How to restrict the Automatic allocation in Sage X3

By | November 27, 2014

An allocation is an amount of something, especially money, that is given to a particular person or used for a particular purpose. Allocation is the process of assigning product items from the inventory to shipping orders and then fulfilling the shipping orders from appropriate fulfilment sites such as drop-ship vendors, virtual sites, warehouses, or a retail store. We came across a scenario where client wanted to stop the Automatic allocation of sales order. In Sage X3, there is a feature where we can stop the automatic allocation of Sales order.

New Stuff: Adding runtime selection criteria in SQL requestor.

Navigate to: Set up > General parameters > Parameter values

1. Jump to ORD Group i.e. Order allocation rules

  • In the Init quantity to allocate to order parameter set as a “NO”.
  • Now, Set the Re-instate order allocations equal to “NO”.
  • Save the record , as shown in below figure.

Now, we will create Sales order.

Navigate to: Sales > Orders

  • Create sales order
  • Then X3 will no be allocated the sales order automatically.

With the help of above parameter, we can restrict the automatic allocation.

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