Assembly Allocation Notice

The BOM on the Assembly layout now displays the quantity that has been allocated for that assembly. If an item does not have enough quantity allocated, the line will be highlighted in red.

Vendor's Items

You can now view the items by a vendor from the Company layout. In the More... section, a new button displays items that particular vendor supplies. The button is only active for vendors.

A star appears when the vendor is the preferred vendor for a specific item.

Availability of the item is displayed. To display the quantity at the warehouse, simply hover over the available quantity.

Finally, a navigation button directs the user to the item layout.

Select SKU for Order Line via keyboard

Made the selection of an sku via card window more keyboard friendly:

  • Search box waits until user clicks Tab or Return (improvement over the OnObjectModify process that ran a query with every keystroke).
  • Navigate the found set with tab or down arrow to go down and shift+tab or up arrow to go up.
  • Select an item by clicking the return or enter key once inside the record.

Escape closes the window (same behavior as before).

Need to Fulfill adjusted

When building the Bill of Materials tree (a.k.a. multi-level BOM), the need to fulfill column for subassemblies took into account how many units could be assembled as well as how many were on the shelf. For example, if 48 units were on the shelf and 7 more could be assembled, then those would be added together before determining the need to fulfill.

This works when the BOM Tree is a stand alone product, but in Trayse Inventory there is now a Dependent Order that lists the various units that need to be purchased and the subassemblies that need to be assembled.

Now, the need to fulfill only considers what is on the shelf.

Old method of Need to Fulfill

This is the old method of need to fulfill where the quantity available was added to the quantity that can be assembled. This example highlights that cases for the subassembly BLAC-PEA-08.

Order Dependencies

Dependent Orders Tab

Previously, the Order button disappeared when an order was placed. Now the button changes to a gray button, informing the user that the process is completed.

There was also an issue where the user could click the button when the Assembly Order was in a Canceled status. Now, when an Assembly Order is canceled, all of the Order buttons turn gray.

Quantity Information

Layout: Item

Section: Subheader

There are now three information icons Allocated, On Order, and On Backorder. When those quantities fields have a value other than zero, this icon becomes active.

Clicking the icon will display the related orders that constitute this aggregate. A caret icon in the list enables users to navigate to a particular order.

Adding a PO Line

There are two ways to create a new line item on a PO. The first is from the item layout, using the button in the lower, right corner: Create Order. This will add a PO line to an existing PO if that status is "New." Otherwise, it will create a new PO.

Creating a PO line from the Item

Creating a PO line from the Item

The second is to use the Add button on the PO layout.

Creating a PO line from the PO

Creating a PO line from the PO

Although the results of the process should have been the same, regardless of where the PO line originated, there were slight differences. These have been fixed so the process now produces the same result.

Sales Order to Assembly Order

A Sales Order for a finished good or work in progress would check to see if any were available. If none or only some were available then it would automatically create an Assembly Order.

Now, the process checks not only what is available (i.e. what is on the shelf), but also if any existing Assembly Orders are making that SKU and of those quantity being made, how many are available (in other words, how many are not on backorder).

This reduces unnecessary Assembly Orders and an unintended build up of stock.

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