Process to Organize Your Work Orders in Sage X3

When a work order is created, the Allocation field on the header can default to “Complete” or “Not allocated” depending on the allocation method selected in Setup, Manufacturing, Entry transactions, and Work orders.

The Allocation method can be manual, Automatic (global), or Automatic (detailed) in the parameter section for the work order entry transactions.

When the work order entry transaction form is set to manual, no allocation is done on the work order and the allocation field will always show “Not allocated” even if the work order is closed and cost. However, if the Allocation button that is found at the top right corner is clicked after the order is created, and an allocation type (Global, Detailed) is selected, then the Allocation field will change to Complete.

If the Automatic (global) is set on the work order entry transaction, the components will automatically allocate to the work order once the order is created, modified, or deleted. However, this allocation will not specify which lot to choose from or which location to use. This option will increase the reserved stock for the components and decrease the availability of stock. At the time of consuming the components, the global allocation changes to detailed allocation.

If Automatic (detailed) is set on the WO entry transaction, the components are automatically allocated to the work order upon creation, modification, or deletion. This type of allocation specifies the location where the product will be picked from and the allocated stock for the material is increased, and the available stock is decreased.

Note – We can trigger an automatic allocation from the WO creation using the above method or using the Automatic allocations (FUNMAUTA run as a batch task).

About Us:

Greytrix Middle East Subsidiary of Greytrix India Pvt Ltd, Headquartered in Mumbai. It is a leading Sage business partner and ISV Partner offering Consulting, Implementation, and development services for Sage X3, Sage 300 People (HRMS), and Sage Intacct, which covers Dubai, Saudi Arabia, and Qatar region.

Our methodology involves a techno-functional expert team to analyze the client’s business processes, workflow, current system situation, and plans. Then, based on the analysis, we propose solutions that meet their requirement regarding the product consideration. In addition, we ensure to serve our clients with robust, future-proof, business-critical solutions that deliver best practices, processes, and functionality designed specifically for the business and its people.

We offer professional services such as Implementation and Configuration, Business Process Analysis, Project Management, Integrations and Migrations, and Technical & Functional Support, along with enhancements within Sage X3, Sage 300 People (HRMS), and Sage Intacct across various industry verticals like Process Manufacturing (Food & Beverages, Chemical), Discrete manufacturing (Automotive, Textile & Apparel), Non-Profit, Health-care Industry and Services Industry (Financial, Software & Engineering), Distribution (Transportation & Logistics).

Sage Solutions

Integrations

Addons

Sage X3-Integrations

Sage 300 Integrations

Sage X3 Addons

Sage 300 Addons

Sage Solutions

Integrations

Addons

Integrations

Sage X3-Integrations

Sage 300 Integrations

addons

Sage X3 Addons

Sage 300 Addons

Process Manufacturing

Distribution

Discrete Manufacturing

Service Industry

Industry Specific

Sage Solutions

Integrations

Addons

Sage X3-Integrations

Sage 300 Integrations

Sage X3 Addons

Sage 300 Addons

Sage Solutions

Integrations

Addons

Integrations

Sage X3-Integrations

Sage 300 Integrations

addons

Sage X3 Addons

Sage 300 Addons

Process Manufacturing

Distribution

Discrete Manufacturing

Service Industry

Industry Specific

Process to Organize Your Work Orders in Sage X3