A Brief Look at the Transport Note Feature in Sage X3
In some situations, companies need to transfer products form one place to another that are not part of the normal distribution flow. For example, shipping a computer that needs to be repaired or shipping marketing materials to a conference or tradeshow.
The Transport Note feature in Sage X3 tracks goods that are shipped and/or delivered but do not include products that are part of the core business.
The main differences between this function and deliveries are the following:
- No link with an existing document
- No accounting journal
- No invoices
- No credit control and credit updates
- No accounting interface
- No returns for transportation notes are anticipated
- No stock management: The products can be managed in stock but no stock movement is generated for transportation notes
- No control on stock availability is made even if there is no stock for a product managed in stock
- No picking from items in the list panel; transportation notes must be created directly with no link to orders, shortages, etc.
- Dedicated sequence number
- The business partner can be a customer or a supplier
As you can see in the screenshot below, the feature is accessed from the Common Data menu and is associated with activity code (TRSNE Transportation notes).
If you would like more information on how to activate this feature, or for any other questions about Sage X3, please contact us.
