In Sage X3, Work orders dictate what product need to be manufactured, what raw materials are going to be required to manufacture the product, and which work center that the product needs to pass through in the manufacturing process.
New Stuff:- Multiple ways to sign a standard workflow
We have a Work Order created in Sage X3 and we are ready to start tracking it. We realize that there are some components on the Work Order that we will not be using. We decide to exclude those components, but for some reason the ‘Exclude Line’ option is not available.
Typically we would make sure that the Component we want to exclude is NOT allocated.
STEP 1: Check the Routing and Routing Code.
A routing is defined by a product code and a routing code.
The routings are used to describe the production processes of the finished products and sub-assemblies: they are made of a set of elementary operations that must be performed in an order set by scheduling. This function is used to create, view and update a routing information.
It is possible to have several routings for a single product reference, which are adapted to the use context: technical description of the R&D Department, cost calculation, macro-routings for the global costs calculation, etc.
It is possible to define routing codes: the routing code is a number associated with the product code, which identifies the routing code and authorizes the existence of several routings for a single product. The codes must be set up in the routing code table.
If you are sure that the component is not allocated, the reason that Exclude line is not showing is because of the set up on your Routing.
Highlighted below is the Routing and Routing Code used on this Work Order.
Here, Routing is ‘SFI001’ and Routing Code is ‘40’ and Site is ‘ZA012’.
STEP 2: Change the set up on your Routing.
Navigate to: All -> Manufacturing -> Technical Data -> Routings -> Routing Management
Work order is used in the work order generation by using one or more BOMs and a single production routing.
Select our Routing with the correct Routing Code from the left list.
The WO management mode based on this routing and information concerning the last release.
We will notice that under the WO management mode either ‘No change’ or ‘Operation change’ is selected.
We need to change this to either ‘Materials Change’ or as in the example below ‘Change Materials and Operations’ and we need to save.
STEP 3: Check the Work Order:
Navigate to: All -> Manufacturing -> Planning -> Work order
We need to go back and check our Work Order, under components tab click on the action button. Now ‘Exclude line’ is available.
This blog helps to understand how to exclude components on a Work Order in Sage X3.
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 CRM, Salesforce.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 Sales Commission App for Sage X3 simplifies commission calculations and postings on sales transactions.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
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 email@example.com, We would like to hear from you.