Sage X3

Is there a Task Code to add a View Requester in Recurring Task Manager?

Good afternoon. With the need of one of my clients to send all kind of reporting by email we came across a problem. We used the ARP event to manage the workflows so they could send the message with their report as an attachment. This worked smoothly…

Hey folks, I'm looking to resend a (ideally all) workflow notifications that have not been signed after a certain number of days. Is there a straightforward way in workflows that I'm missing? Thanks!

Hello, I'd like to set up an alert or notification when a lot is 6 months from expiration. Additionally, I'd like to receive notifications when the the stock falls below the reordering point defined in the product-site record. Can someone walk me…

Dear All, I am facing some problem to generate a report through sage enterprise intelligence. I want information from the report is 'product without customer' but when i apply criteria/filter to the customer i.e. 'customer code=null', the output…

Hello, the on line support list product status definitions as follows: First value: Active — The product is available for all the processes. Second value: In development Third value: Shortage — The product does not appear in search results, but…

Hello, Anyone having idea on email content format using workflow rule. We can able to format the text like below screen shot using "ASYRMAIL.ASEND_MAIL" . But we can not send approval URL links to email from above function . Is that possible from…

Is it possible to have a recurring task to email a custom report. I made a report that basically shows all Misc. Issues and Receipts for the previous weekday. I would like to set up a workflow/recurring task to email this to a user every day. …

Wondering if there are users that have found a way to exclude intersite transfers (Purchase order/Sales order) from purchase signature requirements. I've tried adding the BETFCY <> 2 in the workflow requirements, but am getting inconsistent results. Wondering…

Hello Guys, I am just a newbie here in this forum and hoping to get along with you all. Moreover, I am about to support a newly implemented ERP system in-house through a post implementation phase and am just wondering what are the proper steps and…

Hi, Can someone provide step by step on setting up workflow or notification in sagex3. I looked online and could not find anything. I just want to start from the basic like a PO is created, it needs to be approved before it is posted/finalized. Or…

We have configured X3 workflow for Purchase Request and Purchase Orders. On the email, its gives a link to 'Approve', and link to 'Reject'. Instead of showing up the two line link for each, can we replace it with button called 'Accept' and 'Reject'. This…

If I create a scheduled distribution of a worksheet, how can I make it only deliver if it pulls data. So for example I want to use this as essentially a notification for certain invoice types. I have the work sheet built and filtered, and it's scheduled…

The budget analysis is only including reporting debit code 1 dimension for actual amounts. How do I include a reporting credit cod 1 dimension into this SEI budget analysis?

Hi All, I'm having some problems with the accept/reject notifications from the workflow emails. The emails fire as expected, when I click the reject or accept link it puts a file in the directory I've specified under WRKRMTDIR, however the AWRKSIG job…

Hi there, We are parameterizing and adjusting a Sage X3 V6 installation, We have different workflows configured in different modules of Sage, one of them corresponds to the module of purchases. The workflows are currently sent from the users…

I've created a work flow email triggering upon delivery creation with particular delivery modes. I can see the email produce successfully when a delivery is created individually from a pick ticket, but when the FUNPREDLV function is executed I don't get…

So, I created a action triggering workflow that triggers on the Posting of a sales invoice... Hit post in GESSIH and this workflow fires every time, does what it is supposed to do, and life is well. When i run FUNCFMINV to post a range of invoices,…

Hi, Does anyone know how to create an e-mail notification to trigger after a batch task is executed. In my case, it would be for "date change" function in Manufacturing - Batch Processes (V6.5), and it would display the log file generated with all…

Hello, I have a question with workflow. Basically, I'm trying to set up a workflow in the event that the amount tracked from the MTK object is either 5% above or below the expected quantity. Ex. If 36 units are expected, and only 30 are made (80%),…

Hi, i would like to trigger a workflow approval at Supplier screen level for bank details, but we added an additional grid type tab at Supplier screen. So i need to trigger the workflow and approval for both the grid tables level, it is possible.…

Hello, Does anyone have a good resource for which to build a basic workflow? I am trying to have a workflow within our company that notifies by e-mail/message our pricing analyst whenever the sales invoice price deviates by a certain %. This would be…

Hi I'm calling a workflow from within a SPE process on the Sales Order using this: Call WORKFLOW(TYPEVT,CODEVT,OPERAT,CLEOBJ) from AWRK this works fine and all pre-configured email addresses in the workflow get emailed. However, I need to add…

Hello, I am on v6.5 p31. My topic is very similar, if not identical to http://sagecity.na.sage.com/support_communities/sage_erp_x3/b/sageerp_x3_product_support_blog/archive/2015/05/18/how-to-setup-a-workflow-to-email-invoice-to-customer-contact, , but…

We have a workflow set up to send Invoices. The Recipient is set as [G:BPA]WEB(0). We have found that if a customer has a Ship-to addresses set up, the workflow is picking up the email from the ship-to and not the default address - the "Bill-to" address…