{"id":29461,"date":"2024-07-01T07:18:30","date_gmt":"2024-07-01T07:18:30","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=29461"},"modified":"2024-07-01T07:18:30","modified_gmt":"2024-07-01T07:18:30","slug":"how-to-automatically-adjust-shortages-of-outstanding-sales-order-with-recording-of-stock-receipts","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2024\/07\/01\/how-to-automatically-adjust-shortages-of-outstanding-sales-order-with-recording-of-stock-receipts\/","title":{"rendered":"How to automatically adjust shortages of outstanding sales order with recording of stock receipts"},"content":{"rendered":"\n<p>In order to make sure effective stock allocation and order fulfillment, integrating inventory management with sales order processing in Sage X3 is necessary for automating the adjustment of shortages in outstanding sales orders. In order to manage supply shortages more efficiently overall, you can eliminate errors, cut down on manual intervention, and set up automated systems.<\/p>\n\n\n\n<p>Benefits of Automation:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Efficiency<\/strong>: Automation streamlines the process of adjusting shortages and reduces the need for manual intervention, saving time and resources.<\/li>\n\n\n\n<li><strong>Accuracy<\/strong>: Automated processes help minimize errors associated with manual data entry and allocation, ensuring accurate stock allocation to sales orders.<\/li>\n\n\n\n<li><strong>Improved Customer Service<\/strong>: By automatically fulfilling sales orders with available stock, you can enhance customer satisfaction by meeting delivery commitments and reducing order fulfillment lead times.<gwmw style=\"display:none;\"><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/li>\n<\/ul>\n\n\n\n<p><strong>Key Features:<\/strong><\/p>\n\n\n\n<p>Prerequisites:<gwmw style=\"display:none;\"><\/gwmw><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Parameter values (ADPVAL) &#8211;\n<ul class=\"wp-block-list\">\n<li>Chapter-<strong>STO <\/strong>,Group-<strong>MIS <\/strong>,Parameter-<strong>GENSHT<\/strong> (Generate shortages) set to Yes.<\/li>\n\n\n\n<li>Chapter-<strong>VEN<\/strong> ,Group-<strong>SAL <\/strong>,Parameter-<strong>INIALLORD<\/strong> (Init qty to allocate to order) set to Yes.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Customer setup should allow Partial Delivery so that it can automatically generate shortages if there is insufficient stock.<gwmw style=\"display: none; background-color: transparent;\"><\/gwmw><gwmw style=\"display: none; background-color: transparent;\"><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/li>\n<\/ol>\n\n\n\n<p><strong>Setup :<\/strong><gwmw style=\"display:none;\"><\/gwmw><br>Navigate to : <strong>Setup -> Stock -> Stock Parameters<\/strong><gwmw style=\"display:none;\"><\/gwmw><\/p>\n\n\n\n<p><strong>Check &#8216;<\/strong>Autoprocess shortages&#8217; <strong>under Backorders Tab <\/strong>in Stock Parameter for any site.<gwmw style=\"display:none;\"><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"485\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-1-1024x485.png\" alt=\"\" class=\"wp-image-29462\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-1-1024x485.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-1-300x142.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-1-768x363.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-1-1536x727.png 1536w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-1-660x312.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-1.png 1722w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\">Fig. 1 \u2013 Setup for Stock Parameters<\/p>\n\n\n\n<p>Create Sales order (GESSOH)-<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"535\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-2-1024x535.png\" alt=\"\" class=\"wp-image-29463\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-2-1024x535.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-2-300x157.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-2-768x401.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-2-1536x803.png 1536w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-2-660x345.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-2.png 1558w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><strong>Fig. 2<\/strong> \u2013 Create sales order with Stock shortage<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Create Purchase Receipt(GESPTH2) &#8211;<gwmw style=\"display:none;\"><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"537\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-3-1024x537.png\" alt=\"\" class=\"wp-image-29464\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-3-1024x537.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-3-300x157.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-3-768x403.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-3-1536x806.png 1536w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-3-660x346.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-3.png 1563w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><strong>Fig. 3<\/strong> \u2013 Create Purchase receipt for the Product<\/p>\n\n\n\n<p>Verify allocation log file to confirm stock is getting allocated against outstanding sales order when you save the stock receipt\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"414\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-4-1024x414.png\" alt=\"\" class=\"wp-image-29465\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-4-1024x414.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-4-300x121.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-4-768x310.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-4-1536x621.png 1536w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-4-660x267.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-4.png 1918w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><strong>Fig. 4<\/strong>&#8211; log file<\/p>\n\n\n\n<p class=\"has-text-align-left\">Verify Sales order (GESSOH) Stock is automatically allocated.<gwmw style=\"display: none; background-color: transparent;\"><\/gwmw><gwmw style=\"display: none; background-color: transparent;\"><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"487\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-5-1024x487.png\" alt=\"\" class=\"wp-image-29466\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-5-1024x487.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-5-300x143.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-5-768x365.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-5-1536x731.png 1536w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-5-660x314.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/07\/Fig-5.png 1572w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><strong>Fig. 5<\/strong>&#8211; Stock allocation<gwmw style=\"display:none;\"><\/gwmw><\/p>\n\n\n\n<p>The essential component to streamlining inventory control and order fulfillment procedures is automating the correction of shortages in outstanding sales orders with the recording of stock receipts in Sage X3. Businesses can better manage stock shortages and fulfill sales orders by utilizing the automation features in Sage X3. This will increase efficiency, accuracy, and satisfaction with clients. \u00a0<gwmw style=\"display:none;\"><\/gwmw><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In order to make sure effective stock allocation and order fulfillment, integrating inventory management with sales order processing in Sage X3 is necessary for automating the adjustment of shortages in outstanding sales orders. In order to manage supply shortages more efficiently overall, you can eliminate errors, cut down on manual intervention, and set up automated\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2024\/07\/01\/how-to-automatically-adjust-shortages-of-outstanding-sales-order-with-recording-of-stock-receipts\/\">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":[2,3,4,5,3162,13,7,8,3642,9,10,2796,11],"tags":[107,720,4223,1565,1573,1721,1822,2871,1943,1983,4247,2162,2444,3735],"class_list":["post-29461","post","type-post","status-publish","format-standard","hentry","category-configuration","category-debug","category-faq","category-features","category-greytrix","category-integration","category-miscellaneous-tables","category-sage-erp-x3","category-sage-x3","category-sage-x3-consulting","category-standard","category-technical","category-tips","tag-allocation","tag-erp","tag-orders","tag-purchase-order","tag-purchase-receipt","tag-sage","tag-sage-x3","tag-sage-x3-functional-blogs","tag-sage-x3-technical-blog","tag-sales-order","tag-shortages","tag-stock","tag-x3","tag-x3-blogs"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/29461","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=29461"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/29461\/revisions"}],"predecessor-version":[{"id":29468,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/29461\/revisions\/29468"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=29461"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=29461"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=29461"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}