Tracking Restriction and Creation on the basis of Stock Availability

As we know, Production Tracking is created against Work Order in Sage X3. But if stock of raw materials/components is not available then creation of Tracking should be restricted. Usually this type of customizations are done to restrict Tracking creation. But here in this customization we have added one more condition to handle partial Tracking scenarios.

In this customization, we can change the total actual quantity in operations tab as per the stock available and it should allow user to create Partial Tracking with the available stock. That means here we are applying 2 conditions:

1. If stock is not available and (Component’s quantity > Stock available) then tracking should be restricted.
2. But if user has changed the component’s quantity while creating tracking entry by changing total actual quantity of operations tab as per the available stock and (Component’s quantity <= Stock available) then it should allow user to create Partial Tracking.

New Stuff: Modifying the WO component product in Sage X3

[Fig 1. Work Order]

Now, we have created 1 Work Order for FG Product with 50 quantity as shown in the above screenshot Fig 1.

Then we tried to create Production Tracking against the same Work Order.

[Fig 2. Production Tracking with shortage]

As we can see in Fig 2, Quantity Tracked is 11.420 which means only 11.42 quantity is available. But 16.340 is required to produce 50 quantity of FG product. So, here as per our 1st condition, component’s quantity is greater than the stock available i.e. (16.340 > 11.42). Therefore Tracking will be restricted.

[Fig 3. Error on Tracking]

It is generating pop-up message and not allowing user to create Tracking entry with material shortage as shown in the Fig 3.

Now, to create partial tracking, we will change the total actual quantity in the operations tab.

[Fig 4. Total Actual Quantity]

Total Actual Quantity is 50 as shown in the Fig 4.

[Fig 5. Changed actual quantity]

And we have changed it to 10 as shown in the Fig 5. Because total required quantity is not available.

After changing the total actual quantity, it will automatically affect the required quantity of component and FG. Only 10 FGs will be produced instead of 50 as the enough stock is not available. And for the production of 10 FGs, 3.268 components are required. Because for 1 FG, 0.3268 components is required. So, 10 * 0.3268 = 3.268. Refer Fig 6 for the same.

[Fig 6. Changed Quantity Tracked]

After changing total actual quantity, Quantity Tracked is changed to 3.268 as per calculations. Now, component’s quantity is less than the stock available i.e. (3.268 < 16.340). It will allow me to create partial Tracking entry with available stock quantity because our second condition is satisfied.

By using this customization user can create partial tracking on the basis of stock availability only if stock available is greater than or equal to the required quantity. And if stock available is less than the required quantity then creation of tracking will be restricted.