{"id":20383,"date":"2020-08-19T08:59:49","date_gmt":"2020-08-19T08:59:49","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=20383"},"modified":"2024-12-02T10:31:19","modified_gmt":"2024-12-02T10:31:19","slug":"how-to-align-lot-numbers-with-work-order-numbers","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2020\/08\/19\/how-to-align-lot-numbers-with-work-order-numbers\/","title":{"rendered":"How to Align Lot numbers with Work order numbers"},"content":{"rendered":"\n<p>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. Work orders dictate what product need to be manufactured, what raw materials are going to be required to manufacture the product, and which work center that the product needs to pass through in the manufacturing process.<\/p>\n\n\n\n<p>Some companies would like to create their Finished Good products with a Lot Number that is the same as the Work Order Number that created the product. Finished goods are goods that have been completed by the manufacturing process, or purchased in a completed form, but which have not yet been sold to<a href=\"https:\/\/www.accountingtools.com\/articles\/2017\/5\/4\/customer\" target=\"_blank\" rel=\"noopener\"> <\/a>customers.<\/p>\n\n\n\n<p>Why we make the Lot number same as Work order number because this can make the tracing of the Lot easier. In Sage X3, there is a standard functionality of doing this. <\/p>\n\n\n\n<p>Follow below steps for the setup:&nbsp;<\/p>\n\n\n\n<p><strong>Steps:<\/strong><\/p>\n\n\n\n<p>First make sure the Lot Management setting of product is checked as a \u2018Mandatory lot\u2019 and under the Lot Sequence field this MUST be blank as shown in below figure.<\/p>\n\n\n\n\n\n<p>Also, Product category set up should be same as product setup, as shown in\u00a0below figure.<\/p>\n\n\n\n\n\n<p>In short product and that respective product category set up should be set as defined above.<\/p>\n\n\n\n<p><em><strong>Navigate To: Common Data&gt; Product category &gt; Receipts Tab &gt; Management Rules Grid<\/strong><\/em><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Select Movement type as \u2018Work order receipt\u2019<\/li><li>Change the value of Lot entry as a \u2018Free\u2019<\/li><li>Change the value of Lot by default as a \u2018Document number\u2019<\/li><li>Click on Save or OK button.<\/li><\/ol>\n\n\n\n<p>&nbsp;Please refer the below figure for the same.<\/p>\n\n\n\n\n\n<p>Now we have done the setup for product master and product category.<\/p>\n\n\n\n<p><em><strong>Navigate To: Set up &gt; General parameter &gt; Parameter values<\/strong><\/em><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Select GPA chapter from left panel<\/li><li>Select MIS group<\/li><li>Click on the detail of <strong>MIS<\/strong> group from action button<\/li><li>Change the value of <strong>LOTMGT<\/strong> as a \u201cIn release\u201d<\/li><li>Click on OK button<\/li><li>Save the changes.<\/li><\/ol>\n\n\n\n<p>Refer the below screenshot for the same.<\/p>\n\n\n\n\n\n<p>Now follow the below path for the Work order creation,<\/p>\n\n\n\n<p><em><strong>Navigate To &gt; Manufacturing &gt; Planning &gt; Work order<\/strong><\/em><\/p>\n\n\n\n<p>While creating the work order transaction, keep LOT no. as blank on line level and after creation you can see LOT no. is coming same as a Work order transaction number. Refer below figure for the same.<\/p>\n\n\n\n\n\n<p>With the help of this setup you can align the Lot numbers with Work order numbers.<\/p>\n\n\n\n<p>Hence after doing all the above steps we can able to align the same lot number with work order number.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>About Us<\/strong><\/h2>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n<p id=\"block-28013e99-0882-44c6-b705-7b16c85053b2\">Greytrix&nbsp;has some unique integration solutions developed for&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-crm\/\">Sage CRM<\/a>&nbsp;with Sage ERPs&nbsp;namely&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/\">Sage X3<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-intacct\/\">Sage Intacct<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-100-erp\/\">Sage 100<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-500-erp\/\">Sage 500<\/a>,&nbsp;and&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-300-erp\/\">Sage 300<\/a>. We also offer best-in-class&nbsp;Sage ERP&nbsp;and&nbsp;Sage CRM&nbsp;customization and development services&nbsp;to&nbsp;Business&nbsp;Partners,&nbsp;End&nbsp;Users, and Sage PSG worldwide. Greytrix&nbsp;helps in&nbsp;the migration of Sage CRM from&nbsp;Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes&nbsp;addons like&nbsp;&nbsp;Greytrix Business Manager,&nbsp;Sage CRM Project Manager,&nbsp;Sage CRM Resource Planner,&nbsp;Sage CRM Contract Manager,&nbsp;Sage CRM Event Manager,&nbsp;Sage CRM Budget Planner,&nbsp;Gmail Integration,&nbsp;Sage CRM Mobile Service Signature,&nbsp;Sage CRM CTI Framework.<\/p>\n\n\n\n<p id=\"block-4bc42a09-fb13-4598-8137-ce5f7b91ce28\">Greytrix is a recognized&nbsp;Sage Champion Partner&nbsp;for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on&nbsp;<a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Marketplace<\/a>&nbsp;and Sage CRM \u2013 Sage Intacct integration listed on&nbsp;<a href=\"https:\/\/marketplace.intacct.com\/MPListing?lid=a2D0H000007kiHyUAI\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Intacct Marketplace<\/a>. The&nbsp;<a href=\"https:\/\/www.greytrix.com\/gumu\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Cloud framework<\/a>&nbsp;by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/p>\n\n\n\n<p id=\"block-76376301-1c3e-4250-8a09-727595a606f0\">For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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. Work orders dictate what product need to be manufactured,\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2020\/08\/19\/how-to-align-lot-numbers-with-work-order-numbers\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,5,8,10],"tags":[2927,1246,1535,1545,1547,1549,2428],"class_list":["post-20383","post","type-post","status-publish","format-standard","hentry","category-faq","category-features","category-sage-erp-x3","category-standard","tag-lot-number","tag-manufacturing","tag-product-category","tag-production-bom","tag-production-tracking","tag-products","tag-work-order"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/20383","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=20383"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/20383\/revisions"}],"predecessor-version":[{"id":20395,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/20383\/revisions\/20395"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=20383"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=20383"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=20383"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}