{"id":26778,"date":"2023-06-30T06:05:04","date_gmt":"2023-06-30T06:05:04","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=26778"},"modified":"2023-06-30T11:50:14","modified_gmt":"2023-06-30T11:50:14","slug":"how-to-add-signature-workflow-in-purchase-price-list","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2023\/06\/30\/how-to-add-signature-workflow-in-purchase-price-list\/","title":{"rendered":"How to add Signature workflow in Purchase Price List"},"content":{"rendered":"\n

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\u2019s the record you will see \u201cSigned\u201d against the user and is processed to the next level of user for signature defined in the Assignment rule in Sage X3<\/a>.<\/p>\n\n\n\n

For one of our clients there was a requirement to add the signature workflow for the such that the Gross Price\/ Price defined in the purchase price list doesn’t flow in any of the purchase transactions (Purchase Order, Receipt and Invoice) until the purchase price list has been approved.<\/p>\n\n\n\n

To disable the price list we have added 3 custom fields ZPLISTRDAT (Validity Start Date), ZPLIENDDAT (Validity End Date)<\/strong> field and ZAPPFLG (Signed)<\/strong> in the Purchase price list header screen and disabled the standard field PLISTRDAT (Validity Start Date)<\/strong> and PLIENDDAT (Validity End Date)<\/strong>.<\/p>\n\n\n\n

On creation\/ Modification of a purchase price list backdated value gets updated in the Std field PLISTRDAT and PLIENDDAT (01\/01\/1999) and the custom fields (ZPLISTRDAT (Validity Start Date) and ZPLIENDDAT (Validity End Date)) has the actual validity date range for the particular transaction. On approval the actual validity date in the custom fields (ZPLISTRDAT and ZPLIENDDAT) gets updated in the std field and the ZAPPFLG gets updated with the respective value from the local menu 280 (1: No, 2: In part, 3: In full)<\/strong> that makes the purchase price flow in the purchase transactions as intended.<\/p>\n\n\n\n

Note: <\/strong>The Local Menu description may change based on the patch of X3.<\/p>\n\n\n\n

New Stuff:<\/strong> Defaulting Screen\/Mask fields in Sage X3<\/a><\/p>\n\n\n\n

\"fig1<\/a><\/center>\n
fig1 price list<\/center><\/font>\n\n\n\n

–Create the main Workflow for Purchase price list management.<\/strong><\/p>\n\n\n\n

Step 1:<\/strong>
All -> Setup -> Workflow -> Workflow Rules
Create a Workflow rule with code ZPPLSIG<\/strong> (Create the duplicate of any standard workflow Ex: POHSIG and change required details) as below:<\/p>\n\n\n\n

\"fig2<\/a><\/center>\n
fig2 header<\/center><\/font>\n\n\n\n

Step 2:<\/strong>
Create a Data Model with Template Code : ZPALPRI<\/strong> (Purchase Price list Data Model)
In the Links tab -> Main table as PPRICLIST<\/strong>.<\/p>\n\n\n\n

\"fig3<\/a><\/center>\n
fig3 data model<\/center><\/font>\n\n\n\n

Step 3:<\/strong>
Create an Assignment Rule with ZPALPRI<\/strong> (Purchase Price Assignment Rule) as below:<\/p>\n\n\n\n

\"fig4<\/a><\/center>\n
fig4 assignment rule<\/center><\/font>\n\n\n\n

Click on values and assign the Assignment Rule as ZPALPRI<\/strong>.
In the Values section input the users codes.<\/p>\n\n\n\n

Step 4:<\/strong>
Add the below header conditions for the workflow to be triggered.<\/p>\n\n\n\n

\"fig5<\/a><\/center>\n
fig5 header conditions<\/center><\/font>\n\n\n\n

Step 5:<\/strong>
Add Recipients in the Recipient tab and select “Yes<\/strong>” in Send mail field and “With signature<\/strong>” in Milestone field.<\/p>\n\n\n\n

Step 6:<\/strong>
Set below in the Message Tab:
-Select Any <\/strong>in Management section
-Check Return Icon<\/strong>
–Enter return function as GESPPL<\/strong><\/p>\n\n\n\n

Step 7:<\/strong>
Add below in the Context field of Milestone<\/strong> Tab:
-[F:PPL]PLICRD
-[F:PPL]UPDUSR<\/p>\n\n\n\n

Add the below details in the Answers of Milestone:<\/p>\n\n\n\n

\"fig6<\/a><\/center>\n
fig6 Milestone ans1<\/center><\/font>\n\n\n\n

–Create a workflow for Purchase Price No rule notification.<\/strong>
Step 1 :<\/strong>
Create a Workflow rule with ZPPLSIGNCR <\/strong>(Create the duplicate of any standard workflow Ex: POHSIGNCR and change required details)
-Event code as ZPPLSIG<\/p>\n\n\n\n

Set the below conditions in the header:
-S_ABREV =”PPL”
-[F:PPL]ZAPPFLG=1<\/p>\n\n\n\n

Step 2:<\/strong>
Add Recipient in the Recipient tab and select “Yes” in Send mail field and “Yes” in Milestone field.<\/p>\n\n\n\n

Step 3:<\/strong>
Set below in the Message Tab:
-Select Any <\/strong>in Management section
-Check Return Icon<\/strong>
-Enter return function as GESPPL<\/strong><\/p>\n\n\n\n

–Similarly create a workflow for Purchase Price list signature.<\/strong>
Step 1:<\/strong>
Create a Workflow rule with ZPPLSIGVAL <\/strong>(Create the duplicate of any standard workflow Ex: POHSIGVAL and change required details)
-Event code as ZPPLSIG<\/p>\n\n\n\n

Set the below conditions in the header:
-S_ABREV =”PPL”
-[F:PPL]ZAPPFLG=2 | [F:PPL]ZAPPFLG=3<\/p>\n\n\n\n

Step 2:<\/strong>
Add Recipient in the Recipient tab and select “Yes<\/strong>” in Send mail field and “With signature<\/strong>” in Milestone field.<\/p>\n\n\n\n

Step 3:<\/strong>
Set below in the Message Tab:
-Select Any<\/strong> in Management section
-Check Return Icon<\/strong>
-Enter return function as GESPPL<\/strong>
-Enter link key as “[F:PPL]PLI;[F:PPL]PLICRD<\/strong>“<\/p>\n\n\n\n

Step 4:<\/strong>
Set the blow in the Answers:<\/p>\n\n\n\n

\"fig7<\/a><\/center>\n
fig7 Answer1 ZPPLSIGVAL<\/center><\/font>\n\n\n\n

Step 5:<\/strong>
Create an Action as follows :
Enter action code as “ZPPUPDFLG1<\/strong>“
Select template as “Outside model<\/strong>“
Select Type as “Miscellaneous<\/strong>“
Enter Standard script as SPEZPPUPDFLG1<\/strong> and Subprograms as ZFLGUPDATE<\/strong><\/p>\n\n\n\n

Step 6:<\/strong>
Add ZPPUPDFLG1 <\/strong>Action in Action tab.<\/p>\n\n\n\n

\"fig8<\/a><\/center>\n
fig8 Action ZPPLSIGVAL<\/center><\/font>\n\n\n\n

Explanation :<\/strong> We have added a custom action in the ZPPLSIGVAL <\/strong>workflow, since we need to update the standard fields of the the validity start and end date based on the date given in the custom field in the sales price list once the Signed field is in \u201cIn full\u201d i.e ZAPPFLG is 3 or Signed is in \u201cIn part\u201d i.e ZAPPFLG is 2<\/strong>.<\/p>\n\n\n\n

We’ve added the 4GL code in SPEZPPPUDFLG1 <\/strong>and SPEPPL <\/strong>scripts to update the ZAPPFLG, PLISTRDAT<\/strong> and PLIENDDAT<\/strong> fields.<\/p>\n\n\n\n

About Us<\/strong><\/h2>\n\n\n\n

Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

Greytrix has some unique integration solutions developed for Sage CRM<\/a> with Sage ERPs namely Sage X3<\/a>, Sage Intacct<\/a>, Sage 100<\/a>, Sage 500<\/a>, and Sage 300<\/a>. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.<\/p>\n\n\n\n

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 \u2013 Sage CRM integration listed on Sage Marketplace<\/a> and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace<\/a>. The GUMU™ Cloud framework<\/a> by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/p>\n\n\n\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

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\u2019s the record you will see \u201cSigned\u201d against the user and is processed to the next level of user for signature defined\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8,13],"tags":[1511,1562,3759,2105,2432],"class_list":["post-26778","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","category-integration","tag-price-list","tag-purchase","tag-purchase-price-list","tag-signature","tag-workflow"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/26778","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\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=26778"}],"version-history":[{"count":16,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/26778\/revisions"}],"predecessor-version":[{"id":26800,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/26778\/revisions\/26800"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=26778"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=26778"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=26778"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}