Miscellaneous issue

Use this transaction to perform the following actions:

• Issue stock from a stock line.

• Generate stock movements and create a miscellaneous issue document in Sage X3.

Prerequisites

In Sage X3, perform the following actions:

Functional prerequisites

• Assignment (GESTCA)

  Open: Setup > General parameters > Sequence number definition > Assignment

  Check that a sequence number is defined and assigned to the Miscellaneous issue transaction document.

• Mobile Automation setup (FUNADCSEARCH)

  Open: Setup > Stock > Mobile Automation setup

  1. Go to the Stock search section.

  2. Select the Issue flow flow type.

  3. Define the stock search filters that you want to use in this transaction. You can define up to 8 filters.

  Note - informationIn this transaction, these filters do not display in the order in which you have defined them in the Mobile Automation setup function. They always display in the following order: Location, Lot, Sublot, Serial number (when the management mode is Received/Issued), Status, Packing unit, PAC/STK conversion factor, Identifier 1 and Identifier 2, Custom field 1 and Custom field 2.
  Example

  In the Mobile Automation setup function, the Lot and the Location are the 2 filters defined for the I-X11 site.

  

  In the Miscellaneous issue transaction, they display in the following order:

  

  Note - informationThese are dynamic fields. They display depending on the Product settings (GESITM). In this example, the Lot field displays only if the product is managed by lot.

Web service prerequisites

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

   Stop the web service pool.

2. Import/export templates (GESAOE)

   Open: Setup > Usage > Imports / exports > Import/export templates

   Validate the CWSSMO import template.

3. Web services (GESAWE)

   Open: Development > Script dictionary > Scripts > Web services

   Publish the AOWSIMPORT web service.

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

   Start the web service pool.

How to create a miscellaneous issue

Open: Other > Miscellaneous issue

To create a miscellaneous issue, you need to enter information on 3 pages:

• The initial page is used to perform the following actions:
  • Set the Issue date and the entry Transaction.
  • Identify the Product code.

• The second page is used to select the product stock lines.
  

• The third page is used to enter the quantity to move.
  When you have completed the changes for this product, you can create the stock changes document, or select another product to perform another issue which will be on the same miscellaneous issue document.
  

Operating mode

1. In the initial page, check that the Issue date, Site and Transaction default values are correct.
2. Scan, select or enter the Product code or UPC code. The Enter stock details page automatically displays the list of the existing stock lines for the product.
   
3. You can filter the list based on the selection filters displayed in the header. These filters are defined in the Mobile Automation setup function (FUNADCSEARCH). Refer to the functional prerequisites.

4. To access the stock line details, tap the line.

5. Enter the quantity to move. Tap Select.
6. The previous Enter stock details page displays again with the list of stock lines. The checkbox for the stock line to issue is automatically selected for the requested quantity.
7. You can select another stock line to perform another miscellaneous issue which will be in the same miscellaneous issue document.
8. Tap Next when you have completed all the miscellaneous issues for this product. The product which will be part of the miscellaneous issue displays at the bottom of the page.

9. You can perform another miscellaneous issue for another product: Scan or select the product and repeat step 3 to step 8.

10. Tap Create when you have completed the issues for all the products and you are ready to validate the miscellaneous issue creation.

    • If you could proceed with the creation, the generated document number displays. The miscellaneous issue document and its movements are created.

    • If you could not proceed with the creation, an error or information message displays.

      • Tap Go back to display the previous page.

      • Tap Cancel to delete all the miscellaneous issues.

Step by step

Miscellaneous issue initial page

Enter the details of the issue. The Issue date defaults to today's date. You can change it until you tap Create and only to an earlier date. This date applies to all the issues performed in the same document. The Site defined in the Site screen displays automatically. You cannot modify it on the current page. The Transaction field displays only if you have access to several entry transactions. It defaults to the first available Miscellaneous issue entry transaction (GESSOT) (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). Scan, select or enter the Product code or the UPC code. A warning message displays if the product is part of a stock count session.             You cannot tap Create. First, you need to enter the stock details and save at least one line.     When the product code is selected, the Enter stock details page displays automatically.

Enter stock details page

		The header displays the following information: The product code and description The stock site
		The filters defined in the Mobile Automation setup function (FUNADCSEARCH) display here. Use them to filter the list of stock lines.
		The list of stock lines displays. Each stock line displays the stock line quantity and the product code. Additional dynamic information display, based on the selected stock filters.
		Tap the stock line you want to move.

Miscellaneous issue - Enter quantity to move

The page displays the stock details. You can enter the quantity to move.

		The stock details. Some of these fields are displayed or hidden depending on the stock detail information, on the product settings, or on the selected entry transaction.
		The quantity to move defaults to the stock line quantity. You can change it. The origin unit displays.
		Tap Select to validate the quantity. The previous Enter stock details page displays. Note - warningAt this stage, the stock changes are saved in the UI only, and not in the database. Tap Cancel to go back to the previous Enter stock details page.

Depending on how the product is managed, you might need to select the related stock details.
For example, if the product is managed by global serial number, you need to select the range of serial numbers to be issued.

		Keep or update the quantity to issue.
		Select the Starting serial number. The Ending serial number is automatically selected based on the quantity. Note - errorOnly sequential serial numbers can be selected: The quantity you enter must be consistent with the range of serial numbers.
		Tap the + icon to validate your selection and display a summary of the serial numbers to issue.

		The summary of the selected stock details is displayed. You can add another quantity and another range of serial numbers.
		When you have selected all the serial numbers to move, tap one of the following actions: Select to validate the entered information. The previous Enter stock details page displays. The checkbox for the stock line is automatically selected for the requested quantity. Cancel to cancel the entered information and go back to the previous Enter stock details page.

Enter stock details page

The previous Enter stock details page displays.

		The checkbox for the stock line to issue is automatically selected for the requested quantity. You can select another stock line to perform another miscellaneous issue which will be in the same miscellaneous issue document.
		Tap Next when you have completed all the miscellaneous issues for this product. You are ready to perform the following actions: Perform another miscellaneous issue for another product. Create the miscellaneous issue document and generate stock movements

Create the miscellaneous issue document and generate stock movements

		The list of products which will be part of the miscellaneous issue provides the following information at the bottom of the page: Product code Stock quantity, stock unit of measure You can perform the following operations: Scan or select another product to perform another miscellaneous issue which will be in the same miscellaneous issue document. Validate the creation of the miscellaneous issue document. Before validating the creation, you still have the possibility to delete a saved miscellaneous issue: Tap the delete icon.
		Tap Create when you have completed all the product changes and you are ready to validate the miscellaneous issue creation

		A GraphQL payload is sent to Sage X3. The data of this payload is mapped with a web service object named CWSSMO import template which is called by the import-type AOWSIMPORT SOAP web service. A message displays the generated document number.