Delivery Tolerance Functionality

By | November 23, 2022

As per the standard functionality of Sage X3, we can create Sales Delivery against Sales Order with the same quantity or more than the ordered quantity only if the stock of that particular product is available in the system.

But one of our client wanted to have validation on delivered quantity on the basis of ordered quantity and this functionality is called as “Delivery Tolerance”.

So to achieve this functionality, we have added 1 additional field “Delivery Tolerance %” in the Sales Order screen as shown in the below screenshot.

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[Delivery Tolerance field in Sales Order screen]
[Delivery Tolerance field in Sales Order screen]

s you can see, Ordered quantity is 50 and Delivery Tolerance is 10%. So as per our functionality, 10% will be calculated on the Ordered quantity i.e. 10% on 50 is 5. And 50 + 5 is 55. So, 55 will be the Max. Delivered quantity for this order which means user can create delivery against this order with 55 quantity. User will be restricted to create delivery entry if delivered quantity is greater than 55. This restriction will work in case of partial deliveries too.

We will check the same with an example.

[Partial Sales Delivery against Sales Order]
[Partial Sales Delivery against Sales Order]

As you can see in the above screenshot, we are creating a partial delivery with 10 quantity for which actual remaining quantity is 50 and max delivered quantity is 55. After creating delivery of 10, remaining quantity should be 40(Sales Order Quantity – Partial Delivery Quantity i.e. (50 – 10)) and Max Delivered quantity should be 45(Max Delivered Quantity – Partial Delivery Quantity i.e. (55 – 10)). Refer below screenshot of Delivery in which same calculated values are getting flown.

[Second Sales Delivery after partial delivery]
[Second Sales Delivery after partial delivery]

Now, if you try to create delivery with the quantity greater than the Max. Delivered quantity then it will throw an error and will not allow user to create delivery entry.

[Delivered Quantity Error]
[Delivered Quantity Error]

In this way, Delivery Tolerance Functionality will work on the basis of Delivery Tolerance percentage entered on the Sales Order screen.

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