Purchase ordering by the Box

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Posted on by daxafoods

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Hi, Im running Dynamics RMS.

lets say im selling notebooks and in a case there are 50 notebooks. My restock point is 200 notebooks, or 4 cases. My problem is that the purchase order gives the reorder at 200 notebooks, when i want it in terms of cases, because my vendors only work in cases.

I would like the purchase order to give the order in terms of cases instead of notebooks.

I do not sell by the case, so I never bothered to make it into parent child. Is there any way of doing this without the parent-child method? or is the parent-child method the most convenient method?

Any help is appreciated! Thank You very much,

Heepal.

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Community Member Microsoft Employee on at

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RE: Purchase ordering by the Box

Dick, I was in Retail for over 30 years before working in technology for 5+ years now, and in any system I used I have always had to go in and manually adjust the costs of items - like in this Parent-Child setup for example - so it's not a really big deal for me. It's worth it for me to have these types of items correlated in some way.

BTW, there is Parent-Child reporting in the free Utilities; it shows all of the related items in one view.

Regards
Spencer McCandless 2,085 on at

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Re: Purchase ordering by the Box

Just to document it here since I brought it up above, setting a parent item to be a kit of its child item does not work, as evidently RMS cases up child items when you have more than the set child quantity in stock. So, if you have 10 of an individual product that comes in cases of 5, as soon as you sell 1 you will have 4 individual units and 1 case in stock. Similarly, RMS will immediately re-encase the individual items as soon as the parent is broken open if it is set as a kit of its child item.

As a side note, this functionality can seriously screw up a physical inventory if you count individual units and forget to zero out any negative case quantities prior to committing.
Dick Harrison 700 on at

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Re: Purchase ordering by the Box

A kit is really a selling item, rather than a buying or stocking item. In other words, you should always buy and stock components of a kit and then sell the kit itself.

If you do buy a kit, the costs of the components will again not be updated automatically and you will have to manually break out the kits as soon as they are committed in order to see the on-hand quantity of singles.
Spencer McCandless 2,085 on at

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Re: Purchase ordering by the Box

I don't have a great overall solution and I haven't tried this yet, but I believe if you set your case parent item to be a kit consisting of the appropriate amount of child item while leaving the parent/child relationship intact, you should at least gain the flexibility of being able to switch back and forth between cases and individual products without having to wait for your child product to sell below 0 (though basic parent/child functionality should be maintained).

Just some quick musing, so take it with a grain of salt.
Dick Harrison 700 on at

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Re: Purchase ordering by the Box

Hi Jeff

I was commenting on the reply by Michael Haugen and pointing out that parent-child has its problems.

The original question by daxafoods is not really solved by using MPQ since the vendor wants the order as 4 cases but cases are not on his database.

If the vendor wants an order in terms of outers and the retailer sells singles, there is no option but to put both outers and singles on the database. It is then a question of how to link the two together. Parent-child is the obvious solution (since that is what it is intended for), but it has design faults. In my case the faults heavily outweigh the advantages and I have abandoned that solution.

Regards

Dick
Jeff @ Check Point ... 13,380 on at

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Re: Purchase ordering by the Box

Your subject line says "Purchase Ordering by the box" and that was not answered. If you want 4 cases to order with a MPQ of 50, that works.

If your concern/question is about Parent /Child, ask that question.
Dick Harrison 700 on at

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Re: Purchase ordering by the Box

HI Jeff

Yes, we use MPQ so that a whole number of outers is always ordered. There are, however, problems where an item can come in varying size of outer (e.g. a pallet, a half-pallet or a special deal of a particular number).

I don't see what MPQ has to do with parent-child relationships though.

Regards

Dick
Jeff @ Check Point ... 13,380 on at

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Re: Purchase ordering by the Box

Doesn't the MPQ (Master Pack Quantity) work for you?
Dick Harrison 700 on at

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Re: Purchase ordering by the Box

There are a few problems with parent-child in RMS.

Receiving a parent on a PO does not update the cost of the child.

The relationship is the wrong way up (therefore you can't have multiple sizes of case for an item)

You can't see the available stock of the child without looking at the stock of the parent as well.

We have pretty well stopped using parent-child.

Regards

Dick
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Community Member Microsoft Employee on at

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Re: Purchase ordering by the Box

The Parent-Child is really the most convenient way to do this. It actually works pretty well.