I have a multi-level BOM. I would like to create a sales order for the parent item (which is kind of like a container) and actually be able to deliver the children BOM items via delivery notes/packing slips. I cannot use the product bundle feature for this since this is not a standardised bundle and keeps changing.
The total weight of the parent BOM item would be equal to sum of child item weights and if possible would be updated each time a child item is delivered to the customer.
To further clarify, the child items are too big in this case for the entire product to be shipped in one container. This would be the case for any company that assembles its products on site and ships components in parts. Hence the need for creating delivery notes with BOM child items.
Since this is a workaround, how much time do you think it might take to develop this feature? I would be interested in looking at paid development as an option since this is currently one of the major hiccups for us in proceeding with ERPNext implementation. We would also require the ability to do part invoicing as BOM items are shipped to client.
If I create a warehouse for the customer, the system doesnât let me transfer materials to it without having a balance sheet account associated with the warehouse. If I use the account for the warehouse, the material qty and amount remain within my company.
Do you mean that when item is transferred to Customerâs warehouse, thatâs actually a delivery? If yes, why not create entries like Delivery Note and Material Issue (Stock Entry). Creating Customerâs Warehouse in your ERPNext account is a work-around, incase your items are kept in the customerâs warehouse, so that you could track them.
The problem with using the delivery note is that it only lets me select items from the sales order. However, we need to track delivery of the BOM child items of the item in the sales order instead. These BOM sub-assemblies cannot be fetched into the delivery note at the moment.
Using the Material Issue entry, there wonât be any distinction between what material was issued within the factory for a project and what material was sent to the client.
Yes, I tried it but our âbundleâ is not standard. Each project has different items and quantities. If a project has 100 BOM items, each of these need to be delivered and mentioned in our delivery note and which of these 100 items are sent together in one consignment is also not known in advance.
I donât think you can do partial shipments of a product bundle anyways, so even if you could do a product bundle, thatâs not the solution for you.
This is probably something youâd have thought of and ruled out, but let me ask anyways: Can you not do the Sales Order for the BoM components. So lets say you are creating a sales order for Item A which consists of components P, Q, R, S, T & U, can you not just do the Sales Order Directly for P, Q, R, S, T & U.
If you donât want the customer to see the split values for P, Q, R, S, T & U, you can manage that using the Print Format functionality in the Invoice.
Sure, I suspected as much. So, just start by doing the Sales Order for A till the Engineering Process is complete. Once it is complete, amend the Sales Order to include P, Q, R, S, T & U. it will only work, though, if P - U are shippable units. If you have to break up P into two shipments P1 & P2, then you have to do the Sales Order at the P1, P2, Q - U levels.
Donât get me wrong, I can think of at least two of my customers that could possibly use this feature, if and when developed - Iâm just trying to figure out a workable solution in the meanwhile.
Thanks Jay. Will give it a try and see if this is doable.
I just wanted to add that we have assigned this to a company so they are currently working on a solution via a new doctype. I think eventually this could be handled via the delivery note itself if there is enough interest in such a feature. This discussion is relevant to any organisation that:
needs to track delivery of BOM items in an engineer-to-order scenario
where the product is not standard & is too large to be shipped in one consignment
where assembly happens at another location (construction industry, vehicle assembly, etc.)
Thatâs great. Iâm sure youâd have covered this, but some of my clients may find it hard to actually define the shippable units as they could have too many combinations and typically they send whatever they have been able to produce and sometimes they send it out just so that they can do a bit of invoicing, if you know what I mean.
So, for the feature to work, the user organizations would need to think about shippable units when doing the components, and produce those shippable units. Please donât design your solution to be too flexible, though the temptation would be to have flexibility, as I just instinctively can imagine that too much flexibility will be too hard to manage - Like if you are sending 350Kg of MS Beam 200, it would be hard to figure out whether this is a Column or a Channel. So the Shippable Unit should be Column or Channel, rather than 350Kg of MS Beam 200, though the Column or Channel could actually be 350Kg of MS Beam 200.
Yes exactly. So at present, we have the itemâs part mark (which is also used in the engineering drawings and engraved on the item itself) in the multi-level BOM as a sub-assembly (with its raw material) and also in the delivery note. But since the number of these parts for a single project/sales order can run into the hundreds, I donât think we will be able to add them to the sales order since it would also be a duplication of effort.
This is MUCH needed feature! More than 70% of our shipments are of this nature. In our case, we are manufacturing and supplying Signages, the SO and Invoice will have an item âSign Boardâ, however the dispatch items are a set of frames, panels, LEDs, etc., and it gets assembled in the site.
Please let us know the plan for implementing this feature. Happy to contribute.
