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[Malachy Rafferty]

hi

this probably will sound like a strange requirement, but here goes

we produce item FG from parts A, B and C and put FG into Storage

Customer Z orders A, B and C and needs to be dispatched and invoiced A,B and C, but expects to get FG

Due to the time constraints of production of FG and the SLA on sales order to delivery we cant wait to get a sales order from Customer Z before we produce FG hence the make to storage.

Has anyone encountered a similar requirement to this before and come up with a clean solution?

any input appreciated 

m

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Malachy Rafferty
IT Systems and Project manager
Westland Horticulture.com
Dungannon
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[Glenn Linaa]

Hi Malachy.
I am not sure I understand your scenario. 

Leadtime to customer < manufacturing time leads to storage of FG. But your FG is sold as A+B+C with individual prices.

Suggested solution if I understand your requirement.

On your sales order line you type in the FG item. Then you use the ‘Explode BOM’ on the line. This is standard in AX and is done from the line. 
When you have done that your sales order has removed the quantity of the original line and inserted the BOM lines.
What you need to do manually (can be done automatically by relative simple modifications) is to create a BOM journal that takes -FG and creates +A +B +C receipts that you then reserve on your sales order line. 

Hope this can be used.

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Glenn Linaa
Tasklet Factory Mobile WMS
Aalborg, Denmark
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[Malachy Rafferty]

hi Glen

yes i think you understand the scenario correctly 

I have looked at exploded bom, and i understand your proposal on a bom journal for stock reservation, but as the items are assembled and stored as FG at the warehouse, we must release work to pick FG otherwise the work will be generated for A,B and C which we do also sell individually!

how could we achieve that?

mal

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Malachy Rafferty
IT Systems and Project manager
Westland Horticulture.com
Dungannon
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[Glenn Linaa]

It sounds like You use a 2012 R3 or 365. ��

——Original Message——

hi Glen

yes i think you understand the scenario correctly 

I have looked at exploded bom, and i understand your proposal on a bom journal for stock reservation, but as the items are assembled and stored as FG at the warehouse, we must release work to pick FG otherwise the work will be generated for A,B and C which we do also sell individually!

how could we achieve that?

mal

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Malachy Rafferty
IT Systems and Project manager
Westland Horticulture.com
Dungannon
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[Malachy Rafferty]

yes on 365

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Malachy Rafferty
IT Systems and Project manager
Westland Horticulture.com
Dungannon
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[Glenn Linaa]

Hi Malachy.
Could you clear a thing for me. 

You sell A, B and C individually but when a customer orders A+B+C, the customer expects to get FG. And due to the leadtime of FG you have to stock.

To only standard solution I can think of is to use project where you pick FG but invoices A+B+C. 

Best regards

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Glenn Linaa
Tasklet Factory Mobile WMS
Aalborg, Denmark
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[Glenn Linaa]

Have you looked at retail kits? I have not myself tried this just yet. It seems similar to BOM explosion. 

As I understand your scenario, your customer orders A+B+C and are invoiced accordingly. But the catch is that they are receiving FG and you need to create a work order to pick FG. 

It seems like your document flow is detached from the physical flow. 

Best regards

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Glenn Linaa
Tasklet Factory Mobile WMS
Aalborg, Denmark
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[Malachy Rafferty]

apols Glen, i missed this comment “You sell A, B and C individually but when a customer orders A+B+C, the customer expects to get FG. And due to the leadtime of FG you have to stock.
To only standard solution I can think of is to use project where you pick FG but invoices A+B+C.”

not sure what you mean by use project to pick FG? do you mean the project module in ax?

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Malachy Rafferty
IT Systems and Project manager
Westland Horticulture.com
Dungannon
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[Glenn Linaa]

Hi Malachy.
No worries 🙂

Yes I mean project management. It is simply because I read your requirement as two detached flows. First flow is toward your customer with A+B+C informations. The other flow is the physical flow of FG. This you can do in project management where you make an invoice based on different informations than your sales order. I am not saying it is pretty, but that is at least one way of ‘getting there’. 🙂

Best regards

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Glenn Linaa
Tasklet Factory Mobile WMS
Aalborg, Denmark
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[Malachy Rafferty]

thanks Glen, ill have a looks to see what i can come up with

i dont think any solution will be pretty 🙂

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Malachy Rafferty
IT Systems and Project manager
Westland Horticulture.com
Dungannon
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[Colby Gallagher]

As Glenn suggested, retail kits might work if they played nice with WHS, but they don’t.  They just post a BOM journal and fail with no location on WHS enabled items.   Also, they don’t generate any work.  

We’ve done kitting a few different ways, what you are describing is a product limitation as far as I have seen.  I’m doing a presentation on kitting at Summit in hopes of highlighting this to MSFT, as your request is common at our clients.   

If your customer must order A/B/C and see A/B/C on the packing slip / invoice, could you consider putting this “FG” inventory into stock as A/B/C but with a different inventory status?  Then have this customer order with that status, either by default or some type of process to ensure the correct inventory status is placed on the SO line?  You’d lose the ability to capture any cost of the conversion from A/B/C into FG, but you would still be able to create work and invoice at the A/B/C item number.  You’ll also need to have a process to ensure that these SO’s don’t partially release, you only want to create work when all three items are available and reserved. 

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Colby Gallagher
Manufacturing Systems Consultant
Agility Business Solutions
Brecksville OH
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[Malachy Rafferty]

thanks folks for the input, and confirming what i expected really – that nothing in std ax will create a nice solution here

Colby, its actually reassuring to hear we are not the only company with such a process! maybe we are not so crazy after all 🙂

keep us updated if anything gets through to MSFT for development!

mal

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Malachy Rafferty
IT Systems and Project manager
Westland Horticulture.com
Dungannon
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[Tony Zeigler]

?If you need to run down the mod route – I’d mod the documents. Identify the best place to add a flag that indicates when you explode the bom on the document, then add custom logic to the Dataprovider classes that support the reports to translate the FG rows instead the A B and C rows for the report, when the flag is detected.

I’d suggest the flag be on either the item, or the custvendexternalitem.

Keeping the mod on the report classes like this should limit any problems to the reports.

Your sales orders would just contain lines for FG in the correct FG qty, and you’d want to add a trade agreement for FG that matches the pricing total for all 3, and a BOM that details how to break them apart.

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Tony Zeigler
Senior Consultant
Strategic Solutions NW, LLC
Beaverton OR
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[Bart Couvreur]

Hi all,

This idea on Microsoft ideas website might be helpful.
They give you the opportunity to vote on the idea as well.
We encouraged others in our organisation to do so as well.
Here’s the link:
Kitting – picking, packing and returning (composition and decomposition).

Experience Dynamics 365		remove preview
Kitting – picking, packing and returning (composition and decomposition). Improve Kitting in WMS module. In sale orders when we selling Items for e.g. furniture (cabinet, wardrobe) which is The Set with different parts. Sometimes this parts are already half-completed in packages (like IKEA). We sale one Item, but different parts/SKU are in different places. View this on Experience Dynamics 365 >

https://experience.dynamics.com/ideas/idea/?ideaid=4443ef58-a7d6-e711-80c0-00155d7cb38d

Cheers,

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Bart Couvreur
ERP Manager
NHP Electrical Engineering Products Pty Ltd
Richmond
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