It is not uncommon for an ERP consultant to be asked for features that appear logical but seems difficult to be implemented in the system. We had one such scenario when one of our client wanted to create a purchase order of 1 case and 2 bottles of a beverage. Here, one case contains 10 bottles of beverage. The client wanted to enter a single line for this (i.e. 1.2 Case), which was logical. This was quite easily implemented in Sage X3.
Although this was easy to implement but was worth of writing about. So, following is a brief about solution we implemented.
The unit of measure can be defined from:
Common data -> Common tables -> Units of measure.
Here you can define the UOMs required for the transaction.
Once done, we will have to assign the conversion factor between these UOMs. This can be done from
Common data -> Common tables -> UOM conversion.
Now, assign the desired UOM to the product from
Common data -> Products -> Products.
Here, the smaller UOM, Bottle (BOT) will be the stocking unit and Case (CAS) will be the Purchase unit.
Now you can use this unit in transactions like Purchase, Sales etc. As shown in the below image, I have created a purchase order for 1 case and 2 bottles of beverage.
Isn’t it easy… Stayed tuned for more such blogs.
About Us
Greytrix – a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized 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 expertise.
Greytrix caters to a wide range of Sage Enterprise Management (Sage X3) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRM, Salesforce.com and Magento eCommerce along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3). Currently we are Sage Enterprise Management Implementation Partner in East Africa, Middles East, Australia, Asia. 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 for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.
For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.