Setup multiple sites for company when there is one dedicated Storage Site and rest are Financial Sites PART-1

By | March 2, 2017

In some industries where the Company has only one Site which actually stores and deliver goods and other sites are only financial sites which manage the payments. i.e. the financial sites can be stores and the Storage site is a warehouse where goods are stored. E.g. Car showrooms can be financial sites in different part of the state and there will be one warehouse which will store the cars.

Consider the following company Site Set up in Sage X3.

Here AO10 is the Main company which has following sites

  • AO011 – Financial Site (Sale, Purchase)
  • AO012 – Storage site (Receive, Manufacture, Issue)
  • AO013 – Financial Site (Sale, Purchase)

As per the setting, AO012 here is acting as a warehouse and will be only used for storage and issuing the goods. No payments, receipts will be done on these sites.

Site and company set up

Site and company set up

Refer below screenshots for the Site set up. Here AO011 and AO013 will have same setup.

Site set up

AO012 has different set up in Type of site being a Storage site only.

different set up in Type of site

Note: you can also define warehouse for this site.

define warehouse for site

Purchase flow

In Sage X3 purchase flow, follow below steps to purchase a product for Site AO011 and receive it in AO012 site.

  • Create a purchase order with purchasing site as AO011 and Receiving site as AO012

purchase order with purchasing site

  • Create a Receipt on the purchase order with Receiving site as AO012.

Receipt on purchase order

  • Create an Invoice on the receipt with Invoicing site as AO011

Invoice on the receipt

  • Now the Stock will be received on the AO012 site.
  • The Invoice payment will be done on the site AO011.
  • Repeat the steps for the Order site as AO013 and receiving site AO012

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