How to restrict the quantity to be allocated in an order line by default

By | December 31, 2019

In Sage X3 we can control how much of the ordered quantity should be allocated in sales order. The quantity entered in the ‘Qty to allocate’ field will be allocated to that particular order line.

The quantity entered can be greater than the ordered quantity in this case a warning message will signal this and allocation is carried out on saving of the order.

Warning message
Warning message

But there may be a business scenario in which you do not want to allocate whole order quantity by default, so in order to restrict the quantity to default order quantity you can use a parameter provided by X3.

Navigate To: Setup>General parameters>Parameter Values>

Under Chapter Sales >SAL> Parameter INIALLORD (Init qty to allocate to order)

Parameter screen
Parameter screen

This parameter used in the order and shipment request management functions is used to initialize the quantity to be allocated to an order line by the quantity ordered on creation of the line or by the quantity remaining to be allocated in line modification.

Below is the two options you can select.

  • No: The quantity to be allocated is never initialized by the quantity remaining to be allocated.
  • Yes: The quantity to be allocated is always initialized by the quantity remaining to be allocated.

The global variable GINIALLORD is associated with it.

You can also make the Quantity to be allocated field inaccessible to the user by making this field not enterable in order entry transaction and setting this parameter to Yes.

The following transaction are associated with this parameter:

1.) Sales Orders

2.) Delivery requests

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation competence.

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 is a recognized Sage champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

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