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Dear All,
I am in a bit confusion in Transfer Order Over Delivery and under delivery concept. For Doing so I have done the setup of Inventory parameter and
Item over delivery and under delivery . Then after we created the Transfer Order of 5000, Picked Qty 5000, Shipped Qty 5000 then want to Receive 5020 qty, while during receiving system throw an error "Receive now incl. scrap exceeds the remaining receive quantity." . Kindly advice me in this regards.
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Hi Satish,
We have an option to set the under delivery and it works but we dont want to do that every time. And on POS there is no option to set percentage. So its not working out for us if we have to do it for each line on every order
We have a similar business scenario and Microsoft suggest us to post an idea in the Ideas Portal. Here is the link experience.dynamics.com/.../ to vote for the idea.
Understood. You don't have option out of the box and would need customization. The customization can use the workaround I suggested above and automated this. Don't ask developer to receive more than what has been shipped on regular transfer orders receipt posting, they will make it happen and then you run into different issues with costing/inventory transactions. Whenever extending solution, try to leverage what MS has and build on top of it.
Thanks,
Satish Panwar
Hi Mahim,
No its not working..
Hi ,
under transfer order there is a tab called setup and you will find under/over delivery . You may add tolerance in % in that . Try and let know if it worked
Logically the system should not allow a change in quantity when you move stuff between locations , or warehouses or sites, what you out into the transit location should equal what comes out.
When you receive against a Purchase order its coming form outside so you are not in control so the amount received could be over or under, There is an AP liability cheated for the excess. If you were to over receive with a transfer order- then the in transit warehouse would have negative stock.
If there is less stock then it can be written off as scrap. If there is more stock then logically it must have existed and the theoretically correct process sis to adjust the stock in the transferring from warehouse and then amend the transfer order.
When the stock is adjusted or written off there is a financial value change to the company's balance sheet. and ou can't just invent more value without a reason.
We live in the real world and theory does no so easily fir your situation. You also have consider the case that the person transferring made a genuine mistake e.g. miscounted or wrongly typed, or that the on hand stock was wrong or a gauge gave faulty reading etc. So now the question is who should make the correction. Ideally correction should go back to the source. - but it also needs to timely. You need to book in the right quantity or the error is perpetuated, If you are int the same company then it may not matter financially which warehouse does what adjustments. .
Its important to have a process everyone agrees ad that is consistent for all incidents, The person receiving will not know the reason for the discrepancy but is responsible to receive the correct quantity. I suggest
Complete he order for the delivered quantity
Do an inventory adjustment for the difference ( effectively a mini stock check.).
Create a daily log template for such adjustments-order number, item, amount to adjust, name of person, reason code/comment.
Let a manager or QA review and sign off daily and then file for audit purposes (auditors tend to be funny about multiple stock adjustments unless documented).
Adjust receipt by receipt or at end of day or even a summary adjustment weekly.
Send a copy to the transferring warehouse either to the warehouse manager or finance to assess whether any further adjustment is needed to inventory in that warehouse.
P..S. for the site invigilators - this site is dreadfully slow and it takes ages to reply
Hi Satish,
Thanks for your reply and provide me a good work around.
But this will not resolved my requirement which is realized at the time of Receiving not in shipping.
We have an Oil refinery scenario in which we transfer weight through tanker from one ware house to another in which vehicle is going through the Weight Bridge before and after loading and unloading, so in this process no one in a position to tell us about the weight differences until vehicle check it by itself so some time it increase and decrease.
While Decreasing no issue but when it is increasing we have no option
and also one thing more we may not rely on the Person who further enter the movement journal and increase the qty.
I hope you understand my situation.
Hi SFA,
The message you receive is valid. There is restriction in place that you can't receive more than what you have shipped. Over-Delivery works on the shipping side. If you have value in "Overdelivery", you will be able to ship more than 5000 and then you can receive those 5000. However you can't ship 5000 and receive 5020.
However scenarios like you mentioned does happen, here are the options you have:
1. Increase the transfer order quantity, ship additional 20 and then receive 5020.
2. Receive what has been shipped i.e. 5000 and then create separate inventory movement journal OR adjustment journal to receive additional 20 units.
Thanks,
Satish Panwar
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