How to Limit Production Tracking in Sage X3 to Allocated Work Orders

By: | Category: ERP

In this post, we will review how you can use the production tracking control parameter MTKALLMGT in Sage X3 to force the allocation of components to a work order before any production activity for that work order can be recorded.

Understanding the MTKALLMGT Parameter

The MTKALLMGT parameter is used with work orders. It can force the allocation of components to a work order before any production activity for that we work order can be recorded. This is referred to as “tracking”. You can find the MTKALLMGT parameter here: Setup > General parameters > Parameter values > Chapter – GPA (Manufacturing) > Group = CTL (Production tracking control) > Parameter = MTKALLMGT.

If MTKALLMGT is set to No (the default value), progress against individual work orders can be recorded before components are allocated to it. This includes recording the issue of materials to a work order, recording activity against a specific operation in a routing, or receiving the produced goods and recording the details of the receipt. The quantity of any component that is outstanding will be ignored if the Release if shortage check box on the product-site record is clear.

If MTKALLMGT is set to Yes, allocation of components to a work order before any production activity can be recorded is mandatory. Allocation can be global or detailed, manual, or automatic, complete or complete with shortages. A work order entry transaction can be set to automatically allocate materials when a work order is created. The system will allocate all the components in the work order simultaneously. Allocation increments the reserved stock for a component and decreases its available stock. Production activity for a work order can be recorded for any component that is in shortage if the Release if shortage check box on its product-site record is selected.

Importance of Release if Shortage Flag

The Release if shortage flag can be found here: Common data > Products > Product-site > Manufacturing > Parameters = Release if shortage.

production-tracking-Sage-X3

This flag defines the blocking behavior for a shortage of the product with respect to the printing of the manufacturing folders and production tracking.

Impact on Process

Combining the MTKALLMGT parameter with the Release if shortage flag results in the following:

MTKALLMGT = No and Release if short = Unchecked and WO not allocated
Only get a warning
production-tracking-Sage-X3

MTKALLMGT = No and Release if short = Unchecked and WO is allocated (Global or Detail)
Allocation shows there is a shortage.
production-tracking-Sage-X3

Hard stop message:
production-tracking-Sage-X3

MTKALLMGT = No and Release if short = Checked and WO not allocated
Only get a warning
production-tracking-Sage-X3

MTKALLMGT = No and Release if short = Checked and WO is allocated (Global or Detail)
Allocation shows there is a shortage.
production-tracking-Sage-X3

Only get a warning
production-tracking-Sage-X3

MTKALLMGT = Yes and Release if short = Unchecked and WO not allocated
Hard stop message:
production-tracking-Sage-X3

MTKALLMGT = Yes and Release if short = Unchecked and WO is allocated (Global or Detail)
Allocation shows there is a shortage.
production-tracking-Sage-X3
Hard stop message:
production-tracking-Sage-X3

MTKALLMGT = Yes and Release if short = Checked and WO not allocated
Hard stop message:
production-tracking-Sage-X3

MTKALLMGT = Yes and Release if short = Checked and WO is allocated (Global or Detail)
Allocation shows there is a shortage.
production-tracking-Sage-X3

Only get a warning
production-tracking-Sage-X3

If you have any questions about how to limit production tracking to allocated work orders in Sage X3, please contact us.