How to Align Lot numbers with Work order numbers

  • Wednesday 19th August 2020

A Work order is an order to make one or more products. Conventionally, the work order uses a bill of materials (BOM) to create a list of materials to be issued, and a routing to make a list of operations to be performed on work centers. Work orders dictate what product need to be manufactured, what raw materials are going to be required to manufacture the product, and which work center that the product needs to pass through in the manufacturing process.

Some companies would like to create their Finished Good products with a Lot Number that is the same as the Work Order Number that created the product. Finished goods are goods that have been completed by the manufacturing process, or purchased in a completed form, but which have not yet been sold to customers.

Why we make the Lot number same as Work order number because this can make the tracing of the Lot easier. In Sage X3, there is a standard functionality of doing this.

Follow below steps for the setup: 

Steps:

First make sure the Lot Management setting of product is checked as a ‘Mandatory lot’ and under the Lot Sequence field this MUST be blank as shown in below figure.

Fig : Product

Also, Product category set up should be same as product setup, as shown in below figure.

Fig : Product Category

In short product and that respective product category set up should be set as defined above.

Navigate To: Common Data> Product category > Receipts Tab > Management Rules Grid

  1. Select Movement type as ‘Work order receipt’
  2. Change the value of Lot entry as a ‘Free’
  3. Change the value of Lot by default as a ‘Document number’
  4. Click on Save or OK button.

 Please refer the below figure for the same.

Fig : Product Category > Receipts tab

Now we have done the setup for product master and product category.

Navigate To: Set up > General parameter > Parameter values

  1. Select GPA chapter from left panel
  2. Select MIS group
  3. Click on the detail of MIS group from action button
  4. Change the value of LOTMGT as a “In release”
  5. Click on OK button
  6. Save the changes.

Refer the below screenshot for the same.

Fig : Parameter Values

Now follow the below path for the Work order creation,

Navigate To > Manufacturing > Planning > Work order

While creating the work order transaction, keep LOT no. as blank on line level and after creation you can see LOT no. is coming same as a Work order transaction number. Refer below figure for the same.

Fig : Work Order

With the help of this setup you can align the Lot numbers with Work order numbers.

Hence after doing all the above steps we can able to align the same lot number with work order number.

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