Steps to Setup the Purchase Order Workflow (Currency Wise) in
Sage X3 ERP
Steps to Setup the Purchase Order Workflow (Currency Wise) in Sage X3 ERP
Go to user rules of assignment & create a new Assignment rule as shown below
As shown in the above screenshot, select PORDER in the data model for Purchase order Workflow & Add number of signatures to define the users for approval in the workflow.
Once this is done, set 3 rules of Minimum Amount, Maximum Amount & Currency to define currency-wise workflow as shown below.
Furthermore, you can set up the values for PO workflow approval on the basis of Minimum Amount, Maximum amount, Currency & User for approval as shown below.
Once the setup of values is done, close the screen & validate the screen of assignment rules as shown below.
Now go to Workflow Rules of Purchase Order “POHSIG” & tag the created assignment rule “YPOHSIG”. Save & then validate the screen as shown below.
Once the validation is done, the workflow setup of Purchase Order [Currency Wise] is successfully completed.
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