You would have to manually create the Assembly transaction.    When you invoice, you would simply invoice the Assembly item and it would adjust the Assembly inventory item.

Hi Nadine,

Are you invoicing against orders? Or, invoicing on an ad-hoc basis?

Scott

Hi Scott

I am invoicing against orders and our orders are customized thus I would like to be able to when setting up the finished product stock code be able to have a bill of material behind this that when invoicing it reduces the raw material quantity on invoice instead of manually actioning item journals to convert raw material into the different finished products.

Warm regards

Nadine

Hi Nadine,

I'll just confirm Shirley's response to you then.  If your business process was a bit more straight forward (no custom BoMs), and you were not invoicing against open orders, we could discuss an alternate business process.  What you are looking for would need to be coded natively within Sage 50 and I suspect there isn't enough need to justify the development.  

I am a developer of Add-On products for Sage and QuickBooks.  Out of curiosity, is yours a manufactured product? Or, actually some type of itemized grouping of independent items?

Scott

Hi Scott

Thank you to everyone for the responses. To answer your question, our company is in the business of Spring/purified water that custom brands for clients. The process that I was seeking is the finished product when invoiced would be the bottled water (manufactured) from raw materials of bottle and cap which when invoicing the finished product would reduce the quantity of the raw material bottle and cap. Currently I am having to go into item journals and action a reduction journal on the raw material and increase journal on each of the finished line items. I was hoping there would be a simpler way and or add on that would do this.

Warm regards

Nadine

Hi Nadine,

You are most welcome.

It doesn't sound like you are really a 'custom' shop at all.  It sounds like you have standard assemblies that you sell.  So, here is some food for thought for you...bearing in-mind that any thing you do to resolve this issue will involve some cost and a change in your business process.

I author an eCommerce integration (CartSpan) that presently has capability to create assemblies on-the-fly for my customers that use QuickBooks.  It doesn't presently support Sage 50 for the same functionality as I've simply not had folks clamoring for it.  The way it works is, during the import process, CartSpan will evaluate each incoming item to determine if it is 'assembly-type'.  If assembly-type, CartSpan will create assembled inventory for the ordered number of items prior to importing the Invoice.  There is no real-time assessment of whether or not there is enough assembled stock to cover the quantity ordered...CartSpan will attempt to convert the amount ordered as a binary process configuration...it's either 'on' or 'off'...for everything.  You can't pick and choose which items you want converted.

Herein lay one of the potential changes in your business-process if you were to utilize this approach as CartSpan only creates assembled stock upon the import of an Invoice. 

I have a number of customers that use their eCommerce system, not just for web orders, but also as an order-entry front-end.  They will use order reports from the eCommerce system to support stock picking and fulfillment.  When the order has been shipped, its status in the eCommerce system is updated, which then triggers the import into Sage as an Invoice. 

Starting to get the picture?

Utilizing a process like is predicated upon a number of things, primarily whether or not you ship orders 'complete'.  If you ship/Invoice partials, it probably won't work for you.  Sage will will also reject any attempts to create assemblies for which there is insufficient stock of any of the child items.  So, to make something like this work, and avoid pulling your hair out over integration stoppages, you need to ensure that you always have plenty of child stock available for automated conversions.

If you don't already have an eCommerce in place that CartSpan supports, really low-cost solutions can be spun-up to support this process. 

Adding this functionality for Sage wouldn't be a major undertaking for me, so I could entertain it for a nominal cost.  As with everything that I deliver, you would pay nothing until everything is working to your satisfaction.

Give me a call if you think this is something that you might be interested in pursuing.  My number can be found via the link above.

Thanks,

Scott

So the bottle & cap would be an Assembly Item  To Create the Item, go to the Inventory Dashboard> "Assemblies" > "Set up Items for Assembly."   Once built, you would go right below "Set Up Items" to " Build New Assembly" and put in the number you want to build.  You could build 1000 if you have enough bottles and caps.  When you invoice, you would invoice using the new assembly item ID, not just the bottle.

Hope this resolves your issue.