How to assign the allocation and issue rules on product categories?

By | January 6, 2016

You may come across a scenario where you want to set the allocation and issue rules on product categories. Sage X3 has standard feature where you can set the allocation rule.

Create the allocation and issue rules on below path.

Navigate: Setup>Stock>Allocation and issue rules

Setup>Stock>Allocation and issue rules

Assign the above created allocation rule on product category. Now Refer the below screen shot.

Navigate: Common data >products>Product categories

Common data >products>Product categories

In “Issue flow” tab assign the allocation rule in shipment field.

While doing the allocation and shipment assigned rule will be applied.

We can assign the rules for the below transactions also

  1. Material consumption.
  2. Internal movement
  3. Sub-contract dispatch
  4. Sub-con consumption.

Hope this helps!

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http://www.greytrix.com/blogs/sagex3/2014/05/25/allocation-rule-to-fetch-products-based-on-expiry-date/

How to override Stock Management rules in Sage X3.

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Changing Bulk Products Category in Sage X3

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