Tracking Validation to check proportion of raw material has been tracked or not

During the Production tracking process in Sage X3, it has been identified that there is a need for validation to ensure that the minimum corresponding amount of raw material has been tracked or consumed prior to initiating Production tracking for a specific work order.

To tackle this issue effectively, we plan to customize the Production tracking interface. Specifically, we will implement a validation mechanism that checks whether the minimum required proportion of raw material has been tracked or not before allowing a Production entry to be saved against a work order. This validation will be applicable exclusively during data entry on the Production entry screen.

For Example – Refer below screenshot of Work Order Entry, where requirement quantity of FG is 1000.

New Stuff: Use of Transcribe Import/Export template in Sage X3

[Fig 1. Work Order]

Now, for that 1 FG, 2 components are required which are getting flown from the Production BOM screen.

But here, we have added 1 unexpected raw material – “RM-0001” which is highlighted in the below screenshot.

[Fig 2. Work Order components]

Now, we will calculate the ratio required for each component in Work Order.

1. For component “SF-00000020”, 1000 qty. is required and FG qty. is 1000 which means to produce 1000 FGs we require 1000 qty. of raw material “SF-00000020”. To calculate ratio we have to divide component qty. by FG Qty. So here, 1000/1000 = 1. Then ratio is 1:1.
2. For Component ”RM-12-00000001”, ”, 1000 qty. is required again and FG qty. is 1000 which means to produce 1000 FGs we require 1000 qty. of raw material “RM-12-00000001”. To calculate ratio we have to divide component qty. by FG Qty. So here, 1000/1000 = 1. Then ratio is 1:1.
3. For unexpected raw material “RM-0001”, 200 qty. is required and FG qty. is 1000 which means to produce 1000 FGs we require 200 qty. of raw material “RM-0001”. To calculate ratio we have to divide component qty. by FG Qty. So here, 200/1000 = 0.2. Then ratio is 1: 0.2.

After calculating ratios of all the components with FG Product, we have to add a validation on Production Tracking screen.

Suppose while creating partial Production Tracking, we are selecting only 100 FGs to produce against that Work Order. Refer below screenshot Fig 3.

[Fig 3. Partial Production Tracking]

Then as per the ratios component’s qty. should be:

1. For component “SF-00000020”, the ratio is 1:1. So Requirement qty. of “SF-00000020” is 100 for 100 FGs. Because 1*100 = 100.
2. For component “RM-12-00000001”, again the ratio is 1:1. So Requirement qty. of “RM-12-00000001” is 100 for 100 FGs. Because 1*100 = 100.
3. For unexpected material “RM-0001”, the ratio is 1:0.2. So Requirement qty. of “RM-0001” is 20 for 100 FGs. Because 0.2*100 = 20. Refer Fig 4.

[Fig 4. Changed quantity tracked]

If it is in the same ratio as Work Order then only it will allow user to create Production Tracking against that Work Order. Also if the Component quantity is greater than the Work Order component required quantity then it will allow to create Tracking.

For Example, if component’s required quantity in Work Order is 100 but in tracking, user is entering 103, 104 or greater than 100 then it will allow user to create the tracking.

Which means Production Tracking Ratio >= Work Order Ratio is allowed. But Production Tracking Ratio < Work Order Ratio is not allowed.

Also there are some points which need to be considered in this customization:

1. It is important to highlight that this validation will be operational only under the condition where a single Finished Good (FG) is associated with one work order.
2. The validation process will utilize raw material requirements specified in the Work Order, and it will not rely on the Bill of Materials (BOM) Master for this purpose.

There is one more scenario. Suppose FG qty. is 10 and Component’s requirement qty. is 100 in Work Order. Now we have created 2 Trackings against that work Order with below quantities:

[Fig 5. Work Order Tracking Example – 1]

After these 2 trackings, user wants to create 1 more tracking with 1 FG Qty. And 8 component Qty.

[Fig 6. Work Order Tracking Example – 2]

At this time, system will check sum of previous trackings and current tracking for FG as well as component.

For FG, sum is 3. (Tracking 1 + Tracking 2 + Tracking 3 i.e. 1+1+1=3)

For Component, sum is 30. (Tracking 1 + Tracking 2 + Tracking 3 i.e. 10+12+8=30)

So the ratio is again 3:30 = 1:10 which is satisfying our ratio condition. So system will allow user to create Tracking.

But if the ratio does not match with Work Order ratio then system will restrict user to create tracking entry by giving below error:

[Fig 7. Error on Tracking]

So, it is mandatory that the ratio of work Order FG and Components should match with the ratio of Trackings’ FG and Component.