• Set replenishment rule

    Hi all, I'm trying to set a replenishment rule on a location from another one. We have raw materials in let's say Site: S01, loc type: MAN, location: RM00. We would like to set replenishment rules on this location from another one from the same site…
  • Default Locations within Product-Site

    All, We have default locations setup using product-site within our system. However, there are times when we need more than one location to store products because of space & their replenishment levels. My question, can you add more default locations…
  • Sage X3 Distribution ANYONE?

    Does ANYONE on this website use Sage whom is in Distribution? I'm looking to make connections on warehousing and understanding or learning from others whom have the same challenges I do. Thank You in advance as I'm not holding my breath that I'll get…
  • PURCHASE REQUEST WORFKLOW ESCALATION

    Good Afternoon, We would like to find out if anyone has ever setup workflow escalations on purchase request workflow approvals. under WORKFLOW FURLES, there is a ESC - ESCALATION option when the EVENT TYPE SIGNATURE is selected. However, despite testing…
  • 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…
  • Allocation & Issue Rules

    Please HELP! Problem: Currently, we can't allocate sales orders at a detailed level according to "unit of measure". At one point in a selling season we have sales orders for items that ship parcel (eaches) & those same items also ship LTL/ Full truckload…
  • 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…
  • 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…
  • Purchase Receipt Function in Datalinx

    Hello Group, I'm hoping for some help or insight into an issue we've encountered using Datalinx & Sage Purchase Receipt Function. This is what we're trying to do: We are trying to use the purchase receipt function in Datalinx and receive an error…
  • 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…
  • How to setup a Sequence number definition using type Database Sequence type?

    Hi We are having problems with frequent locks on table AVALNUM Most of the time the locks are for sequence numbers WRG, WRK (used for various Workflow activities). We hoped that changing these two Number series into the type " Database sequence" might…
  • 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…
  • 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
  • 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…
  • "Sage unattended signature after 24hr escalation"

    Hello All, If a Purchase Order workflow signature is not signed after 24hours can it be escalated to another person to approve? Thanks
  • 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…
  • PURCHASE REQUEST WORKFLOW NOT SENDING

    Hello All, Please am having Issue with Email notification not delivering to mail box. I setup two person approval process in purchase request, the first is HOD and the second is STORE. So when I raised a purchase request and its goes for approval…
  • Workflow for PO signature: Duplicated workflow records and emails

    Hi all, May I ask you for advice regarding this case? I'm setting up PO signature workflow in Sage X3 PU9 patch 6. When I tries creating a PO, the system creates duplicated workflow records and sends duplicated emails as below. At Workflow monitor…
  • Doubt to Sales order signature Workflow

    Hi Everybody. I try to active workflow signature to Sales order. I receive email with 2 links and the standard text of if I like Accept or Reject Sales order. When I click the link of Accept or Reject, system redirect to web who say : Your validation…
  • update filed by workflow actions

    Hi, I created a new field in PORDER table the filed name "ZREJSIG" what am trying to achieve to update this field after so I created a new action in "POHSIGREJ" as below picture shows but the filed still not updating so I tried another action…
  • 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. …
  • Can I create a delivery with multiple lots allocated to the sales order via import?

    I have a sales order that has multiple lots allocated to the first SOQLIN. When i try to create a delivery via importing it, it is creating the delivery for one of the lots, and leaving the other lot allocated to the sales order. For example, if i…