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

Fig 1 : Parameter values
  • 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.
Fig 2 : Parameter values

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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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.

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

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 CRMSalesforce.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.