Achieve User Delegation Authority in Sage X3 Workflow

By | April 17, 2017

Sage X3 provides the user delegate functionality in the workflow. To know how it works please refer to an example:

Requester Budget exceeded Max. Value User 1 User 2 User 3
ADMIN 0 10000 USR03
ADMIN 10000 100000 USR03 USR02
ADMIN 100000 1000000 USR03 USR02 USR08

As you can see in the above approval matrix, Level 1 “User 1” who should sign is USR03, Level 2 “User 2” is USR02, etc.

If you want to set a group of users instead of one user at each level. For e.g if a group of users (consisting of USR03, USR08, USR02) was set in USER 1, then all the three people in the group will receive the email to sign the Sales Order (SO). Consequently, all the three people will be able to sign the Sales Order. In case of any users’ absence, any one of the available users will be responsible for signing the Sales Order for his department.

Using this User delegates functionality, any one user from the list will be able to carry out the transaction. Kindly follow the below steps:-

Step 1:

Here you have to add the list of users to the main user who is the main signatory. The type of delegate should be “With Authority”. Below is the screenshot of the same.

User Delegation

Step 2:

In the respective workflow, change the delegate option to “ALL”. This will send the mail to all the list of users defined in the User delegate and the authority to be signed.

Below is the snapshot of the Sales Order signatory workflow.

User Delegation workflow

Hope this helps!

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