• Automate Allergen Rollup

    Hello! 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

    Hello, 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

    Hello, 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. Carles.
  • Modify the workflow email address

    Hello, 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 campaign…
  • How to work with EDI module in sage X3?

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

    Hello, 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? Thanks, Zoey
  • 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…
  • Error while reject the signature in workflow

    Hi Guys, System prompt me the below error when i'm rejecting the signature. Wonder what went wrong?
  • 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…
  • How to account for a restocking fee on a purchase return?

    I am trying to figure out how to account for a restocking fee on a purchase return. It doesn't seem to be intuitively obvious how this should be done. Any guidance would be much appreciated! Regards, Dave
  • Create a new subprogram

    Hello, I have a worfklow that email invoices to my users. In the message I'd like to add an information which varies according to SIHNUM. For example if SIHNUM starts with "DC" I'll have "result 1" in my message if it starts with RG I'll have "result…
  • Workflow Locking

    Multiple users creates purchase requests. At the point where the e-mail box must display, the system is hanging for everyone. Any ideas?
  • Use notification to display all products (ITMREF) in an array

    Hello, two things! I am trying to set up a notification that will send an email containing all the specifics of a customer return when it is created. However, The formula to call the product code from the array, in this case:| |[M:SRH1]ITMREF(indice…
  • Purchase Request Line Level Approval - Different Workflow Rules per Company

    Our Sage X3 installation have 23 companies. Some are farming companies, others property companies and also financial / management companies. Some companies have different approval rules requirements than others e.g. Group 1: Request site, product…
  • Workflow formula

    Hello, I created a workflow that sends an email with several information about customer returns. I use the formula wizard to define the subject of my mail and it's content. I would like to display in my mail the name of the project (OPPDESAXX) concerned…
  • WRKBUT active but cannot send email. Local SMTP email is ok. Parameter has been setup.

    Hi, On the right menu, under Utilities > Send to..., When I click on Send to... , it does not show the WRKBUT popup. I click multiple times but it is not responding. It loads, but not responding. There is no errors given. Just, no response. …
  • Sage V12 Inter site Transfers of product that have License Plate Numbers.

    We have distribution sites that send pallets of raw material and receive finished goods pallets from our manufacturing site. Currently license plate functionality forces you to create new license plate numbers when changing sites. There is no value in…
  • add a new field to Worflow text

    Hello, I created a workflow that send invoices to my users. In the text field of the workflow I would like to add the email address of the customer with a specific function (KCNTFNC). I tried to add the CUSTOMER table in the formula wizard (new…
  • Trouble sending trace log by mail

    Hello everyone, I'm trying to automatically send trace logs by mail by using a workflow. Everyday, a scheduled job is supposed to import a file in X3, sometimes the import fails. I would like to have the trace file sent to me by email in these cases…
  • Operating Budgets - Envelope not showing up for approval

    Hello, I'm working with the Operating Budgets in X3, and I've been able to create the project and budget envelope associated with the project. I was able to do the submit for approval step and then go into the approval inquiry and see that the envelope…
  • Workflow Monitor

    Hello I created Sales Order workflow rule and the signature metrics is working the user gets email notification but on workflow monitor and landing page 'sales workflow' the users can't get the request to sign Please help me how to solve it. Sage…
  • How to deal with an entry point called twice.

    I've been working on a workflow that triggers on creation of a shipment. I'm sure you're aware that these workflows will work just fine when creating the shipment manually, but when leveraging the batch tasks FUNAUTDLV and FUNPREDLV, the workflow doesn…
  • Setup routing.

    looking for have routings setup per bottle instead of per minute. They want it to look like a WO done for 500 bottles with a routing of $1 each, will add $500 to the WO for labor. Is it possible?