Illustrative previewA quote-only Sage X3 design for Customer Delivery Scheduling, with governed controls, owned exceptions and document-level reconciliation.
Key Features
Trigger handling when a customer delivery scheduling request reaches the ERP boundary within the governed scope, with an immutable source correlation key.
Validation of customer delivery scheduling policy, organization mapping and accountable ownership, plus role-based approvals and controlled master data before any Sage X3 write is proposed.
Mapping for Products, Sites, Stock Transactions and Locations used in the customer delivery scheduling process and governed by role-based approvals and controlled master data within the agreed organization scope.
Implementation through classic SOAP web services for exposed objects configured for the customer delivery scheduling process in a governed context, selected from enabled supported interfaces.
Idempotent replay that returns the original ERP reference for duplicate events.
Exception routing for an invalid or unreconciled customer delivery scheduling record in the governed queue, with owner, reason and source payload reference.
Field-level validation that separates mapping defects from authorization defects.
Least-privilege execution identity with explicit read and write boundaries.
Control totals for received, accepted, rejected, replayed and reversed records.
Reconciliation output connecting source identity to ERP document and status.
Configuration for role-based approvals and controlled master data without hard-coded organization assumptions.
Operational audit evidence covering approval identity and configuration revision for the customer delivery scheduling process and each manual intervention.
Built to order, done for you
No DIY setup — a working app, built, installed and supported by ECOSIRE.
- 1
You order
Start with a one-time build price. We scope it with you at kickoff.
- 2
We build & install
ECOSIRE builds, configures and installs it on your Sage X3.
- 3
Go live + support
You go live in about 2–4 weeks, with a post-launch support window.
About this Product
Teams led by a distribution manager responsible for governed controls often coordinate the customer delivery scheduling process across disconnected forms, messages and ERP screens. References are copied by hand, organizational rules are applied unevenly, and an exception can lose its owner before the underlying document is corrected. In this governed design, the requirements for role-based approvals and controlled master data are embedded in the workflow rather than kept on a separate checklist.
Proposed build
ECOSIRE would first scope and quote a build-to-order Sage X3 extension. This page is a candidate design, not an existing software package. Processing would start when a customer delivery scheduling request reaches the ERP boundary within the governed scope. The extension would validate customer delivery scheduling policy, organization mapping and accountable ownership, plus role-based approvals and controlled master data, resolve Products, Sites, Stock Transactions and Locations used in the customer delivery scheduling process and governed by role-based approvals and controlled master data, and route an invalid or unreconciled customer delivery scheduling record in the governed queue to a named work queue. It would not invent a mapping or advance a document when a required control is missing.
Sage X3 implementation
The proposed technical path uses classic SOAP web services for exposed objects configured for the customer delivery scheduling process in a governed context. Discovery would confirm which released interfaces are enabled in the target environment and which native lifecycle must remain authoritative. The extension would keep the initiating reference beside the ERP key, allowing an operator to trace a request through validation, posting, correction, reversal and reconciliation. Native posting logic would remain in control of the business document.
Exceptions and recovery
Each request would receive a stable correlation key. A repeated request would resolve to its earlier outcome instead of producing another document. Transport faults could be retried from a checkpoint, while business-rule faults would stay non-posting until an authorized user corrects the cause. The exception record would show the rejected field, rule, organization, owner and related ERP reference without requiring access to raw application logs.
Reconciliation
Operational reconciliation would compare received, accepted, rejected, replayed and reversed records. It would retain approval identity and configuration revision for the customer delivery scheduling process and expose unmatched source references separately from ERP posting failures. This distinction matters because a successful interface call is not proof that the business transaction reached its intended accounting or operational state.
Prerequisites and acceptance
Before construction, discovery would confirm modules, organizational structure, security roles, master-data ownership, interface availability, code lists, posting policy and representative test cases. A least-privilege integration identity would be used. Acceptance scenarios would cover valid processing, duplicate delivery, missing mapping, authorization failure, partial rejection, controlled replay, reversal and control-total reconciliation. The final scope would remain quote-only and build-to-order.
What you get
- Approved solution specification for customer delivery scheduling governed by role-based approvals and controlled master data and governed controls.
- Field, code-list and organization mapping workbook for Products, Sites, Stock Transactions and Locations used in the customer delivery scheduling process and governed by role-based approvals and controlled master data.
- Source package using the agreed Sage X3 extension surface.
- Configuration package for validation, routing and exception ownership.
- Automated test evidence for posting, duplicate, failure, replay and reversal cases.
- Operations runbook covering monitoring, correction, replay and reconciliation.
- Deployment and rollback checklist aligned to the customer's change process.
Who this is for
distribution manager responsible for governed controls
Owns customer delivery scheduling governed by role-based approvals and controlled master data, needs visible exceptions, and requires organization rules to be applied consistently.
Sage X3 application owner
Protects native document behavior, supported interfaces, security roles and transport governance.
integration operations analyst
Monitors correlation, retries and reconciliation without bypassing business controls.
How Governed Customer Delivery Scheduling Compares
| Criterion | ECOSIRE | Custom Build | Competitor | Odoo Native |
|---|---|---|---|---|
| Customer Delivery Scheduling source correlation | Included | Partial support | Partial support | |
| Governed policy validation | Included | Partial support | Partial support | |
| Customer Delivery Scheduling duplicate protection | Included | Partial support | Partial support | |
| Owned exception queue for customer delivery scheduling processing | Included | Partial support | Partial support | |
| Replay controls for governed processing | Included | Partial support | Partial support | |
| Customer Delivery Scheduling control-total reconciliation | Included | Partial support | Partial support | |
| Least-privilege Sage X3 access | Included | Partial support | Not included | |
| Change evidence for approval identity and configuration revision for the customer delivery scheduling process | Included | Partial support | Partial support |
Frequently Asked Questions about Governed Customer Delivery Scheduling
What does quote-only and build-to-order mean?
This is a solution specification rather than existing software. Construction starts only after scope, interfaces and acceptance criteria are agreed.
Which Sage X3 editions are supported?
Edition and release compatibility must be confirmed during discovery because enabled modules, released interfaces and extension policies differ. The build would use interfaces supported in the customer's environment.
How are duplicate events handled?
The proposed design uses a source identity and organization scope as an idempotency key, returning the existing ERP correlation instead of creating another document.
What happens when an invalid or unreconciled customer delivery scheduling record in the governed queue occurs?
The record remains non-posting, receives a reason and owner, and can be corrected and explicitly replayed while preserving the original correlation.
What access is required?
A least-privilege integration identity, access to the agreed supported interfaces, and only the business objects included in the approved scope.
How is reconciliation performed?
Control totals compare received, accepted, rejected, replayed and reversed records, while approval identity and configuration revision for the customer delivery scheduling process links source events to ERP documents.
Related Modules
Request a quote
Governed Customer Delivery Scheduling
A quote-only Sage X3 design for Customer Delivery Scheduling, with governed controls, owned exceptions and document-level reconciliation.
- Trigger handling when a customer delivery scheduling request reaches the ERP boundary within the governed scope, with an immutable source correlation key.
- Validation of customer delivery scheduling policy, organization mapping and accountable ownership, plus role-based approvals and controlled master data before any Sage X3 write is proposed.
- Mapping for Products, Sites, Stock Transactions and Locations used in the customer delivery scheduling process and governed by role-based approvals and controlled master data within the agreed organization scope.
- Implementation through classic SOAP web services for exposed objects configured for the customer delivery scheduling process in a governed context, selected from enabled supported interfaces.