How to process data in Put-away plan in Sage X3

Put-away Plan or  Storage Plan is a functionality to plan stock change from dock location category to another location or internal location.

Sage X3 offers flexibility to manage default location for a product within site for different operations. For instance, if a product exists in multiple locations of the site and for each operations (receipts, shipments, picking etc) has to be carried from different location, then we can add a default location for that particular operations.

There are multiple location categories in Sage X3:

  1. Internal.
  2. Dock – awaiting storage.
  3. Customer.
  4. Subcontract .

Internal: Internal location category is used for normal locations.

Dock – awaiting storage : The Dock location category is used to receive a location to a dock. It is possible to enter location without specifying the lot, sub-lot and its serial number.

Customer: Customer location category is used to managed the location of BP’s and also to manage the loan of  goods to a specific BP.

Subcontract: Subcontract location category is used to manage the products in the subcontracting locations.

In Sage X3, we may find difficulty of displaying data in lines grid in Storage plan screen. For displaying data in lines grid. There is a functionality in Sage X3 to set this.

Search data and check is it coming in the lines grid in Put-away plan screen. As all mandatory data is entered in the fields , when click on magnifying glass of ‘from entry’ fields. No data is coming in the grid on click of search button. Refer below screen shot:

Fig01: Put-away plan screen

To solve this, follow below steps:

Step1: Create a location for the particular site and set its location category to ‘Dock’.

Navigate to : Common data -> Product Tables -> Location Types

Fig02: Location Type

Step2: Now create Purchase Receipt or Miscellaneous Receipt and select this location in the lines grid.

Navigate to: Purchasing → Receipt -> Receipts

Fig03: Purchase Receipt

Step3:

Now, Navigate to: Stock -> Internal transactions -> Put-away plan

 Enter all the mandatory fields , enter this transaction number in ‘From entry’ and ‘To entry’. Then click on Search button.

Fig04: Put-away plan
Fig05: Put- away plan

As we can see in the above screen shot, data is coming in the lines grid.

Note: This screen will also help us to transfer stock from one location to another location within the sites or warehouses. Also data will not come in put-away plan / storage plan screen if we select location whose location category is internal . In this we cannot transfer stock which is in internal location to dock location. Only those stock which is in dock location will get transferred to internal locations.

By setting all the above parameters, the data will automatically come in the Put-away/ Storage Plan screen.