When does inventory get deducted, when the sales order is made or when the part is made, or when the part is shipped?
We have one part that is always off on inventory every month. These parts are purchased in one big order under part number 2XX-C, then they tell us through out the year where and how much to send of that part. We use a Zero dollar invoice and use the actual part number such as 2XX-ABC-CO. Will this cause a conflict? As a note we are usually off about double what we sold that month, and its like that just about every month. Just trying to understand the inventory connection and what could be causing an issue. Or if someone is just taking inventory.
Do you use the release lines in Order Entry? I’m beginning to wonder if this is an EDI order. I haven’t used Demand Management but do you use that module?
Will,
Mark is right, Demand Management would likely be a better way to handle this situation.
It’s similar to Purchase Contracts but on the sales side of things.
So a customer calls and says that they want to commit to buying 100,000 widgets so they can get a discount of some sort, but that they will need them delivered to 10 different locations about 10 times a year 1,000 per shipment.
You would enter this into Demand Entry (similar to a Sales Order).
Then as the customer calls with the exact details for each release you would have Demand Entry generate a Sales Order for each. The nice thing is that then the Demand Order keeps track of everything with qty accumulators.
While this is the manual way, it can later be automated by completing an EDI project, but you don’t have to use actual EDI to use the Demand Module. Kinda tricky and complicated to get setup but once you get it, it can really help keep track of things and not fight the software so much.
So here in part transaction history, it has a running total. And the date shows it’s taken out immediately. So that means inventory changes every time there is an order placed. And I am assuming the running total is what is ordered - what’s in stock, correct?
This part is our generic part for the b ig upfront orders.Trying to figure out the running total. Makes no sense to me, the number should go larger than -214.
MFG-CUS is the transaction type displayed when you’re doing shipments straight from Job to customer – therefore I wouldn’t expect that to increase inventory anyway. If you look at the entire history for this part, do you have a QTY-ADJ or perhaps STK-CUS causing it to go negative 214? (the STK-CUS can be set at the Part Class level to allow negatives, warn on negative, or prevent negative qty).
Mark is right, my mistake, I was reading the MFG-CUS as MFG-STK… long day.
I would agree with his suspicions of double shipping from a Job and Inventory.
