Hello Allison,

When importing an object, it will be going through the same controls as if a user was entering the data , so would expect it to launch any workflows that are enabled for normally entered Sales Orders (GESSOH in the default import templates).

Is this something you have tried and it didn't work, or have you yet to test it out?

regards

Mike

Hi, I'm trying to test this out, but I can't find an article or an example in the SEED folder... So I'm hoping for some guidance on what the general workflow set up would look like.  I even took the workflow sage u, but we never actually discussed this. 

In SageU there is a specific "Sage X3 - Sales: Sales Signature Management" class you should be able to find (and also "Purchasing Signature Management" if you're also interested)

In the online help there are some help pages which may give some basic guidence, but is by no means a step-by-step guide (and it describes Sales/Purchase Quotes rather than orders)  Check out https://online-help.sageerpx3.com/erp/12/staticpost/workflow-rules-2/

In SEED folder, you will find Workflow rules relating to Sales orders signatures (SOHSIG) and Purchase orders (POHSIG) and these should work out of the box for you.  Hopefully reviewing these in conjunction with the online help may be enough to get your started!

regards

MIke

Well I have both sales order and purchase order signature management working, but only when the order is created in the sales/ purchasing function.  I want to kick off a workflow after the order has been created through import.  That is what I can't seem to get working.... 

OK sorry, wasn't clear on where you were at...

The first step has to be to check the Import template you are using has the "Workflow" checkbox ticked?

yep! 

I'm setting this up so that a workflow/ signature is required for when a sales order puts the customer over their authorized credit limit.  I'm checking the CDTSTA field in the SORDER table.  when it is set to 2,3 or 4, I want to put the sales order on a signature workflow.  I can get this to work when manually creating the sales order, but with the imports, I need to at minimum recalculate the pricing for it to trigger.

This was one of my attempts but it didn't work... 

Hello Allison,

If you manually enter a Sales Order and it triggers the signature workflow, then when you import an equivalent Sales Order, it will also trigger the same workflow without you having to do anything else.

I did a quick test with the SEED folder, using SOHSIG workflow rule and it worked OK for me.  Perhaps you could try this as well, and if it also works for you - then introduce the changes you want.   Enabling "Debug mode" on the Workflow rule may also help with this process.

Hope this helps

regards

Mike