How to Setup PO Signature Workflow in Sage ERP X3

There are a bunch of steps that need to happen to properly configure PO Signature Workflow in Sage ERP X3. Here are some of the steps that caused issues for us when they were not followed:

Configure the Signature Parameter in General Parameters for the Purchase Module (SetupGeneral ParametersParameter Values)

Configure the WRK Parameter for the SUP Module Using Your Web Server Address for X3

Here is a note from X3 help:

Example of an e-mail

To accept or refuse, click on one of the following links:

To accept: http://serveur_x3_web:port_x3_web/AdxWfC/action.jsp?...

To refuse: http://serveur_x3_web:port_x3_web/AdxWfC/action.jsp?...

Principle

The user clicks on one of the links.

The X3 Web Server then generates a file corresponding to the user's answer in directory WRKRMTDIR.

Example

WRKRMTHTTP = web_x3_server:web_x3_port/AdxWfC

Note

The AdxWfC word is fixed. Do pay attention the case.

POHSIG X3 Workflow Rule

X3 preconfigures a workflow rule for PO signatures, called POHSIG. This can be modified for your specific needs. Note the Assignment Rule. This is another area of the workflow engine that allows you to specify how the emails are routed. For example, you could specify that Buyer 1 can only create Purchase orders for $500 or less without requiring approval. If Buyer 1 enters a PO for $800, a workflow email is generated to the approver.

Here is a sample of the email that it sends via the workflow:

--------------------------------------------------------

From: System Administrator

Sent: Friday, April 05, 2013 1:11 PM

To: Approver1

Subject: Purchase order no.: PO008405 to be signed

Purchase order creation No.PO008405

Buyer : BY1 (Buyer 1)

Creation author : BY1 (Buyer 1)

Supplier : 111 SupplierName

Tax incl. amount : 800.00 USD

To sign, clock on : http://[external web server]:28880/AdxWfC/action.jsp?C=1300035007-VAL&K=OeZoTgomSz&L=ENG&D=X3V6NATRAINV6

To refuse, click on : http://[external web server]:28880/AdxWfC/action.jsp?C=1300035007-REJ&K=OeZoTgomSz&L=ENG&D=X3V6NATRAINV6

To view the original record via the Intranet, click on

http://[internal web server]:28880/adxwebconnect/CONNECT/directconnect.jsp?c=ENG&e=[x3 app server]&f=1806&g=NATRAINV6&SUP=16v.003&SOL=X3V6&adonix.wkf=GESPOH/1/POH/C/PO008405&adonix.noclose=1

To view the original record via Internet, click on

http://[external web server]:28880/adxwebconnect/CONNECT/directconnect.jsp?c=ENG&e=[x3 app server]&f=1806&g=NATRAINV6&SUP=16v.003&SOL=X3V6&adonix.wkf=GESPOH/1/POH/C/PO008405&adonix.noclose=1