SAGE X3 WORKFLOW PURCHASE INVOICE PAY APPROVAL FIELD

SUGGESTED

Hi, 

Curious questions on workflow:

  • Can a workflow trigger on purchase invoices with a the following PAY APPROVAL (PAZ) statuses:
    • Pending
    • Conflicted
    • Default
  • Can the workflow direct the user directly to the invoice, where they can manage the open item and change the status of the invoice?
  • Can the workflow direct the user directly to the workbench, where they can manage the open item and change the status of the invoice in the workflow workbench?
  • If it is possible, can some guide me on how this needs to be setup for this?
  • If it is not possible, has anyone done something similar, with a solution to share?

I am familiar with the basic PR approval signature workflow and how it works.

I have also attempted to create workflow rules for the purchase invoice pay approval, but cannot seem to get this triggered. 

Thanks in advance Slight smile