How to do BOM version validation in Sage X3

By | February 22, 2021

Basically work order uses a bill of materials (BOM) to create a list of materials to be issued, and a Routings to make a list of operations to be performed on work centers. Also provides a description of the various operations and activities involved in the 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. An operational routing defines the formalization of the steps required for a manufactured product (finished or semi-finished). It  production process, as well as the sequencing of the operations to be completed. In Sage X3, there is a standard functionality , with the help of this we can do the Version validation of BOM and Routings. Also after the Version validation process the BOM product will be Available to use.

Follow the below steps for the setup:

Steps:

First make sure that in Product category the Version management should be allow to use, as shown in below figure.

 Navigate To : Common Data > Products > Product Categories

Fig: Product Category

Also same setup should be done on Product screen also.

Navigate To : Common Data > Products > Products

In Management Tab, Version management Checkbox as well as Routing version checkbox should be checked, as shown in below figure.

Fig: Product

In short product and that respective product category set up should be set as defined above.

Now, we have to create Production BOM of the same product.

Navigate To : Common Data > BOM’s > Production BOM’s

  • Enter a  all mandatory fields value
  • Also enter Minor and Major version values in respective field
  • Enter components on line level
  • Create the transaction

Refer the below figure for the same.

Fig :Manufacturing BOM

You can see in above figure BOM code is ’40’ and Use Status is set as a ‘In Developement’.

Now we will change the BOM code with the help of BOM code screen, as shown in below figure.

Fig: BOM codes

User will enter the new BOM code i.e.41 or any(it will different) in ‘Available to use’ field and it should be different from ‘In Development BOM ‘ code i.e.40.

Fig : BOM Codes

Now we will do the BOM version validation with help of validation button.

Fig : Validation

After clicking on Validation button it will display one pop up window just click on ‘Yes’ button to proceed for validation process ,as shown in below figure.

Fig : Validation Process

Now we have done the BOM version validation. Now you can see in below figure after validation Use Status has changed from ‘In Development’ to ‘Available to Use’.

Fig : BOM

Also we can do the version validation of Routings with the same way.

 Just click on the ‘Routings’ button as shown in below figure and do the same procedure.

Fig : Routings

With the help of this user can does the BOM and Routings version validation and BOM product will be Available to use.

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.