• 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…
  • What data is passed through AWRKMEL? Workflow code [F:AWA]CODE is null

    Hello, I want to change the workflow sender depending on the workflow code [F:AWA]CODE. The workflow code in question is ZTEST However, in a custom ZAWRKMEL script, the [F:AWA]CODE value does not seem to pass through. The result is an email sent by…
  • PURCHASE REQUEST WORFKLOW ESCALATION

    Good Afternoon, We would like to find out if anyone has ever setup workflow escalations on purchase request workflow approvals. under WORKFLOW FURLES, there is a ESC - ESCALATION option when the EVENT TYPE SIGNATURE is selected. However, despite testing…
  • Signature Management Workflow for a Sales Order created by Import

    Is it possible to have a signature workflow created for a sales order that is created through the import/ export function?
  • Workflow emailing - Email notification not working

    I have had about 3 clients mentioning that all of a sudden workflow notification emails are not being sent anymore. When the purchase order or purchase request is created the emails are sent without issue. However, when the transaction is signed the…
  • Seeking Information on Email Monitoring and Routing Services

    Hello everyone, We would like to ensure proper monitoring of emails sent by X3 workflows and also verify the routing of email addresses through an external provider. Do any of you already know suppliers who offer this type of service? Has anyone successfully…
  • For signature workflow, how to enforce public name address only rather than based on user's web browser address used to enter Sage X3 for first signature circuit?

    Hi, Sage X3 version: v12 Patch 33. Question: For signature workflow , how to enforce public name address only rather than based on user's web browser address used to enter Sage X3 for first signature circuit ? Second approval onwards I remember…
  • Use Amazon SES (Simple Email Service) as Notification Server in Sage X3

    Amazon Simple Email Service (SES) is a robust email service provided by Amazon Web Services which helps businesses send business emails to their customers securely via the latest email transmission and authentication technologies such as SPF and DKIM…
  • Header Modification ("Affect detail lines") from workflow

    Hello, I'd like to update the shipment site of a sales order and have it affect all of the lines as well, when a workflow condition is met: For example, I have a workflow that will use the AWRKUPDFLD to update the STOFCY field of a SOQ line, but…
  • Display modified fields in a workflow programmatically

    Hello! I have created a simple workflow and script to display fields that have been modified in a PO where the cost is over $10,000. This works by checking the [M] field against the base [F:POH] field, and using RETVAL to display the changed information…
  • 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…
  • Trolley Build Function Sage

    I am wondering if anyone out here has had any experience with the trolley build features with Datalinx? We are thinking of exploring "picking to slot", "Trolley Build", "picking to Carton" functions in our warehouse. Would love to pick someone's brain…
  • PO Workflow Signature and receipt date

    Hello, Does anyone know of a way to prevent the workflow from starting over if the expected receipt date is changed? (v2021 R4 (12.0.28) For example, a PO is approved, but the supplier calls and tells them there is a delay and the receipt date is…
  • Workflow rules: mail notification after create QC analysis requests

    Hello, Im looking for solution to create Worfkflow rule/Notification that will return email after create "Analysis requests" from production declaration or receipts. Everything what i get so far is email notification only from modification or closing…
  • Workflow Rule - Operations

    Good afternoon Folks Does anyone have a good guide to what the operations all mean? I'm trying to have this send 30 days before the date in the field, but I dont think create or modify will work for an even like this.
  • 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…
  • How to sign or reject a signature workflow by code?

    I want to modify the workflow monitor in order to add a VAL and a REJ value to the action card in order to reduce the number of clicks a user has to do to accept or reject POs. I tried using Gosub INIT from SAIWRKMAN Gosub CONTROLE From SAIWRKMAN Gosub…
  • Signing workflow without login

    Hi all, Why Sage X3 opens login window when a user sign an SOH from an emailed workflow message. How could this be omitted. Thanks
  • Signature Approval on line ITEMS (Purchase Request)

    Hello All, Happy new year. Please can purchase request approval be done per line item.. Which is if I raise 10 item and when am approving(sign) and I notice i have 9 in stock and just one item not in stock. Can I reject just that particular one…
  • We faced a problem in Sales Order workflow where the signed flag becomes BLANK when header condition not met.

    Hi experts, We faced a problem in Sales Order workflow where the signed flag becomes BLANK when header condition not met. When creating a new sales order in LIVE folder, it doesn't trigger the workflow because the "header condition was not met", and…
  • PURCHASE REQUEST WORKFLOW NOT SENDING

    Hello All, Please am having Issue with Email notification not delivering to mail box. I setup two person approval process in purchase request, the first is HOD and the second is STORE. So when I raised a purchase request and its goes for approval…
  • Workflow for PO signature: Duplicated workflow records and emails

    Hi all, May I ask you for advice regarding this case? I'm setting up PO signature workflow in Sage X3 PU9 patch 6. When I tries creating a PO, the system creates duplicated workflow records and sends duplicated emails as below. At Workflow monitor…
  • 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…
  • Sage HR Workflow Recipient Type

    I have to make adjustments to some HR Workflows, but most are set up using these new option. And I can’t make changes until I know what the current process is doing. The first 2 are standard, and I know what they do, but the next 3 I don’t know. …
  • Documentation about extending the standard signature/workflow logic to a custom object

    Purchase and Sales signature workflows as used in SORDER or PORDER are very flexible and powerful, is there any documentation or best practice to apply this same logic to another object, like a custom object? Thanks!