I want to review this process that was provided to us by an email about a year ago for creating outsourcing PO’s. We’re seeing an issue with Step #4 from the below instructions:
What we’re noticing is that only 1 of the line items are being relieved on the Outsource PO when the Build to Stock Work Order is closed… Notice how Line Item #2 is still set to “OPEN” status. Because of this, the PO is still considered open and we’re not sure how to close it…
Below is the case in question.
Build to Stock Work order 4571.1 : (order/AE4571.1/view)
Outsource Purchase Order 4412.1: (/purchaseorder/4366/view)
Can you confirm that step #4 below works when you have multiple line items on the outsource PO?
***** Instructions provided per Support Request - Cetec ERP [#036653]**
1. Create the Prcpart for your finished cables as a BOM. Add the connector part to the cable BOM. Next, enter a “build-to-stock” work order for the Cables.
2. “Pick” the connectors out of stock onto the build-to-stock work order.
3. Attach an outsource PO to the build-to-stock work order.
-type in the part number of the cables you’re sourcing (should be the exact same part number that you have on the build-to-stock work order)
-type in the unit cost of the service the contractor is providing, the dock date, etc. - make sure this is at the discounted price.
-click the “lock to qty” button to lock the qty he is servicing to match the quantity on your customer sales order
-type in the vendor you’re buying the contract assembly service from
-click submit to issue the outsource PO; this will create a non-inventory “service” PO and link it to the customer sales order line item.
(this will generate A/P with that vendor ultimately…)
-here’s a video tutorial on outsourcing. It uses the example of a build-to-stock work order; but, the same concepts apply to end-customer work orders - [https://vimeo.com/223298144
4. Complete/receive the build-to-stock work order
-when the finished cables get back to you, complete/receive the build-to-stock work order linked to the outsource PO.
-this will ultimately relieve the connectors from stock and increase the finished cables into finished product stock.