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Reclass one item to another on a Reclassification Journal

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I have a customer that regularly substitutes one item (let's say ITEM1) with another item (ITEM2) where ITEM1 is direct substitute for ITEM2. They don't want to use item substitutes as they want to sell it under the original item number.

Scenario: When they get an order for ITEM1 for a qty = 1000 but they only have 800 in stock, they substitute the 200 they need to complete the order with 200 from ITEM2. But before they send out the order, they would write down 200 of ITEM2 and write up 200 of ITEM1. Then they send out the full qty of 1000 of ITEM1.

The problem with the above scenario is that any costs on the original item being written down will be lost (no application entries between the write down and the write up). So, if there are still cost adjustments being posted to the original stock, this will not flow to the sale, in this case.

I know that i can use an assembly order to create 200 of ITEM1 by consuming 200 of ITEM2 and this works well to keep the application entries. But it seems tedious.

I have previously been part of a team that wrote an extension to the Item Reclass Journal that added a 'New Item No.' field allowing to reclass from 1 item to another item (similar to changing the lot, location, bin, etc).

Does anyone know of a more seamless way to accomplish the above or have any other ideas around this point?

TIA

Heinrich

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 73,339 Super User 2024 Season 2 on at
    RE: Reclass one item to another on a Reclassification Journal

    Hi, If this is your case, I suggest that Item 1 and Item 2 set the same Item Number, and use other ways to distinguish them, such as Item Attribute, Dimension, etc. In this way, there is no need to use functions such as Item Reclass Journal to adjust.

    Or you can use the following Adjust Inventory feautre, but this will affect the cost, personally not recommended.
    More details: https://yzhums.com/21452/

    pastedimage1677629149017v1.png

    Hope this helps.

    Thanks.

    ZHU

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