How is a product configurator item considered in MRP (e.g. for safety stock)?

  • 6 December 2021
  • 3 replies

Hi there,

a customer of us wants to have configurable articles. He also has variants of his articles which are machines. So each variant of a series can have configurations which are only decided on while producing the product. 

Now, I was wondering what happens if I use such a configuration article for MRP, e.g. since I want to have a safety stock of 10 machines. Will the MRP only consider the BOM part oder will it suggest to buy/ build the whole configuration possibilities? 

Or before clicking on order in the MRP screen, do I need to configure the article and then one type of configured article will be planned with 10 pieces? 

The question then is, how will acumatica know that I have this concrete instance 10 times in my stock and not the other possible variations? (machines with other configurations)


I assume that it is not foreseen that acumatica works with configurations in stock? 


Thank you very much in advance.

Best Wishes




Best answer by dgodsill97 13 December 2021, 18:20

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For configure to order items it is common to use a planning bill of material which specifies all of the standard parts as well as the percentage of each option expected to be selected.  For example, feature A has 3 options O1, O2, and O3.  50% of of the customer order Q1, 30% O2, and 20% O3.  Periodically, you would revise these percentages based on the ordering pattern.


As far as stocking configured products, assuming you are using lot/serial tracking, you would need to store the configuration results id somewhere when the unit is being received into stock so the unit could be identified later. There is a GITHUB package that allows the entry of attributes for the lot/serial number.  Each configuration results ID (multiple tables) have the link to the sales and production ID’s.



Thank you very much for your answer. 

Is there any explanation in the acumatica help / documentation where it is explained how to make up a planning bill of material with the percentage allocation? I am a little bit lost how to configure it in the system :D 

I know there is a action to make a BOM a planning bom in the BOM screen, however, it does not do anything after clicking on this setting planning bom action button.

Moreover, I do not see the feature where I can enter the percentages for the forecast of the configuration options.

The github package sounds like a custom development? Is there any ambition by acumatica to include this feature in the core?

Thanks :)



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Are you a partner or an end user and where are you located?  If you are a partner, then Acumatica can assist; for an end user, your partner can assist. 

A planning bill is not different than any other bill.  As long as decimals are allowed for quantities you can enter a % as .2 for 20% etc.  All the make planning bill does is update the default planning bill id on the Stock Item and/or Item Warehouse Details.  MRP automatically uses the default planning bill if present and if not the default bill from the Item Warehouse Details.

You would have to ask Acumatica about attribute on lot/serial records.  The GITHUB package has been used by multiple customers.


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