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: How to display user signature pending for approval to the… »
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: Workflow in Sage Enterprise Management »
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: How to execute workflow through function? »
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: How to execute workflow programmatically in Sage ERP X3 »
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: Purchase Request Signature »
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: Workflow Monitor in Sage X3 »
In our last blog, Send Invoice Reports Automatically in Sage X3, we have seen how we can set up and use workflow in Sage X3. To keep the context simple and clear we avoided the core technicalities including parameterization required for the workflow to work. So, in this blog, we will be exploring the various parameters… Read More: Assigning Workflow Parameters in Sage X3 »
