• 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. …
  • Sage Error Consistent Regardless of Role

    Users are receiving the following error on a consistent basis . User is saving something on a page within a specific function, saving, then closing page. The error is occurring across all roles. Can anyone give us advice on what could be causing this…
  • Can I create a delivery with multiple lots allocated to the sales order via import?

    I have a sales order that has multiple lots allocated to the first SOQLIN. When i try to create a delivery via importing it, it is creating the delivery for one of the lots, and leaving the other lot allocated to the sales order. For example, if i…
  • Date difference in Adonix language

    Does anyone know the correct syntax for a workflow if I wanted to compare 2 dates and only show those for which the dates differ by greater than 1 day? In SQL, it's a simple DATEDIFF() to find this number, but I don't know how to code this in X3. …
  • Routings - Copy Routings

    I'm updating BOMs to including a packaging code. I can copy the BOM from the original product by entering the new product code however the BOM routings are not automatically copied over. Is there a way that routings can also be copied over?
  • Packaging Consumption in Work Orders

    I'm looking for ideas as to the best way to consume packaging in work orders. We sell products in various packaging....totes, drums, pails, etc. Currently the packaging is relieved from inventory at time of sales invoicing.....packaging codes are…
  • 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…
  • fixed assets - dispose function error - context is incorrect

    Created an asset transaction w/o invoice. Processed it with Movements/ Dispose - no issues there. However, status of context was off: Value: Inactive - green, Calculated - red, Posted green, Flow: No, Closing no. We then did a recalculation of the DEPR…
  • Sage X3 - Print reports to Email

    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…
  • 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!
  • Inventory Notifications

    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…
  • Product Status definitions

    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…
  • Workflow's Attachement Link - Reduce its path.

    Hello, Our attachement in the workflow module is suffering from the length of the path and name (<240). Support told me that the attachement link is set to be : # Application/others ; name="filename.pdf"["filename.pdf"] & "C:\pathfile\filename.pdf…
  • Reroute Workflow

    We have a workflow in place that was assigned to an individual for a Purchase return. That person is no longer with the company. We have couple of purchase return that are waiting approval. How can we reroute those return to a new person.
  • 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…
  • 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…
  • Approve/Reject link in Workflow Email

    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…
  • 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%),…