Manufacturing Dashboard to get empty location details

In Sage X3, there are dashboards on the home page such as AP/AR Accounting Manager, Workshop Manager, Planning Manager, etc. And customer, sales, purchase related information is getting displayed on those standard dashboards.

But one of our client requested to develop a customized dashboard for Manufacturing.

Customization Required:

In their system when they create a Tracking against Work Order, unique pallet no is generated for every tracking in a sequence such as FG/PLT/001, FG/PLT/002, etc. And every pallet has a capacity to store FGs in KG. For this, Actual Qty STK of tracking will be considered. Also, all these FGs are stored on FGBAY location initially at the time of tracking creation.

And as per capacity, free locations should be assigned to those pallets for the stock change transactions. There are 2 location types RFG01 and RFG02 which are having maximum capacity of 800 kg and 100 kg respectively.

So, in dashboard we just have to display an empty rack location as a suggestion on which pallet can be moved. And as per suggestion they will create stock change entry to move stock from FGBAY location to next free rack location.

Detailed explanation of Dashboard:

There will be 2 location types – “RFG01 and RFG02” only for which we have to check free locations available on the basis of quantity and unit.

To check free location, go to Setup Location Types Inquiry.

New Stuff: Maximizing ROI: How Sage X3 Can Optimize Your Manufacturing Processes

[Fig 1. Location Inquiry screen]

For Example – In the above screenshot, we can see location FA401 is already “Full”. So, we cannot use the same location for different pallets. Now as per sequence FA403 is free then we must display this location on the dashboard based on quantity and capacity of the location.

We can check the capacity and unit of the location in Location type master. Refer the below screenshot.

[Fig 2. Location Type Master – RFG01 Type]

As we can see, for RFG01, capacity is 800 KG. So, if a pallet is having quantity more than 800 KG, then we have to check the 2nd location type i.e. RFG02.

[Fig 3. Location Type Master – RFG02 Type]

Here, the capacity is 1000 KG or 1 Ton. As per unit any one from these 2 options will be considered.
For Example, we have 1 pallet P1 which has 700 KG capacity then we will check RFG01 location type and sequence wise free location. And if we have pallet which has 900 KG capacity then we will check RFG02 location type and sequence wise free location as per location type.

Suppose for pallet P1 we have used RFG01 type and FA401 location. But FA401 is having 800 KG capacity and we have moved only 700 KG to this location. That means 100 KG space is empty for FA401 location.

Now we have 1 more pallet with 100 KG capacity. And in FA401, 100 kg space is remaining. So, as per logic we can move that pallet to this location. But for this, we have to check LOT No. If LOT No is the same then only same location can be used. If LOT No is different then we have to consider the next free location i.e. different location.

For every separate line in tracking different and unique pallet numbers will be assigned.

[Fig 4. Manufacturing Dashboard]

Above is the screenshot of Manufacturing dashboard. As we can see, for pallets FG/PLT/014 and FG/PLT/016, “FA403 and FA404” free rack locations are getting displayed. Because these pallets are having 800 Actual STK Qty. So, RFG01 location type will be considered. And as per Fig 1. Location FA401 is already used for pallet FG/PLT/013. So, next free locations are FA403 and FA404.
Also for FG/PLT/015, Actual STK QTY is 900 that means it is greater than 800. So, RFG02 location type will be considered instead if RFG01. As we can see in Fig 4. For this pallet location FA301 of RFG02 type is suggested.

Now there is one more condition which we need to handle:

If Qty is more than 1000 then “NA” will be displayed in the Proposed Rack Location column. Because if qty is greater than 1000 in Work Order then, multiple trackings will be created with qty less than or equal to 1000. That means every pallet will be having maximum capacity of 1000 and not more than that.

In this way, we have customized a dashboard for manufacturing to display free rack location suggestion for different pallets to move stock from BAY location to free rack location.