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How to Optimize Your Shipping Calendar with Sage X3

How to Optimize Your Shipping Calendar with Sage X3

How to Optimize Your Shipping Calendar with Sage X3

A shipping calendar ensures efficient delivery tracking and order fulfillment, helping sales and warehouse shipping teams work together.
Below is very high-level calendar functionality with a simple setup. We will be using the SORDER and BPCARRIER tables.
  1. In the function Graphical query tool (GESALT) create a new query.
  • Add SORDER and BPCARRIER table.
  • Include fields ([SOH]DEMDLVDAT, [SOH]SOHNUM, [SOH]BPDCRYNAM, [SOH]ORDSTA, [SOH]ALLSTA, [SOH]MDL, [BPT]BPTNAM)
  • Drag ‘Req.delivery date’ filed up to create a group.
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  1. Selection (Filter): In Advance Tab include the following criteria.
  • month([F:SOH]DEMDLVDAT)>0
  • year([F:SOH]DEMDLVDAT)=2024
  • [F:SOH]ORDSTA <> 2
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  • Activate, Save, and validate the query.
  • Run the query in GESALT to verify that appropriate records are generated.
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  1. In the function Dashboard view (GESAPV) create a new view.
Data Source
  • Type: REQ
  • Code: “Query code created in step 1”
Visual Component: FCA
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  1. In the Syracuse administration function Menu items create new menu items.
Create new menu item – Query.
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Create new menu item query calendar.
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  1. Create new Home Page – Calendar dashboard
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  • You will have an Order to ship calendar.
  • You can click on sales order to view additional details like country to ship, Carrier, etc. You can drill into sales orders for further analysis.
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Greytrix Africa is a leading Sage business partner and ISV Partner offering Consulting, Implementation, and development services for Sage X3, Sage 300, Sage 300 People (HRMS), Sage CRM, and Sage Intacct, which covers East Africa, West Africa, SADC, and Middle East region. 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), Sage 300, Sage CRM, 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), and Agriculture.

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