How to override Stock Management rules in Sage X3

By | September 28, 2012

The title might sound a bit tweaky, but please do not take it on a wrong note. The motive here is to make you aware that such functionality exists in Sage X3 and can be activated by simple Parameterization.

While configuring Sage X3, you might have created Stock Management rules for item movements. By default, the parameterization does not plan for allocating or issuing stock with any status other than “A” (Active).In rare cases, you may need to override these rules for item movement.  You can do so by setting up the STOADMIN parameter.
If a user is set as a STOADMIN “Stock administrator”, he could overpass the control set on the product category / Stock management rules.

  • If STOADMIN is set to Yes: The user is designated as a Stock administrator. The stock administrator is the only one with the possibility to disregard the constraints imposed in the stock manipulation by the combination of the allocation rules and the management rules for a given product. For instance, if the setup plans that it is not possible to deliver stock with the status “R” Reject, only the Stock administrator will be able to carry out the issue of stock with status R, if this becomes necessary.
  • If STOADMIN is set to No:In all cases, the manipulation of the stocks complies with the setup planned by the allocation and management rules.
    Now you know what STOADMIN does, we can see how to activate it:
    1. Go to Parameters -> Users -> Users.
    2. Select the user to whom the privilege is to be assigned from the Left Selection list.
    3. Right click on the “Inventory” module with “Misc” group and select “Details” option.
    4. This would bring up “Parameter Values” screen as shown below:
    5. Set value to “Yes” and Click “OK”.
    That’s it, you are now empowered to override the Stock management rules. Stay with us while we explore the power of Parameterization in Sage X3.

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