• email content format

    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…
  • Workflows and remote cell phone email SSL/TLS setup

    Has anyone ever setup remote (outside of network) email access where workflow buttons trigger the action in the related X3 workflow? I’m searching for information regarding cell phone, or remote email access to X3 generated workflow emails that require…
  • How to Exclude InterSite Transfers from Purchase Signatures

    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…
  • What are the steps and documentation required for a post implementation support of a SAGE X3 ERP?

    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…
  • How can I setup a default text in automatic email ?

    Hello Everybody! How can I setup a default text in automatic email that I am sending a report from purchasing order? I have created a workflow rule to do this. I put a default text in : Setup>Workflow Rules>Message. But, It hasn't worked. When I am…
  • WORKFLOW/NOTIFICATION

    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…
  • Adding Email Sender (From) field in X3 workflows!

    Hi, Currently in Workflow setup, we can only set the recipient email address. For some email workflows user requires to send the email via a generic email address like "[email protected]" or "[email protected]". So having a field on Workflow setup to specify…
  • Workflow - AWRKSIG - cannot pick up accept/reject from WRKRMTDIR

    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…
  • Workflow email upon Delivery Creation via FUNPREDLV function

    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…
  • Workflows and automated functions

    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,…
  • How to create alert workflow after a batch task

    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…
  • Workflow Question = Production Tracking

    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%),…
  • SAGE Workflow in X3 V6.5 Patch29

    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.…
  • X3 V6.5 - Basic workflows

    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…
  • Email pdf of purchase order directly from workflow

    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…
  • Workflow email address not pulling from default address

    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…
  • send message to all current users

    Hi All Has anyone worked out a way to send a message to all currently logged in users. i need to tell people that the system will be shut down for 15 mins a server reboot at 12pm. i'm thinking a workflow with the addresses using some function that…
  • Workflow Messages in basic text format

    Hi Can you please confirm for me that the Setup>Workflow rules>Messages are all basic text format and there is no way to utilise HTML to improve their formatting. If so is anyone aware of any planned changes to this area, we are finding that it…
  • Workflow

    Sage ERP X3 Workflow.pptx Workflow meeting slides