Use of SOHAPPOST and SOHAPPCLE parameters

Sage X3 provide us multiple functions that can be triggered through signature management workflow. Here we will see some of them which are useful on sales order. As we know once we create a sales order the credit limit of customer gets updated. There can be a business requirement where user wants the credit limit of customer to be updated once the order is completely verified, i.e. once the order is completely signed. We will check how this can be done in sage X3 version 12.

SOHAPPOST

If we want to update the credit limit of customer after all the level of users have approved the user we need to follow the below steps.

Navigate: Setup ->General parameter -> parameter values -> VEN sales

Jump to details of ‘APP’ group and check the parameter ‘SOHAPPOST’.

Fig 01: Location of parameter SOHAPPOST

If we set this parameter ‘YES’, the credit limit of customer will be updated on the order creation. Though the workflow is on and no user have approved the sales order, still standard will update the credit limit of the customer.If workflow is turned off the credit limit will get updated on the order creation itself.

If we set this parameter ‘NO’, the credit limit of the customer will not be modified on the order creation or the order is partly signed. It will get updated only when the sales order is completely signed.

As standard has declared the action of updating on the workflow rules itself therefore we can modify the working of this action. Which means if we want to update the credit limit on a signature of particular user but here the user is not last signer i.e. on partly signed. To perform this modification follow the below steps.

Navigate: Setup -> Workflow -> workflow rules.

Select SOHSIGVAL workflow code and click on action tab. Here, DIVSOHOST is the action which updates the credit limit after the user approves the order. Make the changes to its execution condition as per the requirement so that it can be triggered while a specific user approves the workflow.

Fig 02: Location of action in workflow rule

SOHAPPCLE

Another functionality that can meet a business requirement in sales order workflow is closing an order completely if the order is rejected i.e. not approved. To enable this functionality we need to follow the below steps.

Fig 03: location of actions

Navigate: Setup -> General parameter -> parameter values -> VEN sales

Jump to details of ‘APP’ group and check the parameter ‘SOHAPPCLE’.

Fig 04: Parameter Values

If we turn on this parameter by setting it to ‘YES’ we can enable the functionality i.e. closing the order if any of the user rejects the workflow. Standard has placed this action in ‘SOHSIGREJ’ workflow rule. In the action tab ‘DIVSOHCLE’ is the action declared to close the order if it is rejected by any reason. We can change the execution condition as required.

Hence this two functions sage X3 provide us in sales order signature management workflow.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation competence. 

Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage CRMSalesforce.com, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide. Greytrix Sales Commission App for Sage X3 simplifies commission calculations and postings on sales transactions.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

Greytrix is a recognized Sage champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We would like to hear from you.