How to display the stock availability on sales order screen in Sage X3 version 12

By | September 30, 2019

For every sales order transaction, we need a stock availability at sales site.In standard Sage X3 there is one stock inquiry screen for checking the stock availability on sales site.But instead of this,while during the sales order transaction if we want to see the available stock on the sales order screen,then Sage X3 provides standard functionality. This functionality is available only in Sage X3 version 12.

Benefits:

  • On sales order screen you will get the information about the stock availability and allocated quantity.
  • It’s helpful for displaying the negative stock message during the creation of sales order delivery, or else you will get the stock availability information during the creation of the sales order transaction.

Steps:

1.Navigate to setup-> General parameter-> Parameter values-> VEN(sales)-> MIS group.

2.Click on the action of MIS group ->Go to detail.

3. Set SOHVALLIG parameter value to ‘Yes’ click on the Ok button.

Now we need to set the Availability of product flag on Sales order entry transaction screen.

Navigate To : Setup-> Sales-> Entry transaction-> Go to display tab-> Tick the “Availability of product” checkbox.

The ‘Availability of the product’ flag must be checked. As shown in the below Fig.

Now, Let’s go on to the sales order screen.

When you create the sales order transaction and enter a sales order line where the product has all the stock available you get a message like the highlighted below, letting you will know that there is stock available for this sales order line as shown in the below Fig. If you will enter the other product in second sales order line and that product is not available in the stock then it will display the message ‘Not available in stock’ as shown in the below Fig.

If you will go to the “Qty To Allocate” field, then in the available stock line it will display the information about ‘Allocated Qty’ and also display the ‘Available Stock’ on sales site as shown in below Fig.

After generating a sales order the available stock line will be blank.On this way you can know the stock availability on the sales order screen instead of stock inquiry screen.

Hope this works.

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