Sage X3 prerequisites

For information on how to set up and check the server environment for the Mobile Automation web service, refer to the Sage X3 Services installation documentation.

General functional prerequisites

Parameter values (ADPVAL)

Open: Setup > General parameters > Parameter values

To display success messages with only a few technical details, check that the STOTRACE - Stock update trace lever general parameter (STO chapter, MIS group) is set to No trace or to Standard trace.

Activity codes (GESACV)

Development > Data and parameters > Development setup > Activity codes

  • To access the LPN transactions, check that the LPN activity code is activated.

  • To access the Project transactions, check that the PJM activity code is activated.

User Functional authorization (GESAFP)

Open: Setup > Users > Functional authorization

Check the operators functional profile authorization:

  • The settings must be consistent with the functions they use. For instance, they must have rights to the Product function (GESITM), even if no specific option is defined.

  • In the Mobile Automation navigation panel, operators can only see transactions they have permissions to use. To give them permissions on a transaction, add the corresponding Sage X3 function code to their functional profile authorization and set the Access field to Yes.

Receipt

Mobile Automation transaction Corresponding Sage X3 function code Sage X3 function
Purchase receipt CWSPTH GESPTH - Receipts
Putaway CWSSSL FUNSSL - Put-away plan
View purchase orders to receive INQPOR  
View purchase order INQPOH  

Stock control

Mobile Automation transaction Corresponding Sage X3 function code Sage X3 function
Stock change CWSSCS GESSCS - Stock change transactions
Stock change by LPN CWSSCSL GESSCSL - Stock changes by LPN
Location reordering CWSALR FUNREO - Reorder plan
View stock by location INQSTOLOC  
View stock by product-site

INQSTOPRO

  
View stock by LPN INQSTOLPN  
Stock count CWSACC GESSNL - Counts

Picking

Mobile Automation transaction Corresponding Sage X3 function code Sage X3 function
Pick ticket CWSPRH GESPRH - Pick tickets

LPN

Mobile Automation transaction Corresponding Sage X3 function code Sage X3 function
LPN grouping CWSLPNG GESLPNOPE - License plate number operations
LPN linking CWSLPNA GESLPNAFF - License plate number assignment
LPN splitting CWSLPNS GESLPNOPE - License plate number operations
LPN unlinking CWSLPNU GESLPNOPE - License plate number operations

Transfer

Mobile Automation transaction Corresponding Sage X3 function code Sage X3 function
Intersite CWSSIS GESSIS - Intersite transfers
Subcontracting CWSSST GESSST - Subcontract transfers

Other

Mobile Automation transaction Corresponding Sage X3 function code Sage X3 function
Miscellaneous issue CWSSMO GESSMO - Miscellaneous issues
Miscellaneous receipt

CWSSMR

 GESSMR - Miscellaneous receipts
Stock label printing CWSSLP  
Production label printing CWSPLP  

Functional prerequisites for printing labels and documents

These prerequisites are the same as for Sage X3 printing. As a reminder, here is a recap:

Products (GESITM)

Open: Common data > Products > Products

In the Units section, enter a STK label format.

Entry transactions

  • Put-away plans (GESSRG)

    Open: Setup > Stock > Entry transactions

    In the Stock section, select the Stock label value as the Printing option.

  • Receipt (GESPTR)

    Open: Setup > Purchasing > Entry transactions

    • In the Parameters section, select the report code to be printed as the Receipt note.

    • In the Stock section, you need to select one of the following values as the Printing option:

      • Stock label, to print the stock labels only

      • Created container label, to print only the labels for the LPNs created "on the fly"

      • Stock label and created container label, to print both the stock labels and the labels for the LPNs created "on the fly"


  • Stock change transactions (GESSCT)

    Open: Setup > Stock > Entry transactions

    In the Stock section, select the Stock label value as the Printing option.

    The Stock change transaction function is used for Stock changes, Intersite transfers and Subcontract transfers.

  • Pick tickets (GESPRT)

    Open: Setup > Stock > Entry transactions

    In the Parameters section, perform the following actions:

    • Select the report code to be printed as the Pick ticket document.

    • Set the Auto print field to Yes.

  • Misc.Receipt (GESSRT)

    Open: Setup > Stock > Entry transactions

    In the Stock section, as the Printing option, you need to select one of the following values:

    • Stock label to print the stock labels only.

    • Created container label to print only the labels for the "on the fly" created LPNs.

    • Stock label and created container label to print both the stock labels and the labels for the "on the fly" created LPNs.

Mobile Automation setup (FUNADCSEARCH)

Open: Setup > Stock > Mobile Automation setup

  • In the Labels tab, select the reports to be used when printing labels from the Stock label printing and Production label printing transactions. You can select the same reports for all storage sites or select different reports for different storage sites.

  • Select the Always label destination checkbox to prevent the user from selecting a printer different from the default printer defined in the Mobile Automation, in the Print destinations settings.

Check also: