Project-Based Work Order Creation in Sage X3

In Sage X3, Work Orders are most commonly created from the Manufacturing module or directly from the Sales Order screen. However, there is another powerful yet lesser-known option available — creating a Work Order from the Project Management screen.

This blog provides a step-by-step guide to creating a Work Order using the Project Module, which is especially useful for project-based manufacturing scenarios.

Step 1: Navigate to Project Management
Go to: Projects → Projects → Project Management

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[Fig 1. Project Management screen]

Step 2: Open Task Planning
Select the required Project. Click on the “Task Planning” option available in the header section.

[Fig 2. Task Planning screen]

Step 3: Select Task and Sub-Task
Choose the Task, then select the relevant Sub-Task under the main task.
Note:
The selected task must be launched. Task status should be “Started”.
If the task status remains “New”, the system will not allow product entry in the Products section for that task.

Step 4: Add Product Details
Navigate to the Products section. Select the required Product.
Enter all mandatory details. Click Save.

Step 5: Open Manufacturing Option
Click on the three dots (⋮) menu on the product line. Select “Manufacturing” from the available options.

[Fig 4. Manufacturing option in products section]

Step 6: Plan the Work Order
A pop-up window will appear. Enter all mandatory details required for Work Order creation. Click on the “Plan” button.

[Fig 5. Plan button]

Step 7: Verify Work Order Number
Return to the Products section. The generated Work Order number will appear in the Order No field.
Example:
In our case, the Work Order Z01WO26-00000075 was generated successfully after entering the correct details.

Step 8: Verify in Manufacturing Module
Navigate to: Manufacturing → Planning → Work Order
Search using the Work Order number or Project reference.
You will see the Work Order created successfully for the selected project.

[Fig 6. Work Order screen]

Although rarely used, the Project Management screen in Sage X3 provides an effective way to create Work Orders, especially for project-driven manufacturing processes. By following the steps outlined above, users can seamlessly generate and manage Work Orders directly from the Project Module.

This approach helps maintain better traceability between projects, tasks, and manufacturing activities, making it a valuable option to explore.