• 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?
  • 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…
  • 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…
  • Purchase Request Auto Signature, how to stop this?

    Scenario: User JOHN creates a new purchase request PR, on the signature user assignment he is the first to sign PR. After creating the PR, the PR is automatically signed. I suppose this comes from the actions in the workflow that fires when the PR…
  • Re-send a workflow notification email after a certain time

    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!
  • 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…
  • Customize the "Reply to" field of emails associated with workflows sent from mail server

    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…
  • 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…