Cannot Exclude Components on a Work Order in Sage X3

Have you ever had this problem? You have a Work Order created in Sage X3 and you are ready to start tracking it.  You realize that there are some components on the Work Order that you will not be using.  You decide to exclude those components, but for some reason, the ‘Exclude’ Line option is not available.

Typically you would make sure that the Component you want to exclude is NOT allocated.

Then go to the Components tab on the work order click on the actions button and you would choose Exclude Line as shown below in Sage X3.

But in your case Sage X3 Exclude Line is not available:

If you are sure that the component is not allocated, the reason that Exclude line is not showing is because of the set up on your Routing.

Highlighted below in Sage X3 is the Routing and Routing Code used on this Work Order.

Go to Manufacturing > Technical Data > Routings > Routing Management

Select your Routing with the correct Routing Code from the left list.

You will notice that under the WO management mode in Sage X3 either ‘No change’ or ‘Operation change’ is selected.

Change this to either ‘Materials Change’ or as in the example below ‘Change Materials and Operations’ and Save.

Go back to your Work Order, under components tab click on the action button.  Now ‘Exclude line’ is available.

Now you can exclude items from a Sage X3 Work Order that you aren't using.

Read other Sage X3 blogs by Debbie:

Can’t Exclude Components on a Work Order in Sage X3

Sage X3 ERROR: REC99999 Modification or Deletion Not Possible

Why All Purchase Receipts in Sage X3 Are Going to ‘Q’ Status