Order Management System. What's new
← Version 1.37.20.0

The ability to use substitute items on assembly

Item edit page

Assembly item edit form-> BOM Table:

  • “Default” column:
    • checkbox column was added;
    • isn’t checked by default;
    • if no one checkbox is checked -> all BOMs are displayed on:
      • Sale order edit form;
      • Schedule Production -> View Item -> Reserve Inventory panel;
    • if some  checkboxes are checked -> only checked BOMs are displayed on:
      • Sale order edit form;
      • Schedule Production -> View Item -> Reserve Inventory panel;
    • if the item is checked as default -> “Substitute to” field is disabled for it;
  • “Substitute to” drop-down column:
    • was added;
    • is enabled only for the items which are not checked as default;
    • required:
      • for items that are not checked as default and when at least one another BOM is checked as default;
    • contains a list of items from BOM table which are checked as default;
  • Multiple column -> is hidden;
  • BOM Total:
    • logic is extended;
    • if no one BOM is checked as default -> totals are calculated based on all items in the datagrid;
    • if some BOMs are checked as default ->  totals are calculated based on default BOMs;
  • Example:
    • Item: Cups;
    • BOM 1: 
      • 0722 – Default;          
      • Substitute to -> empty and disabled;
    • BOM 2: 
      • 100 – not Default;     
      • Substitute to -> enable and contains: 0722, 1;
    • BOM 3: 
      • 0722 –  not Default;    
      • SubSubstitute to -> enable and contains: 0722, 1;
    • BOM 4: 
      • 1 – Default;    
      • Substitute to -> empty and disabled.

Sale Order edit form

  • If was added assembly item:
    • if all BOMs are not checked as default -> all BOMs are displayed;
    • if some BOMs are checked as default -> only checked BOMs are displayed;
  • if BOM was selected -> on Substitute item panel are displayed items only from:
    •  Item edit -> BOM table -> Substitute to column.

Assembly list

  • In Production:
    • was added new bucket;
    • order is displayed in the bucket if at list one Assembly item header in status “In Production”;
  • Received:
    • was added new bucket;
    • order is displayed in the bucket if all header items in status Received.

Schedule Production -> View Item -> Reserve Inventory panel

  • if was added assembly item:
    • if all BOMs are not checked as default -> are displayed all BOMs;
    • if some BOMs are checked as default -> are displayed only checked BOMs;
    • is possible to Add/Change BOM items;
  • Substitute items button:
    • was added;
    • if no one item is selected or selected processed items -> the button is disabled;
    • after clicking on the button -> the Substitute items pop-up is opened with the Substituted item;
  • Substitute items pop-up:
    • on Substitute item pop-up are displayed items from:
      •  Item edit -> BOM table -> Substitute to column:
        • if to the BOM linked Substitute items from different Assembly items -> on substitute pop-up are displayed all linked Substitute items;
    • each Substitute item contains:
      • Item Name;
      • Description;
      • Qty in Stock;
      • Cost;
      • Qty;
      • UOM;
    • Apply button:
      • after clicking on the button the selected substitute button, BOM is replaced;
  • Save & Process button:
    • logic is expanded;
    • after clicking on the button:
      • the selected actions are applied to all items in the datagrid (include substituted/related items);
      • the new related/substituted processed BOMs are added to the assembly order.

Assembly Order

  • Datagrid:

    • item become editable in line item statuses:
      • Pending PO;
      • PO In Process;
      • Ready to Production;
      • In Production;
    • Name:
      • become editable;
      • is required;
      • is possible to:
        • change BOM;
        • insert new item inside assembly group (like on SO using CTRL + Insert);
        • Delete/void BOM;
        • Delete/void Header;
      • if BOM has been added/changed:
        • Production Request is updated automatically;
        • The Sale order will not change;
    • Description:
      • was added pencil;
      • is possible to change the description;
      • add / edit note;
    • Ordered:
      • is required;
      • editable;
      • only numbers are allowed;
      • decimal field;
    • UOM:
      • is required;
      • drop-down;
      • contains the list of UOMs;
      • by default displays the default UOM;
    • Cost / Amount -> is readonly;
    • Received Qty:
      • displays if at list one header item has been received;
      • in the field displays received qty from related IR;
    • Setting;
      • a new column was added;
      • after clicking on the “Edit” link the Current Availability form is opened;
      • current availability works the same as on SO with the ability to make “Inventory Adjustment”;
    • Availability:
      • should be displayed item availability;
      • the same as on Sale order;
    • Status / Picked status:
      • logic does not change:
        • In production:
          • the new status was added to the header;
          • status is displayed if linked to the item Production Request has status In Production;
        • Completed:
          • the new status was added to the header;
          • status is displayed if linked to the item Production Request has status Completed;
  • Order note:
    • is possible to add note in statuses:
      • Pending PO;
      • In Process;
      • Ready to Production;
      • In Production;
      • Completed;
  • Substitute:
    • works the same as on production schedule -> View items;
  • Increase Header item:
    • if line item was increased -> after saving AO:
      • Current Availability is opened;
      • Once the action has been chosen -> action manager is opened like on SO:
        • “Increase QTY in AO”;
      • after clicking on the Continue button:
        • AO is closed;
        • Qty is increased in AO;
        • Qty is increased in Production Request;
        • Qty will not change in SO;
        • the log is created:
          • Date & Time;
          • Text: “[Item Name] qty increased from N to M”;
          • Reason: “reason text”;
          • User;
    • if qty was increased for an item in status Completed:
      • Once the action has been chosen -> action manager is opened like on SO:
        • “Increase QTY in AO”;
      • after clicking on the Continue button:
        • AO is closed;
        • Qty is increased in AO;
        • Qty is increased in Production Request;
        • Qty will not change in SO;
        • Production Qty is increased and production status is changed from Competed to In Production;
        • Production form is opened  and filtered by related Production Request or SO (if exists);
  • Increase BOM item:
    • if line item was increased -> after saving AO:
      • Current Availability is opened;
      • Once the action has been chosen -> action manager is opened like on SO:
        • “Increase QTY in AO”;
      • after clicking on the Continue button:
        • AO is closed;
        • Qty is increased in AO;
        • Qty is increased in Production Request;
        • Qty will not change in SO;
        • PO Request is created (if needed);
        • the log is created:
          • Date & Time;
          • Text: “[Item Name] qty increased from N to M”;
          • Reason: “reason text”;
          • User;
  • Decrease header:
    • if the header was fully received/Partially received -> if the user enters value less than receive qty -> the validation is displayed: “Must be greater than N”:
      • N – received qty;
    • if the item was decreased -> after saving AO:
      • action manager is opened:
        • If Item has linked PO / SO:
          • Unlink  PO & decrease Item Qty from SO:
            • if the option is selected:
              • decreased qty will be unlinked from PO;
              • decreased qty will be decreased from SO;
          • Unlink PO & Unreserve Qty from SO:
            • if the option is selected:
              • decreased qty will be unlinked from PO;
              • decreased qty will be partially/Fully  unreserved from SO;
        • If Item has linked SO:
          • Decrease Item Qty from SO:
            • if the option is selected -> decreased qty will be decreased from SO;
          • Unreserve Qty from SO:
            • if the option is selected -> decreased qty will be partially/Fully  unreserved from SO;
        • If Item has linked PO:
          • Unlink qty from related PO;
        • If Item has no linked PO or SO:
          • Unreserve decreased Item Qty to Stock;
        • If the item has linked IR:
          • “Allow decrease Item Receipt” checkbox:
            • is displayed if decreased qty has linked IR which is not used;
            • is required;
            • isn’t checked by default;
            • if the checkbox is checked: Qty is decreased  in IR (if exist and Items are not used by any SO/Invoice/Adjustment/Vendor credit);
            • if used: IR -> is displayed in blocking Objects and the Continue button is disabled;
        • Connected Objects -> displays linked PO,  SO, IR;
        • once reason has been added -> after clicking on the Continue button:
          • AO is closed;
          • Qty is decreased in AO
          • Qty is decreased in Production Request
          • Qty is decreased  in SO (if exists)
          • Qty is decreased  in PO (if exists)
          • Qty is decreased  in IR (if exists and not used) 
          • the log is created:
            • Date & Time;
            • Text: “[Item Name] qty decreased from N to M”;
            • Reason: “reason text”;
            • User;
  • Void / Delete header:
    • if the header item was voided -> action manager is opened (same as on the SO):
      • If BOM  Item has linked PO / SO:
        • action is displayed: 
          • Unlink PO & Unreserve item qty from Linked SO;
      • If BOM  Item has only linked PO:
        • action is displayed:
          • Unlink qty from related PO;
      • If BOM  Item has only linked SO:
        • action is displayed:
          • Unreserve item qty from Linked SO;
      • If BOM Item has no linked PO or SO:
        • Unreserve Item Qty to Stock;
      • Connected Objects -> displays linked PO,  SO, IR:
      • once reason has been added -> after clicking on the Continue button:
        • AO is closed;
        • header with all BOM will be voided in AO;
        • header with all BOM will be unreserve on SO (if exist);
        • BOMs will be unlinked from all POs (if exist);
        • Production Request will be deleted;
        • the header will be unlinked from IR (if exist);
        • the log is created:
          • Date & Time;
          • Text: “[Item Name] was voided”;
          • Reason: “reason text”;
          • User;
  • Delete / Decrease  BOM:
    • if line item was deleted -> after saving AO:
      • action manager is opened:
        • If Item has linked PO:
          • Unlink qty from related PO;
        • If Item has no linked PO or SO:
          • Unallocate Item Qty to Stock;
        • Connected Objects -> displays linked PO & SO;
        • once reason has been added -> after clicking on the Continue button:
          • AO is closed;
          • item is deleted/decreased  from AO;
          • item is deleted/decreased from Production Request;
          • item isn’t changed  in SO (if exists);
          • decreased/deleted Qty is unallocated  in PO (if exist);
          • the log is created for deleting:
            • Date & Time;
            • Text: “[Item Name] was deleted”;
            • Reason: “reason text”;
            • User;
          • the log is created for decreasing: 
            • Date & Time;
            • Text: “[Item Name] qty decreased from N to M”;
            • Reason: “reason text”;
            • User;
  • Void/Delete order:
    • after clicking on the void/delete button:
      • action manager is opened for void:
        • Void AO & Unallocate item Qty to stock;
      • action manager is opened for delete:
        • Delete AO & Unallocate item Qty to stock;
        • Connected Objects -> displays linked PO,  SO, IR;
        • once reason has been added -> after clicking on the Continue button:
          • AO is deleted/voided;
          • Production Request is deleted;
          • Qty is unreserve from SO (if exists);
          • Qty is unlinked from  PO (if exists);
          • order will be unlinked from IR (if exist);
          • the log is created for void:
            • Date & Time;
            • Text: “Order was voided”;
            • Reason: “reason text”;
            • User;
  • Save Order:
    • the button is displayed in next statuses:
      • Pending PO;
      • In Process;
      • Ready to Production;
      • In production;
      • Completed;
    • After clicking on the button:
      • all changes are saved;
      • action manager for increased/decrease is opened.

Item Receipt edit

  • If IR was created from Production:
    • Total Units:
      • if qty in Total units > Ordered qty in AO:
        • a warning icon is displayed in the field;
        • after pointing on the icon -> the tooltip is displayed: “Assembly order will be increased automatically”;
        • once IR will be Saved:
          • qty will be increased in IR;
          • qty will be increased in AO;
          • qty will be increased in production Request;
      • if qty in Total units < Ordered qty in AO:
        • once IR will be Saved:
          • action manager panel is opened with:
            • actions:
              • Keep AO Open;
              • Void decreased Qty from AO;
            • “Reason” textarea;
            • “Continue” button;
          • if was selected “Keep AO Open” -> after pressing on the Continue button: 
            • qty will be decreased in IR;
            • qty will not change in AO;
            • qty will not change in production Request;
          • if was selected “Void decreased Qty from AO” -> after pressing on the Continue button: 
            • qty will be decreased in IR;
            • qty will be decreased  in AO;
            • qty will be decreased  in SO (if exist);
            • qty will be decreased in production Request;
            • the log is added to the AO:
              • Date & Time;
              • Text: “[Item Name] was decreased from N to M from IR-XXXX”;
              • Reason: “reason text”;
              • User.

Production List

  • Received Qty Column:
    • was added to the datagrid and column selector;
    • displays the Received qty from related IR.