We store some items in stock as both individuals (each) and cases of 12 (as two different part numbers). When we use up all the individual items, we open a case. When we do this, we have to do a Qty Adjustment reducing the Case On Hand Qty by 1 and increasing the individual Qty by 12.
The issue is, people break into cases all the time without doing a Qty adjustment which throws off our Inventory - showing a negative On Hand Qty of the individual items.
We’d like to have a message come up (I’m thinking by using BPM) when the individual items are shipped, if shipping the items brings the On Hand Qty below zero, reminding them to do a Qty Adjustment. Ideally this would happen when the Pack Slip is printed and the Item is Shipped from the system.
Do you know which Field / Table to reference to trigger this message?
Please let me know if you need clarification on anything.
I did something similar for the shipper in Customer ship form. If they would send more than what was in inventory, the on hand becomes negative.
What I did is a customization where as soon as a quantity to ship is entered, I fetch what is the quantity in stock via a BAQ DynamicQuery and compare… if there is not enough quantity in the current bin chosen, I show the message with the view of each bin where there is quantity.
I do not stop the negative … but at least they are aware…
Thanks! I think we could do this, but we’re wanting to provide a more explicit message. Is there any way to customize the message that comes up for this?
The overall message very likely using the translation text tools, but conditionally depending on the class or type of transaction you maybe could do it through BPM depends on how Epicor is signaling that message.