• Setting Zones in Sage X3

    Hey All, My company has purchased a wave picking function in Datalinx. During our first brainstorming session we've brought up Zones(zoning our warehouse). We believe we need to set zones as we go down this road. Problem is where to start? My question…
  • Workflow send crystal report pdf with different parameters

    Good day, I'm trying to use workflow standard rules to send a pdf (report created in crystal) to some users. Standard usege works fine for me, but I need to send, in my case, an sell order printed with different setup (for example outside with prices…
  • 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…
  • 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.
  • 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…
  • 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…
  • 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…
  • 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. …
  • Workflow Rules message by Criteria

    In the message text area in workflow rules, I was wondering if we can display text in a email dynamically based on a criteria. This is my attempt, but doesnt work: |[F:PSD1]ITMDES<> '',chr$(13)+chr$(10)+"Order Description :[F:PSD1]ITMDES| Basically…
  • 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…
  • Invoice Approval Process

    Good Morning I'm looking for a way to notify my users that an invoice is ready for them to approve. Does anyone have any recommendations for this?
  • Workflow for Stock Status change

    I would like to setup a workflow notification for whenever an item is changed from a Q sub-status to either A or R. I was wondering if anyone else has done the same thing and how they were able to get this setup in Sage X3.
  • Workflow from SO creation based on ITMMASTER

    Does anyone have an example of how to set up the data model and then workflow to trigger an email based on the creation of a sales order, using a field in the itmmaster as a filter (and this data point isn't in any of the SORDER tables). I want the…
  • 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…
  • Workflow for Receipts

    Hello everyone, first time poster here. We recently went live with our X3 implementation in the previous months. My knowledge of the system is rather limited but I do consider myself a very technical person. I've been tasked with a request to develop…
  • Cancel Signature X3 Workflow

    I've created a separate signature workflow to the purchase signatures workflow. This is for new supplier setup requests. Everything works great with signing the requests, but when the request is modified, the original signature request does not get…
  • PO Workflow Email Signature Links Not Working

    We're having some issues with the emails in Sage X3 in that when the user clicks on the 'Accept' or 'Reject' links, the purchase orders are not being signed in Sage. We have the APPPOH parameter set to Yes in parameter values... ... and the WRKRMTDIR…
  • Trigger workflow rule only when attachment is added?

    Is it possible to trigger a certain workflow rule when an attachment is added to a purchase order? We would like for the attachment to be sent via email to an inbox, so this workflow only needs to be triggered when an attachment has been added to an…
  • Run Workflow/Send Email After Batch Job/Periodically?

    So I have a SQL query which returns all purchase orders that are over 14 days old, which have still not been signed in Sage from AWRKHISSUI workflow table. What I'd like to do is create a workflow that distributes an email to all of the users in the…
  • How to call / trigger a Workflow Rule in Code?

    Hi, Does anyone know of a way to call, or trigger a Workflow Rule from within code? Thanks, Mike