Workflow in Sage X3 allows you to automate steps such as sending emails with attachments etc. Sage X3’s workflow function allows you to create a process that sends an email when certain conditions are met, such as fulfilling/satisfying the condition or triggering an event. This email may include attachments, such as documents or reports generated… Read More »
In Sage X3, workflow auditing involves tracking and recording the changes made to any documents as they progress through the workflow. This is useful for maintaining transparency, ensuring compliance, and identifying any discrepancies or issues in the process. Below are general steps to set up and perform workflow auditing on sales orders in Sage X3… Read More »
In Sage X3, workflows are used to automate and streamline business processes by defining a sequence of tasks that need to be performed in a specific order. These tasks can involve approvals, reviews, or other actions necessary for the completion of a business process. Workflows in Sage X3 help organizations enforce consistency, reduce manual intervention,… Read More »
Step 1 : Start the Batch server In Sage X3, Batch server is a component of the software that is responsible for executing batch processes. Batch processes are typically large-scale, repetitive tasks that need to be performed in the background, such as data imports, report generation, data updates, and other automated operations. Path : All… Read More »
In Sage X3, you can assign multiple signatures in a workflow on different objects to implement a multi-level approval process. This allows for more complex and controlled workflows, where different users or groups need to review and approve various stages of a business process. Here’s a step-by-step description of how to assign multiple signatures in… Read More »
The Signature Workflow is a feature provided by Sage that enables automatic signatures for records that are either modified or created by the first-level user defined in the Assignment rule. Once the user signs the record, the status changes to “Signed” for that user, and the record is then passed on to the next level… Read More »
In Sage X3, you can set up Workflows in 2022R2 to use the Notification Server method rather than the Legacy Email Service, meladx, which is one of the New Features. The Notification Server option gives Sage X3 users access to an email client that supports authentication and extra security measures like TLS. It can also… Read More »
In Sage X3, we recently had a requirement to configure an email to be triggered to send the Payment Voucher report as an attachment on posting the Payment entry to the respective supplier against whom the Payment entry has been created. So let’s see how we can create and configure an email. Step 1: Deploy… Read More »
In Sage X3, did you ever face a requirement where you wanted to set up a signature workflow without triggering a value to recipients to sign the transaction and use the workflow monitor instead to manage all their signatures? This blog shows you a neat trick to stop the mail from being sent to the… Read More »
Signature workflow is a feature provided by Sage for Automatic signature for a record if it is modified or created by the first level user defined in the Assignment rule. Once the user sign’s the record you will see “Signed” against the user and is processed to the next level of user for signature defined… Read More »