Hi All,
I am currently the solutions architect on a new D365FO project which we are currently battling to fit into MVP D365FO and want to reach out to any person that might know about an ISV which can assist. The main challenge is that we are selling products which we do not know the information about. Here is the current business process.
1. Clients ask for a solution.
2. Sales rep creates a quote and uses a fictitious item(estimate), which will result in a price.
3. A field service resource/ or the client needs to go to site and provide actual measurements and deliver all documentation to a project manager. There is a bit of handovers involved.
4. After all information is gathered, it is sent to engineering, which is done in Excel, and when that is complete, the Excel doc integrates with the ERP and replace the fictitious product with a new product and custom BOM.
5. Only then is procurement aware of what is actually needed, which causes a huge lead time.
6. Production uses the Excel sheet to produce and assemble, because it contains all the information in an easy useable way.
Important to note that although we sell more that one of the same Item, all of them are totally unique and contain custom parts. To make it a bit more complex, these items are installed in a specific sequence.
Here is as far as were we got:
1. Sales Rep creates quote/ sales order with the actual product, which contains a mixed/incomplete BOM. This is to give procurement a very rough estimate.
2. Project Manager needs to manually create production order for each item on Sales order line when all information has been gathered.
----- A pain if there would be 100 Items
3. Before Production orders are estimated/scheduled, Engineering would, with their engineering Excel, engineer and then updated the BOM of the product on the production order.
----- Only place to update/change the BOM on the fly in a transaction process with D365FO.
4. Run production
------ Because each product is unique, we will need a production order per item, so managing 100 production orders from on Sales order is a pain, for example running picking.
------ We are thinking of creating 1 production order for all similar items, but then we are mass updating a huge BOM with no knowledge which BOM goes with which Item.
I had a look at Engineering Change Management, but that is Engineering then Selling. We need to Sell and then Engineer, and each Item is unique. I also though about the Product configurator, but that will only be workable on a small scale Sales Order. We have agreed that Engineering should stay in Excel, because in short, it is not just an Excel sheet. It contains all the engineering logic, so Excel is still the master to determine what the Items BOM looks like.
Appreciate any input which can point me a direction. Thanks in advance.
