Many a time we have a situation, wherein reports would have to be generated for a group of companies, or a group of sites from different companies or different companies and a combination of sites from different companies. It will be a complex grid which can be summarized in the example as below:

We have company ‘A’, whose headquarters are in the USA. It is configured to have three different sites, A1, A2, and A3 for purchase, manufacturing and sales respectively. It has branches in China (B), India(C), Australia (D), New Zealand (E), the UK (F) and France (G). The same configuration – one site each for purchase, manufacturing and sales respectively. So, we have B1, B2 and B3 for China, C1, C2 and C3 for India, D1, D2, D3 for Australia, e1, E2 and E3 for New Zealand, F1,F2, F3 for the UK and finally G1, G2 and G3 for France.

As can be seen above, these facilities are in different continents of the world, and each has its own site for manufacturing, purchase and sales. The management would like to have reports which would consolidate all the purchases for all the sites, the sales for all the sites, manufacturing for all the sites, company information as per the continents and for the entire group as a whole. A pictorial representation for the requirements can be summarized as below:

We have the continent wise break-up as follows:

The management would also like to have the entire group reporting as a whole!

Sage X3 has an in-built feature of grouping of companies. Using this feature, we can create reporting companies which will constitute of either the individual sites or the companies or a combination of both. The ledger used for this sites will be the analytical ledger.

Whenever specific reports are to be generated for the above combination, we can select the above reporting companies in the report generation screen. Since the sites and the companies are linked together in the setup, the correct data will reflect in the report.

If you are looking for tailor made features to enhance your Sage ERP X3 functionality and experience. Greytrix is your right choice.

Greytrix have some unique solutions of Sage ERP X3’s integration with Sage CRM, Salesforce.com and Magento Ecommerce. It also offers best-in-class Sage ERP X3 customization and development services to Sage ERP X3 business partners, end users, and Sage PSG worldwide.

For more information on Sage ERP X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

At the core of any business, customer is considered to be most valuable and are called the lifeblood of your company. Hence, we can’t afford to lose customers, so it becomes very important to focus our attention towards the customer service. If we think about better customer service CRM is the first thing which strikes us. CRM is designed to become an effective business tool for all your employees, ensuring accurate and timely information about your customer contact and transaction history.

Just to understand the significance of CRM:

• Prioritize the strategic customers;
• Monitor the sales opportunities;
• Set up Appointment, Calls and Tasks to effectively organize the project.

The main challenge with integrating CRM and ERP is figuring out how the process should work .While there are a wide variety of CRM applications available in the market and would require an integration with your ERP which will result into a cost effective process. Sage has provided an inbuilt CRM module that works hand in hand with Sage ERP X3.

There is an integrated feature in the X3 module which allows Sales entries to be linked directly to Sage ERP X3 sales functions. This saves time, hassle and potential errors of manually retyping data in both the systems. In Sage X3, after a sale when finished goods are shipped on customer orders that information is automatically available in customer support area of CRM module.

We would like to present the feature list of CRM within Sage X3:

1. Assigning Prospects/Customers: Converting of Prospects to Leads and then Customers.
2. Different CRM activities can be captured /scheduled using Calendar and Appointments. Calls to avoid any conflicts on scheduling and easy search of call details while attempting the call.
3. Maintaining Service Requests, Service Responses, Warranty etc.
4. Opportunities/Projects Competitive information pre and post sales steps, Associated projects Flow control to create sales quotes by opportunity and project Double expected value weightings on revenues
5. Sales Workbench Global view of pending and late sales activities Quick search on the contact.
6. Setting up the Marketing Campaigns and Operations like Mass Mailings, Call Campaigns, Trade Shows.

If you are looking for tailor made features to enhance your Sage X3 functionality and experience for food processing industry, Greytrix would be your right choice.

Greytrix have some unique solutions of Sage ERP X3’s integration with Sage CRM, Salesforce.com and Magento Ecommerce. It also offers best-in-class Sage ERP X3 customization and development services to Sage ERP X3 business partners, end users, and Sage PSG worldwide.

For more information on Sage ERP X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

In the fast growing competitive online business, sustainability and growth is the key.  In order to earn profits businesses needs to reduce operational cost, provide quick turnaround time while fulfilling the orders and satisfy their customers. For a complete 24X7 operation of online business processing orders is an integral part. There are various challenges in order processing which can be easily tackled with proper automation.

Online retailers needs to carefully assess the volume of transactions from their online channel.  Factors like promotional campaign, festival discounts and new technology, attract customers. If your online store is responsive to these activities then it will certainly generate large volume of orders during the corresponding periods. Merchant must put appropriate process in place in order to quickly process various orders.  Your store must display accurate stock status so that orders and shipments are processed on time without any discrepancy. A strong middleware application is required to automate online orders and then key them into the accounting system.

Every business has its own channel for procurement and distribution.  It is essential to outline the processing of web orders accordingly.  If you are accepting orders from both B2B and B2C customers then transactions needs proper handling.  Bulk orders might require specific process fulfilment with accounting department reviewing the payment terms and credit limit of the customers. But order from retailers can be directly and quickly processed.  Integrated application is desirable to have feature which can automatically ship and invoice the web orders.

All-important measures are to be taken into consideration to avoid any errors during order processing.  Errors like inaccurate pricing, duplicity of transactions affects the normal processing of business transaction and requires major efforts to correct them.

Manual processing of orders causes various hassle like delay in processing the orders, errors and staff efforts which not suitable for a growing eCommerce business. Merchants who had implemented a seamless integration programs are enjoying various benefits such as reduced operational cost, quick processing of orders, increasing sales, sustainability and customer satisfaction.

Greytrix eCommerce Integration solution assist eCommerce businesses by automating the processing of online orders and seamlessly integrating these orders with our ERP system. Our integration Solution guarantees timely process of orders with complete accuracy.  It simplifies the order processing by making the online orders directly reach fulfilment department without any manually intervention. There are no delays in order processing as payments are processed and orders are shipped without any interference by accounts receivable department.  After fulfilment is done in accounting system the order statuses are updated in the store. Then the orders are invoiced and notified to the customers. This completes the order processing cycle like a Dream.

About Us

Greytrix eCommerce integration provides an excellent solution to eCommerce business to integrate their ERP with eCommerce marketplace; helps them to overcome challenges and assist them in making their business successful.

For more information on eCommerce Magento integration with your ERP, please contact us at sage@greytrix.com.We will be glad to assist you.

Sage X3 provides a feature by which you can give effects to grid titles. You can choose the existing style to give stylish look to the grid titles.

But, except these existing styles, you can create your own style. To implement this functionality, follow the below steps:

New Stuff: Simplify processing of your online orders

Step 1. Navigate to Development > Processing Dictionary > Screens > Screens > Fields tab

-> Here, select a title to which you want to apply the style.

-> Right click on that particular title and select ‘Evaluated title’

Refer the below screenshot.

Step 2. After that, ‘Evaluated title entry’ window will pop up. Click on ‘Style’ to create a new style.

Step 3. Now, ‘Presentation Styles’ named window will pop up where you can create your own style as follows:

-> Enter Style code, description and short title.

-> Right click on the last ‘Description’ field and select ‘Style editor’ option.

Step 4: Style editor will pop up.

-> You can click on ‘Modify’ button to select font, font styles, size, color and effects.

-> Select text background/base color.

-> Then, click on ‘OK’ button.

Below screenshot is the example for newly created style with the code ‘TEST’ and description ‘Sample’.

Thus, how you can create your own style for grid titles.

Hope this helps.

Also Read:

1. Simplify processing of your online orders

2. Using the Grouping of companies function for reporting

3. How to add Customer address selection window

4. How to add Customer address selection window

5. Adding selection window for any action

In Sage X3 customization you may have a requirement where you want to update the customized field added to STOJOU (Stock journal) table.

Sage X3 has given the provision to do the same by using the Entry points to STKLIB standard processing file (Refer to below details).

New Stuff: How to Create a Style to Give Effects to Grid Title

Standard Processing: STKLIB

Entry Point Action: BEFWRISTJ (Before entry of a stock movement)

Description:

This entry point is called before the “WRITE” instruction for each stock movement. The STOJOU(STJ) table buffer is loaded and can be modified.

Refer to below sample snippet of code for better clarification:

Also Read:
1. How to change Category in Journal Entry if required (Journals Prohibited message comes)
2. How to set the entry condition in the Sage X3?
3. How to change Entry Transaction without exiting the screen
4. Fetch the Entry Transaction value via Customized Code
5. Entry Transaction in X3

You may come across the situation, where you want to assign value to variable at runtime for which you do not know the name beforehand.

Sage X3 has a special function to assign value to variable at runtime for which you do not know the name beforehand.

New Stuff: Entry Point to Update Custom Fields of STOJOU (Stock journal) table

Assign: This function assigns value to the variable for which you do not know the name beforehand.

Syntax: Assign name_exp With value_exp

Parameter details:

name_exp: Expression of the Char type which results in the name of a variable. But the variable must be exist at runtime.

value_exp: Any expression that will be compatible for that variable at runtime.

Kindly refer to the below snippet of code for better understanding.

Also read:

1. How to differentiate the Local and Variable?
2. How to add months to your date variable in Sage X3 version 7
3. How to determine if a mask variable can be entered or is displayed..?
4. Checking the Type of variable
5. Global Variables in X3

If you come across a scenario where you want to restrict Customer currency being modified while creating a sales order then Sage X3 provides a standard Modify currency. Set Modify currency to ‘NO’.

New Stuff: How to assign value to variable at runtime for which you do not know the name beforehand?

Navigation:

Set up – Parameter Value – Sales – Authorizations – Modify Currency

Now Currency Field in the sales order window is ‘Not editable’.

Also Read:

1) How to search product price list
2) How to change the currency of all the BPs?
3) Check the Price in different Currency Rates.
4) Control Max Decimals of Currency in Sage X3
5) Use of Multiple Ledger Currency in Transactions in Sage ERP X3

Greytrix a decade old Sage Premier Gold Development Partner known for its award winning real-time, bi-directional, multi-company GUMU Sage CRM integrations with Sage 100 (MAS90/200), Sage 500 (MAS 500) and Sage 300 (Accpac) now integrates Sage’s Premier ERP – Sage X3 with Sage CRM so you can continue being a part of the Sage Family.

Sage also provides option to integrate Sage CRM with Sage X3 and we have been often asked about its difference with our GUMU Sage X3 with Sage CRM. In this blog, we will review the features provided by Sage integration as well as GUMU Sage X3 with Sage CRM and leave it on to the user to pick the best for their business needs.

GUMU Sage X3 Integration  Website | Video | Blog | Demo Machine

Click here to download the Trial Version of our Sage ERP X3 and Sage CRM Integration

About Us :

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix has some unique integration solutions for Sage CRM with Sage ERP’s (Sage X3, Sage 100, Sage 500 and Sage 300). It also offers best-in-class Sage ERP customization and development services to Business Partners, End Users and Sage PSG worldwide.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.

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We may have grown in numbers but we are still your trusted and favourite one stop solution provider for all your needs be Sage ERP, Sage CRM, Salesforce, SAP Business One or any Custom requirements and have been upgrading to new technologies such as ecommerce, mobile and cloud so you are on pace with the latest technologies.

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Sage Intelligence is an embedded reporting solution for all Sage X3 customers. It has features that make it easier for the users to create customized reports as per user’s requirement.

Intelligence Reporting allows you to spend more time focusing on analysis and interpretation rather than spending time pulling the data together.

What is Sage Intelligence?

It is the financial reporting add-on for Sage X3. Due to its ability to instantly customize the report layouts it helps users to make reporting process simple, quick and flexible.

Who should use Sage Intelligence?

Sage Intelligence is a boon to people who need to gather and analyze data for forecasting on a regular basis, like Finance Professionals and Executives

How does Sage Intelligence reporting work?

Sage Intelligence connects to Sage X3 through a connector. It sends queries to the Sage X3 database to collect a series of data which is then formatted, interpreted and displayed in the final report.

It has the following modules –

• Report Designer: This helps in creating and editing multiple reports without modifying the GL.
  • Layout generator and Task Panel: Helps to manipulate and design the reports.
• Connector: This helps in auto- connecting to the Sage ERP X3 or any other system like CRM, Payroll system.
• Report Manager: This sends queries and transforms the data of several sub-reports to generate the final financial report.
• Excel Sheets in the Excel Workbook: The sub-reports executed by the report manager, populate source data into separate worksheets of the excel workbook.

Features of Sage X3

Ease of Use

The interface is similar to Excel workbook and hence it is easy to use. Both financial and analytical data can be easily analyzed and combined within the same report.

Performance

Powerful memory technology has been used to enhance the performance of the report.

Flexibility

• Use of Native Excel makes it easy to use and format.
• Enables Multicurrency reporting
• Enables Dimensional reporting and enabling dimensional filtering as well.
• Provides Drill down functionality

What’s New

• Massive Performance gain has been achieved by using the IMDB solution.
• Account Roll-ups provides the ability to consolidate multiple accounts into a single parent account.
• Multi-currency allows the use of exchange rates saved in the Sage X3 system to generate reports.
• Scalability provides the ability to generate financial reports for more than 2 years, for multiple sites, for all 9 dimensions and for multiple chart of accounts.

If you are looking for tailor made features to enhance your Sage X3 functionality and experience for your industry, Greytrix would be your right choice.

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage ERP X3’s integration with Sage CRM, Salesforce.com and Magento Ecommerce. It also offers best-in-class Sage ERP X3 customization and development services to Sage ERP X3 business partners, end users, and Sage PSG worldwide.

For more information on Sage ERP X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Sage X3 is a very vast and versatile ERP. In addition to normal Finance, Sales, Purchase, Inventory and Manufacturing functions, there is a very important and useful CRM function.

In this function, we not only have a repository of service requests but also have their related functions of appointments, employee details who have serviced a particular request and the consumptions associated with it. There is also a solutions function where resolved solutions for a particular service request can be maintained. In fact, we also have a facility to maintain the skill set required to implement this solution. It also has a keyword feature which when used properly, will assist greatly in searching the required solution.

All this is already present in standard Sage X3 system which can be configured so that the maximum benefit can be derived out of the system. In fact, this database can then be linked to an external client like internet browsers from where data can be fetched easily. Using browsers to view data can also enhance security of an entire system as no one would be able to change data already entered into a system.

This will help an organization to improve efficiency while dealing with service requests as numerous solutions would already be documented. There would also be a ready database of the same along with required skill sets of a person implementing the solution.

Process recommended here would be a planning manager which after receiving a service request would search the words in the search panel and see if a solution is already present for a particular job or not. If yes, then along with solution she will also come to know details about required parts and skill sets for the same so as to handle request correctly. Based on the above solution, planning manager would appoint required person to handle the service request. A link with solution can also be mailed to the concern person dealing with that request.

Now the person dealing with the request can easily visit to the client place and resolve problem in the first instance itself thereby leading to better turn-around times.

If you are looking for tailor made features to enhance your Sage X3 functionality and experience for your industry, Greytrix would be your right choice.

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage X3’s integration with Sage CRM, Salesforce.com and Magento Ecommerce. It also offers best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com .We will be glad to assist you.

Have you come across a scenario where you want disallow to create the supplier return without making reference to a purchase receipt? Standard x3 has feature where we can set the parameter which is not allow to create the supplier return without purchase receipt.

New Stuff:Use the solutions feature to build a Knowledge Base

Navigate: Setup>General parameters>Parameter values

Set the parameter PNHDIR=”NO”

Also Read:

1. How to create direct receipt in X3

2. How to setup Auto Quality Control generation on Purchase Receipt

3. How to open the posted Payments or Receipts

4.Creating a Return Purchase Order against a receipt

5. How to open a Closed Purchase Receipts in X3

Go to Common data > BP tables > Early discount/late charge

New Stuff: How to set the Price by default Standard cost?
Do the setup as per the requirement by entering early discount/ late charges in days and its rate in percentage.

As in above Image –
1. – (minus) indicates discount while rest are charges.
2.  0 to – 4 days, system will consider no discount
3. – 5 to – 09 days, system will consider – 1% discount
4. – 10 and above days, system will consider – 10% discount
5. Whereas 0 to 9 days, system will not consider any discount or charges, because it is set to 0
6. 10 to 29, days system will consider 5% late charges
7. 30 to 59 days, system will consider 8 % late charges
8. And 60 and above, system will consider 10 % late charges.

Now go to Setup –) A/P-A/R accounting –) Payment attributes
Make sure that it has to be Account< -> BP and marked as early discount

Now to make the created Payment attribute as a
Go to Setup –) General parameters –) Parameter values —) AP/AR Accounting —) Early Disc (TDC)
Right click and go to detail, and enter the default Payment attributes against the line no 4 and 6, which you have created above.

Also select due date for the calculation of Discounts / Charges. The possible values are – Open item due date and Invoice date.

Don’t forget to tag account against discount or late charges. To add the same go to
Setup –) Financials –) Accounting interface –) Accounting codes –) Payment
Enter the desired location under loss and profit.
Now go to payment terms and define the payment term.Please note that based on Payment term date and Due date basis (Open item or Invoice date) system will consider Due date.
Now to check, if this is working as per setup, go to A/P-A/R accounting –) Invoicing –) Supplier BP Invoice

Create a new Invoice and select Early Discount / Late charge, which you have created above.
Here due date is Accounting date is 10/16/15 and due date is 11/30/15 – Refer Above Image.

After posting Invoice go to A/P-A/R accounting –) Payments –) Payment / receipt entry
Create a Payment entry against the created Invoice. Please make sure that you are creating payment either Back dated or on future date to avail the early discount / late charges.
As soon as you will select Invoice no, system will auto calculate Discount/Charges- refer Below Image.

As you can see system has granted 2% early discount.

Also Read:

1.How to Restrict the Modification of gross price/Discounts/Charges for Transaction
2.How to Track the discount specifically specified for customer and product?
3. How to create price list from the lines of responses addressed by a supplier to a RFQ?
4. How to set the default price reason
5. Integrate your ERP with E-Commerce – A key to successful E-commerce business

You may come across the scenario where you were able to import data from DAT file but you were getting error from CSV file in Sage X3. To solve this problem you need to modify the structure of import template.

New Stuff:Use the solutions feature to build a Knowledge Base

To modify the structure, please navigate as –
Setup->Usage->Imports/Exports->Import/export templates
And set the structure as below screen shot-

Hope this helps.

Also Read:

1. How to add additional filter criteria to shipment validation function
2. How to execute workflow through function?
3.  How to display VT functions (Menu’s) in Telnet?
4.  Purchase Request Signature
5. How to Assign Default Values to Crystal Reports

In Sage ERP X3, you may come across the situation where you need to know start date of any week for any particular year. Sage X3 provides function to get the same.

New Stuff:Use the solutions feature to build a Knowledge Base

Function Name:  aweek (week_exp, year_exp)

Week_exp   – Expression of the Integer type that gives the number of the week.

Year_exp – Expression of the Integer type that gives the number of the year.

Description:  The aweek function allows you to calculate the date of the first day (Monday) of a given week for a given year. The weeks are numbered from zero to 53. The first week of the year is the one that includes the first Thursday of the year. If the first day of the year is a Friday, Saturday, or Sunday, there is therefore a week zero (0), which goes from January 1st to the first Sunday of January, inclusive.

To implement it refer the below screen shot :

Hope this helps.

Also Read:

1. How to define days for Expected Issue date calculation of Prepayment
2. How to handle two digit year in date
3. Change date format of the current folder in Sage ERP X3
4. Find earliest date from range of dates
5.  Login Warning on Logical Date in Sage X3

Sage X3 provides a feature to invoke grouped pricing in Purchase order.

New Stuff: How to set the structure of import template to import Data and CSV file?

To set this Group Price search navigate through: Setup> General parameters> Parameter values

The list of possible values is: No, Yes, On demand.

No: No grouped price list search will be conducted.

Yes : A grouped price list search will be automatically conducted by taking all the order lines into account.

On demand : A question is asked to the user on order creation or modification: Processing of the grouped price lists yes/no ?

When this parameter is set to the value On demand, the grouped price lists will only be applied on purchase order entry, if the decision is made to apply them, or on purchase order generation from the buyer’s planning, if the option Grouped price lists is set to Yes in this function

Also Read:

1. How to search product price list
2.How to create price list from the lines of responses addressed by a supplier to a RFQ?
3. How to setup Auto Quality Control generation on Purchase Receipt
4. How to open the posted Payments or Receipts
5. How to open the posted Payments or Receipts

You may come across a scenario where you would like to make use of Technical sheet i.e. Needs to performed number of tests and capture the same in ERP. By following below mentioned steps one can achieve the same.

New Stuff: How to Know Start date of Week of any Year
Go to – Common Data –) Product Tables –) Quality Sheet –) Technical Sheets.
Create new Technical sheet.

Fill in the details required, and select Questions based on the particular Sheet.

To create Questions go to Common Data –) Product Tables –) Quality Sheet –) Questions.

Here one can add number of questions and can attach responses against those questions.
Response type can be one of the following types –
• Alphanumeric
• Numeric
• Date
• Boolean
• Text
One can also define the control type against the Responses Type, which are as it is
• Value List – If it is selected, one also needs to define Response Table, wherein you needs to mention its code, type. Refer Below Image
To create Questions go to Common Data –) Product Tables –) Quality Sheet –) Responses.

• Ranges – If it is selected then one have to define start and end range and nominal value for this. Apart from this one can also define Formula.
• No Control.
By default responses, can also be defined, and one can even define the grouping of questions for reporting purpose.
Once technical sheets are defined, the same can be tagged either in Product Category –) Management –) Quality Record or Product –) Supplier –) Quality Record or Product site –) management –) Quality record based on the requirement.
Now whenever the defined product will undergo QC, one have to perform all the questions which are defined against the selected or tagged technical sheet.
Now let’s check how to use technical sheet in QC.
Go to Inventory –) Quality –) Quality Control.
Create QC or Modify auto created QC, and right click on line level and go to Quality record
Enter actual results against questions as below.

After entering the detail, one can check Quality history record, which will give you following details related to Technical Sheet (Its questions and responses).

Hope this helps.

Also Read:

1. How to employ multi-stage quality control in Sage ERP X3
2.  How to setup Auto Quality Control generation on Purchase Receipt
3.  Workflow of Quality Control Process in X3
4. Quality Acceptance Sampling with Sage ERP X3
5. How to Know Start date of Week of any Year?

Sage X3 V7 have added a new feature of pre loading the patch which is kept on your local client machine.
In order to preload the patch kept on your local client machine, click on the ‘Recall’ button from the right pane of ‘Patch Creation Window’.

New stuff:How to make use of Technical sheet (Questionnaire and Responses) In QC

Please refer below screen shot.

On clicking of “Recall” button, you will be navigate to below screen.

Here user can select the patch which needs to be pre-loading kept on local machine.

Hope this helps!

Also Read:

1. Create users and assign their rights in V7
2. How to restrict products by assigning to a particular location
3.  How to Assign Default Values to Crystal Reports
4.  Assigning Sale Price for the Product
5.  Assigning Workflow Parameters in Sage X3

In this blog, we will look how to assign the style to fields and grid in X3. There is lot of styles are available in x3 to better up for the screen look. Here we are going to refer them to use through code.

New stuff:How to pre load the Patch kept on client in V7

First we will know the available styles in X3,

Navigate to: Setup>General parameters>Presentation styles

We can use any of styles in our fields /grid to improve the look and feel.

Example:

Description:
AEXPEXCUM is the style code from ‘Presentation styles’.
Output:

Hope this helps.

Also Read:

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Sage X3 provides a feature to calculate the component requirements displays or prints the quantities of components necessary for the completion of several parent products, as well as the missing quantities calculated from the available to promise stock, on a given level or all lower levels.

New stuff:How to pre load the Patch kept on client in V7

Navigate to Common Data-> BOMs -> Component Requirement Calculation.

User need to enter selection entry data i.e. Storage Site, BOM code, Reference date (used to only select the BOM links valid on this date), List of parent products & quantity of parent product starting from which the quantities of components will be calculated for each sub-level.

Result of these selection criteria can be seen on screen or in report format.  Result screen will display Parent product, Calculation quantity, Stock unit, Quantity Shortage, Available quantity, Level.

The calculation can be of three types:
• Calculation of first-level component requirements – the system lists all the first-level components of the BOMs of all the selected components. The same component will only appear once in the list. Requirements are totaled.
• Calculation of multi-level component requirements – components is linked to their respective levels. The BOM is not scanned through if the missing quantity is equal to zero for the parent product.
• Calculation of last-level component requirements – each component is linked to its lowest level. The same component will only appear once.

Also read:

1. How to replace components in several BOM Parents?
2. Components Where-used
3. How to define the component sequence no in Bill of Material
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