Sage X3 Validations Sales Order Automation (SOA)

Bill To ID

Address to which the product will be billed.

The system matches the document’s bill-to address information to the ERP’s, by first retrieving the location ID.

Customer ID Number (Vendor ID Number)

The numeric identification of that customer or vendor.

The system matches the Customer ID or Vendor ID with the ERP’s record.

Document Number

PO Number or other specified document number.

The system retrieves the PO Number as document ID.     

Mandatory Value

A required value specified by the customer.

The system checks for one or more given fields that are designated as mandatory.

Payment Terms 

The terms by which the payment will be made. For example, “Net 30.”

The system matches the document's payment terms with the ERP’s.

Sales Area

The system retrieves the matching ERP values. It returns a list of both document and ERP values for use in subsequent processes.

Endpoint: API_PRODUCT_SRV/A_Product?$filter=Product eq '<id>'&$expand=to_Valuation 

Ship To

Address to which the product will be delivered.

The system matches the document’s ship-to address information to the ERP’s, simply or by first retrieving the ship-to ID.

Possible ERP Fields used: Company Name, City, Street, Postal Code, Country, Ship To Id.

Due Date

The system evaluates whether it is mapped and that the date lies in the future.

Get Line-Item Data

The system retrieves line-item information for subsequent validations. Will return a list of line items the includes both document values that subsequent processes can consume.

Minimum Order Quantity (MOQ​)

Minimum amount allowed to be ordered.

The system matches the document's MOQ with the ERP’s.

Order Quantity 

Number of items in an order.

The system validates the document’s order quantity with the given ERP quantity.

PO Line Number

Checks for PO line number.

When successful, the system displays the PO line number in Exception Manager. It will be the PO line to run any line validations against.

Part Number

From internal and external Stock Keeping Units (SKUs).

The system compares document’s part numbers to the ERP’s part-numbers. 

Product Availability

Determines whether the product is in inventory.

The system matches the item’s part number to the ERP’s part number. It then matches its quantity against a previous record of availability in part-number inventory.

Product Category

Using part numbers, the system retrieves the product category from the ERP.

Unit of Measure (UOM)

To validate a UOM, such as “package” or “Dozen,” the system matches the document’s part number to the ERP’s part number. It then matches the document’s UOM to the ERP’s UOM.

Freight Tolerance

Freight carrier and associated information. (Example: FedEx or UPS; Air or Five-day ground; weight and quantity).

Evaluates documents for whether freight information is available and quantities accurate within the given tolerance.

Tax

Availability of information: tax appropriate for sale.

Evaluates documents for whether federal or state tax information is available.

Total Validation

The sum of prices listed as line-items, less applied discounts.         

Evaluates whether the mapped total matches the calculated total within a set tolerance.