How to do Routings version validation and revision of routing version in Sage X3

By | April 14, 2021

Basically this routing function use to define the sequence of shop floor processes required to produce, or process, a particular product.Every routing is a sequence of operations and tools that are involved in producing (manufacturing) or processing a particular product or assembly (bill of materials). Each routing is associated with the stock item that is being made or processed. Routings enable you to define and reference information for many of the shop floor processes in your business, providing shop floor control when used with Work orders.

Multiple routings can be defined for a single product.

Each routing code can be assigned specific management features. These include restriction of the routing to a specific site and to specific areas of functionality (for use in a manufacturing environment, for costing or for capacity planning).

In Sage X3, there is a standard functionality , with the help of this we can do the Version validation of Routings. Also after the Version validation process the BOM product will be Available to use.

Follow the below steps for the setup:


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

User will not be able to enter any values in version fields on routing management screen until they will not Checked Routing version checkbox as shown in above figure.

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

Now, we have to create routing transaction of the same product.

Navigate To : Manufacturing > Routings > Routings Management

  • Enter all-mandatory fields value
  • Also enter Minor and Major version values in respective field
  • Create the routing transaction

Refer the below figure for the same.

Fig: Routing Management

  You can see in above figure routing code is ’40’ and Use Status is set as an ‘In Development’.

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

Fig: Routing Codes

User will enter the new routing code i.e.,42 or any (it will be different) in ‘Available to use’ field and it should be different from ‘In Development routing ‘ code i.e., 40.

Fig: Routing codes

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

Fig: Routing

Revision of routing version code:

With the help of revision button user can revert back the version validation.

Fig: Revision

After clicking on Revision button, it will display below Version revision screen just click on OK button.

Fig: Version Revision

After doing this you can see in below figure Use Status has changed from ‘Available to Use’ to ‘In Development’ and user again will be able to do the routing version validation.

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

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