Hi Adam Marshall
Maybe you have enough stock on your sub-contractor's location.
As you can see in the screenshot, the picking list is for shortages, so the sub-contract order won't appear if there is no shortages:

Hi Julien

Thanks for taking a look, no the stock definitely is not in the sub con location, I only just set it up and had to allocate it from local locations manually. 

The only think that might be a clue is that the line says "on hold".

I might key the stock into the supplier location and try from there. What would be the next processing step if it didn't require shipment? There appears to be very little documentation on this functionality.

Kind Regards

Hi Adam,

Have you also created the Supplier as a Customer?

In order to use the Sales > Shipments, type SDC, the Supplier must also be a Customer, with the Ship-To customer record configured with the Shipping Site that the stock will be held in and the Subcontract Location:

Best regards, 

Nick

Adam Marshall said:

had to allocate it from local locations manually. 

Well that could be the problem. The shortage on the location assigned to the subcontractor is driving the replenishment in the delivery function. So with an allocation on the subcontract order directly on the local stock, there is no need to sent the stock to the subcontractor anymore.
You need first to allocate the subcontract order to generate a shortage on the subcontract location. Only then, you can create the delivery transaction by picking on the left list 'Subcontract shortage selection' that will select your local stock to sent it to the subcontractor.
If you have no stock on the subcontractor location and fail to create a shortage, this would indicate an incorrect setup on the allocation or missing the link between the BPs and the location (See comment from Nick).

Hi Nick

I double checked this, they are indeed configured like that, although i do note their customer category is "Intercompay" rather than Trade so I've changed that (to be in line with the BP and Supplier records). 

I can create them a record in Sales>Shipment>SDC, I just still can't see their created, locally allocated PO in the left hand selection list.

Kind Regards

Hi Julien

Not sure i follow here, I have the stock in my local warehouse. I need to ship it to the subcontractor location assigned to them under their supplier setup. I have allocated the PO using our local stock. The next step therefor should indeed be to ship that to them (via sales>shipment).

So, I have a BP assigned as both customer and supplier, i have their location set up and assigned to them. I have no stock in that location of anything. I have subcontracting BOM set up. I raised the subcontracting PO for this supplier, hit the Order button which created an order. I then allocated the subcontracting order using stock held here on my site. 

I would expect now to be able to ship that stock from here to the subcontractor via Sales>shipment. I would then expect at some later date to receive this stock back in via Stock receipts and this would complete my whole process downdating the supplier location of my BOM items and updating my FG stock with my finished subcontracting item. 

I'm missing the step to move stock into the supplier location :) 

Thanks all for your help, it's greatly appreciated.

Hi Adam, 

When you refer to allocating the Subcontract Order, are the component stocks already located in the Subcontract location within Sage X3?

If so, then there isn't anything for the Sales Shipment to generate because as far as X3 is concerned the stock has already been transferred to the Subcontractor.

The Sales Shipment function works by either selecting the Shortages from an allocated subcontract order where the stock quantities within the subcontract location are insufficient for the subcontract order, or, if replenishment quantities have been set against the Subcontract location for specific part numbers, then the replenishment requirement.

On validating the Sales Shipment, X3 will then perform a location change moving the allocated stock quantities (along with lots & serial numbers if configured) from the internal locations to the subcontract location specified against the Ship-To customer record.

Best regards, 

Nick

The target flow is: Create the subcontract order > Create the related PO > Allocate the subcontract order on the subcontract location to detect if there is enough stock > if stock shortage on the subcontract location then you can create a new delivery (sub-contract type) to move the stock from an internal location to the subcontractor location.

The link between the subcontractor location is done on the supplier record. When using the delivery to sent the goods to your subcontractor you need to declare the subcontractor as a customer as well AND to link it to the subcontract location as well (note you can use the subcontract transfert function or replenishment plan as explained by Nick in that case there would be no need to tied the location to the customer record).