Sage X3, formerly known as Sage Business Cloud Enterprise Management, is an ERP software suite that includes integrated functionality for financial management, sales, customer service, distribution, inventory, manufacturing, and business intelligence.
Recently we had a requirement in Sage X3 from one of our client, in sales delivery screen, the data of Number of Boxes, Box wise Qty, and Odd Box Qty will get summed up which data will flow from Quality screen to the sales delivery screen.
We will see the functionality in detail:
Firstly the user will create a sales order with the two products on a detail line but with different quantities. After that he will create two Work orders against that sales order and with those two work orders, he will create two production tracking entries as shown in the below screenshots Fig1 and Fig 2.
New Stuff: How to add Statistical Group
Navigate to: Manufacturing -> Production Tracking -> Production Tracking
In production tracking we’ve added three additional fields – Number of Boxes, Box wise Qty, and Odd Box Qty where the user will enter the data manually and the data entered by the user will flow in the Quality Screen automatically after creating the Tracking entry with “Q” status. We have added new fields Number of Boxes(M), Box wise Qty(M), and Odd Box Qty with (M) captions in Quality Control screen too.
Refer screenshots for the same (Fig 3 and Fig 4).
Navigate to: Stock -> Quality Control -> Quality Control
As shown in the above screen shots, the data is been fetched from the Production Tracking screen in the quality control screen as it is in those three additional fields. But the user can modify the data in QC screen as these new fields are editable. And this modified data will be directly fetched on the sales delivery screen if same FG product and same LOT Nos are selected while creating Delivery. For better understanding refer the below example.
Navigate to: Sales -> Deliveries -> Delivery
As we can see, sum of those values is getting flown in the delivery screen. Because we have allocated both the LOTs which we have created for the same product in the Tracking and approved in the Quality screen.
Refer below example in which we have shown the addition of both the lot wise values.
If we have allocated only 1 LOT to the delivery then values will be flown as it is. Sum is not required. But if multiple lots are getting allocated then sum of those values will be considered.
In this way, box customization is working in Tracking, Quality Control and Sales Delivery screens.
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.
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.
