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  • 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…

  • 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…

  • How can I use a workflow to simultaneously create a service "Call" every time a sales quote is created?

    When quotes are created, I would like a "Call" to be created which will be used by a sales team to ensure follow up is completed for all quotes.

  • Purchase Request workflow

    I am trying to prevent the signature circuit from restarting when the supplier is set or changed. Most of the end users will not know or care who the supplier is during the initial stages of the request. However, the purchaser is required to assign…

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