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Unable to create a Shipment for Item when it was manufactured with a linked Production Order in a Warehouse different than the Sales Order Line

  • 16 May 2024
  • 3 replies
  • 65 views

Set up:

  1. Client has 2 warehouses, MAIN and NRD
  2. All orders are shipped from MAIN, no exceptions.
  3. Certain Items are manufactured in NRD.
  4. Sales Order Lines are always created for the MAIN warehouse
  5. Sales Order Line Item is Marked for Production

Workflow

  1. Production Manager (PM) creates MFG Work Order (WO)
  2. The new WO has MAIN warehouse, copied from the linked SO
  3. PM decides if the Item needs to be produced in NRD
  4. PM changes the WO warehouse to NRD
  5. System prompts the user if the SO Line should be changed to NRD
  6. PM selects NO (see step #11)
  7. At this point the WO is pointing to NRD and the SO Line to MAIN
  8. WO is completed
  9. Item is transported from NRD to MAIN and a 1-Step Inventory Transfer is released.
  10. Issue:
    1. The shipping team does not have visibility since the Order is not included in the Process Order screen SO501000 so Shipments are being missed
    2. If user opens SO to create Shipment:

 

 

 

    1. Error persists even after:
      1. User unlinks the WO from the SO Line
      2. User unchecks the Mark for Production in the SO Line
      3. User allocates items from MAIN
    2. The SO Line is stuck in “SO to Production” Allocation Type.
  2. If PM answers YES in step #6 above, the warehouse is changed to NRD. The Order will get stuck if they change warehouse back to MAIN after step #9.

What options do we have in this scenario?

 

3 replies

P
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@gpineda64 We recognize this gap when production and sales order warehouse do not match. 
Please try this work around, if it works for you:

1. Create the Sales Order for Main warehouse at the line level and Line Details, and also select Mark for Production.

2. From the Sales Order, create the Production Order but for the second warehouse NRD, and say NO when prompted change warehouse for the SO line. 

3. Then complete the Production Order in NRD warehouse.

4. Go back to the Sales Order and see there's no link to the Production Order in Line Details, the system doesn't create link to Move /auto allocate where goods were produced because warehouse in Production Order and SO are different. 

If you try and select Allocate and change the warehouse to NRD, user will get an error about the SupplyPlanID.

5. So maintain the SO Line item by unselecting Mark for Production and re-type the order quantity and resave the Order.

6. Then go back to Line Details, now select Allocated again change the Warehouse to NRD and also select the Serial here.

7. Lastly create a Transfer Order and transfer the serial item from NRD warehouse to the Main warehouse.

 

Another suggested process for handling this flow:


If none of these workaround's work, please submit the support request for further assistance.

G
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@PragatiMalviya64 

Thanks for the information. The workaround allows the creation of the Shipment, but the users are expressing frustration since they have to do this several times a day. The obsolete client-based legacy system that they replaced with Acumatica used to handle these types of transactions automatically. We are researching a possible customization to streamline the process. To complicate to issue, they use the same warehouse mix for Purchase to Order POs, which are received in NRD and shipped from MAIN. The SO Lines cannot be shipped while they are still linked to a PO, so they must be unlinked and allocated in the same way as Production Orders.
We will need a comprehensive solution for both cases. 
Thanks again.

angierowley75
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Userlevel 7
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I would recommend you create an Idea on Communities so Product Management can capture Use Cases and gage the level of demand for this functionality to prioritize on the roadmap accordingly.

If I have helped you, please ~ *Like* my post. If I have provided an answer to your question, please mark it as *Best Answer* . Thank you!

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