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NAV 2015 dropshipment need to change UOM and item number before it goes to customer

  • 1.  NAV 2015 dropshipment need to change UOM and item number before it goes to customer

    GOLD CONTRIBUTOR
    Posted 26 days ago
    Hello everyone,

    I have been presented with the following predicament:  We have ordered a quantity of product under its normal item number as part of a drop shipment.   The customer has now stated that they will only take it if we change the item number and covert it to cases rather than eaches.

    What is the least painful way to make such a change since the order was already placed with the overseas factories?

    We are running NAV 2015.

    Basically we need to somehow convert 5000 pcs of product A into 1250 cases of product B on a drop shipment that is already in process.

    Thank you in advance!


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    Steven Hoag
    I.T. Manager
    Fashion Angels Enterprises, LLC
    Milwaukee WI
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: NAV 2015 dropshipment need to change UOM and item number before it goes to customer

    Posted 26 days ago
    Here is my suggestion. Since this is a drop shipment, the Sales Order is already associated to the Purchase order. To break the link you have to move the status on the Sales Order to "Open" then delete the Purchase Order in it's entirety. Add the additional UOM to the item. Case = 12 Each. Then create a new sales line with the new UOM. Generate a new PO and send a not to the supplier that the order number has changed. You may need to change the packing instructions. Let your customer be your guide. Let us know how it works out. Remember.......... try everything in "Test". When you're satisfied, replicate in Live.

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    Alfredo Zelaya
    Sr. Systems Analyst
    Megadyne Americas LLC
    Fairfield NJ
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: NAV 2015 dropshipment need to change UOM and item number before it goes to customer

    SILVER CONTRIBUTOR
    Posted 26 days ago
    That should work yes. The customer is also asking for their Item Number to be used? To do that, use the Cross References on the either the Item Card or Item Listing Page under the NAVIGATE ribbon to set that up. We use the Customer No as the Cross-Reference Type No. Then you can choose the new UoM created as Alfredo mentioned.

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    Michael Turner
    Arizona Industrial Hardware
    Chandler AZ
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: NAV 2015 dropshipment need to change UOM and item number before it goes to customer

    Posted 26 days ago
    ​Am I suggesting that you look at the Item cross reference for the customer type.  This is on the sales item line. You have to setup the CASE unit of measure then you can use your CASE unit of measure while still keeping the base as EA.  Within your system the item remains the same (EA) while the documentation to the customer is formatted however you chose as far as the unit of measure.  The only thing in your way would be the customization of your user documents for shipping and billing purposes.
    I have used the Unit of measure functionality and it works.  I have used the cross reference very little but again is related to your documents.

    You can use manufacturing to convert or change items but I would not recommend it in that it is a large number of transactions and does not seem to make sense in a drop ship situation.

    Good luck

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    Curt Lambert
    GMi Companies
    Lebanon OH
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    Academy - Online Interactive Learning from Experts


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