Our old system when we were missing physical inventory we would create a sales order that the billing would go to M.I.A and it would give us two weeks to find the inventory. Was wondering what some of the other Epicor users were using in Epicor when it comes to actual missing inventory. Are you using Non-Conformance?
What exactly do you mean? When the system says there is a positive QOH, but there actually isn’t?
Nothing would stop the Order from being entered, ore even a packer from being created. There just wouldn’t be the physical item to ship.
At this point (before marking the packer shipped), you could do a Qty Adj, which would change the QOH, and creat GL trans to relieve the value in the the inventory GL acct. The Reason code used would dictate which GL account would be used.
Ex. our QOH shows 100 FT in stock. That 100 FT is missing from inventory. We would create a sales order for that 100 FT and then it would generate a pick list for the warehouse and it would give them two weeks to locate that inventory.
Don’t want to make the quantity adjustment on the inventory until it has been fully researched that the material is actually missing or was put away in the wrong pan or never received, whatever the case maybe. Looking for a process on how to handle missing physical inventory and putting some accountability on the warehouse locate that material.
I guess my first question would be how you come to know that the QOH can’t be located?
Using the Order to force picking the missing material seems passive aggressive. Or is it just to allocate that material so that available QOH is more accurate?
We get an order, warehouse goes to the pan, pan is empty. The system shows we have 100FT on hand. Where did that 100FT go? Well it has to be researched. I don’t want that 100FT taken out of the inventory yet but I also don’t want it to show AOH so that sales sells it. We don’t use the allocation in Fullfilment workbench yet which I think we should, that would solve the AOH part of this.
As far as looking for that missing 100 FT that showed on hand, does that go to non-conformance and a non-conformance is created
If you do the Qty Adj to get the QOH correct, and then later find the material you can do another Qty Adj put it back in. If you use the same reason code, the GL trans would offset.
Take the following flow:
- System says there are 100 of part ABC in inventory, and there is currently no Qty Allocated
- An order is entered for 25 of ABC, Allocated Qty goes to 25
- Shipping goes to pick the 25 an finds zero.
- After an hour of looking, a Qty Adj of -100 is done.
a. This reduces QOH to 0, Alloc Qty remains at 25.
b. A GL tran from Inv to Scrap (or some other variance acct) is created - A day or two later, part ABC is found, but just 95 of them.
- A Qty Adj of +95 is done.
a. QOH goes to 95, Alloc Qty remains at 25
b. A GL tran from Scrap to Inv is created (for the value of 95 of the part) - Shipping can fulfill the order by shipping 25. QOH goes to 70, Alloc Qty goes to 0.
Ok, that makes sense… I appreciate the information