{"id":25127,"date":"2022-09-12T12:23:23","date_gmt":"2022-09-12T12:23:23","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=25127"},"modified":"2024-12-03T04:28:27","modified_gmt":"2024-12-03T04:28:27","slug":"how-to-create-purchase-order-from-work-order-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2022\/09\/12\/how-to-create-purchase-order-from-work-order-in-sage-x3\/","title":{"rendered":"How to create Purchase order from Work order in Sage X3"},"content":{"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.<\/p>\n<p>Basically, work order uses a bill of materials (BOM) to create a list of materials to be issued, and a Routings to make a list of operations to be performed on work centers. An operational routing defines the formalization of the steps required for a manufactured product (finished or semi-finished).<\/p>\n<p>In Sage X3 there is standard functionality from where we can create the Purchase order(Subcontract operation) through the work order. A subcontract operation can be planned. Subcontract is the term used to describe the purchase of a service for carrying out an operation for a work order. The subcontract operation time is updated with the reorder lead time planned in the purchase record of the subcontracted product; the work centres is replaced by the subcontract work centres planned for the operation. You can also enter details for, and then generate, a purchase order for a subcontract operation.<\/p>\n<p>Below are the setup which needs to be done before creating Work order and PO against the same.<\/p>\n<p><strong>Step 1:<\/strong><\/p>\n<p>\u2981 Product should be sub-contract product.<br \/>\u2981 Create a Production BOM for this sub-contract product<br \/>\u2981 Work centers type should be sub-contracting. Refer the below screenshot.<\/p>\n\n\n\n\n<p>Note: User cannot enter a sub contract product if the user does not use sub-contract work centre.<\/p>\n\n\n\n<p>\u2981 Also do the routing of the BOM. On routing user will have to select sub-contract work centers and enter subcontract product also. Refer the below screenshot.<\/p>\n\n\n\n\n\n<p><strong>Step 2:<\/strong><br>Now, create a Work order for respective BOM product.<\/p>\n\n\n\n<p>\u2981 Enter mandatory fields values<br>\u2981 Enter parent product on header level grid<br>\u2981 After entering parent product user can in the data in components and operations tab<br>\u2981 User can see the work centers and sub-contract product fields value in line level of operation section as shown in below figure,<\/p>\n\n\n\n\n\n<p>\u2981 Create a work order<br>\u2981 After creation of Work order user will able to see Order option on the action button of operation line.<\/p>\n\n\n\n\n\n<p>After clicking on order option below window get populate,<\/p>\n\n\n\n\n\n<p>Click on the Order button as shown in above figure and below log file will get generated with generated purchase order (With subcontract product).<\/p>\n\n\n\n\n\n<p>Now purchase order got successfully created.<\/p>\n\n\n\n\n\n<p>After creation of Purchase order, you can see the Line status as \u2018Ordered\u2019 on Operation line level and can see the released product situation with the help of subcontracted operation situation which is present on action button of operation line.<\/p>\n\n\n\n\n\n<p>With the help of above steps user can create purchase order from work order.<\/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>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. Basically, work order uses a bill of materials (BOM)\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2022\/09\/12\/how-to-create-purchase-order-from-work-order-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":[1],"tags":[3496,1549,3618,2429],"class_list":["post-25127","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-bom-products","tag-products","tag-work-centers","tag-work-order-bom"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/25127","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=25127"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/25127\/revisions"}],"predecessor-version":[{"id":30373,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/25127\/revisions\/30373"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=25127"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=25127"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=25127"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}