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Topic:   Creating PO from Shortages
By: ScottPosted on: Jan 16 2020 at 06:46:32 PM
I have 3 work orders, each with parts from one vendor. I choose YES to purchase (check box) but when I create a new PO, I only get the parts from the first 2 work orders. Please help as I'd like to have several work orders and que PO's of all the parts at one time.
Thanks,
Scott

By: SupportPosted on: Jan 17 2020 at 03:52:13 AM
Hello Scott. It should work as you expect.

This '3rd' work order that isn't being included - what 'state' is that in? I mean is it Created or Allocated or Issued/WIP ?

By: ScottPosted on: Jan 17 2020 at 02:54:11 PM
Is shows allocated. The thing is....when I check all the boxes, they're then all checked. Then I check all the boxes in the next work order and then the 3rd work order. When I go back to the first work order, several of the boxes are no longer checked. (I did click the save button)
Scott

By: ScottPosted on: Jan 17 2020 at 02:54:12 PM
Is shows allocated. The thing is....when I check all the boxes, they're then all checked. Then I check all the boxes in the next work order and then the 3rd work order. When I go back to the first work order, several of the boxes are no longer checked. (I did click the save button)
Scott

By: GuestPosted on: Jan 18 2020 at 05:36:21 AM
Scott. Sounds like you're using the Work Order 'Show Shortages' option. Personally I wouldn't use that for identifying things to buy. I think that's really just good for answering the question "Can I build this WO now Yes/No". It's not really good for forecasting/ordering.

The reason it's not good is beause when you're getting shortages for one Work Order the report isn't taking other work orders into consideration. Lets say you have a common component and you have a quantity of, say, 10 of those on the shelf. WorkOrder_001 requires 8 of them. You have 10 on the shelf so no shortage. WorkOrder_002 requires 5 of them. Also no shortage. If youwant to build ONE of those work orders now you'll have no problem. The problem only occurs if you build 'Both' work orders.

The only way to do this properly is in the 'Reports' menu (See the reports button in the menu bar on the left) Then open the shortage snapshot or shortage forecast report. These reports look at ALL of your current work orders at the same time.

By: MikeUPosted on: May 8 2020 at 10:01:07 PM
I am interested in creating a PO from shortages. It seems that you have note which vendors are listed and then create a PO for each vendor manually. Is there a way to automate this process? I have used parts and vendors and you could do this with 1 button press.

By: SupportPosted on: May 10 2020 at 06:41:18 AM
We'd rather not create a load of purchase orders automatically.

But I do agree we could improve the way it works - currently when you go to create a new purchase order we show a list of ALL vendors. But we should add an option to filter the list to only those vendors which have items waiting to be ordered.


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