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Receiving modified items into stock

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Posted on by 25
New to BC and this forum and I'm not sure if what I'm trying to achieve is very simple or complex.
Company recently switched to BC and is still trying to configure a few challenging bits.

The company sells IT services and equipment, for one of the clients we provide hardware such as laptops and desktops for a number of reasons these laptops and desktops can be returned into our warehouse for redistribution. For example if an employee leaves, their hardware can return to be redistributed to a different employee later.

The following scenarios occur:

 - Device fails within warranty, the device will be returned to us and a repair will be attempted, the affected client employee receives a replacement and the repaired device is entered into our stock (or discarded as waste if repair fails).
- Client employee leaves company, device is returned and entered into stock for redistribution.
- Device is distributed as part of a new order for a new employee, but the new hire cancels their employment and the device is returned.
- Client employee needs a higher spec device and previous device is returned into stock.

All these devices have a warranty of 5 years by us, any devices still in warranty can be returned.

These devices can be modified, additional ram, hdd's, various component swap-outs.
We can see in our previous system what additional components were added to these devices.
The client remains the owner of these devices throughout, each return and redistribution has an additional charge, once the device is out of warranty it will be scrapped and the client will purchase a new device as replacement.
The client needs to be able to see what devices (and which modifications applied) are in our warehouse waiting for redistribution or which were scrapped.
 
What is the best way to handle this in BC, do we receive these returned devices as new stock with a /used/ variant, if so, how do we keep track of the modifications that have taken place?
Do we look into assembly orders? Would that still work with historical stock, do we just select components out of nowhere and create a new item?
Is there any documentation somewhere that covers these or similar scenarios that I can check on?
 
 
  • Verified answer
    Valentin Castravet Profile Picture
    Valentin Castravet 25,120 Super User 2024 Season 2 on at
    Receiving modified items into stock
    So you would need two solutions, I don't think any solution is going to work for both scenarios:
     
    1. items dispatched within the last year or going out today
    2. items dispatched before the last year (historical stock), where the components are in your other system
     
    What you had in your original post is basically correct. For items going out today, I would start using assembly orders to keep track of the modifications. You can create an assembly item, and the bom would contain the laptop  + the list of components. To display the components on the sales order lines, you can use the Explode BOM function. This way when the assembly item is returned, you know in the bom what components or modifications it has. 
     
    For historical stock, when the item is returned and put back into inventory, you can create a new assembly item at that point to add the components to it that you know the item has based off of your other system. 
     
    The other thing that can work for you if required is to create separate locations for your returned items. For example, you have 1 location code called Warehouse. Create 1 more called Warehouse-Repairs or something like that. So when an item is returned and is under repair, you can check the stock of this new warehouse to know what items are in it. You can also use Return Reasons with Inventory Value Zero checked yes, so when the item is returned it doesn't have any inventory value, as you mentioned the customer still owns it. 
     
     
    Valentin Castravet
    Zander ERP Services
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 75,802 Super User 2024 Season 2 on at
    Receiving modified items into stock
    Hi, this appears to be the Fixed Assets module. Hope the following info can give you some hints as well.
    Set Up Fixed Asset Maintenance
     
     
    Thanks.
    ZHU
  • MH5 Profile Picture
    MH5 25 on at
    Receiving modified items into stock
    @valentin - for items dispatched within the last year, yes. Most of the components from the 4 years prior are within a different system though.
    For any items going out today, the SO has the individual components are line items with the configuration of additional parts added as a service, same for redistribution costs, they are added in as a service in the line items.

    ​​​​​​​Any new devices are also serial number tracked
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 7,440 Super User 2024 Season 2 on at
    Receiving modified items into stock
    this is a tough question and solution depends on various scenarios
     
    1/ if the returned laptop is good for resales as new one, just simple receive it into inventory
    2/ if the returned laptop is reduced in value but no modification is made, you could revaluate this item to reflect its true value
    3/ if the returned laptop needs to be modified, you could use assembly order to add parts to it. the old one is consumed in the process to make the new one.
     
     
    there is always a costing component that might be tricky. this might help you work out in more details per scenario.
     
    hope it helps
    Jun
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 25,120 Super User 2024 Season 2 on at
    Receiving modified items into stock
    When you modify a device, are the components currently setup as items in your BC? For example you have ram, hdd, etc. setup as items that you buy/sell?
     
     
    Valentin Castravet
    Zander ERP Services

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