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Transfer Orders and Planning Worksheet

  • 1.  Transfer Orders and Planning Worksheet

    GOLD CONTRIBUTOR
    Posted 28 days ago
    Good Morning!
    I need some suggestions.  We are a manufacturing plant with 3 other sub plants producing items.  So let me give you an example of the current situation and then what they want to do:

    Shirt 1 is produced and shipped from Whse Air.  In order to make demand, another plant CHAR is also producing this same garment and we are doing transfers for both Finished goods and raw components.  The planning worksheet shows these transfers so the planner and the buyers can see what is going on.


    Yesterday they came to me and stated they now want this:
    CHAR plant to produce shirt 1 (which they have been doing)
    FLNT plant to start producing Shirt 1 (which would be a new item for them and another transfer for both Finish and raw goods).
    Whse Air will not be producing as far as I know.  These garments ship from this plant so I need to transfer in the finished goods and transfer out the raw components to both CHAR and FLNT.

    Is there a way to set up 2 transfers per item card or do I need to pick sizes and go that route?  Say all XS-M go to CHAR and L - 3XL go to FLNT?
    My problem with this is they want to run at certain rates and with sizes being divided this way - I might not be able to stay within the monthly delivery dates.

    Suggestions?

    ------------------------------
    Robin Mitschke
    Manufacturing ERP Manager
    PECKHAM, INC
    Lansing MI
    ------------------------------


  • 2.  RE: Transfer Orders and Planning Worksheet

    NAVUG ALL STAR
    Posted 28 days ago
    Robin,

    Hello. I have to ask you a question before I begin... Are you using base NAV or BC? If not, are you employing an Apparel ISV addon, like Pebblestone? Base NAV/BC has Variants, which can define your Sizes, one dimensionally, meaning if you need to add color that will not work easily. With Variants you cannot define the Stockkeeping Unit, by Variant, and define what is a Transfer vs. Purchase vs. Prod. Order vs. Assembly. This would be a standard solution by setting up your Sizes as Variants and then creating Stockkeeping Units by Location & Variant.

    If you are looking to expand the Size to include Color or Style or both, I would defer to the ISV Addon, like a Pebblestone, to answer the question.

    I hope this helps and if you need a link to Pebblestone I added it below: https://www.k3software.com/

    Thanks,
    Steve

    ------------------------------
    Steven Chinsky
    Manager
    Wipfli
    Mansfield MA
    NAVUG/BC Programming Committee Member
    NAVUG All-Star, Granite Award Recipient, MCP, DCMP
    ------------------------------



  • 3.  RE: Transfer Orders and Planning Worksheet

    GOLD CONTRIBUTOR
    Posted 28 days ago
    We are currently running NAV 2016 with no add-on except for Insight works WMS.  The SKU card is set up with Whse Air as the transfer and either CHAR or FLNT as the PROD.  And as far as I can tell I'm only allowed 1 of these set ups.  Does this help?  We do not use variants.  Our planner and buyers use the planning worksheet.

    ------------------------------
    Robin Mitschke
    Manufacturing ERP Manager
    PECKHAM, INC
    Lansing MI
    ------------------------------



  • 4.  RE: Transfer Orders and Planning Worksheet

    NAVUG ALL STAR
    Posted 28 days ago
    Robin,

    You noted that you want to define the Size to designate the Transfer or Prod. Order. How are you doing Size today or is this the new request? So you Stockkeeping Unit Card looks like this:

    You select the one you want per Location, yes? You would need to setup the Sizes as Variants to meet the requirement so the screen list will look like this:


    I can update the Replenishment to Transfer on the ones I need and Prod. Order on others. Now I have an Item, by Size, by Location defined for Replenishment.

    Hope this helps.
    Steve

    ------------------------------
    Steven Chinsky
    Manager
    Wipfli
    Mansfield MA
    NAVUG/BC Programming Committee Member
    NAVUG All-Star, Granite Award Recipient, MCP, DCMP
    ------------------------------



  • 5.  RE: Transfer Orders and Planning Worksheet

    GOLD CONTRIBUTOR
    Posted 28 days ago
    I've attached the 2 sku's.  Color has nothing to do with it.  I'm making a shirt size 2xl through XS.  What I've done in the past is assigned certain sizes to each plant.  But since I don't know the delivery schedule at this point, I could assign a size to a plant and then they are unable to produce enough per month to keep up and not fall behind.  I'm unable to move this size to the other plant because I can't have 2 transfers on that size.  How do I get around this?
    Example:
    Shirt Size Large assigned to CHAR - SKU for WHSE AIR is Transfer, SKU for CHAR is Prod Order.
    Delivery order for February comes in 50,000 due in the month
    CHAR can produce 2,000 per day and are working 6 days per week per the month
    Their total for the month is 48,000 shirts.  I'm 2,000 shirts short of making my delivery.
    FlNT on the other hand has open time and could do these shirts but I can't do a transfer SKU for them because the PROD is set up for CHAR.
    If I release an order for them, the planning worksheet and associated components are not seen by the worksheet.  It'll tell me to cancel these items.
    WHSE Air is where all goods ship from.
    This is so hard to explain.

    ------------------------------
    Robin Mitschke
    Manufacturing ERP Manager
    PECKHAM, INC
    Lansing MI
    ------------------------------



  • 6.  RE: Transfer Orders and Planning Worksheet

    TOP CONTRIBUTOR
    Posted 27 days ago
    So you can use the planning flexibility on the transfer order and production order and also set the location on the production order and components that you make for the FINT site.  by doing this planning will not cancel those orders and it will know the materials are needed for the order in FINT due to the location used on the order.
    You will need to do some manual ordering and scheduling as you are right you can't set the SKU's to be as flexible as you want them to be.
    It might be a better discussion via team as it appears there is quite a bit of complexity going on here that is hard to explain in an email.

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