As an extension to the Workflow in Sage X3 series,
We would now be exploring the Workflow monitoring process which deals with the management & control of the Workflow.
- The recipient field defaults to current logged in user. With the proper date range, one can see the list of pending Workflow signatures.
- Chronological Number: It is an identifier for a given workflow.
- Recipient: This is the recipient of the workflow is intended.
- To sign a Workflow, got to “To be signed” tab and right-click on a workflow and click on a Signature option. This would pop up the answer box, with Validated and Rejected option.
- Once validated or Rejected, the entry will be removed from the monitor. This way the further actions on the document can now be carried out.
- Similarly, you can view and acknowledge workflow which can be found under “To Be Read” tab.
To know how workflow can help you to get rid of task intensive and paper-based processes, contact us at x3@Greytrix.com
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Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRM, Salesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight and Letter of Credit for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.
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For more information on Sage X3 Integration and Services, please contact us at firstname.lastname@example.org. We will be glad to assist you.