We have a few situations where we purchase something via a Buy-to-Order Sales Order release, but at some point the order is cancelled, or some other scenario, causing us to want to treat those received items as normal inventory.
The PO Releases in question have been received, invoiced, and paid, so we can’t unreceive and adjust the PO/SO. We don’t want to ship anything, because the Sales Order (or at least one of the BTO Releases) was cancelled.
Does anyone have suggestions on how best to deal with this kind of situation?
Is the issue that the stock is allocated to the closed Sales Order, and can’t be unallocated / doesn’t show up in FFWB?
The only way I’ve been able to get that stock unallocated is to re-open the PO, Line, and Release, Unapprove the PO, and remove the Sales Order Number, Line, and Release fields in PO Rel. Then you can re-approve and close the PO. You should still be able to unapprove even though it’s been invoiced.
Once you unlink it from the PO, you should be able to view the stock in FFWB and unallocate it.
Thanks Kevin,
This got me going in the right direction. I was surprised to find that I could unreserve/unallocate the parts on the BTO SO Releases and disconnect the PO Release from the SO Release even after receipt and invoicing of the ‘Buy to Order’ items.
The only thing that couldn’t be done in the UI was unchecking ‘Buy to Order’ on the SO release, but I was able to take care of that. If it weren’t for that quirk, the end users could have done it all on their own to clean up this mess.