Sage X3 Tips – Insider

Resources for Sage X3 Users

Sage X3 Tips, Tricks, Videos on Features, Modules and 3rd Party Solutions

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ERP
Oct 30 2024
Effortless Inventory Management: Discover Location Reordering in Sage X3
For this week’s X3 Insider Blog, check out our latest demo showcasing the Location Reordering feature within Sage X3 and discover how it empowers users to efficiently manage inventory across multiple locations through automated reorder suggestions and mobile execution. In under two minutes, you’ll see how X3 helps maintain optimal stock levels and address component shortages, keeping your production process running smoothly and streamlining inventory management. .embed-container { position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%; } .embed-container iframe, .embed-container object, .embed-container embed { position: absolute; top: 0; left: 0; width: 100%; height: 100%; }
ERP
Oct 17 2024
Utilizing Bill of Material Revision Management to Streamline Manufacturing Operations
For this week’s X3 Insider Blog, we’ve created a short video showcasing the Bill of Material (BOM) Revision Management feature in Sage X3! In this demo, you’ll discover how to easily create, modify, and track BOM revisions, ensuring accurate version control and a complete audit trail for your production processes. From updating components to viewing historical configurations, see how Sage X3 empowers businesses to manage BOM revisions with ease and confidence, streamlining manufacturing operations along the way. .embed-container { position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%; } .embed-container iframe, .embed-container object, .embed-container embed { position: absolute; top: 0; left: 0; width: 100%; height: 100%; }
ERP
Oct 02 2024
What is Scarcity and How Can it Impact Your Supply Chain?
With the recent resolution of the port workers’ strike on the East and Gulf Coasts of the U.S., many businesses are still dealing with the lingering effects of supply chain delays and disruptions. Now more than ever, it’s crucial to understand how scarcity—whether from labor strikes or other factors—can halt production and severely impact your operations. In our latest blog, “What is Scarcity and How Can It Impact Your Supply Chain?”, we break down the causes of scarcity and offer practical strategies to help you manage these challenges, whether you’re addressing the aftermath of the strike or preparing for future disruptions. Imagine you’re ready to launch a highly anticipated product, but you can’t get the materials you need to continue producing enough of the product to meet the anticipated demand. Suddenly, the excitement turns into frustration as your supply chain grinds to a halt. This is the reality of scarcity, a challenge that can disrupt even the best-laid business plans. But what is scarcity? Understanding scarcity and its impact on your supply chain is crucial to navigating today’s volatile business environment. Keep reading to learn what scarcity is, why it’s important, and how you can manage it effectively within your supply chain. By the end of this article, you’ll have a comprehensive understanding of scarcity, armed with actionable strategies to mitigate its risks. What is scarcity? In simple terms, scarcity means there isn’t enough of something to satisfy everyone who wants it. This can affect business in different ways, such as through its supply chain, or through its talent pool. In the context of supply chains, scarcity occurs when the demand for a product or resource exceeds its supply. This can be due to various factors, including natural resource limitations, production capacity constraints, or unexpected disruptions like natural disasters or pandemics. Your supply chain consists of all the materials (and suppliers providing them) required to transform raw materials into finished goods. For example, an electronics supply chain involves sourcing raw materials like silicon, copper, and rare earth metals, which are supplied to manufacturers of electronic components such as microchips, circuit boards, and batteries. These components are then assembled into products like smartphones, laptops, and televisions, which are distributed through retail channels to end-users. When one part of the chain is delayed or broken, it affects all the other parts in a domino effect. Scarcity forces businesses to make tough decisions about resource allocation, pricing, and production, impacting every aspect of operations. The scarcity principle The scarcity principle is a psychological phenomenon where people place higher value on things that are scarce or hard to obtain. This principle drives consumer behavior and can influence how businesses market their products and manage their supply chains. For example, during the pandemic, the scarcity of essential items like hand sanitizers and toilet paper, thanks to both an underestimation of demand and a break down in their supply chains, led to panic buying and hoarding. Retailers saw these items fly off the shelves as consumers, driven by the fear of missing out, bought more than they needed. This behavior, rooted in the scarcity principle, highlights how perceived scarcity can create real demand spikes and supply chain challenges. Why is scarcity important in business? Scarcity plays a crucial role in business because it directly affects pricing, demand, and competition. When resources are scarce, their value increases, leading to higher prices. This can be beneficial for businesses that manage to secure scarce resources because they can charge a premium. However, it can also lead to significant challenges, such as increased costs, supply chain disruptions, and customer dissatisfaction. Understanding scarcity is essential for making informed business decisions. For instance, if a company anticipates a shortage of raw materials, it might decide to increase its inventory levels or seek alternative suppliers. Scarcity also drives innovation, pushing businesses to find new ways to meet customer needs despite limited resources. Types of scarcity Scarcity comes in different forms, each with unique implications for businesses and supply chains. Understanding the types of scarcity can help you identify potential risks and develop strategies to mitigate them. Absolute scarcity vs. relative scarcity  Absolute scarcity occurs when a resource is physically limited and cannot be replaced. For example, natural resources like fossil fuels and rare earth metals are subject to absolute scarcity. Once depleted, these resources cannot be replenished, leading to long-term challenges for industries that rely on them. An example of absolute scarcity is the depletion of helium, a non-renewable resource critical for medical imaging, scientific research, and even party balloons. As helium reserves dwindle, industries dependent on this gas face significant challenges, driving up costs and necessitating the search for alternatives. Relative scarcity, on the other hand, is temporary and often caused by disruptions in supply chains, production delays, or sudden spikes in demand. For example, a shortage of semiconductor chips in 2021 led to delays in manufacturing everything from cars to consumer electronics. While the supply of semiconductors was not absolutely scarce, the sudden increase in demand coupled with production bottlenecks created relative scarcity. A recent example of relative scarcity is the shortage of personal protective equipment (PPE) during the early stages of the pandemic. While materials to produce PPE were available, the sudden surge in global demand overwhelmed supply chains, leading to critical shortages. This relative scarcity had significant impacts on healthcare systems worldwide. Causes of scarcity Scarcity can be caused by a variety of factors, ranging from natural events to human-induced challenges. Understanding these causes can help businesses anticipate and respond to scarcity before it disrupts operations. Natural causes Natural disasters, such as earthquakes, hurricanes, and floods, can cause sudden and severe scarcity by disrupting production facilities, transportation networks, and supply chains. For example, the 2011 earthquake and tsunami in Japan caused widespread shortages of automotive parts, leading to significant disruptions in the global automotive industry. Climate change is another natural cause of scarcity, as it affects the availability of resources like water and agricultural products. Prolonged droughts, for instance, can lead to water scarcity, impacting everything from food production to manufacturing and logistics processes. Human-induced causes Human activities, such as overconsumption, economic policies, and mismanagement of resources, can also lead to scarcity. Overfishing, for instance, has led to the depletion of fish stocks in many parts of the world, creating scarcity for the fishing industry and those dependent on it. Economic policies, such as tariffs and trade restrictions, can also cause scarcity by limiting the availability of certain goods. For example, trade tensions between the US and China have led to shortages of certain products and raw materials, disrupting supply chains and increasing costs for businesses. How scarcity impacts a business Scarcity can have far-reaching impacts on businesses, affecting everything from operational efficiency to customer satisfaction. The most immediate impact is often felt in the form of production delays. When key materials or components are scarce, production lines can come to a halt, leading to missed deadlines and increased costs. For example, the global chip shortage that began in 2020 has had a profound impact on the automotive industry. Major car manufacturers, including Ford and General Motors, were forced to temporarily shut down production lines due to a lack of semiconductors. This scarcity not only delayed vehicle deliveries but also led to higher prices and reduced availability of new cars. Scarcity can also drive up costs, because businesses may need to pay a premium to secure scarce resources. This can squeeze profit margins, especially if businesses are unable to pass these costs on to customers. Additionally, scarcity can damage a company’s reputation if it leads to stock outs or delays in fulfilling customer orders. How scarcity impacts supply chains Scarcity can wreak havoc on supply chains, leading to bottlenecks, delays, and increased vulnerability to external shocks. When a critical component or raw material becomes scarce, the entire supply chain can be disrupted, causing delays that ripple through to the end customer. Global supply chains are particularly vulnerable to scarcity. For example, the pandemic exposed the fragility of global supply chains. Lockdowns and restrictions led to shortages of everything from medical supplies to consumer electronics. Businesses that relied on just-in-time inventory systems found themselves unable to meet demand, highlighting the risks of lean supply chains in the face of scarcity. Scarcity also increases the risk of supply chain disruptions due to geopolitical tensions. For instance, the reliance on rare earth metals sourced primarily from China has raised concerns about the vulnerability of supply chains to political instability or trade disputes. How ERP software can help manage scarcity Enterprise Resource Planning (ERP) software can be a powerful tool for managing scarcity in supply chains. ERP systems provide real-time visibility of inventory levels, production processes, and supplier performance, allowing businesses to anticipate and respond to scarcity before it becomes a crisis. For example, ERP software can help businesses identify alternative suppliers when a primary supplier is unable to meet demand due to scarcity. This flexibility can be crucial in maintaining production schedules and avoiding costly delays. ERP systems can also improve demand forecasting, helping businesses to better anticipate periods of scarcity and adjust their inventory levels accordingly. By analyzing historical data and market trends, ERP software can provide insights into when and where scarcity is likely to occur, allowing businesses to take proactive measures. Let’s say a small specialty food manufacturer faces a shortage of organic almonds, a key ingredient in its top-selling products, due to an unexpected poor harvest. Using their ERP system, the company quickly identifies low inventory levels and triggers alerts, allowing them to act swiftly. The ERP helps them assess alternative suppliers, forecast demand, and adjust production schedules to prioritize high-margin products. By simulating different scenarios, the ERP supports informed decision-making, enabling the company to maintain production, communicate effectively with customers, and manage costs despite the scarcity. This proactive approach ensures they continue to meet customer demand while protecting their brand reputation. What can you do to mitigate scarcity’s impact on your business? Scarcity can be particularly challenging for Small and Medium-sized Enterprises (SMEs), where resources are often limited, and supply chain disruptions can have a significant impact. However, with the right strategies, you can mitigate scarcity’s effects and keep your business running smoothly. Here are some practical steps you can take: Diversify your supply base For SMEs, relying on a single supplier can be risky. If that supplier faces a shortage or disruption, it can halt your entire production process. To reduce this risk, diversify your supply base by working with multiple suppliers, even if they’re smaller or more localized. This strategy spreads the risk and ensures that if one supplier experiences shortages, others may still be able to meet your needs. For example, a small bakery that sources flour from a single supplier might face issues if that supplier experiences a shortage. By establishing relationships with additional local mills or even other bakeries willing to sell excess stock, the bakery can ensure a steady supply of flour even during disruptions. Build buffer inventory Maintaining a buffer stock of critical materials or products can be a lifeline during times of scarcity. For SMEs, this might mean keeping a small reserve of essential items that are difficult to source or have long lead times. While holding extra inventory can tie up capital, it provides a safety net that can keep your business operational during supply disruptions. In the case of a local restaurant that relies on fresh produce, they might face challenges during seasonal shortages. By preserving certain ingredients or stocking up on non-perishable items like grains and spices, the restaurant can continue serving its full menu even when some fresh items are scarce. Strengthen supplier relationships Building strong relationships with your suppliers can be especially valuable for SMEs, where smaller order volumes might not always make you a priority. By fostering close partnerships, you can learn more about potential supply chain issues and negotiate favorable terms, such as priority access to scarce resources or more flexible delivery schedules. A small clothing boutique that works closely with a few independent fabric suppliers can benefit from these strong relationships. During a fabric shortage, the suppliers might prioritize the boutique over larger competitors because of the established trust and consistent business. Invest in technology and data analytics Even for SMEs, technology like inventory management software can provide crucial insights into your supply chain, helping you anticipate and respond to scarcity. Affordable solutions can track inventory levels, forecast demand, and identify potential shortages before they become a problem, allowing you to make informed decisions. Let’s say a small craft brewery uses inventory management software to monitor its stock of hops and other ingredients. By analyzing trends and past consumption data, the brewery can anticipate when certain hops might be in short supply and order them in advance, preventing production delays. Explore alternative materials or processes When facing scarcity, SMEs can benefit from being innovative. Consider using alternative materials or modifying your production processes to work around shortages. Flexibility in your approach can help you continue operations even when preferred materials are scarce. A small furniture maker facing a hardwood shortage might switch to using reclaimed wood or explore alternative materials like bamboo. Not only does this keep production going, but it can also appeal to environmentally conscious customers. Monitor and adjust pricing strategies Scarcity often leads to increased costs for materials, which can be particularly challenging for SMEs with tight margins. To mitigate this, monitor your pricing strategies and adjust them as necessary. You might consider raising prices to cover higher costs or offering limited-time promotions to encourage customers to purchase before scarcity worsens. For example, a local café facing a spike in coffee bean prices might raise the prices of specialty drinks slightly while offering a discount on less-affected items like tea or baked goods. This helps manage costs while maintaining customer satisfaction. Develop a contingency plan For SMEs, a well-thought-out contingency plan can make a big difference when dealing with scarcity. This plan should outline what steps your business will take if a key supplier can’t deliver or if you face unexpected shortages. Regularly revisiting and updating this plan ensures you’re prepared to adapt quickly. A small tech startup might develop a contingency plan that includes backup suppliers for key components and strategies for scaling back production if necessary. By having this plan in place, the startup can pivot quickly if a supply chain disruption occurs, minimizing downtime. Final thoughts on scarcity Scarcity is an inevitable challenge in the business world, but it doesn’t have to derail your operations. By understanding the different types of scarcity, their causes, and their impacts, you can take proactive steps to mitigate risks and protect your supply chain. Enterprise Resource Planning (ERP) software offers a powerful solution for managing scarcity, providing the real-time data and insights needed to navigate disruptions and maintain operational efficiency. Whether you’re dealing with absolute scarcity or a temporary shortage, having the right tools and strategies in place can make all the difference. By strengthening supplier relationships, exploring alternative materials, and having a solid contingency plan, you can turn scarcity from a threat into an opportunity for resilience, innovation, and growth. Note: Content for this blog post was originally posted on Sage.com by Michelle Cornish, September 9, 2024.
ERP
Sep 19 2024
Special Promotions for Sage X3 Users – Don’t Miss Out!
For this week’s blog, we’re putting the spotlight on promotions—Nine of them, to be exact! These exclusive offers for Sage X3 users won’t last forever though, and two of them expire at the end of September, so don’t delay. Check them out below.
ERP
Sep 06 2024
Addressing Stock Value Discrepancies in Sage X3: A Step-by-Step Guide
Resolving Stock Quantity Mismatches in STOLOTFCY and STOJOU Tables Before we explore how to resolve mismatches between quantity values in STOLOTFCY and STOJOU, let’s first understand why they happen. These discrepancies can be caused by a failure to update the STOCK table after a stock movement, incorrect creation or modification of deletion records, or the failure to generate the proper STOJOU record following a STOCK update. Understanding these causes is key to effectively troubleshooting and preventing future issues.  Running FUNSTOR (Stock Resynchronization & Control)    This function ensures consistent quantities across most stock tables, with the STOCK table serving as the reference point.  Please note that STOJOU and possibly STOCOST tables are exceptions to this.  Suspended Transactions    If you use suspended transactions (STJ.UPDCOD_0=1), then mismatches between these tables should be expected because the software is designed not to update the STOCK table when this occurs.  Suspended Transactions are typically used to allow for the sale of stock that is not yet recorded in the system, thereby technically allowing negative stock, but in a controlled manner. To address this issue, simply run the function FUNSHTSEL (Adjustment of Stock Shortages), which is the process of clearing up the negative stock scenario after stock has been received.  Troubleshooting Process   If running the FUNSTOR and FUNSHTSEL functions don’t resolve the mismatch, try following these troubleshooting steps:   Check for Manual Changes: Review the AESPION table to ensure no manual modifications were made to the STOCK or STOJOU tables.   Review Custom Code: Identify any custom code that might affect stock movements.    Compare Quantities: Assess the impact of the desync by mass comparing lot quantities between the STOCK and STOLOTFCY tables, (which should be identical after running FUNSTOR) and stock movements using SQL queries (by adding all quantities received and issues per site, the item and lot should provide the current stock quantities).  Identify the Discrepancy: For a specific site-product-lot out of sync, try to identify the movement responsible for the desync.  Note that it’s recommended this analysis be performed on a fresh case and that running the query mentioned in step 3 daily makes them easy to find.   Look for Patterns: If you fail to resolve the issue after step number four, repeat the process on a different site-product-lot that is out of sync and look for patterns between all cases.  We hope you enjoyed this blog and found it insightful. If following the steps mentioned fail to resolve your issue, we recommend opening a support ticket with your local support team or contacting the experts with Net at Work for further investigation. 
ERP
Aug 22 2024
New Sage X3 Online Help Center for 2024 R1 User and Higher
As you may be aware, a more interactive Online Help Center has been deployed. From 2024 R1 and higher, users will automatically activate it from Sage X3 product and as well externally by this link: New Sage X3 Online Help Center. The previous one is still accessible from previous releases until 2023 R2 (Previous Sage X3 Online Help Center). From 2025 R1, it will be definitively deprecated. This is the reason why all users must now use only the New Online Help URL, which is continuously updated, and no longer the previous one. All users must as well, where it’s required, refresh the existing link captured on any documents, knowledge base etc.. before its decommissioning. For example: X3 Public Doc – Prerequisites (OLD) should be now X3 Public Doc – Prerequisites (NEW) Please also note that if the Syracuse 2024 R1 or above has to be sent as an hotfix for a previous release, users will inherit of the new Online Help inside X3 product. For any questions, please contact your Sage Support.
ERP
Aug 07 2024
New Sage Procession Sodium Release for Process Manufacturers
Quality Control Quick Entry Calculations Purpose Designed to allow customers to track and see overall patterns and trends in their sample data. Industry Profile Chemical, Food and Beverage, Nutraceutical Feature Functions Question Setup, Quick Entry Function Enhancements Posting Results to Quality Control Workbench as additional sample record Equations using values from other columns Recent calculations on the Quality Control Workbench Calculations Sum (Numeric) Average (Numeric) Min (Numeric, Dates) Max (Numeric, Dates) Count (Count) Quick Entry Adjustments Purpose To allow for adjustments to production batches to be more readily communicated between company departments. Function will allow Quality Control users to make changes to production and track through the work order process. Manufacturing users will be aware of changes and can adapt to standard operating procedures. Industry Profile Chemical, Food and Beverage Feature Functions Quality Control Result Entry (New Entry / Tab – New Report, Work Order, Production Tracking Function Enhancements Posting Results to Quality Control Workbench as additional sample record Equations using values from other columns Recent calculations on the Quality Control Workbench Formulation Formula Compare Equations Purpose Function allows customers the ability to compare Calculations and Specifications. This allows for understanding of the differences in analytical data concerning a formulation and assists in determining which version would be promoted to a Product / Production. Industry Profile Chemical, Food and Beverage, Nutraceutical Feature Functions Formula Compare Function Enhancements Formula ‘Compare’ function Formula Sequence Flexibility Purpose Allows customers to differentiate formula IDs based on formula template. This ensures that formula sequences mimic standard Sage X3 sequence number generation allowing for meaningful differentiation and intelligence in sequence numbers. Industry Profile Chemical, Food and Beverage, Nutraceutical Feature Functions Formula Templates, Formulas Function Enhancements Create and maintain sequences can be linked to Formula Templates Will be assigned automatically based on template Formula Size Purpose Allows customers to change a formula size for estimation purposes without affecting ingredient lines. Industry Profile Chemical, Food and Beverage, Nutraceutical Feature Functions Formulas Function Enhancements Change batch size within Estimating function of Formulation Formula Hazard Classifications Purpose Allows for further automation for SDS (Safety Data Sheets) generation process. Industry Profile Chemical Feature Functions Formulas (Physical State, Physical Container, pH, New Hazard Classifications – Mfactor, LOLI (List Of Lists) Integration Changes) Function Enhancements Creates automation for functions related to the following Hazard Classes (Acute Toxicity (Aquatic), Chronic Toxicity (Aquatic), Aspiration Toxicity, Combustible Dust, Skin Corrosion, Eye Damage, Gases Under Pressure, Germ Cell Mutagenicity, Respiratory Sensitizer, Simple Asphyxiants, Skin Sensitizer In addition to existing classifications available – Acute Toxicity (Dermal), Acute Toxicity, Acute Toxicity (Inhalation), Acute Toxicity (Dust/Mist), Acute Toxicity (Gas), Acute Toxicity (Vapor), Acute Toxicity (Oral), Carcinogenicity, Flammable Liquids, Effect on or via Lactation, Reproductive Toxicity, STOT (Specific Target Organ Toxicity) – Repeated, STOT – Single Manufacturing Work Order Availability Purpose Function allows for the ability to calculate the availability of material of work orders for purposes of work order release (Post-MRP (Materials Requirements Planning)). This will ensure that the release of a work order is the right size and will allow for scaling based on multiple factors associated with procurement and inventory control. Works with Formulas and their components and alternates. Industry Profile Chemical, Food and Beverage, Nutraceutical Feature Functions Work Order Availability – Work Order Sub Function Function Enhancements User will enter formula to determine each primary component Provides alternatives and cost associated with formula to determine batch size Regulatory SDS Translations Purpose Allows for printing of SDS and GHS (Globally Harmonized System) Labels in different languages beyond standard system languages of Procession (English, French, Spanish). Industry Profile Chemical Feature Functions Formulas, SDS Entry, SDS Setup Screens Function Enhancements SDS and GHS Labels are available in the following additional languages: Danish Dutch Finish German Greek Hungarian Italian Norwegian Portuguese Rumanian Russian Swedish Turkish General System New Process Maps Purpose New Process Maps are provided as a permanent fix to the deprecation of the Flash plug in. Industry Profile All customers Feature Functions Formulas, SDS Entry, SDS Setup Screens Function Enhancements Process Maps General Presales / Formulas Quality Control Manufacturing Enhancements Distribution Enhancements Regulatory Control
ERP
Jul 24 2024
Product Updates: 2024 Release 6 (June) is Here!
In this release, we’re significantly enhancing your experience with Workbooks and nearing the completion of Workbooks’ feature parity with the Nectari Excel Add-In. Distribution and Import from the Excel Add-In will be coming in future releases this summer. We’ve also curated a wide range of new templates tailored to meet the unique needs of our valued Sage X3 manufacturing customers. Workbooks With our latest release, we’re bringing you a powerful tool for ad-hoc reporting, the Pivot Wizard! You can extract your data, drill down on it, add custom formulas, and format it to your liking. Whether you prefer to use our prebuilt workbook templates or create your own report from scratch, the choice is yours. We’ve added some exciting new features in Release 6, making reporting tasks easier and more flexible. Performance improvements We’re committed to providing you with a seamless and efficient user experience, so get ready for a smoother experience and enjoy 2-5x faster Workbooks performance when opening a workbook or changing a filter. We’ve also enhanced the customer experience during data refresh, so you’ll see an overlay while data is being refreshed and will notice less screen freezing. Pivot Wizard Introducing our new Pivot Wizard, designed to save you time and effort, streamlining your data analysis! With this tool, you can create pivots using your own data and analyze large data sets without the need for complex formulas. Simply select your data model and fields and aggregate data with functions like SUM and AVERAGE. The Pivot Wizard includes options to automatically refresh the results upon opening the workbook or changing the filter values. The Pivot Wizard is perfect for sales and inventory analysis, and it can even assist you in preparing monthly financial reports. Drill down on data extractions Enjoy more flexibility and drill down on any measure from a data extraction. Drill down profiles can now be applied to both types of cells – those containing a measure from a data extraction and those containing a custom formula. This means that you no longer need to build a formula to perform a drill down. However, using the Formula Wizard will still be required if you want to perform calculations on data from different data models. New Prebuilt Templates – Sage X3 Manufacturing Navigate today’s manufacturing challenges and ensure operational efficiency to maintain your competitive edge and thrive. Gain strategic insights that can help you meet regulatory compliance requirements, enhance product quality, streamline operations, and anticipate and mitigate potential disruptions. Note: Content for this blog post was originally posted on Nectari’s website by Delaney Brown on June 22, 2024.
ERP
Jul 10 2024
How to Move the Entire Content of a Stock from One Location to Another with Sage X3
One of the many configuration demands when it comes to physical inventory stock control within ERP system such as Sage X3 arises when we are faced with the reorganization of our warehouse locations. The reorganization can require the renaming of actual physical stock locations not only in the warehouse but within Sage X3. This challenge can become laborious within Sage X3 when we have preexisting inventory already within a bin that is now in the process of being renamed. The process can be especially demanding when we store more than one raw material or finished goods within a single location. The question we face is how can we do this as straightforward and as quickly as possible within Sage X3? Fortunately, there are processes we can use through the front-end software to assist, please note that these transactions can also be done on the handheld or through the or the Windows Telnet Client from a command prompt. Using ADC Stock Change by Identifier [VXBSC]: The screenshot below is the location in X3 navigation menu to perform the stock change via the ADC Web Client functionality. Once the user selects the “Stock change transaction” function the screen below will appear. Please note that this is a “one for all” transaction function where every product in the current location will be moved to the new location. In our example everything from “REC01” is being moved to the new location “STO933.” Using stock change transaction [GESSCS]: Using X3 software function from the Navigation menu – the user can select location, destination location, and then select all the contents to be moved, which can allow the user to leave some of the items in the existing bin if required. This screenshot is a view of the products and their “Left List” selection during the Stock Change process. In this example the selected products are moving from location “STO933” to location “STO934.” These functions, although not very common, can save time when it comes to physical and system stock location changes during year-end inventory counts or cycle count processes, when changing bin locations, location IDs, or warehouse changes are very common. Other examples can be during a reorganization, opening a new warehouse, adding new racks and bins, and rotating and moving stock during this process is highly likely. As stated previously this type of functionality is very useful for companies who combine different products often in bin or rack locations and find a business requirement to constantly rotate products to a new location. The function allows the user to move the entire content of location from Bin “A” to “B” for example. This function also will work with serial and lot tracked inventory items, as well as not tracked items. One final note is that this ability to move products all together cannot be used on products assigned to an LPN number within Sage X3. If you find this to be something that would be helpful to your organization below are where you can find them through the Sage X3 Web Client Navigation page.

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