How to remove part allocations for a Buy To Order

[dmmory (Daniel Mory)]

We have a part that was marked Buy To Order on an order, which was then added to a PO and submitted to the vendor.

The part was received in the ERP system, but was later discovered that we did not physically receive it.
The PO has since been invoiced, so we’re not able to undo the receipt.

We want to adjust the inventory to remove the on hand qty for the part, but cannot because there are PartAlloc records attached to it.

Is there any to get around this? I was thinking maybe creating a shipment, marking it shipped, un-shipping and deleting the shipment for the part would close the order releases, which would then remove the part allocations, but I don’t know for sure.

[Randy (Randy Stulce)]

I believe, unless you already posted a AP invoice for that PO, you can reverse the PO Receipt to reopen the PO.

[dmmory (Daniel Mory)]

I forgot to mention - the PO has been invoiced, so we’re not able to do that.

[bderuvo (Bryan DeRuvo)]

On your version you could process a cancellation invoice for the AP invoice. this will allow you to edit the receipt. (not sure this works if you paid the invoice)

[Frankcn (Luo)]

you can close this order release, then system will auto remove part allocation picking quantity.

[TerryR (Terry Raymond)]

Closing order release, moving the part, reopening order release works thanks! But after doing that the part is no longer allocated.

Anyone know if there is a way to re-allocate the BTO part? Fulfillment workbench doesn’t appear to load BTO parts. And Refresh Part Quantities and Allocations doesn’t seem to work either… maybe it skips over BTO parts…?

Any other ideas? Thanks!

[Frankcn (Luo)]

Hi Terry, Pls change Order Release from BTO to BTS(buy for stock), you can close BTO order release, add new order release which don’t tick Buy To Order.

[TerryR (Terry Raymond)]

Can’t uncheck BTO. +(

It looks like this is an issue without a good fix. 2nd link below has a lot of undoing.

Inventory Transfer with Buy to Order

I am looking to do some inventory transfers on parts that are marked as buy to order, however, they are not being dropped shipped. We like to do a buy to order so we can tie the PO and SO together, however, we do at times need to transfer inventory from one warehouse to another. I keep getting the message “There is not enough unallocated inventory in this bin for this transaction.” Is there a way to overcome this? Thank you.

Unallocate BTO line items

Short version… is there a way to unallocate items from a Sales Order that were purchased BTO. I want to move items into inventory and cancel the Sales Order. Long version of my scenario… I created a Sales Order and all Releases are set to BTO. I then created a PO for those items. Everything has been received but now the customer has cancelled the order so I want to get the items into my inventory. The issue is that since it was all purchased BTO, all items are allocated to the Sales Order …

Inventory Transfer Allocated Stock

Hello, I have a similar issue, but I’m working in an Epicor Function. Any idea how to access this functionality (UpdPQDemand) from an Epicor Function?

[Frankcn (Luo)]

Terry,

Thanks for your reply!
from second post, close order release and order line, then you can unallocated BTO stock quantity.