Lot Validation of ‘Closed + Coasted’ and WIP posting

In Sage X3, FG product production is carried out in the Manufacturing module through Work Order and Production Tracking transactions. The LOT generated in the Manufacturing module can then be allocated in the Sales Order transaction.
One of our client requested a validation to the “Validation” button of Sales delivery and the Intersite Transfer Stock selection screen. The validation is placed to restrict delivery validation and stock selection in the Intersite Transfer screen when the Lot of FG generated from the Work Order is not ‘Closed + Costed’ and the WIP posting of the Work Order is not done, respectively.

We will review how the validation functions:
Scenario 1:

New Stuff: How to restrict a site for certain module in Sage X3.

[Fig 1. Work Order]

We have created a work Order – 1012501MFG00000026 for FG Product 20000001 with 5 quantities.

[Fig 2. Partial Production Tracking]

After work order, we have created production tracking – 1012503MTK00000001 against the above work order – 1012501MFG00000026 with 3 quantities and LOT0001. That means it is a partial tracking.
So, status of this work order is not “Closed + Coasted”.

Scenario 2:
Now, we created 2nd work Order – 1012501MFG00000027 for the same product and created tracking – 1012503MTK00000002 against that work order with total 5 quantities and LOT0002.
After that, we executed “WIP Posting for work order – 1012501MFG00000027.

[Fig 3. WIP Posting]

After that Go to WO Close screen. Select Work order – 1012501MFG00000027 and click on “Close” button.

[Fig 4. WO Close]

After clicking on close button check the status. As we can see in above screenshot Fig4, Status of work order – 1012501MFG00000027 is “Closed + Coasted”. And WIP Posting is also done.

Now, we will observe the outcome when clicking the “Validation” button on the Sales Delivery screen.

[Fig 5. Allocation on Sales Order with LOT0001]

As we can see in above screenshot fig 5, error is getting generated “One or more of the allocated lots are either not ‘Closed + Costed’ or not posted.” for LOT0001. Because as per scenario 1, status of work order – 1012501MFG00000026 is not “Closed + Coasted”.

[Fig 6. Allocation on Sales Order with LOT0002]

But in 2nd scenario, we have allocated LOT0002 to Sales Order as shown in fig 6. And created delivery against above sales order.
So, here validation is done successfully. Because as per scenario 2, status of work order – 1012501MFG00000027 is “Closed + Coasted”.

[Fig 7. Stock Change with LOT0001]

Also, in stock change transaction, as shown in Fig 7, we are getting same error for LOT0001.
In this way, we have added a validation on “Validation” button of Delivery and Intersite Transfer Transaction.

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