In Sage X3, you can assign multiple signatures in a workflow on different objects to implement a multi-level approval process. This allows for more complex and controlled workflows, where different users or groups need to review and approve various stages of a business process.

Here’s a step-by-step description of how to assign multiple signatures in a workflow on different objects in Sage X3:

STEP 1:-

Workflow Setup:  First, you need to define the workflow itself. Go to the –>>”Workflow Setup” screen in Sage X3,  where you can create and configure the workflow according to your business requirements.

Specify the objects for which you want to implement the workflow, such as purchase orders, sales orders, or expense reports.

As shown in figure .1

STEP2:

After clicking on workflow rules, they display below the screen as shown in the figure. 2

Jump to: Assignment Rule: Create a New Assignment Rule

Signature Assignment: Once you have defined the signature levels, you can assign the relevant users or user groups to each level. This is done based on the roles and responsibilities of the users in your organization. Sage X3 allows you to easily select the appropriate users or groups from your system’s user database.

STEP 3:-

-After clicking on the Assignment Rule display below the screen, refer to Figure 3,

-Enter the name of the assignment rule, the data model, and Number of ignatures.

-The “number of signatures” field specifies how many signatures will be used throughout the approval process.

STEP 4:

After all the creation processes Save and validate the assignment rule and workflow rule.

This blog help us to know about the use By implementing multiple signatures in workflows on different objects, Sage X3 enables you to create sophisticated approval processes that align with your organization’s specific requirements. This promotes better control, compliance, and efficiency in handling critical business operations.

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Greytrix caters to a wide range of Sage X3 (Sage Enterprise Management) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage X3 for Sage CRM, Salesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3 (Sage Enterprise Management). Currently we are Sage X3 Implementation Partner in East Africa, Middles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit for Sage X3 to Sage business partners, end users and Sage PSG worldwide.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.