Multiple ways to sign a standard workflow in Sage X3V12

In SageX3, we can sign a record in multiple ways. The usual method to perform the signature is from the order screen, which is time-consuming. So we have different ways to sign an order in SageX3.

Following are the ways to sign a workflow order.

  1. Manual signature
  2. Signature from the link
  3. Workflow monitor
  1. Manual signature

Navigate to:- Purchasing > Orders > Orders

We can sign an order manually for the respective module. Users can go to the particular transaction order, click on the actions button on the right side top of the screen, and click on the Signature button. The system will display the approval request record. Please refer to the below screenshot 1 and 2 for a better understanding.

Screenshot 1

Screenshot 2

If we click on the purchase order, we will get a pop-up message with Approve or Reject options. Please refer to the below screenshot 3.

Screenshot 3

  1. Signature from a link

The easy way to sign order is from a link. We do not go to any module or function in Sage just. We can click on the link in the mail and then approve or reject the particular order. The person who will be approved will get this link through his mail. Please refer to screenshot 4.

Screenshot 4

  1. Workflow monitor

Navigate to:- Usage > Usage > Workflow monitor

The other way to sign the order is the Workflow monitor function. In that function, click on the line actions. You get some options regarding that order click on Signature. Please refer to the below screenshot 5.

Screenshot 5

If we click on the Signature button, we will get a pop-up message with the options Approve or Rejectplease refer to screenshot 6.

Screenshot 6

This blog explains how to solve the “Fiscal year not open” error while creating the production tracking in Sage X3v12. For more informative blogs on Sage ERP, subscribe to our newsletter now!

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