You must have noticed that the custom Graphical requesters added to the Sage X3 home screen do not refresh automatically. To refresh it, users have to manually refresh the Graphical Requester. This can be automated by passing certain parameters to the menu items. Navigate to Administration ->Authoring ->Menu Items, and select your Graphical Requester menu… Read More »
In Sage X3, we have a functionality where we can set a delegate in workflow. This field makes it possible to specify how to manage the fact that the recipient identified in the line is absent (in other words, they have defined a delegated user for a period of time covering the moment when the… Read More »
In Sage X3, We have Signature Workflows that Provides us a feature of processing automatic signature for a record if the record is created or modified by the first level of the user present in the assignment rule. You will able to see the record signed and processed to second level user for signature in… Read More »
In Sage X3, we recently had a requirement to configure an email to be triggered to the respective supplier against whom the RFQ has been created. So let’s see how we can create and configure an email. New Stuff: How to Check Quantity in PCS on QC Screen Step 1: Deploy the report. Step 2:… Read More »
Signature workflow feature of Sage X3 helps in tracking of transactions. Sometimes there might be a requirement if the end user needs to add additional field in left list of any transaction which will display user’s name for whom the signature is pending for approval. We can achieve this by using the following steps. Consider… Read More »
The word “Workflow” in an ERP system is defined for all business processes and procedures that are involved in running a successful Organization. Typically, workflow is a trail of any business process from bring to end involving lot of complicated steps. Workflow automation is a way in which these steps can be automated into one… Read More »
The Workflow rules are used to define the execution of a number of actions when specific events occur within the Sage ERP X3 software. The possible actions are: The sending of messages by the e-mail system The display of notifications in planning workbenches New Stuff: Automatic posting of Invoice We can execute the workflow manually.… Read More »
Workflows usually gets triggered or executed on specific event as per the set up. But what if you want to execute the workflow manually (programmatically). New Stuff: How to display VT functions (menus) in Telnet? There are standard actions written under SAIWRKMAN function for triggering the workflows. Using the same actions workflow can be called… 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 »
As an extension to the Workflow in Sage X3 series, Send Invoice Reports Automatically in Sage X3 Assigning Workflow Parameters in Sage X3 We would now be exploring the Workflow monitoring process which deals with the management & control of the Workflow. The Workflow monitor is used to present those events pending signature by a… Read More »