Yes, I agree with your analysis, but when looking at the Detail Inquiry for other items on the MRP Display above there doesn’t seem to be a clear reason why some are Safety Stock and others are Production Material. Both of the items below have demand which will pull the quantity below the safety stock level and one appears as Safety Stock and the other as Production Material on the display. We’re really trying to understand why the difference so we can either adjust our preferences and / or parameters so that we use the results appropriately.Thanks!
RE: It would be helpful to be able to set this at the item class level so you would not have to worry about it on every single stock item. You can use a generic inquiry to update this at the item class level. Select or create an inquiry that includes the field(s) which you want to update globally by Item Class. On the “Entry Point” tab check the box next to “Enable Mass Record Update”. A new tab will appear called “Mass Update Fields”. Add Group Planning (and other fields as needed). In the inquiry there should now be an “Actions” drop down where you can select Update or Update All. Group Planning can be selected in the pop up window and the Value entered. (Test on one or two parts initially….)Hope this helps..
Thanks Naveen B! I added the financial period Start Date to the GI and used that instead of Fin Date as the timeline field in the KPI setup and it is now returning data as expected.
Attached is the xml - thanks!
We recently upgraded from 2020 R1 to 2021 R1 which cleared and reset the active users list. Since that, the list no longer shows multiple logins from the same user so it may have been the system version we were using. Thanks for all the replies and suggestions.
Thanks! I ran Validate Inventory and the availability fields updated….
Lot control is not needed - we don’t do lot control either. The lot size is on the Stock Items Manufacturing tab under the Replenishments section. You can also set the lot size on the vendor details tab in the event that you order from more than one vendor and their lot sizes vary.
Have you tried setting the lot size to the units in a case? ie. Case of 24 items would have lot size of 24. The replenishment quantity will be upped to the next multiple of 24 which will be a full case.
Just an additional note - any inventory item with a BOM can be used as a phantom depending on the application or can be used as a traditional stocked item. This was an adjustment for us as our prior ERP required the item itself to be designated as a phantom. In Acumatica the use as a phantom is specified on the BOM (or configuration if you are using the configurator module). We now can use the same part and BOM both to build for stock and to blow thru as a phantom.
Do you need to have separate work orders for each sub-assembly? If not you can accomplish this by putting the sub-assembly(s) on the BOM for the finished good with a material type of “Phantom” instead of “Regular” and set Phantom Routing to “Before”. (We backflush all labor and materials.) When the work order is created there will be an “operation” for each phantom (with the associated parts and labor) and for the finished good. We do a Move for the final operation and all the prior sub-assembly parts and labor are pulled into the finished good.We like the ease of a single step for the Move and fewer work orders in the queue. Hope this helps!
Adding a dashboard as the default didn’t work for me either until I went back into the profile and added the default branch and default warehouse. We only have one branch and warehouse but I added them anyway and once I did the dashboard is my default screen upon login.
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