• How to add more details/columns on the workflow signature

    Blog: How to add more details/columns on the workflow signature. Description : In the example below, we demonstrate how to include an ‘amount’ column in the purchase request signature. This addition allows the signatory to have a transparent view…
  • EMAIL AUTHENTICATION

    Sage X3 does not support any security features for sending email, you are only able to specify SMTP server and Port. Using any security on email such as TLS or SSL or even basic authentication is not supported in Sage X3, this is why SMTP relay was configured…
  • X3 SSL Certificate Expiry Workflow

    Patch Installation Introduction This document explains the SSL certificate Expiry Workflow and the required setup to deploy it successfully on X3 V12 and other versions of Sage X3. The Patch and Documents will also be made available on other versions…
  • SAGE X3 WORKFLOW PURCHASE INVOICE PAY APPROVAL FIELD

    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…
  • Purchase signature workflow

    I have created a workflow for Purchase order signature to be by Product category. Exp. IT equipment to be Signed by user A General equipment to be Signed by user B MY issue is, when I create a PO with both items, I want to have both User…
  • New options on Workflow Recipient Type (TYPDES)

    Workflow for Sage X3 Hr has 3 new option: Employee Manager Hierarchical circuit Does anyone has a manual or information on how they work, especially the last one? There is nothing on the help file. Thanks
  • Workflows creation on Sage X3

    Good day all, I am using Sage X3 V9.0 in a trading company, and would like to ask a question in terms of creation of workflows like manual flows if it is applicable on Sage X3, as far as i know that workflows are on Sales PR & PO that is currently existing…