{"id":22620,"date":"2025-08-08T05:41:30","date_gmt":"2025-08-08T05:41:30","guid":{"rendered":"https:\/\/www.greytrix.com\/middle-east\/?p=22620"},"modified":"2026-02-11T10:01:16","modified_gmt":"2026-02-11T10:01:16","slug":"steps-to-setup-the-purchase-order-workflow-currency-wise-in-sage-x3-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/middle-east\/steps-to-setup-the-purchase-order-workflow-currency-wise-in-sage-x3-erp\/","title":{"rendered":"Steps to Setup the Purchase Order Workflow (Currency Wise) in Sage X3 ERP"},"content":{"rendered":"\t\t
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To set up the PO workflow currency-wise, you first need to define the rules.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Steps to Setup the Purchase Order Workflow (Currency Wise) in
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Steps to Setup the Purchase Order Workflow (Currency Wise) in Sage X3 ERP<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tTo set up the PO workflow currency-wise, you first need to define the rules.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Go to user rules of assignment<\/strong> & create a new Assignment rule as shown below<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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As shown in the above screenshot, select PORDER<\/strong> in the data model for Purchase order Workflow & Add number of signatures to define the users for approval in the workflow.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Once this is done, set 3 rules of Minimum Amount, Maximum Amount & Currency<\/strong> to define currency-wise workflow as shown below.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\tNow, click on values as shown below to define the values according to the rule\u2019s set up above.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Furthermore, you can set up the values for PO workflow approval on the basis of Minimum Amount, Maximum amount, Currency & User<\/strong> for approval as shown below.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Once the setup of values is done, close the screen & validate the screen of assignment rules as shown below.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Now go to Workflow Rules<\/strong> of Purchase Order \u201cPOHSIG<\/strong>\u201d & tag the created assignment rule \u201cYPOHSIG<\/strong>\u201d. Save & then validate the screen as shown below.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Once the validation is done, the workflow setup of Purchase Order [Currency Wise] is successfully completed.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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To set up the PO workflow currency-wise, you first need to define the rules. 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 To set up the PO workflow currency-wise, you first need to define the rules. Go …<\/p>\n

Steps to Setup the Purchase Order Workflow (Currency Wise) in Sage X3 ERP<\/span> Read More »<\/a><\/p>\n","protected":false},"author":1,"featured_media":22623,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-22620","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"\nSage X3 ERP| 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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 To set up the PO workflow currency-wise, you first need to define the rules. Go…","_links":{"self":[{"href":"https:\/\/www.greytrix.com\/middle-east\/wp-json\/wp\/v2\/posts\/22620","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/middle-east\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/middle-east\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/middle-east\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/middle-east\/wp-json\/wp\/v2\/comments?post=22620"}],"version-history":[{"count":5,"href":"https:\/\/www.greytrix.com\/middle-east\/wp-json\/wp\/v2\/posts\/22620\/revisions"}],"predecessor-version":[{"id":24416,"href":"https:\/\/www.greytrix.com\/middle-east\/wp-json\/wp\/v2\/posts\/22620\/revisions\/24416"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/middle-east\/wp-json\/wp\/v2\/media\/22623"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/middle-east\/wp-json\/wp\/v2\/media?parent=22620"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/middle-east\/wp-json\/wp\/v2\/categories?post=22620"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/middle-east\/wp-json\/wp\/v2\/tags?post=22620"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}