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[Mark Yankovich]

How can a packing slip that is not related to a sales order be generated?  We have production orders that have routing lines which are subcontracted for outside processing.  The material is in WIP and needs shipped to the vendor.  All works fine from a planning, PO generation and execution perspective.  The only thing that we haven’t been able to do is produce a packing slip for delivery to the vendor.

How are you accomplishing this?

Thanks for you time to help us.

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Mark Yankovich
Allegheny Bradford Corporation
PA
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[Joseph Hurylovich]

Good morning Mark,

I hope this message finds you well. You have to preform a Periodic Transfer in order to Take the materials required and move them to the vendor location. Prerequisite set ups required will be a Warehouse Location Named after the Vendor, along with service item attachment to the Bill of Material identifying the Vendor account number along with a routing step that also shows it to be a vendor type operation. The periodic transfer process will be to pick, pack and ship the goods to an IN transit location and at that point you should be capable of Printing your pick list and Bill of Lading for the goods transferring to the vendor location. It is critical for the Vendor to notify you when the goods are received at their facility so that you can “Receive” the transfer into their warehouse location taking those materials out of the IN-transit location. Please reach out to me should you have any further questions or need additional guidance. Regards to the Team over at ABC! 

Regards

-Joe

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Joseph Hurylovich
Owner/Sr. Mfg Consultant
5702363460
North Haven PA
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[Mark Yankovich]

Good morning Joe!

The path you illustrate is what we have learned as well and seems a lot to manage for the sake of a packing slip.  Although it does provide visibility we currently do not have.  It may just be living through ‘change’.  We had hoped to find out that there was a simpler way ‘if’ completely using AX, but your reply supports that there most likely isn’t.

We are well, thank you.  Hope this reply finds you well too!

Good to hear from you.  I will let our team know you responded.

Thank you.

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Mark Yankovich
Allegheny Bradford Corporation
PA
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[Debbie Parod]

Mark:

Your original e-mail said that your materials were already issued to WIP and that your system generates the subcontract PO automatically?
We do substantial amounts of subcontract work also with automatic issue of material to WIP and an automatic issuance of a PO, to the value added vendor, for service related to work on our components.

We use the PO confirmation process as a packing list for the vendor.  In other words when the work order process creates the PO, including inclusion of subcontract on the route card, the material is triggered to be transferred to our shipping department.  The shipping department confirms the quantity of the components, confirms the PO, then they print the PO confirmation generated and include it in the package with the components to be worked as a “packing slip.” When the vendor returns the product, the receiving on the PO is registered, the transaction posts back to the work order and then our manufacturing floor and route card process sees the work order is ready to continue.

The downside to the purchase order flow is in quantity. If the PO is issued for 100 pieces and only 95 are returned by the vendor, a negative line needs to be issued to the subcontract PO to clear the full PO from A/P liability so the vendor is not paid for work not returned or if the missing quantity is delayed but will still be coming the PO needs to be held open for the remaining quantity.  Also on the work order side if the remaining quantity is a write off the work order needs to be updated to “scrap” the missing quantity so that the work order is reported as finished correctly for what is actually received.

We use a Power BI report to review open confirmed subcontract POs as another tool to make sure we stay on track with activity.  Inventory values remain in WIP in this process but it eliminates keying of transfer orders both outgoing and incoming.

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Debbie Parod
Controller
Montana Silversmiths
Columbus MT
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[Mark Yankovich]

Debbie,

Thank you for your response and the detail of how Montana Silversmiths are accomplishing this.  This will help us.  The responses are being forwarded to the group working on this.

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Mark Yankovich
Allegheny Bradford Corporation
PA
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