before it is actually created ?

well, you can also go client if you do not go server... or at least you could in older versions of X3...  client being "X3 sends the email via your desktop Outlook".  Have not tried it, but worth a shot for you to try and learn.

Regarding the PO... the PO is created, but then it is placed on a hold.  if you look at the bottom of POH1 you will see a block called Status.  The 1st field is Signed, and that reflects the status of the signature.  The workflow will actually update the value of this field APPFLG.  Values 1 and 2 will basically be a hold...3-5 you are good to go.

Also, dont forget that worfklow signatures can be managed in the Workflow Monitor function... your managers can approve or disapprove of POs in there as well.