How to set default location and location type on product category.

By | May 27, 2021

Sage X3 gives us functionality where we can set default location and location type at product category level. If a particular category of product is available at multiple locations of sites, we can set a default location in this case and also if there is multiple categories of location (Receipt, stock, picking etc.) we can set the default location type and default location for each location category. We have already seen how to set default location at product site but in this blog we will check how we can apply this on product category.

Steps

To set default location and location type at product category we should follow the below steps.

Navigate: Common data-> Products-> Product Category

We will be able to see a default location grid here this grid remains disabled until the location management checkbox is not checked. Therefore we need to mark on the location management checkbox as shown in the below image. Once this is marked the gird gets enable.

Fig : Product category

We can see though the dedicated location grid is enabled but still we are not able to select the location or location type in the grid. This is because there is no site defined in the product category and location and location type are created for each site. Therefore, we need to define a site for the product category so that we can select the location type and location created for that particular site.

We can find field on the header named ‘storage site’, here we can set the site for the product category and then we can set the default location and location type available for the site.

Once we enter the storage site sage X3 creates a new category record with same category name and different site which means we can set multiple sites for a single category of product as shown in below figure.

Fig : Category with multiple sites

Now we should be able to select the location and location site in the grid and can set them as default location for that product category. If still you don’t get any selection pop-up for selection location you need to check if there is any location available for that particular storage site.

To check if locations available navigate: COMMON DATA -> PRODUCT TABLES -> LOCATION

To check if locations type available navigate: COMMON DATA -> PRODUCT TABLES -> LOCATION TYPE

You need to find if your site has any location and if not you need to create the location for that site according to the location type.

Fig : Locations

Hence if we mark the location management check box checked and enter the storage site we will be able to set default location on product category.

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