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How to easily filter all raw materials used for a specified client?

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Posted on by Michal_01

Hi, excuses for mistakes as English is not my first language.

I work with MS Dynamics NAV 2017 in a mid-size production company, with multiple departments (main, electroplating, paint-dept etc).
In each step we use separate Items, for example RW0001 (raw material), PF0001 (raw paint), SF0001 (semi finished part), SP0001 (semi finished after painting), FP0001 (completed product) etc.

I was given a task to list (filter) all paints used for a selected client. We sell for this client 400+ references and in the production we use 50+ different paints.

I have tried so far:
(1) Items>filter internal customer > "Client ABC", but it only returns a list of completed products (FP0001...). For raw materials (as PF0001) the internal customer is the our painting department so it is not listed here.
(2) Check BOMs for each part for this client and manually list paints. It is some solution, but it would take easily 10+ hours.
(3) Create and then use clients name in item attributes for all paints- a solution similar to (2), but in the future I could solve similar tasks faster by Filter by Attributes. I see disadvantages that if I create an attribute "client" and prepare options "Client ABC, Client DEF,..." I can set only one client for one paint and this list will not be automatically updated with new BOMs.

Do you perhaps know an easier way to get results? Thank you in advance!

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Bilal Haider 412 on at

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Hi,

One possibility can be made. You can use option 1 to get all the finished item nos. Then export Table 90 BOM component in excel.

Now filter on the field Parent Item No of excel and keep all related records and remove others.

In image below I filtered on item 1924-W and you can see I have its raw materials/sub assemblies

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Michal,

You say that your own internal Departments are your customers. You are trying to find all the Raw Materials your Departments are using. This would be rather hard since Production Bill of Materials are not normally pointing to a Department or Work Center (i.e. Paint). I can only think of a few things:

1. In your Routing you could using Routing Link to point the Production BOM Raw Materials to the Work Center. Then you could create a report that shows all Prod. BOM Item with Routing Link Paint to see what they use.

2. You could add an Item Attribute defining a Work Center Paint and then Filter by Item Attribute Paint to see all Items and export to Excel.

I am still thinking you want to see all the Paints used by the Paint Department for a specific real Customer you sold an Item too. If that is the case, I would create a report showing all Finished Good Items sold to the Customer and the Paint Raw Material used, using a Item Attribute Color or maybe Item Category = Paint, but not sure how you have setup your fields to capture this.

Hope this help.

Thanks,

Steve

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Michal_01 5 on at

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Steve,

Thank you very much.

I want to ask something more. You wrote that '[...] are not normally pointing to a department[...]'

I am not sure If I earlier I described it correctly. I can open each item for finished product and see a full BOM (all and every subpart, raw material,..). I can also see a final customer.

On the other hand raw materials are often used for more than one client. For example the item RM0001 (raw material1) has a filed 'internal customer' listed as 'our-company-main-department', because I cannot list there more than one client.

Can you advice me what is the normal way it is conducted in other companies?

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Michal,

Yes, standard NAV for an Item that has a Production BOM you can explode and see all the components and sub-assemblies. However, you state you can see the final customer, which I have to assume you are looking at posted Item Sales to see who purchased the Item, since Production BOM's do not denote Customers. If this is true in your company you must have a customization.

Utilizing the Manufacturing granule you can setup Work Centers and Routing for Items (Item Card has the field Routing No.). Here I can see the Work Center Paint. You can link Production BOM Components using Routing Link to Work Centers. Now this is good to see all the Components used by a Work Center, i.e. Paint.

Maybe you can explain why you need to know when Paint uses RM0001? I am guessing your Paint Department uses raw material when they manufacture an item. If writing will not explain correctly, we can speak via Teams. Email me steven.chinsky@wipfli.com.

Thanks,

Steve

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