As an extension to the Workflow in Sage X3 series,
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 given user. The Workflow Monitor can be found at Usage -> Workflow Monitor
- The recipient field defaults to current logged in user. With the proper date range, one can see the list of pending Workflow signatures.
- Chronological Number: It is an identifier for a given workflow.
- Recipient: This is the recipient of the workflow is intended.
- To sign a Workflow, got to “To be signed” tab and right-click on a workflow and click on a Signature option. This would pop up the answer box, with Validated and Rejected option.
- Once validated or Rejected, the entry will be removed from the monitor. This way the further actions on the document can now be carried out.
- Similarly, you can view and acknowledge workflow which can be found under “To Be Read” tab.
To know how workflow can help you to get rid of task intensive and paper-based processes, contact us at x3@Greytrix.com
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For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.