Customer BP Stock manual allocations and issues

Hello all,

Does anyone use X3 Customer location type to help manage consignment inventory to customers?  Is it possible to create a manual stock allocation, where the stock issue screen permits selection of Customer stock for allocation to a sales order, delivery or direct invoice?  My memory suggests this feature is available.  The criteria box on the stock issue screen used to have a check box to permit selection of customer inventory.

Thanks!

Tom

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  • 0

    I have a similar question.  We will be selling a product to the end user, but will be shipping it to a service company that will install it for the end user.  The end user will be the one invoiced for the product.  How can we ship it to the service company and still have it in stock to create the delivery (and capture the serial number) to then invoice it to the end customer? 

    The order will contain other items that will ship direct to the end customer on the same order.  Oh and to further complicate it, the item will be part of a sales kit (commercial BOM).  We have never used sales kits but are going to try it for this situation because it will be sold as a "package" price and don't want the individual item prices revealed.

    We are on X3 V6.5, but in the middle of a migration to EM V12.

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  • 0

    I have a similar question.  We will be selling a product to the end user, but will be shipping it to a service company that will install it for the end user.  The end user will be the one invoiced for the product.  How can we ship it to the service company and still have it in stock to create the delivery (and capture the serial number) to then invoice it to the end customer? 

    The order will contain other items that will ship direct to the end customer on the same order.  Oh and to further complicate it, the item will be part of a sales kit (commercial BOM).  We have never used sales kits but are going to try it for this situation because it will be sold as a "package" price and don't want the individual item prices revealed.

    We are on X3 V6.5, but in the middle of a migration to EM V12.

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  • 0 in reply to AGrover

    Hello AGrover,

    Good question.  Consider creating a non-financial site with both BP customer and Supplier linked.  Perhaps call it SERVxxx to have some association with the service organization.  Simply perform an intersite transfer or SO/Delivery to this site as the BP Customer.  Once the Service organization uses the inventory, create a new SOI direct to the end user/customer with a direct invoice with stock transaction set to YES from the SERVxxx site.  This avoids the delivery step completely.  

    Give a try in your TEST folder and let me know if this helps.

    Tom