{"id":8462,"date":"2016-03-01T12:07:24","date_gmt":"2016-03-01T12:07:24","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=8462"},"modified":"2021-08-04T07:10:38","modified_gmt":"2021-08-04T07:10:38","slug":"re-instate-order-allocations-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2016\/03\/01\/re-instate-order-allocations-in-sage-x3\/","title":{"rendered":"Re-instate Order Allocations in Sage X3"},"content":{"rendered":"<p style=\"text-align: justify;\"><span lang=\"EN-GB\" style=\"font-size: 11.0pt; font-family: 'Calibri',sans-serif;\">If we come across a scenario where we want the system to prompt user to reallocate the allocated quantities on original orders. In such a case Sage X3 has a standard Re-instate Order Allocation functionality.<\/span><\/p>\n<p style=\"text-align: justify;\"><span lang=\"EN-GB\" style=\"font-size: 11.0pt; font-family: 'Calibri',sans-serif;\">This feature can be achieved by following below steps:-<\/span><\/p>\n<p style=\"text-align: justify;\"><span lang=\"EN-GB\" style=\"font-size: 11.0pt; font-family: 'Calibri',sans-serif;\">Navigate to Setup \u2192 General parameters \u2192 Parameter Values.<\/span><\/p>\n<p style=\"text-align: justify;\"><span lang=\"EN-GB\" style=\"font-size: 11.0pt; font-family: 'Calibri',sans-serif;\">Select \u201cOn Request\u201d option.<\/span><\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/03\/No-Yes-On-Request.jpg\" target=\"_blank\" rel=\"noopener\"><img target=\"_blank\" rel=\"noopener noreferrer\"><img fetchpriority=\"high\" decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; class=\" aligncenter=\"\" size-large=\"\" wp-image-8464\"=\"\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/03\/No-Yes-On-Request-1024x503.jpg\" alt=\"No-Yes-On Request\" width=\"595\" height=\"292\"><\/a><\/p>\n<p style=\"text-align: justify;\"><span lang=\"EN-GB\" style=\"font-size: 11.0pt; font-family: 'Calibri',sans-serif;\">Go to Sales Order. Now create an order and observe the allocation status. It will display \u201cAllocated\u201d status as shown below:-<\/span><\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/03\/create-an-order-and-observe-the-allocation-status.jpg\" target=\"_blank\" rel=\"noopener\"><img target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; class=\" aligncenter=\"\" size-large=\"\" wp-image-8465\"=\"\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/03\/create-an-order-and-observe-the-allocation-status-1024x508.jpg\" alt=\"create an order and observe the allocation status\" width=\"595\" height=\"295\"><\/a><\/p>\n<p style=\"text-align: justify;\"><span lang=\"EN-GB\" style=\"font-size: 11.0pt; font-family: 'Calibri',sans-serif;\">Now click on delivery button at right hand side to create a delivery and then click on delete button to delete a delivery.<\/span><\/p>\n<p style=\"text-align: justify;\"><span lang=\"EN-GB\" style=\"font-size: 11.0pt; font-family: 'Calibri',sans-serif;\">&nbsp;<\/span><span lang=\"EN-GB\" style=\"font-size: 11.0pt; font-family: 'Calibri',sans-serif;\">System asks user whether to reallocate orders to origin of the delivery i.e. sales order.<\/span><\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/03\/System-asks-user-whether-to-reallocate-orders-to-origin-of-the-delivery.jpg\" target=\"_blank\" rel=\"noopener\"><img target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;class=\" aligncenter=\"\" size-large=\"\" wp-image-8466\"=\"\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/03\/System-asks-user-whether-to-reallocate-orders-to-origin-of-the-delivery-1024x485.jpg\" alt=\"System asks user whether to reallocate orders to origin of the delivery\" width=\"595\" height=\"282\"><\/a><\/p>\n<p style=\"text-align: justify;\"><span lang=\"EN-GB\" style=\"font-size: 11.0pt; font-family: 'Calibri',sans-serif;\">If user clicks on No , order is not reallocated and allocation status is changed to \u201cNot Allocated\u201d.<\/span><\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/03\/allocation-status-is-changed-to-Not-Allocated.jpg\" target=\"_blank\" rel=\"noopener\"><img target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;class=\" aligncenter=\"\" size-large=\"\" wp-image-8470\"=\"\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2016\/03\/allocation-status-is-changed-to-Not-Allocated-1024x500.jpg\" alt=\"allocation status is changed to Not Allocated\" width=\"595\" height=\"291\"><\/a><\/p>\n<p style=\"text-align: justify;\">Similarly you can select other values to automatically re-allocate quantities to the sales orders.<\/p>\n<p style=\"text-align: justify;\">Values possible for this parameter are:<\/p>\n<ul style=\"text-align: justify;\">\n<li><strong>No<\/strong>: If a delivery is deleted or modified there is no re-allocation in order of original allocated quantities.<\/li>\n<li><strong>Yes<\/strong>: If a delivery is deleted or modified, system automatically re-allocates quantities that were originally allocated on the order.<\/li>\n<li><strong>On Request<\/strong>: If a delivery is deleted or modified, system asks operator if quantities that were originally allocated on the order must be re-allocated.<\/li>\n<\/ul>\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>If we come across a scenario where we want the system to prompt user to reallocate the allocated quantities on original orders. In such a case Sage X3 has a standard Re-instate Order Allocation functionality. This feature can be achieved by following below steps:- Navigate to Setup \u2192 General parameters \u2192 Parameter Values. Select \u201cOn\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2016\/03\/01\/re-instate-order-allocations-in-sage-x3\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,8,10],"tags":[1611,1942,1945,1947],"class_list":["post-8462","post","type-post","status-publish","format-standard","hentry","category-features","category-sage-erp-x3","category-standard","tag-re-instate-order-allocations-in-sage-x3","tag-sage-x3-technical-assistance","tag-sage-x3-technical-blogs","tag-sage-x3-technical-issues"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/8462","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\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=8462"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/8462\/revisions"}],"predecessor-version":[{"id":22983,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/8462\/revisions\/22983"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=8462"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=8462"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=8462"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}