How unit of operation is different from unit of stock in Sage X3

By | November 26, 2021

Operation tracking for work orders can be tracked by using the stock unit of the produced good or by setting the operations unit. This can be set by default in entry transactions of production tracking.

Depending on how the tracking transaction was created, an operation tracking can be performed in either the operation unit or the stock unit of the release product. One of these two units will be offered by default, depending on how the tracking transaction is configured.

For configuration of tracking transaction we need to navigate to :

All -> Setup -> Manufacturing ->Entry transactions -> Production tracking

Here we can set the default unit in the operations/Manufacturing tab. You can enable the default unit selections by checking the “Unit can be modified” checkbox. Then, you can select either “Unit of operation” or “Unit of stock” as shown in figure 1.

Fig 1 : Production tracking

According to the setup of the chosen tracking transaction, it is possible to carry out an operation tracking either in the operation unit or in the stock unit of the release product: one of these two units is proposed by default, based on how the transaction was set up.

By setting the default operation to “unit of operation”, you can define an operation unit that is different from the product being produced by the routing.

For Example:

Three operations are performed on the unit-managed product, but none of them produce intermediate stock:

  • operation 10: Mix with some time for a 500 kg lot
  • operation 20: Extrusion with a rate in meters per hour,
  • operation 30: Breakdown with a time by unit.

As each operation is handled by a different unit, there is no need to produce semi-finished products for each phase of production.

The operation unit of operation 10 is the kilogram, that of operation 20 is the meter and that of operation 30 is the unit. If the unit chosen is different to that of the product in the routing header, it is necessary to enter a conversion coefficient between the stock unit for this product and the operation unit (OPE).

Production tracking transaction set default unit as unit of operation as shown in figure 1. Set up production BOM with one component line as shown in figure 2.

Fig 2 : BOM

After setting up a production BOM click on the Routing button and create routing for the same product and the same site having 2 operations with different UOM and a coefficient as shown in below figures.

Fig 3 : Form mode routings
Fig 4 : Form mode routings

Here, we selected different Operation UOM as PAL and LB for operation 10 and 20 as shown in figure 2 and 3. Then create Work order for released quantity 20 LB. and in work order operations tab, planned quantity expressed in operational unit.

Here in figure 5, Operation 10: 13000 LB (650*20)

                               Operation 20: 20 PAL (1* 20)

Fig 5 : Work order

Generate production tracking using STD Complete tracking and quantity is showing as shown in above figure. And now change the default unit as a unit of stock in production tracking entry transactions. And generate new work order and track the quantity. Here we found that quantity will be the same to both operations as shown in below figure 6.

Fig 6 : Work order

Here both the operations have 20 UN quantities for the finished product.

Hope this will help you when you have operations with different measures of units.

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 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 x3@greytrix.com, We would like to hear from you.