How to define default allocation type used in order entry | Sage X3

By | April 9, 2018

Sage Enterprise Management (formerly Sage X3) is a robust financial accounting system with a wide range of features and functionalities aligned with your specific business requirements. In this blog, we will discuss one of the important concepts of defining default allocation type in Sage Enterprise Management (formerly Sage X3) used in Order entry. Defining an allocation type is required for effective management of allocation process in Sage X3. However, there are different methods and parameters that govern how the order allocation behaves in the system. Let’s proceed further with defining the default allocation type in Sage X3.

Parameter ALLTYP (Allocation type) is used to define the default allocation type in Sage X3 for order entry. The combination of values for this parameter type include –

  • Global
  • Detailed

Global – The type of allocation is general (i.e., not lot or location specific). This allocation is common in environments where you don’t wish to lock in specific inventory against an order in advance. The global allocation refers to a product-site (reserved stock)

Detailed – The detailed allocation is the reservation of inventory from a specific location and/or lot. The detailed allocation refers to a stock line (allocated stock)

You can define a specific parameter value by following the below procedure:

Navigate to: Setup General → Parameters Value → Parameters Value

Parameter values Screen

Fig.Parameter values Screen

Parameter values detail Screen

Fig.Parameter values detail Screen

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