In some situations, companies need to transfer products from one place to another that are not part of the normal distribution flow. For example, shipping a computer that needs to be repaired or shipping marketing materials to a conference or tradeshow.
The Transport Note feature in Sage X3 tracks goods that are shipped and/or delivered but does not include products that are part of the core business.
The main differences between this function and deliveries are the following:
- No link to an existing document
- No accounting journal
- No invoices
- No credit control and credit updates
- No accounting interface
- No returns for transportation notes are anticipated.
- No stock management: The products can be managed in stock, but no stock movement is generated for transportation notes.
- No control over stock availability is made even if there is no stock for a product managed in stock.
- No picking from items in the list panel; transportation notes must be created directly with no link to orders, shortages, etc.
- Dedicated sequence number
- The business partner can be a customer or a supplier.
As you can see in the screenshot below, the feature is accessed from the Common Data menu and is associated with an activity code (TRSNE Transportation Notes).
Fig.1: Transport_note 1
Fig.1: Transport_note 2
The Transport Note feature in Sage X3 is a valuable tool for managing non-standard product shipments. It provides a streamlined solution for tracking goods that fall outside normal distribution flows, such as items for repair or marketing materials for events. Unlike traditional deliveries, Transport Notes do not involve linking to existing documents, accounting journals, or stock management. Accessed through the Common Data menu, this feature offers flexibility in specifying the business partner and provides a dedicated sequence number for each transaction. Overall, it ensures efficient management of diverse shipping needs within the Sage X3 environment.