Tag Archives: Purchase Order Workflow

Understanding Automatic Closure of Rejected POs in Sage X3.

A client recently raised an issue that when a Purchase Order (PO) is rejected in Sage X3, the system automatically closes the Purchase Order. We investigated the functionality to understand the root cause. Signature Management (Approval Workflow) is an important feature in Sage X3, especially for maintaining accuracy and control in the Procurement and Inventory… Read More »

How to restrict automatic signature in workflow

Sage X3 provide us a feature of processing automatic signature for a record if the record is created or modified by the first level of user present in assignment rule. This means if we have ADMIN as first user to sign a record and if ADMIN himself creates or modifies the record, that particular record… Read More »