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Delaying Availability on A Purchased Item

  • 1.  Delaying Availability on A Purchased Item

    TOP CONTRIBUTOR
    Posted 24 days ago
    Hi All

    Trying to figure if there's a way to handle this scenario in BC130

    We sell live plants, some we grow, some we buy in that should be ready to sell. The ones we grow are in a production order.

    Sometimes the plants we buy are not quite ready, so we can't sell them for a few weeks after receipt. We still receive them as planned, but we need to delay their availability for shipment.

    Let's assume the plants are due on 7/1, they arrive as planned on 7/1, but won't be suitable for shipping until 7/15. We still need sales to be able to take orders for shipment dates after 7/15.

    Is there a way to delay their availability for sale?

    Thanks

    Mark


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    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Delaying Availability on A Purchased Item

    Posted 24 days ago
    Hi Mark,
    We're just a little over 2 years in with NAV, so I don't know all the functionality yet.  Someone else will need to chime in if something does exist already.

    For us, this is driven on the warehousing side.   If we have an item that comes in and we want the sales staff to see it, but is not ready to sell, we place these into zones that are not part of our default allocation rules.   Once the item(s) are ready, we move them into our regular pick zones, the product will get allocated to the open orders, then the order goes down to our distribution team.

    Another option would be to create a (In Process) location that you transfer these plants to - then create a transfer back with a shipment date of 7/15.   Once the plants are ready, then you'll transfer these back to your primary location.

    ------------------------------
    David Chiu
    Acoustic Ceiling Products
    WI
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Delaying Availability on A Purchased Item

    Posted 24 days ago
    @David Chiu -In your environment do you have directed pick and put turned on? I believe that is necessary to use zones.

    Mark (there are 3 Mark Andersons, so I'm unsure which one to tag),

    If you do not have directed pick and put turned on, you could accomplish something similar to David's suggestion by created a new location to receive the plants that aren't quite ready. Once they are ready, use a Transfer Order to move them into the location plants are sold out of.


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    Amanda Mayer
    NAVUG All Star
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Delaying Availability on A Purchased Item

    Posted 24 days ago
    @Amanda Mayer We do not use NAV's Warehousing.  We have a 3rd party system that is integrated with NAV.


    ------------------------------
    David Chiu
    Acoustic Ceiling Products
    WI
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Delaying Availability on A Purchased Item

    TOP CONTRIBUTOR
    Posted 23 days ago
    Right now we don't pick in the system. We do shipments from Sales orders. once we're up an running, we hope to implement picking, but we have a lot of seasonal workers who pick

    ------------------------------
    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Delaying Availability on A Purchased Item

    TOP CONTRIBUTOR
    Posted 23 days ago
    Thanks

    I'll give that a try, but I don't think it would work.

    We have received and if it's at different location it doesn't show as available, and there is no pending PO, So the system would show no availability which would mean sales are not allowed to sell (business rule).

    Given me a few ideas though

    ------------------------------
    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 7.  RE: Delaying Availability on A Purchased Item

    Posted 23 days ago
      |   view attached
    Mark,

    It would take a change in how sales evaluates availability and orders, but you can see availability by location. So the qty sitting in the location that is still growing could be viewed.

    Another option, which would create more steps, but also give more availability in your current location would be to assign those items a different item number and "produce" the finished item that is available for sale using the new item number. By doing that, you could use the production order due date as an estimated ready for sale. Output the finished item when they are grown enough to sell. You'd want to make sure that those items are not added directly to an SO, as well.

    I probably would stick with the two different locations and build the new processes around availability that way.

    ------------------------------
    Amanda Mayer
    NAVUG All Star
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 8.  RE: Delaying Availability on A Purchased Item

    TOP CONTRIBUTOR
    Posted 23 days ago
    Hi Amanda

    Thanks for the suggestions, the problem we have is that most customers are placing order way before the products are ready to ship. Because they have such a short shelf life, we can't risk "hiding them" until they;re ready, because the risk of not selling in time and dumping then is too high.

    I did have one idea, which is a culmination of several suggestions here, but need to try it. Was thinking that I could move to "Location Hold" and then schedule a transfer to the live location on 7/15. I wonder if the software is smart enough to realize it will be here on 7/15?

    Other option could be to, take out of inventory and cut a dummy PO for receipt in 2 weeks time

    We did think of making them a component of a production order, but it;s quite a bit of overhead to setup and manage

    Thanks for the suggestions, will noodle it around a bit

    Best

    mark

    ------------------------------
    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 9.  RE: Delaying Availability on A Purchased Item

    Posted 20 days ago
    Mark,

    You are correct that creating a transfer order with a receipt date of 7/15 would update your availability at the main location, making evaluating availability much easier. What happens if the inventory is not ready by 7/15 or some is and others are not? You'd want to make sure to update the transfer order when that information is available.

    ------------------------------
    Amanda Mayer
    NAVUG All Star
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 10.  RE: Delaying Availability on A Purchased Item

    TOP CONTRIBUTOR
    Posted 6 days ago
    Closing the loop here.

    Moving to another location and setting up a transfer order worked great

    ------------------------------
    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 11.  RE: Delaying Availability on A Purchased Item

    SILVER CONTRIBUTOR
    Posted 23 days ago
    Edited by John Gaither 23 days ago
    Deleting. I see Amanda already said the same thing...


    ------------------------------
    John Gaither
    American Art Clay Co
    Indianapolis IN
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 12.  RE: Delaying Availability on A Purchased Item

    TOP CONTRIBUTOR
    Posted 20 days ago
    Mark - adding to the feedback on your issue. What you are describing is very similar to customers who purchase from overseas. Planning indicates an item is needed and the replenishment is from an overseas vendor. A Purchase Order is created to deliver to the MAIN location with an expected receipt date that is weeks the future - planning is happy.

    But as soon as the item is shipping form the overseas vendor the items need to be received to take ownership - the purchase order receipt is processed but the location is updated and  received into an 'Ocean' location to allow the Purchase order to be paid. At the same time a Transfer order is created, the items are shipped immediatley  from 'Ocean' and the expected receipt date is set equal to the original purchase order expected receipt date. Planning remains solid and Order entry visibility is maintained throughout the process.

    In your example only the plants that need extra time would be processed this way and your goal of having planning see the inventory and sales visibility with expected receipts is maintained.. Depending on the volume you could do this process manually and if needed work with your partner to automate.

    With overseas the process is a little simpler as every item moves to the transfer order and is shipped - in your example it would be only selective items.

    Best Regards
    John Grant
    Innovia Consulting




    ------------------------------
    John Grant
    Senior Application Consultant
    Innovia Consulting
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 13.  RE: Delaying Availability on A Purchased Item

    TOP CONTRIBUTOR
    Posted 5 days ago
    Thanks John

    It's definitely in the sub 1% category for us, so not much incentive to automate.

    The slight difference in our workflow is that we don;t know until post-receipt that they are not ready, so they always get received at intended location, inspected and then put in the green. Only at the inspection stage (by a crop manager) would be know that they are not ready for sale, so we'd do the move and planned transfer.

    Best

    Mark


    ------------------------------
    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 14.  RE: Delaying Availability on A Purchased Item

    TOP CONTRIBUTOR
    Posted 5 days ago
    Another Option might be to create a production order for the item with a routing with a greenhouse operation.  The standard BOM would be a dummy placeholder item and you would just consume the plants that needed to grow more against the order.  You would set the "grow" bom and routing on all the purchased plants and the plants would remain a purchased item but if needed you could create a production order to give them extra time.  The Production Order due date would be the new availability date.
    The big challenge you would have is that the sales order demand would need to be moved after the due date of the production order or you would get messages to reschedule or create new PO's if you are using planning.

    Kevin

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    Kevin Fons
    Senior Application Consultant
    Innovia Consulting
    Windsor WI
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 15.  RE: Delaying Availability on A Purchased Item

    TOP CONTRIBUTOR
    Posted 5 days ago
    Thanks for suggestion Kevin

    That was an option we considered and in our current ERP, we do treat purchased items as "manufactured" items, but wanted to get away from that. Our other goal was to try and standardize, so all bought in items are treated the same (Purchase/Sell) and all grown items would be treated the same (Production Orders)

    less than 1% would need this special handling and I think the internal transfer is a great solution

    Best

    Mark

    ------------------------------
    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
    ------------------------------

    Academy - Online Interactive Learning from Experts


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