Tag Archives: Allocation

How to manually select allocation Location on Sales Order in Sage X3

In this demonstration, we will explore how to manually issue a product from different locations. If you need to allocate your product from a specific location, Sage X3 offers a feature that allows users to allocate products from any required location, including multiple locations. Please follow below steps: Create an Order. Fig 1: Sales Order… Read More »

How to automatically adjust shortages of outstanding sales order with recording of stock receipts

In order to make sure effective stock allocation and order fulfillment, integrating inventory management with sales order processing in Sage X3 is necessary for automating the adjustment of shortages in outstanding sales orders. In order to manage supply shortages more efficiently overall, you can eliminate errors, cut down on manual intervention, and set up automated… Read More »

How to solve ‘Supplement not assigned’ error while creating purchase receipt for subcontract PO’s in Sage X3

Subcontracting process, raw materials are provided to subcontracting supplier/customer. It’s being processed by subcontracting supplier/customer, convert it to semi-finish material and deliver back. To solve the error ‘supplement not assigned’, there are main point which are linked with it. Work Order. Purchase Order. Sales Delivery. PO’s Purchase Receipt. Let’s describe each points shortly. Work Order: A… Read More »

Use of MAXALLQTY parameter

In a normal business scenario, Manufacturing plays an important role as it is a key part of any business process. Manufacturing is the creation or production of goods with the help of equipment, labour, machines, tools, and chemical or biological processing or formulation. It is the essence of the secondary sector of economy. The manufacturing… Read More »

Partial quantity allocated Work order display in Operation tracking plan screen

In Sage X3, we recently faced an issue where partially allocated work orders were not shown in the Operation tracking plan screen. Let’s take an example to understand the issue.The below work order has partial allocation and the Work Order was not being shown in the Operation Tracking plan screen. New Stuff: Enabling reports on… Read More »

Automatic deallocation function in Sage X3

The automatic deallocation processing of material linked to production for a given site, a given period and selected work orders can be initiated using this function. This processing can deallocate the materials based on the initial allocation type (global or detailed). A deallocation processing can be initiated based on the type of initial allocation (global or detailed) for materials assigned to a given site, a given period, and selected work orders. Below are the… Read More »

How to restrict the quantity to be allocated in an order line by default

In Sage X3 we can control how much of the ordered quantity should be allocated in sales order. The quantity entered in the ‘Qty to allocate’ field will be allocated to that particular order line. The quantity entered can be greater than the ordered quantity in this case a warning message will signal this and… Read More »