I’m surprised that you can enable Qty Bearing AND Buy To Order on a Part.
Would a part that is Qty Bearing and BTO (and purchased as BTO) increase QOH upon receipt? Or is the just the cost tracked for BTO items (like if it was BTO for an On-The-Fly Part)?
For example, Part XYZ is Qty Bearing AND BTO, and there is 1000 EA in inventory.
Can the line on the sales order be marked as BTO?
If it can, a BTO PO created
Upon receipt of the item from the BTO PO, does QOH go up to 1050?
When the item is shipped (against the BTO line on the Order), is the QOH decreased to 1000?
What if #4 happens before #3?
We use specific Part Class for BTO items during PO Entry. This is so that costs of BTO items don’t get mixed in with the Inventory GL acct. We use a GLControl on the part class to do this.
If a Qty Bearing part had a specified Part Class, can that be changed to our BTO Part Class during PO Entry?
yes. and there is some allocation type logic that stops you from shipping that line until the buy to order PO is received (so you can’t ship what you already have). I don’t know all of the details for how it works. I just know it causes a little heartburn around here when it isn’t set right.
My best guess of how this would be used, is so that receipts of items purchased for a specific order can only be used for that order.
The requirement to receive them before they can be shipped, is good to prevent existing inventory being consumed to fulfill the order. But is there anything that would prevent the BTO qty received from being used to fulfill on order line that had them coming from stock?
I think so… We’ve had some problems when trying to ship where it says it can’t because it’s not from the allocated bin. It’s cryptic to me, and it’s been a while since we’ve seen the issue popped up (probably becase they got lazy with moving inventory to the correct bin).
Note that in a Multi-Site environment, the screenshot you took was from the Part front page… this is the DEFAULT for all new sites added.
So, you can set the DEFAULT to be BTO and Qty Bearing. but then in individual sites, it might be Non-BTO.
ALSO… BTO is both for Sales order BTO, and for JOB Material BTO… but you can also override this at either point, so if sometime in the past, you had an overbuy, that overbuy can be put into stock (since it is quantity bearing), and later consumed in a job, or shipped to a customer.
On the topic of “overbuy”, we occasionally get a sales orders With BTO lines with QTY’s differnt than we can buy them. For example, the Sales order has a BTO line for (10) MISC-1-1/2" COUPLINGS. But the supplier only sells them by the dozen. The qty on BTO PO is not changeable. Ideally the SO is changed to reflect 12 (or better yet 1 BX), but the customer might balk at being sold more than they need (this is common where we have 5 duplicate installations, so the lines are for (5) each item required).
Another issue is when the SO is entered but the item appears on multiple lines (the SO is laid out to group parts for particular phases together). For example:
If all three parts are BTO (and are not in the Part Master), We have the following issues:
This requires 9 PO lines.
If part TB-001 is sold in boxes of 10, we’d have to buy 30, when we only need 15.
Part TB-RAIL is sold in 3 FT lengths. We’d need to buy 3 of them, cut off (and throw away) 2 FT of each.
EXACTLY… I personally see BTO as an exception, and not a rule for parts for that very reason. I would rather have all parts go through stock. BTO is best for special occasions, and/or drop ship sales orders.
Yet another reason for not using BTO. These parts should be stock parts so that they can be purchased, stocked and consumed in the best way. But I realize that creating parts all the time for one-off purposes is not always desired either.
My example was a little simplistic. All our products are custom, and our installations vary widely. Most are “one off”.
Our Par Master has nearly 5,000 parts, yet we only keep stock of about 300 of them. A lot are from when we were on V8 and didn’t have BTO. So it was either create a Job with exactly 1 part, or create a new P/N for each OTF Part (On-The-Fly) on SO lines.
We had gotten better about not making a new P/N for each product we made. They are highly customizable, and the P/N format includes fields for things like length, that can vary from 10’ to 1000’.
(Ex: SPLF-Axxxx-BHyyy-zzz Where xxxx can be from 0010 to 1000, and yyy and zzz from 010 to 999)
But now that we’re multi-site, we need to receive Mfg’d items into stock before we can do a Transfer Order to the site it will actually ship from.
I know this is an old post but it sounds to me like you would benefit from a configurator. Choose sizes lengths, project phase and let the configurator create your jobs that include the parts. The configurator can create a part without it being in part table but without some generic part numbers you lose the advantage of setting minimums, multiples, etc when allowing MRP to generate PO suggestions. Anyway just a thought. This way you could avoid BTO all together and it would be MTO (Make To Order) instead. Basically configure a project at order entry on the fly.
We do use the configurator, and most configurator built parts are MTO. But we sometimes have to ship the MTO part to another plant. Not to have anything done to it, but it has to ship to the customer from there.
And in order to transfer between plants, it has to be in inventory.
