How to enable Lot field in Customer return screen in Sage X3

By | January 29, 2020

Customer Returns are basically items that have been purchased from store or any online store but then returned by a customer.

In Sage X3, while creating Customer Return we may find difficulty in entering manually lot number in the screen. For solving this , X3 has a functionality to enable this field .

Navigate to: Sales → Return → Customer Returns

As we can see in the above screen, Lot field is disabled in customer return screen. There are two ways for enabling this field in Customer return screen. Just follow below steps:

Step1:

Navigate to: Common Data → Product → Product Categories → Receipt tab

  1. First select the product category in which your product is defined. Lt us take an example ‘BMSOL’.
  2. Then go to the Receipts tab.
  3. Select ‘Shipment return’ in movement type column and then set FREE in the Lot entry column.

Sometimes, user may find difficulty in setting the Lot entry field as ‘Free’ for this movement type. So there is another way to do this, for that follow step 2.

Step2:

Navigate to: Common Data → Product → Product Categories

  1. First select the product category in which your product is defined. Lt us take an example ‘BMSOL’.
  2. Then, go to management rule which is in the right panel. Select Default rules.
  3. One window (screen) will get open name as ‘Stock Management rules’.
  4. In this screen, select ‘Receipt’ tab.
  5. Then, select ‘Shipment return’ in movement type column and then set FREE in the Lot entry column.

Refer below screen shot:

After doing all these steps, now navigate to Customer Return screen and create new transaction and check lot field is enabled or not.

As we can see in the above screen shot, now system is allowing user to entry manually lot number of required product.

In this way, we can enter manually Lot number of product in the line level while creating Customer return.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, 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 has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 100Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.