As you can see in the above approval matrix, Level 1 \u201cUser 1\u201d who should sign is USR03, Level 2 \u201cUser 2\u201d is USR02, etc.<\/p>\n
If you want to set a group of users instead of one\u00a0user 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\u00a0for signing the Sales Order for his department.<\/p>\n
Using this User delegates functionality, any one user from the list will be able to carry out the transaction. Kindly follow the below steps:-<\/p>\n
Step 1:<\/u><\/strong><\/p>\n Here you have to add the list of users to the main user who is the main signatory. The type of delegate should be \u201cWith Authority\u201d. Below is the screenshot of the same.<\/p>\n Step 2:<\/u><\/strong><\/p>\n In the respective workflow, change the delegate option to \u201cALL\u201d. This will send the mail to all the list of users defined in the User delegate and the authority to be signed.<\/p>\n Below is the snapshot of the Sales Order signatory workflow.<\/p>\n Hope this helps!<\/strong><\/p>\n About Us<\/strong><\/span> Greytrix<\/a>\u00a0caters to a wide range of Sage Enterprise Management (Sage X3) offerings \u2013 a Sage Business Cloud Solution. Our\u00a0unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRM<\/a>,\u00a0Salesforce.com<\/a> and\u00a0Magento eCommerce<\/a>\u00a0along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3)<\/a>. Currently we are Sage Enterprise Management Implementation Partner<\/a> in East Africa, Middles East, Australia, Asia.\u00a0We also offer best-in-class\u00a0Sage X3 customization and development services<\/a>,\u00a0integrated applications such as POS<\/a> | WMS<\/a> | Payment Gateway<\/a> | Shipping System<\/a> | Business Intelligence<\/a> | eCommerce<\/a> and have developed add-ons such as Catch \u2013 Weight <\/a>\u00a0and Letter of Credit<\/a> for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.<\/p>\n Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>; GUMU™ integration for Sage Enterprise Management \u2013 Salesforce is a 5-star app listed on Salesforce AppExchange<\/a>.<\/p>\n For more information on Sage X3 Integration and Services, please contact us at\u00a0x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":" 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,\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[1870,1967,2332,2333,2334],"class_list":["post-10173","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","tag-sage-x3-feature","tag-sage-x3-workflow","tag-user-delegate-functionality","tag-user-delegation-authority","tag-user-delegation-authority-in-sage-x3"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/10173","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=10173"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/10173\/revisions"}],"predecessor-version":[{"id":17236,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/10173\/revisions\/17236"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=10173"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=10173"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=10173"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"User](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2017\/04\/User-Delegation.png\")
<\/p>\n![\"User](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2017\/04\/User-Delegation-workflow.png\")
<\/p>\n
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