{"id":29979,"date":"2024-09-16T12:10:32","date_gmt":"2024-09-16T12:10:32","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=29979"},"modified":"2024-09-16T12:10:32","modified_gmt":"2024-09-16T12:10:32","slug":"how-to-manually-select-allocation-location-on-sales-order-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2024\/09\/16\/how-to-manually-select-allocation-location-on-sales-order-in-sage-x3\/","title":{"rendered":"How to manually select allocation Location on Sales Order in Sage X3"},"content":{"rendered":"\n<p>In this demonstration, we will explore how to manually issue a product from different locations.<\/p>\n\n\n\n<p>If you need to allocate your product from a specific location, Sage X3 offers a feature that allows users to allocate products from any required location, including multiple locations.<gwmw style=\"display:none;\"><\/gwmw><\/p>\n\n\n\n<p><strong>Please follow below steps:<\/strong><\/p>\n\n\n\n<p>Create an Order.<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=\"403\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-1-Sales-Order-1024x403.png\" alt=\"\" class=\"wp-image-29980\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-1-Sales-Order-1024x403.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-1-Sales-Order-300x118.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-1-Sales-Order-768x302.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-1-Sales-Order-660x260.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-1-Sales-Order.png 1157w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><strong>Fig 1: Sales Order<\/strong><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 decoding=\"async\" width=\"1024\" height=\"193\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-2-Sales-Order-Line-1024x193.png\" alt=\"\" class=\"wp-image-29981\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-2-Sales-Order-Line-1024x193.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-2-Sales-Order-Line-300x57.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-2-Sales-Order-Line-768x145.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-2-Sales-Order-Line-660x124.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-2-Sales-Order-Line.png 1161w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><strong>Fig 2: Sales Order Line<\/strong><\/p>\n\n\n\n<p class=\"has-text-align-left\">Allocate the Order by clicking on the Allocation button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1024\" height=\"440\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-3-Allocation.png\" alt=\"\" class=\"wp-image-30019\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-3-Allocation.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-3-Allocation-300x129.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-3-Allocation-768x330.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-3-Allocation-660x284.png 660w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><strong>Fig 3: Allocation<\/strong><\/p>\n\n\n\n<p>View the Allocation and we can see the product is allocated from \u201cA1C11\u201d Location<gwmw style=\"display:none;\"><\/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=\"249\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-4-Allocation-View-1024x249.png\" alt=\"\" class=\"wp-image-30020\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-4-Allocation-View-1024x249.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-4-Allocation-View-300x73.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-4-Allocation-View-768x187.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-4-Allocation-View-660x160.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-4-Allocation-View.png 1074w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><strong>Fig 4: Allocation View<\/strong><\/p>\n\n\n\n<p class=\"has-text-align-left\">Click on the action 3 dots at line level and select Manual Allocation<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"367\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-5-Manual-Allocation-1024x367.png\" alt=\"\" class=\"wp-image-30021\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-5-Manual-Allocation-1024x367.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-5-Manual-Allocation-300x107.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-5-Manual-Allocation-768x275.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-5-Manual-Allocation-660x236.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-5-Manual-Allocation.png 1281w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><strong>Fig 5: Manual Allocation<\/strong><\/p>\n\n\n\n<p>Click on the refresh icon from right side. you will see All the Locations on left side<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=\"429\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-6-Manual-Allocation-Screen-1024x429.png\" alt=\"\" class=\"wp-image-30022\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-6-Manual-Allocation-Screen-1024x429.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-6-Manual-Allocation-Screen-300x126.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-6-Manual-Allocation-Screen-768x322.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-6-Manual-Allocation-Screen-660x276.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-6-Manual-Allocation-Screen.png 1359w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><strong>Fig 6: Manual Allocation Screen<\/strong><\/p>\n\n\n\n<p class=\"has-text-align-left\">Deselect current location and select different location from the stock selection left panel, automatically the lines in Allocation section is changed to Location A1C12. Click on save button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"369\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-7-Allocation-Change-screen-1024x369.png\" alt=\"\" class=\"wp-image-30023\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-7-Allocation-Change-screen-1024x369.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-7-Allocation-Change-screen-300x108.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-7-Allocation-Change-screen-768x276.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-7-Allocation-Change-screen-660x238.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-7-Allocation-Change-screen.png 1364w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><strong>Fig 7: Allocation Change screen<\/strong><\/p>\n\n\n\n<p class=\"has-text-align-left\">Now come back to Order screen and in the Allocation, button view the Allocation Location. We can see below the Location is changed to A1C12.<gwmw style=\"display: none; background-color: transparent;\"><\/gwmw><gwmw style=\"display: none; background-color: transparent;\"><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"265\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-8-Changed-Allocation-Location-1024x265.png\" alt=\"\" class=\"wp-image-30024\" style=\"width:840px;height:auto\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-8-Changed-Allocation-Location-1024x265.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-8-Changed-Allocation-Location-300x78.png 300w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-8-Changed-Allocation-Location-768x199.png 768w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-8-Changed-Allocation-Location-660x171.png 660w, https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2024\/09\/Fig-8-Changed-Allocation-Location.png 1081w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center\"><strong>Fig 8: Changed Allocation Location<\/strong><\/p>\n\n\n\n<p>This way the allocation Location is changed.<gwmw style=\"display:none;\"><\/gwmw><br>Thus, we have checked the steps in which we can issue a product from required Location manually.<\/p>\n\n\n\n<p class=\"has-text-align-left\"><gwmw style=\"display:none;\"><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this demonstration, we will explore how to manually issue a product from different locations. If you need to allocate your product from a specific location, Sage X3 offers a feature that allows users to allocate products from any required location, including multiple locations. Please follow below steps: Create an Order. Fig 1: Sales Order\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2024\/09\/16\/how-to-manually-select-allocation-location-on-sales-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":[2,3,4,5,3162,6,13,7,8,3642,9,10,2796,11],"tags":[107,1186,4299,4297,1822,3211,1945,4298],"class_list":["post-29979","post","type-post","status-publish","format-standard","hentry","category-configuration","category-debug","category-faq","category-features","category-greytrix","category-installation","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-locations","tag-manual-allocation","tag-manually","tag-sage-x3","tag-sage-x3-functional-blog","tag-sage-x3-technical-blogs","tag-select"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/29979","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=29979"}],"version-history":[{"count":5,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/29979\/revisions"}],"predecessor-version":[{"id":30099,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/29979\/revisions\/30099"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=29979"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=29979"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=29979"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}