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Topic:   PO and WO

By: GuestPosted on: Mar 13 2020 at 01:32:46 PM
I currently kit material to a subcontractor to build. I have to create a WO to take material out of inventory and i have to create a PO to send the contractor. If need to completed the WO to remove inventory and this pout the finished product into inventory. if i receive the PO generated that receives the the assembly into inventory. this puts twice the number of assemblies into inventory. is there a way to do this so that i can create both a WO and a PO and complete/receive both without doubling inventory?

By: MartinPosted on: Mar 14 2020 at 06:57:01 AM
We have a similar problem.

The parts that I send to the contract are 2 pieces of steel that the contractor machines, welds and paints. So instead of doing a WO to get those parts out of inventory I complete a customer order for the parts with the contractor as the customer. Then I can ship the parts to the contractor. That gets them out of my inventory.

Then when the contractor tells me he's finished I create a PO to buy the finished items from the contractor. I can then receive them into my inventory just like any other items coming from suppliers.

That gets my RAW parts out and the COOKED part in without any work orders.

I only do Work Orders for things I build myself. For things the contractor build I just use CO to ship the materials and PO to buy back the finished item.

I do this quite often so I have to ship the same parts to the supplier frequently. Because I've already done it once I can just open an old CO, open the menu and 'Clone' the CO. This creates another identical CO for the same parts.

In my case it's a small number of parts. I'm not sure how easy it would be if you were sending a large number of different items to a contractor. Maybe that ability to Clone a customer order might make it easier.

In the long run though it would be nice if there was some way to Free-Issue a BOM to a contractor and get the finishd product back from the contractor

By: GuestPosted on: Mar 16 2020 at 04:45:26 PM
Thanks for the tip. In my case the subcontractor builds a PCBA and we supply all the parts. so the number is not huge but the first CO will be a pain. The clone process will make it easier and it should be worth the effort to try this approach.
Thanks again

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