I am having a Sales Order here and wonder how to generate a Purchase Order & Manufacturing Order automatically based on that. For now it seems I would need to make a PO/MO 'by hand' but I think there must be an automated workflow for such a situation (why would you use an ERP system if you needed to do anything separated from each other)
have read a hint about 'Create Tasks on SO'but seems like I am at the 'will it be available for v7 any time?' point again
To have a PO automatically after validation of the sales order you must configure the product as follows: - Procurement Method = Make to order - Supply Method = buy - And you must specify the supplier in the product form.
To have a MO automatically after validation of the sales order you must configure the product as follows: -Procurement Method = Make to order - Supply Method = Manufacture - And you must specify the product BOM.
Automatic procurement happens with the correct configuration of
Procurement Method and
Supply Method and with complete information on minimum stock rules, suppliers, bills of materials, etc.
You have to set the field
Procurement Method of the product to
Make to Order or setup minimum stock rules for
Make to Stock products to get RFQ's (which you can confirm into PO's) created for items with a
Supply Method of BUY.
You need to setup a BILL OF MATERIALS for items with a
Supply Method of MANUFACTURE to get MO's generated automatically.
Then, you run the Scheduler, or install Just in Time.
If there are any exception in automatic procurement, then you see them in menu "Warehouse / Schedulers / Procurement Exceptions".
Something commonly overlooked is that Items you BUY must have a SUPPLIER with an ADDRESS set or no RFQ will be generated.
I had the problem that my MO we're not created and it was only a configuration problem!
Here's what I did : go in the menu
Manufacturing and then in the sub-section
Planning, you must have
Generate procurement in real time checked! For the next order, it will create your MO with all the rules you've defined.
For the orders that you've already defined but there was no MO associated, go in the menu
Procurement Exception. Delete the default filter in the search box and you should be able to see the last order you have created! Go in it and you just have to click Run Procurement and then your MO is created!
Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!
About This Community
|Asked: 4/7/13, 2:00 PM|
|Seen: 17415 times|
|Last updated: 3/22/16, 5:44 PM|