In Sage X3, you can set up Workflows in 2022R2 to use the Notification Server method rather than the Legacy Email Service, meladx, which is one of the New Features. The Notification Server option gives Sage X3 users access to an email client that supports authentication and extra security measures like TLS. It can also… Read More »
In Sage X3, we recently had a requirement to configure an email to be triggered to send the Payment Voucher report as an attachment on posting the Payment entry to the respective supplier against whom the Payment entry has been created. So let’s see how we can create and configure an email. Step 1: Deploy… Read More »
In Sage X3, did you ever face a requirement where you wanted to set up a signature workflow without triggering a value to recipients to sign the transaction and use the workflow monitor instead to manage all their signatures? This blog shows you a neat trick to stop the mail from being sent to the… Read More »
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’s the record you will see “Signed” against the user and is processed to the next level of user for signature defined… Read More »
You must have noticed that the custom Graphical requesters added to the Sage X3 home screen do not refresh automatically. To refresh it, users have to manually refresh the Graphical Requester. This can be automated by passing certain parameters to the menu items. Navigate to Administration ->Authoring ->Menu Items, and select your Graphical Requester menu… Read More »
In Sage X3, we have a functionality where we can set a delegate in workflow. This field makes it possible to specify how to manage the fact that the recipient identified in the line is absent (in other words, they have defined a delegated user for a period of time covering the moment when the… Read More »
In Sage X3, We have Signature Workflows that Provides us a feature of processing automatic signature for a record if the record is created or modified by the first level of the user present in the assignment rule. You will able to see the record signed and processed to second level user for signature in… Read More »
In Sage X3, we recently had a requirement to configure an email to be triggered to the respective supplier against whom the RFQ has been created. So let’s see how we can create and configure an email. New Stuff: How to Check Quantity in PCS on QC Screen Step 1: Deploy the report. Step 2:… Read More »
Signature workflow feature of Sage X3 helps in tracking of transactions. Sometimes there might be a requirement if the end user needs to add additional field in left list of any transaction which will display user’s name for whom the signature is pending for approval. We can achieve this by using the following steps. Consider… Read More »
The word “Workflow” in an ERP system is defined for all business processes and procedures that are involved in running a successful Organization. Typically, workflow is a trail of any business process from bring to end involving lot of complicated steps. Workflow automation is a way in which these steps can be automated into one… Read More »
