Sage X3 – Tips, Tricks and Components
Recently one of our client wants customization in Sage X3 where they want to restrict creation of Purchase Order based on the Sales Order amount i.e. if Purchase order amount get exceeded than total Sales Order amount then user should not able to create Purchase Order. To achieve this, we have added a custom field… Read More »
There is functionality in Sage X3 where we can hold stock reservations for each customer based on each site. This functionality is located in sales module. Navigate: SALES -> ALLOCATION -> CUSTOMER ALLOCATION. As shown in the above screenshot, there is also an ‘END DATE’ field which notifies that the customer allocation can be done… Read More »
Sometime we may come under a situation where we have to close the sales order through code. Keyword DIVSOHCLE is used to close the sales order record. For example: Below is a sales order which we have to close through our code. Fig1: Sales order record Use the keyword as… Read More »
In this blog we will discuss about the product usage. Sage X3 has a Product usage functionality and this functionality is used to display a historical usage of a product in a rolling 36 months view. The amounts are the total Product movements by a site each month, including sales, miscellaneous issues and inter-site transfers.… Read More »
In Sage X3 we can control how much of the ordered quantity should be allocated in sales order. The quantity entered in the ‘Qty to allocate’ field will be allocated to that particular order line. The quantity entered can be greater than the ordered quantity in this case a warning message will signal this and… Read More »
The “Credit level total” field under the management tab in the Customer screen displays the total of credit level of that particular customer based on the calculation involving a number field. By clicking on Calculation details the field that are involved in the calculation, The field On order+ shows the amount for the sales orders… Read More »
In Sage Enterprise Management, we may come across a scenario where the user wants to close sales orders manually, but the close button is closed. This functionality can be achieved by the following steps: Navigate to: Sales → Orders → Orders Refer below screenshot, you can see that, the close button is disabled here. Follow… Read More »
In Sage X3, we may come across a scenario where we need to link unallocated Sales orders to Purchase orders. To solve this functionality: Create a sales order, make sure that the product which is used is not allocated or linked to any stock. Navigate to Stock → Assignment → Assignment workbench Step1: To select… Read More »
In Sage X3, we may come across a scenario where we face the difficulty while creating the back to back order. To solve this functionality: Step1: Navigate to Sales → Orders → orders Create a sales order, make sure that the product which we used in the lines grid, the supplier has to be defined… Read More »
When you have created sales order, your next step is to do allocation of the items in sales order. You may come across a situation where a sales order is signature managed. In signature management, we can decide whether allocation should be allowed on unsigned orders or not. There is a parameter SOHAPPALL which is… Read More »