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How to Assign a Product Status in Sage X3

How to Assign a Product Status in Sage X3

How to assign a product status in Sage X3

How to Assign a Product Status in Sage X3

Products from suppliers need a status before moving to the next step. (to the warehouse, out to another customer, etc.) Sage X3 simplifies this process for you, enabling your received products to move on more efficiently, and enabling you to accept several shipments in a shorter time.
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Many factors determine how a product is assigned and its status upon receipt. The hierarchy goes from the generic to the specific – Stock Management Rules – Product Category – Product Site – Product.

Here’s how to assign a product status in Sage X3.

Stock Management Rules:

A management rule must exist for all movement transactions, specifying the necessary status for each type. For instance, only ‘A’ or ‘R’ status is available when changing stock, not ‘Q.’ Defining the correct status is crucial for accurate inventory management.
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The Product Category – Receipt Tab

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You can configure authorized statuses, sub-statuses, and default statuses for each receipt movement type. Similar to stock management rules, this setup narrows down product category-level assignments.

Product – Site – Management Tab – the Quality Section

Navigate to Common Data > Products > Product-Site
In quality control management, the choices are:
  • No Control – Control is defined according to management rules but can be modified manually.
  • Non-changeable Control – It is essential to ensure quality control when receiving stock. Only items with a ‘Q’ status can be accepted.
  • Changeable Control – In a miscellaneous receipt, the quality status is initially set to ‘Q’ but can be changed to ‘A’ for accepted or ‘R’ for rejected.
  • Periodic Control – The control is automated based on the number of receipts received for this supplier and product. The stock status can be updated upon receipt.
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Product – Supplier Tab

A supplier can be set to have their products received with a status of ‘Q,’ based on the selection in the QC Management field.
Navigate to Common Data > Product
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About Us:

Greytrix Middle East Subsidiary of Greytrix India Pvt Ltd, Headquartered in Mumbai. It is a leading Sage business partner and ISV Partner offering Consulting, Implementation, and development services for Sage X3, Sage 300 People (HRMS), and Sage Intacct, which covers Dubai, Saudi Arabia, and Qatar region.

Our methodology involves a techno-functional expert team to analyze the client’s business processes, workflow, current system situation, and plans. Then, based on the analysis, we propose solutions that meet their requirement regarding the product consideration. In addition, we ensure to serve our clients with robust, future-proof, business-critical solutions that deliver best practices, processes, and functionality designed specifically for the business and its people.

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), 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).

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