In sage x3 v11, if we need to generate a purchase order for services, it won’t allow us to create it by giving us an error as no “requirement to consider for the subcontract product”.
In sagex3 v12 there is a new enhancement that will allow us to generate Purchase orders for services without subcontracting. Here we have a new field named as “Product Type” present on the Purchase order entry transactions as well as on PO line level. Also, we have a new parameter named as DEFITMKND that allows us to define the default service type. Follow the below steps to create purchase order for services.
Navigate to: > Common data > Products > Product Category
We have to use the products that have a product category as ‘SERVI’( i.e. Service) . A Service category is used for Subcontracting or Bought services. The category type should be selected as Services. Kindly refer the below screenshot.
Navigate to: > Set up > Parameter values
Here go to chapter ACH, in group ORD, we have a parameter DEFITMKND. This parameter is used to define the default service type that we want to use. Here the value used is Subcontract. Refer the below screenshot.
Service Products on Purchase Orders must be defined with a Service category type and bought category flow. The product type on the Purchase order line determines whether the service is linked to a subcontract order.
Navigate to: > Purchase > Order
Create a purchase order. Select the product having a category as SERVI. Here we are using a product SER001.
In x3v11, we face the below error while creating PO using product SER001 and also we dont have a field named as Product type
In v12, we can see the product type field which is not present in v11. As the value in the default parameter is Subcontract and we have used the product having SERVI category, by default the product type is selected as Subcontract. Refer the below screenshot.
If the product selected is not in a Service type Category then the product type would be Standard.
There are 3 values that can be in field Product Type:
Standard – It is used for the product whose category is not service.
Subcontracting – It is used for a product that is a service and also used in case of subcontracting. It can be a service in a subcontracting Bill of Material, in case of subcontract without work order, or it can be a single service in case of subcontracting with work order. In this situation, a selection list appears to select subcontract orders. It’s mandatory to select at least one subcontract order to continue the entry in the “Requirements to consider” screen.
Service – It is used for product that is just a simple service.
This blog helps to use service products in Purchasing
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 firstname.lastname@example.org, We would like to hear from you.