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 »
While creating any transaction in Sage X3, user has to enter “Gross Price” manually for the products in the detail line. But sometimes we use Price Lists to flow Gross Price automatically on the basis of Product and Supplier/ Customer combination. We have different price lists for Sales and Purchase with the respective Customers and… Read More »
In Sage X3, we recently faced an issue where in all of our signature workflows, any user could accept other users’ approval from the workflow monitor even though they are not assigned any level and they are not the approval. To solve this issue we have 2 options as mentioned below. Option 1:Access to the… Read More »
Purchase request is a document detailing required items, the number required and when they will be required. Once approved it becomes a purchase order. A purchase request is an unapproved purchase order. The purchase request details what items and services are required, the quantity, supplier, and associated costs. A purchase order (PO) is a commercial… Read More »
In our previous blog, we had discussed about some tips on configuring the Signature Workflow. Continuing on the same topic, we will discuss the Signature Workflow of X3 but with some specialized scenarios in this blog. Related Post: How to Setup Quote Signature Management Let’s take an example of a business scenario wherein the business… Read More »
Do your Sales quotes require an approval process before being allowed to be used in Sales order Creation? Well Sage X3 provides you with a precise way of approving Sales Quotes before using them to create a Sales Order. This feature is referred to as “Quote Signature Management”. Let me explain how to set up… Read More »