{"id":23310,"date":"2021-08-31T09:45:35","date_gmt":"2021-08-31T09:45:35","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=23310"},"modified":"2021-08-31T09:45:38","modified_gmt":"2021-08-31T09:45:38","slug":"trial-kitting-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2021\/08\/31\/trial-kitting-in-sage-x3\/","title":{"rendered":"Trial Kitting in Sage X3"},"content":{"rendered":"\n<p>In Sage X3, BOMs provides a&nbsp;combined stock assembly and process costing function. You can specify finished items in terms of sub-assemblies and&nbsp;<a href=\"http:\/\/desktophelp.sage.co.uk\/sage200\/extraonline\/Content\/BOM\/TheBillOfMaterialsModule.htm\" target=\"_blank\" rel=\"noopener\">components<\/a>. You can use the Bill of Materials module on its own or as part of a group of Manufacturing modules, which includes Estimating, Planning, Work Orders and Operation Times modules.<\/p>\n\n\n\n<p>The&nbsp;\u2018<strong>Component requirement calculation\u2019<\/strong>&nbsp;function (BOMRET) in the previous versions has been renamed as<strong> \u2018Trial kitting\u2019<\/strong>. You can use&nbsp;Trial Kitting&nbsp;to check whether you have enough recorded stock items to build your&nbsp;<a href=\"http:\/\/desktophelp.sage.co.uk\/sage200\/extraonline\/Content\/BOM\/UsingTrialKitting.htm\" target=\"_blank\" rel=\"noopener\">BOM<\/a>s. It identifies and displays any potential shortages. Trial kitting shows you if you can build a specific number of BOMs.<\/p>\n\n\n\n<p>To perform the same, navigate to All &gt; Common data &gt; BOMs &gt; Production BOMs<\/p>\n\n\n\n<p>Consider a BOM for a particular finished product \u2018FIN001\u2019 (i.e. Children&#8217;s standard road bike) as shown below. You can see other information such as BOM code, Unit in which this Product is managed as well.<\/p>\n\n\n\n\n\n<p>In the Components tab of the screen, you can see the basic Products\/Components for the BOM product \u2018FIN001\u2019. This tab also shows the quantity involved of each Component to create a unit BOM.<\/p>\n\n\n\n<p>But it does not show the quantity in Stock for all the Components to create this BOM. Here you can use the Trial Kitting functionality. Click on action button on RHS of the screen and click \u2018Trial Kitting\u2019 button.<\/p>\n\n\n\n\n\n<p>After clicking on button, \u2018Trial Kitting\u2019 screen would appear where you can select the appropriate Site as shown below.<\/p>\n\n\n\n<p>On line level there is a field named as \u2018Calculation Quantity\u2019 where you can enter the quantity for required number of BOMs.<\/p>\n\n\n\n\n\n<p>After entering the appropriate Storage site and Calculation quantity click on \u2018OK\u2019.<\/p>\n\n\n\n<p>Another screen will appear which will show you whether you can build a BOM or not, on the basis of quantity available in stock for each component.<\/p>\n\n\n\n\n\n<p>As you go down in the screen in \u2018Results\u2019 tab you can see all the required components and its Requirement quantity along with the Available quantity in Stock. There is a column named as \u2018Quantity shortage\u2019 which will show us if there is any Shortage of quantity for any Component as shown in above screenshot.<\/p>\n\n\n\n<p>There is a field on header level of the screen as \u2018Maximum build quantity\u2019 which shows you the maximum number of BOMs which can be created from the available stock. If there is any shortage of quantity for any Component, this field will be blank or zero. As in this case one of the components is having a shortage of quantity hence, \u2018Maximum build quantity\u2019 is zero as shown below.<\/p>\n\n\n\n\n\n<p>If there is no shortage of quantity for any of the product as you can see in the below case, \u2018Maximum build quantity\u2019 will show the maximum number of BOMs which can get created from the available stock.<\/p>\n\n\n\n\n\n<p>So, the Trial Kitting shows us if you can build a specific amount of BOMs.<\/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>In Sage X3, BOMs provides a&nbsp;combined stock assembly and process costing function. You can specify finished items in terms of sub-assemblies and&nbsp;components. You can use the Bill of Materials module on its own or as part of a group of Manufacturing modules, which includes Estimating, Planning, Work Orders and Operation Times modules. The&nbsp;\u2018Component requirement calculation\u2019&nbsp;function\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2021\/08\/31\/trial-kitting-in-sage-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":[4,5,8,10],"tags":[217,3397,3396],"class_list":["post-23310","post","type-post","status-publish","format-standard","hentry","category-faq","category-features","category-sage-erp-x3","category-standard","tag-bom","tag-kitting","tag-trial-kitting"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23310","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=23310"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23310\/revisions"}],"predecessor-version":[{"id":23317,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23310\/revisions\/23317"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=23310"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=23310"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=23310"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}