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 Rules and Pick
Sequence in Sage X3

How to Set Up Allocation Rules

and Pick Sequence in Sage X3
By: Net at Work Team (https://www.netatwork.com/author/webteam/) |
Category: ERP (https://www.netatwork.com/category/erp/)

Have your warehouse personnel ever

complained about being sent to a bin location
while picking an order only to find the location
empty? If so, your system probably isn’t set up
with proper allocation rules to determine which
bin location to search next.

Sage X3 (https://www.netatwork.com/services_1/bizsol_1/sage-erp-
accounting-software-solutions/sage-erp-x3/) allows you to define up
to three location categories to search if your first choice is empty or
becomes empty. This blog will help explain how to set up this
feature using the allocation rules and locations at the product site
level within Sage X3.
 Allocation
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Within the allocation rules in Sage X3, you can define a location
filter, which will prevent you or the system from allocating products
that do not belong to those location categories.

Because of this allocation rule, Sage X3 will look in location 1, then

location 2, then location 3 to find items based on a first in first out
(FIFO) inventory plan for all items that are in quality filter “A” or
“Accepted” status. In addition, you can change the statuses allowed
for picking or units of measure (UoM) and even coefficients. (This will
be covered in a subsequent blog.)

Product Categories

The setup is incomplete if you do not fill out Location 1, 2, and 3 in

the product category for your items in the issue flow tab. This is
where you will be able to specify the location categories that you
want to use for location 1, 2, and 3.
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In this particular instance, the system has been set up to look at the
Picking location first, the Stock location second, and the Receipt
location third.

These location category names are defined in local menu #2713.

You can change these names or add other categories to suit your
needs, but only the location categories defined in the logistics tab of
the product category will be available.
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The Product Site Record

Finally, how does that all tie together? In the product site record for
the item, of course.

This is where you can specify for each location category, the exact
location type and combination, or use wildcards to specify a range
of location types or a range of locations.
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In this scenario, item BMS012 is maintained in different locations in

site NA012, and our rules state that we should be picking item
BMS012 from the picking location type PICK first in any location that
starts with PIC.

If there’s no available inventory in this location, we’ll look into the

stock location type STO in any location that starts with STO90.
Finally, if we don’t find any available inventory in this location, we will
look into the receiving location type REC ending in 1. If there is more
than one lot found in any of the locations that were searched, Sage
X3 will apply the FIFO rule as previously defined in the allocation
rule.
 Hopefully,this
 Need Help? blog has helped
1-800-719-3307 define
(tel:18007193307) the steps associated with
    
properly setting up allocation rules. With these allocation rules in
place, there will be distinct procedures for your warehouse
personnel to follow if they’re sent to a specific bin location that’s
empty. If you have any questions about the process of setting up
allocation rules, feel free to contact us
(https://www.netatwork.com/contact_1/) today.

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