{"id":22013,"date":"2021-03-12T11:58:30","date_gmt":"2021-03-12T11:58:30","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=22013"},"modified":"2021-03-12T11:59:09","modified_gmt":"2021-03-12T11:59:09","slug":"how-to-use-service-products-in-purchasing","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2021\/03\/12\/how-to-use-service-products-in-purchasing\/","title":{"rendered":"How to use service products in Purchasing"},"content":{"rendered":"\n

In sage x3 v11, if we need to generate a purchase order for services, it won\u2019t allow us to create it by giving us an error as no \u201crequirement to consider for the subcontract product\u201d.<\/p><\/p>\n\n\n\n

 In sagex3 v12 there is a new enhancement that will allow us to generate Purchase orders for services without subcontracting. Here we have a new field named as \u201cProduct Type\u201d present on the Purchase order entry transactions as well as on PO line level. Also, we have a new parameter named as DEFITMKND that allows us to define the default service type. Follow the below steps to create purchase order for services.<\/p><\/p>\n\n\n

New Stuff:- How to configure additional process server and its benefit<\/a><\/p>\n\n\n

Steps:<\/strong><\/p>\n\n\n\n

Navigate to:<\/strong> > Common data > Products > Product Category<\/p>\n\n\n\n

We have to use the products that have a product category as \u2018SERVI\u2019( i.e. Service) . A Service category is used for Subcontracting or Bought services. The category type should be selected as Services. Kindly refer the below screenshot.<\/p>\n\n\n\n\n

Navigate to:<\/strong> > Set up > Parameter values<\/p>\n

 Here go to chapter ACH, in group ORD, we have a parameter DEFITMKND. This parameter is used to define the default service type that we want to use. Here the value used is Subcontract. Refer the below screenshot.<\/p>\n\n\n\n

Service Products on Purchase Orders must be defined with a Service category type and bought category flow. The product type on the Purchase order line determines whether the service is linked to a subcontract order.<\/p>\n

Navigate to:<\/strong> > Purchase > Order<\/p>\n

Create a purchase order. Select the product having a category as SERVI. Here we are using a product SER001.<\/p>\n

 In x3v11, we face the below error while creating PO using product SER001 and also we dont have a field named as Product type<\/p>\n\n\n\n

In v12, we can see the product type field which is not present in v11. As the value in the default parameter is Subcontract and we have used the product having SERVI category, by default the product type is selected as Subcontract. Refer the below screenshot.<\/p>\n\n\n\n

If the product selected is not in a Service type Category then the product type would be Standard.<\/p>\n

There are 3 values that can be in field Product Type:<\/p>\n

Standard<\/strong> \u2013 It is used for the product whose category is not service.<\/p>\n

Subcontracting <\/strong>\u2013 It is used for a product that is a service and also used in case of subcontracting. It can be a service in a subcontracting Bill of Material, in case of subcontract without work order, or it can be a single service in case of subcontracting with work order. In this situation, a selection list appears to select subcontract orders. It\u2019s mandatory to select at least one subcontract order to continue the entry in the \u201cRequirements to consider\u201d screen.<\/p>\n

Service<\/strong> \u2013 It is used for product that is just a simple service.<\/p>\n

This blog helps to use service products in Purchasing<\/p>\n\n\n

About Us<\/strong><\/h2>\n\n\n\n

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

Greytrix has some unique integration solutions developed for Sage CRM<\/a> with Sage ERPs namely Sage X3<\/a>, Sage Intacct<\/a>, Sage 100<\/a>, Sage 500<\/a>, and Sage 300<\/a>. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.<\/p>\n\n\n\n

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 \u2013 Sage CRM integration listed on Sage Marketplace<\/a> and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace<\/a>. The GUMU™ Cloud framework<\/a> 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

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

In sage x3 v11, if we need to generate a purchase order for services, it won\u2019t allow us to create it by giving us an error as no \u201crequirement to consider for the subcontract product\u201d.  In sagex3 v12 there is a new enhancement that will allow us to generate Purchase orders for services without subcontracting.\u2026 Read More »<\/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":[3162,8],"tags":[3238,1424,1565,3237,3239],"class_list":["post-22013","post","type-post","status-publish","format-standard","hentry","category-greytrix","category-sage-erp-x3","tag-defitmknd","tag-parameter-values","tag-purchase-order","tag-service-product","tag-subcontract"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/22013","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=22013"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/22013\/revisions"}],"predecessor-version":[{"id":22026,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/22013\/revisions\/22026"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=22013"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=22013"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=22013"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}