Short version…
is there a way to unallocate items from a Sales Order that were purchased BTO.
I want to move items into inventory and cancel the Sales Order.
Long version of my scenario…
I created a Sales Order and all Releases are set to BTO. I then created a PO for those items.
Everything has been received but now the customer has cancelled the order so I want to get the items into my inventory.
The issue is that since it was all purchased BTO, all items are allocated to the Sales Order so when I try to move them into inventory I get an error that there is “not enough unallocated inventory” to make the transaction.
I don’t see the items in the Fulfillment Workbench so I can’t unallocate.
I can’t un-receive because error “Serial Number status has changed since received. Can’t un-receive”
I can’t change the PO Line/Release to unlink it from the Sales Order and remove the BTO on the Order Release. the PO line is greyed out even when I re-open everything.
So the easiest way to do this is to close the Order Line (for a few seconds)
Closing / Voiding the line lets you move stuff around / unallocate and then you can open it back up that’s how I’ve hacked around it before.
BTO is such a pain in the ass
Test this in separate system first though since you mentioned Serial No’s that adds a whole other layer of fun.
I think that got me close, thanks!
It is still “messy” but I’m further than I was so I’m going to continue to beat it up for a while and I’ll let you know how it turns out.
You can also go into “Unpick Sales Order”. Since the receipt of the goods on the BTO puts them directly in “Picked” status, unpicking them allows you to move them into stock and then close out the order.
Thank you Doug.
I did try that but when I try to select the SN in the UnPick window there are none there. I can track the SN and find the BIN but it doesn’t see it from the Unpick. Strange huh?
These are the steps that worked for us in a similar situation. You may also have to go to Serial Number Maintenance and change the status to allow you to manipulate the allocation.
Fixing SO’s with Buy to Order, When PO is closed
1. Find Linked PO in SO Release
2. Reopen the PO
3. Unapprove the PO
4. Reopen PO Order Line
5. Reopen PO Release
6. Delete SO Line/Rel that is linked
7. Approve PO
8. SAVE
9. Close Release
10. Close line and order if does not auto-close
11. Refresh SO gives result of PO not linked
12. SAVE
13. Actions/Close Line. This voids the line since nothing was shipped and won’t be shipped
Hi Connie, welcome to the community. Nice write up.
This order had a mixture of CSE shipped, Misc Shipped, allocated but not shipped, equipment and labor so it was a line by line adventure to get this resolved. I used pretty much every suggestion / approach you all provided and came up with a few of my own.