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Sage ERP X3 Workflow

Sage ERP X3 Workflow. What do we mean by “X3 Workflow”. An X3 workflow is a message. The message may suggest an action by the recipient A customer is placed on hold Forward to crediting, cancel an order, … The message may require an action by the recipient(s)

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Sage ERP X3 Workflow

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  1. Sage ERP X3 Workflow

  2. What do we mean by “X3 Workflow” • An X3 workflow is a message. • The message may suggest an action by the recipient • A customer is placed on hold • Forward to crediting, cancel an order, … • The message may require an action by the recipient(s) • Purchase request requires signatures to be released to the suppliers • Approve or reject the purchase request • The message may be purely informational • A user logged on at this time and logged off at that time • In the end, these are messages meant to support business processes in an expedited fashion • Let’s look at these in detail

  3. 1 An X3 Object Changes State • Example: A high value customer has their sales order go on hold • State change on order to ‘Hold’ • It could be processed with the next days business but it is a significant customer and a larger order – • Expedite the resolution via a workflow • Most objects in X3 have the signaling required to support X3 workflows based on object state changes. • New customer added • Change of an item • Creation of an invoice • Receiving a purchase order • And so on

  4. 2Recipients-change an X3 object state thru workflow • Example: Purchase requests of a certain dollar value require specific approvalsto be released to an order • Create a purchase request • Request the signature – approve/reject – track responses • The signature message is inbound to X3 • While the signature functionality is dependent on the function, the workflow process is generally independent of the function – • For example, the functionality related to signatures on sales quotes is different than the functionality related to purchase requests • But the messaging aspect is the same – approve/reject

  5. 3 Report based on the current object state • Example: Alert customer and A/R when invoice of certain value goes past due by X days • In this case, the state change is caused by ‘time’ • The way to signal these types of state changes is by • Running a workflow through all the concerned objects – in this case unpaid invoices. • Send an email to the customer with a copy of the invoice and notify accounts receivable • Expediting payments • This type of workflow is relatively new to X3 • And had an unusual name attached to it -- ‘batch workflow’ • Meaning –these types of workflows could be setup to run in batch

  6. Workflows • From these 3 types of workflow messaging – • Create several variants to specialize the entry of the workflow rules • The workflow monitor • This is a way to view the workflow messaging and signatures that have occurred.

  7. Thank you

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