MRP (Material requirements planning) is a production planning, scheduling and inventory control system used to manage manufacturing processes. We may follow below steps to make Purchase Suggestions in Sage X3. MRP setup on Product. Sales Order. MRP Processing. Enterprise planning. Step1: MRP setup on products: Navigate to : Common Data -> Products -> product site… Read More »
In Sage X3, one of the client’s requirements was to have a way to quickly convert their work order REL unit (release product unit) from stocking to packing unit for the header product. To provide them with a business solution for the above requirement we developed a new screen and a button on the Work… Read More »
As per the standard functionality of Sage X3, we can create Sales Delivery against Sales Order with the same quantity or more than the ordered quantity only if the stock of that particular product is available in the system. But one of our client wanted to have validation on delivered quantity on the basis of… Read More »
In Sage X3, the maximum credit amount for the customer can be defined in the authorised credit field in the Customer master. There are 3 options available in the in Management tab in Customer master:-Check-No check-Hold With the help of these options we can easily manage the Credit limit of the customer.We had a requirement… Read More »
In a normal business scenario, allocation plays an important role as it is a key part of any business process. An allocation is the process of shifting overhead costs to cost objects, using a rational basis of allotment. Allocations are most commonly used to assign costs to produced goods, which then appear in the financial… Read More »
In a normal business scenario, sales orders play an important role as it is a key part of any business process. A Sales order (SO) is a commercial document generated by the seller specifying the details about the product or services ordered by the customer. Along with the product and service details, the sales order… Read More »
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 »
Recently we had a requirement from one of our client to lock the delivery date and shipment date fields in the sales order screen in such a way that once the work order is created against sales order then it will not allow the user to change/modify delivery date and shipment date fields in sales… Read More »
As seen in our previous blog, we discussed about warning message validation on credit note as per the financial year. Today we are going to discuss another customization on the Sales Order screen which is very useful to users in their business process for customer transactions. One of our client has requested to have some… Read More »
In Sage X3, commission module provides enhancement of existing commission feature of Sage X3. It helps in overcoming challenges such as accuracy in sales commission calculation, timely payment to sales representatives, track of commissions of sales representatives, etc. In this blog we will learn how to setup commission rate for different combinations such as customer… Read More »