Work Order REL unit update customization in Sage X3

In Sage X3, one of the client’s requirements was to have a way to quickly convert their work order REL unit (release product unit) from stocking to packing unit for the header product.

To provide them with a business solution for the above requirement we developed a new screen and a button on the Work order screen that’ll both work in dynamically converting the work order product quantities to their respective Packing Units. To learn more about it, let’s take you through its working and user operations:

We’ll be referencing the following screen from Sage X3 for this:

Sales Order: All -> Sales -> Orders -> Orders (GESSOH)
Enterprise Planning (WOS): All -> Manufacturing -> Planning -> Enterprise Planning (FUNGBENCH)
Work Order: All -> Manufacturing -> Planning -> Work Order (GESMFG)

Refer the screenshots for reference:

-The Sales Orders were created with respect to the Sales units (SAL) that is, NOS as shown in Fig. 1

New Stuff: Sage X3 Dashboard: Sales by Product Category

Fig. 1: SAL unit in Sales Order

-However upon getting the Work Order Suggestions after MPS Processing, the WOS are created in the stocking unit (STK) that is, KGS as shown in Fig. 2.

Fig. 2: REL unit for Planned qty in Enterprise Planning

-Our customization comprises a button functionality on the Work order screen that’ll perform immediate REL unit conversions, Release quantity conversion, and displays an informative message upon its completion as shown in Fig. 3,Fig. 4 & Fig. 5.

Fig. 3: Button enabled for conversion of REL unit Fig. 4: Upon successful update Fig. 5: REL units converted

-To provide a step above this we developed a new screen “Work Order REL Update” as shown in Fig. 6 with minimal inputs from users. The purpose of this will be the same as the Work Order button functionality however, this provides a mass record update unlike the latter.

Fig. 6: Work Order REL Update screen

-Both the customization parts offer several validations with error-specific message boxes aimed at reducing manual errors in the process as shown in Fig. 4 & Fig. 7.

Fig. 7: Duplicate Scan

This is how our customization works within Sage X3 in providing a business solution to tackle a requirement in a quick and safeguard fashion.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, 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 has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.