Tag Archives: EnterPrise Planning

Sage X3 Tips: Adding Custom Fields to the Enterprise Planning Screen

In Sage X3, Enterprise Planning is a key ERP screen that displays work-in-progress (WIP) events and Material Requirements Planning (MRP) suggestions to help businesses manage demand, plan production, and optimize purchasing. This interactive screen acts as a “to-do list” for planners, showing events like customer orders and supplier requirements, and generating suggestions for work orders,… Read More »

Quality Control should be tracked on GRN report

In today’s fast-paced supply chain environment, maintaining product quality is more critical than ever. Integrating Quality Control (QC) checkpoints into our ERP system ensures that materials meet compliance standards before they reach production or the customer. One practical enhancement for manufacturing and distribution businesses using Sage X3 is to track Quality Control directly in the… Read More »

Work order from Enterprise planning using SO transactions in Sage X3

A Work order is an order to make one or more products. Conventionally, the work order uses a bill of materials (BOM) to create a list of materials to be issued, and a routing to make a list of operations to be performed on work centers. You can create both planned work orders and firm… Read More »

How to add an existing purchase request to an existing PO

A purchase request is a document detailing required items, the number required and when they will be required. Once approved it becomes a purchase order. A purchase request is an unapproved purchase order. The purchase request details what items and services are required, the quantity, supplier, and associated costs. A purchase order is used by… Read More »

Setting up the Purchase Order Suggestion in X3

Purchase Order suggestion process is most widely useful in manufacturing activity. Sage x3 provides a flexible, user-friendly, and relatively easy process to perform this activity. In the PO Suggestion screen, the safety stock material appears in the suggestion list. PO suggestion is the integration between the modules means core modules functions are interconnected, all the… Read More »