• Close Multiple Sales Orders

    Hello, does anyone know of a way to automate closing multiple sales orders?

    I was trying to look at API or Import options but seems that closing a sales order requires execution of an action (TRTCLESOH) and I'm not finding the easiest way to access the…

  • Stock Change shows 0 stock available

    In the stock change window, it shows that I have 0 stock available for the product I am wanting to change. I have already looked and it is not allocated to anything and have done a stock resynchronization. Can anyone help with this? 

  • 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…

  • Proforma Invoices

    Currently we create a proforma so that we could send an invoice to a customer in order to receive payment before the items ship.  However, we are not posting these proforma invoices.  We receive the payment and it sits on their account until the product…

  • [x3v12p33] Notification server: Microsoft 365 with OAuth2 authentication (Modern Authentication), how?

  • Purchase Receipt - Multiple lines same Lot for Barcoding


    I want to receive a purchase order scanning the barcode of each box even if they have the same LOT and product code.

    Exemple : I receive 4 boxes of a product Code A with same lot #  and different quantity (Receive by box scanning) 

    Want to have 4…

  • HTML email text in workflow rules


    Need a small help, where's the how-to guide link: online-help.sageerpx3.com/.../RELNOTE_V12.0.33.htm

  • ADSC Testing

    Get to "create " button and this error message pops up "An error has occurred(connexion or webservice error). Please contact your administrator"

  • Inventory and Production BOM vs SubContracting BOM

    I am looking to convert a raw material to a subassembly part, via a purchased service.  In this case, we have inventory on hand of a raw item, that is then shipped to a vendor, modified by a service they provide, and then it is shipped back and is now…

  • Quality Status Auto-Update based on Length of Time


    I'm hoping someone could guide me in the right direction or tell me if this is possible.

    For our Finished Goods, our Quality team would like to create a new status that's essentially a "Provisional Approval but wait 7 days before A status"…

  • Purchase request line level approval


    When a 10 line purchase request is created and we approve purchase request at line level, is there a way to approve the lines in the purchase request per line instead of going back to the workflow monitor?


    Is there a way to add additional info…

  • Purchase Request to Sign Mobile App

    Good day

    We added additional workflow rules in purchasing, where the standard rule is PSDSIG for purchase request line approvals, is the news ones called PSDSIG01 and PSDSIG04.

    Now the mobile app only display the records from table AWRKHISSUI where CODWRK…

  • quality control- workflow when active status

    would anyone know how to create a workflow for when a product is updated from Q--> in quality control?  Our logistics users are asking for this request so they know when the material is available to be used.

    any help appreciated




    Sage X3 does not support any security features for sending email, you are only able to specify SMTP server and Port. Using any security on email such as TLS or SSL or even basic authentication is not supported in Sage X3, this is why SMTP relay was configured…

  • Non-existent label when creating receipt from an order

    Hi all,

    I got an error of "Non-existent label" when creating receipt from an order as below

    Does anyone know how to troubleshoot this error?

    Thanks in advance

  • Workflow email From Address

    When emailing from workflow in Sage X3 the from address is picked from the user record.

    Is there a way we can override this and specify a generic from email address

  • Number format in 4GL - decimal separator

    I am trying to write a workflow event for our German site that is using a number field from X3.  German format for 1,234.56 is 1.234,56; the comma and decimal are "flipped" in German.  I cannot seem to format the number field correctly using 4GL…

  • 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…

  • Automate Allergen Rollup


    I'm trying to figure out the best way to automate the "Allergen rollup" function daily. If anyone has any experience or information to achieve this please let me know.

  • [PO] Workflow validation by Chef2 if Chef1 is empty


    We are on X3V12, purchase order workflows are working fine for us. We have a validation of "Chef" 1, 2, 3 and 4 depending on the amounts via a affectation rules :

    But, for example: if the user's "Chef2" is empty, the workflow fails…

  • Web service return document


    We want to create a Web Service that returns a document (sales order) in array format of bytes (base 64?).

    It's posible? Any ideas?

    Thants in advance.


  • Modify the workflow email address


    I have created a workflow that sends emails to customers automatically (Reminder campaigns). However, the email used is the "Admin (System)" address.

    Would it be possible to change this email address dynamically ( depending on the reminder…

  • How to work with EDI module in sage X3?


    We are trying to implement EDI modules for e-invoice issue which is required to connect with 3rd party. Does anyone have more examples, videos, or sage university course about EDI?

    We currently use Sage X3 V12, EDI protocol type to declare is …

  • 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…

  • User is receiving workflow notifications when they are not a recipient


    One of our users is receiving workflow notifications when the category is set to TRA: traceability, but they are not a recipient.

    Any ideas as to why?