{"id":21093,"date":"2020-11-26T12:48:17","date_gmt":"2020-11-26T12:48:17","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=21093"},"modified":"2020-11-26T12:49:38","modified_gmt":"2020-11-26T12:49:38","slug":"setting-up-the-purchase-order-suggestion-in-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2020\/11\/26\/setting-up-the-purchase-order-suggestion-in-x3\/","title":{"rendered":"Setting up the Purchase Order Suggestion in X3"},"content":{"rendered":"\n<p>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.<\/p>\n\n\n\n<p>In the PO Suggestion screen, the safety stock material appears in the suggestion list.<\/p>\n\n\n\n<p>PO suggestion is the integration between the modules means core modules functions are interconnected, all the information will flow across the organization structure so that the user can release\/create the Purchase Requisition\/Purchase Order for approval. The PO suggestion streamlines the procurement of required raw materials from the Production\/Work order\/Safety stock.<\/p>\n\n\n\n<p><strong><u>Steps to perform PO Suggestion process:<\/u><\/strong><\/p>\n\n\n\n<p><strong><u>STEP 1:Create Enterprise Planning transaction<\/u><\/strong><\/p>\n\n\n\n<p><em><strong>Navigational Path: \u2013 Setup\/Parameters&nbsp;&gt; Purchasing&gt;Entry Transactions&gt;Enterprise Planning<\/strong><\/em><\/p>\n\n\n\n<p>Click on the \u2018Enterprise planning\u2019 on left side we can see the standard entry transaction for PO suggestion (POS).Refer Fig.1.1<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"blob:https:\/\/www.greytrix.com\/5e08ce96-080e-4617-a3c8-1be040754d33\" alt=\"\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"421\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-1.1-Enterprise-Planning-Transaction-1-1024x421.png\" alt=\"\" class=\"wp-image-21097\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-1.1-Enterprise-Planning-Transaction-1-1024x421.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-1.1-Enterprise-Planning-Transaction-1-300x123.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-1.1-Enterprise-Planning-Transaction-1-768x316.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-1.1-Enterprise-Planning-Transaction-1-660x271.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-1.1-Enterprise-Planning-Transaction-1.png 1187w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption><strong>Fig 1.1 Enterprise Planning Transaction<\/strong><\/figcaption><\/figure>\n\n\n\n<p><strong>Note:<\/strong>&nbsp;If any modifications are required in the entry transaction level. It is recommended that instead of modifying the standard Transaction. Create a new \u2018Entry Transaction\u2019 as not to affect the standard-setting.<\/p>\n\n\n\n<p> For Example:&nbsp;Name the transaction code as a \u2018YPOS\u2019 and click on selections tab ,check the options (Suggested,Planned,Firm,Firm Critical) for Type Supplier Order. Refer Fig.1.2:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"882\" height=\"547\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-1.2-Selection-tab-on-Enterprise-Planning-Transaction.png\" alt=\"\" class=\"wp-image-21099\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-1.2-Selection-tab-on-Enterprise-Planning-Transaction.png 882w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-1.2-Selection-tab-on-Enterprise-Planning-Transaction-300x186.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-1.2-Selection-tab-on-Enterprise-Planning-Transaction-768x476.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-1.2-Selection-tab-on-Enterprise-Planning-Transaction-660x409.png 660w\" sizes=\"(max-width: 882px) 100vw, 882px\" \/><figcaption><strong>Fig 1.2 Selection tab on Enterprise Planning Transaction<\/strong><\/figcaption><\/figure>\n\n\n\n<p>Click on Create ,It will question for &#8220;Continue and Confirm the Duplication?&#8221; click on YES, once it is created then validate the entry.<\/p>\n\n\n\n<p><strong><u>STEP 2:Select New Enterprise Planning transaction<\/u><\/strong><\/p>\n\n\n\n<p><em>Navigational Path: Purchasing&gt;&nbsp;Supply&nbsp;&gt;&nbsp;Enterprise Planning<\/em><\/p>\n\n\n\n<p>Select the New Transaction(YPOS) just created. As shown in Fig.2.1:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"377\" height=\"493\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-2.1-Transaction-Selection.png\" alt=\"\" class=\"wp-image-21101\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-2.1-Transaction-Selection.png 377w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-2.1-Transaction-Selection-229x300.png 229w\" sizes=\"(max-width: 377px) 100vw, 377px\" \/><figcaption><strong>Fig 2.1 Transaction Selection<\/strong><\/figcaption><\/figure>\n\n\n\n<p><strong><u>STEP 3:Enter the site and click on search<\/u><\/strong><\/p>\n\n\n\n<p>Click on the \u2018POS Purchase suggestion\u2019. Later the POs screen will appear in that filter by the site as per required and the start \u2013 end range. After providing the filter criteria click the \u2018Search\u2019 option displays as per shown in Fig.3.1:<\/p>\n\n\n\n<p>You will see that the Firm PO\u2019s now appear on the grid.<\/p>\n\n\n\n<p>The Remaining Qty displays which is outstanding quantity from the PO that needs to be received.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"522\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-3.1.-Firm-PO-remaining-qty-on-grid-1024x522.png\" alt=\"\" class=\"wp-image-21102\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-3.1.-Firm-PO-remaining-qty-on-grid-1024x522.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-3.1.-Firm-PO-remaining-qty-on-grid-300x153.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-3.1.-Firm-PO-remaining-qty-on-grid-768x391.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-3.1.-Firm-PO-remaining-qty-on-grid-660x336.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-3.1.-Firm-PO-remaining-qty-on-grid.png 1178w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption><strong>Fig 3.1. Firm PO &#8211; remaining qty on grid<\/strong><\/figcaption><\/figure>\n\n\n\n<p><strong><u>STEP 4:How to find outstanding from the PO<\/u><\/strong><\/p>\n\n\n\n<p>If you click on the action button at the beginning of the grid ,you will be able to Jump to the Purchase Order. As shown in Fig.,4.1:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"509\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-4.1-Jump-to-PO-from-action-button-1024x509.png\" alt=\"\" class=\"wp-image-21110\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-4.1-Jump-to-PO-from-action-button-1024x509.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-4.1-Jump-to-PO-from-action-button-300x149.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-4.1-Jump-to-PO-from-action-button-768x382.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-4.1-Jump-to-PO-from-action-button-660x328.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-4.1-Jump-to-PO-from-action-button.png 1113w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption><strong>Fig 4.1 Jump to PO from action button<\/strong><\/figcaption><\/figure>\n\n\n\n<p>On the Purchase Order, click the line tab to see that this Purchase Order for the product BMS001.<\/p>\n\n\n\n<p>If you click on the Management Tab, at the bottom you will see that this order was Partly received. as shown in Fig.4.2:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"795\" height=\"469\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-4.2-Purchase-Order-Screen.png\" alt=\"\" class=\"wp-image-21113\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-4.2-Purchase-Order-Screen.png 795w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-4.2-Purchase-Order-Screen-300x177.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-4.2-Purchase-Order-Screen-768x453.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-4.2-Purchase-Order-Screen-660x389.png 660w\" sizes=\"(max-width: 795px) 100vw, 795px\" \/><figcaption><strong>Fig 4.2 Purchase Order Screen<\/strong><\/figcaption><\/figure>\n\n\n\n<p><strong><u>STEP 5:Tracking to confirm the results.<\/u><\/strong><\/p>\n\n\n\n<p>On Purchase Order, Right Side actions click on Journal traceability. As shown in the Fig 5.1:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"529\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-5.1.-Journal-traceability-screen-from-PO-1024x529.png\" alt=\"\" class=\"wp-image-21115\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-5.1.-Journal-traceability-screen-from-PO-1024x529.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-5.1.-Journal-traceability-screen-from-PO-300x155.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-5.1.-Journal-traceability-screen-from-PO-768x396.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-5.1.-Journal-traceability-screen-from-PO-660x341.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-5.1.-Journal-traceability-screen-from-PO.png 1077w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption><strong>Fig 5.1. Journal traceability screen from PO<\/strong><\/figcaption><\/figure>\n\n\n\n<p>From Journal traceability screen, jump to purchase receipt where product BMS001 received 3 quantity refer Fig 5.2, so remaining 11-3=8 quantity display in enterprise planning.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"871\" height=\"395\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-5.2-Purchase-Receipt-Screen.png\" alt=\"\" class=\"wp-image-21116\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-5.2-Purchase-Receipt-Screen.png 871w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-5.2-Purchase-Receipt-Screen-300x136.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-5.2-Purchase-Receipt-Screen-768x348.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2020\/11\/Fig-5.2-Purchase-Receipt-Screen-660x299.png 660w\" sizes=\"(max-width: 871px) 100vw, 871px\" \/><figcaption><strong>Fig 5.2 Purchase Receipt Screen<\/strong><\/figcaption><\/figure>\n\n\n\n<p>This blog helps us to understand what is PO suggestion and how to setup the purchase order suggestion by creating new enterprise planning transaction and how to track and confirm the results from purchase receipt screen.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading has-text-color has-link-color wp-elements-c5e1638fe0db781fd132d689b469078c\" style=\"color:#c71d22\"><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>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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2020\/11\/26\/setting-up-the-purchase-order-suggestion-in-x3\/\">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":[2,4,5,8],"tags":[702,3147,1565,1573],"class_list":["post-21093","post","type-post","status-publish","format-standard","hentry","category-configuration","category-faq","category-features","category-sage-erp-x3","tag-enterprise-planning","tag-po-suggestion","tag-purchase-order","tag-purchase-receipt"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/21093","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=21093"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/21093\/revisions"}],"predecessor-version":[{"id":21134,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/21093\/revisions\/21134"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=21093"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=21093"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=21093"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}