Location reordering

Use this transaction to validate physical stock change movements based on the storage lists generated from the Reorder plan function (FUNREO). These changes are performed to meet reorder requirements of stock locations. These reorder requirements can originate from different types of shortages:

  • Replenishable locations

  • Consumption areas

  • Shortages on location

Prerequisites

Web service prerequisites

In Sage X3, perform the following actions:

  1. Open: Administration > Web services > Classic SOAP pools configuration

    Stop the web service pool.

  2. Web services (GESAWE)

    Open: Development > Script dictionary > Scripts > Web services

    Perform the publication of the CWSVXALR web service.

  3. Open: Administration > Web services > Classic SOAP pools configuration

    Start the web service pool.

How to validate a location reorder

Open: Stock control > Location reordering

To validate a location reorder, you must enter information on 3 pages:

  • The initial page is used to select the storage list and the transaction to be used.
  • The second page is used to select the stock line to move to a new location.
  • The third page is used to enter the quantity and validate the stock movement.

Operating mode

  1. In the initial page, check that the Site and Transaction default values are correct.
  2. Select the Storage list. The Select a product page automatically displays with the stock lines.
  3. Scan, select or enter the stock line to move. The Location reorder detail page automatically displays.
  4. Enter the quantity to move and check the new stock details.
  5. Tap the following actions:
    • Submit to move the stock. The page closes and the line is removed from the storage list.
    • Back to display the previous Select a product page.

Step by step

Location reordering initial page

 
  • The Transaction field displays only if you have access to several entry transactions. It defaults to the first available Reorder plan entry transaction (GESSRO) (sorted by alphabetical order). You can select another transaction from the drop-down list. This list is filtered based on your Function profile (GESAFT) permissions (access codes).

    The selected entry transaction is a key information. Its settings determine the shortage type that motivates the reorder requirement type, and filter the storage lists accordingly.

  • The Site defined in the Site screen displays automatically. You cannot modify it on the current page.
  • Scan or select a Storage list from the drop-down list which displays storage lists previously generated in the Reorder plan function (FUNREO). This list is filtered based on the settings defined in the selected entry transaction:
    • When the Replenishment check box is selected, the list displays all storage list lines that are a source of replenishment for your site.
    • When the Consumptions check box is selected, the list displays all storage list lines that meet the following criteria:
      • They are a source of consumption for your site.
      • They have a detailed allocation type.
      • They have an assigned storage list number.
      • Their Default location and Default location type are not blank (document type 2, 10, 36).
    • When the Shortages check box is selected, the list displays all storage list lines that meet the following criteria:
      • They are a source of shortage for your site.
      • They have a detailed allocation type.
      • They have an assigned storage list number.
      • Their Location is not blank.
     
  When the storage list is selected, the Select a product page automatically displays.

Select a product

 

 

The header displays the selected storage list number.
   
   
Use the Search field to filter the content of the list. Scan or type manually a product code, a location of origin, a serial number or a UPC code.
   

The list is sorted by product code, then by serial number. For each product, it displays the following information:

  • Product code
  • Product description
  • Location of origin
  • Quantity and unit of measure
  • Serial number. It displays only if the serial number management applies to the product.
    • If the serial number management mode is Received/Issued, the serial number displays for each product. Each line will be updated individually.

    • If the serial number management mode is Global Received/Issued, only the starting serial number displays with the total quantity. It will be updated globally.

  When the product is selected, the Enter quantity page automatically displays. A warning message displays if the product is part of a stock count session.

Enter quantity

 

 

The header displays the following information:

  • Selected storage list number

  • Product code followed by the replenishment source: Replenishment, Consumption or Shortage.

All stock detail information display and you cannot modify it.

  • The Serial number field displays only if the serial number management applies to the product. The serial number displays and cannot be modified if it is predefined in the storage list created in the Reorder plan function. If the serial number management mode is Received/Issued, the serial number which displays is the product serial number. If the serial number management mode is Global Received/Issued, the serial number which displays is the starting serial number.

  • The Lot and Sublot fields display only if the product is managed by lot. Their values are predefined in the storage list created in the Reorder plan function.

  • The Unit and the Status are predefined in the storage list created in the Reorder plan function.

  • By default, the Reorder quantity displays the total quantity to move to the new location. You can change it for a smaller quantity only.

   
 

Tap the following actions:

  • Submit to move the stock to the new location. The page closes, and the line is removed from the storage list. A GraphQL payload is sent to Sage X3. The data of this payload is mapped with a web service script named CWSVXALR to create the stock movements and update the Sage X3 database.
  • Back to display the previousSelect a product page.