Switching an Item from Manufactured to Purchased and Vice Versa


You must have separate part numbers for your manufactured and purchased Item IDs and make a deliberate designation as to what MRP will be using for all active BOMs.


Why Different Item IDs?

 

There are different lead days, material requirements, and costs involved when you manufacture or purchase an item. Separate item history is important to maintain in order to make informed decisions.  It is also imperative that MRP has definitive specifications as to whether you will be using the manufactured part number or purchased part number in your production plan.


Steps to change from M to P

  1. Go to Inventory > Stock Items and create a new Item ID for the P Item with the appropriate estimated cost and supplier sourcing.
  2. Go to BOM > Component Replace and select the old M item to be replaced by the new P item in all active revisions.
  3. Go to BOM > Cost Rollup > Batch Rollup to update estimated costs for all places this new P Item ID is used.
  4. Now when you run MRP the new P item will be used in all newly generated Jobs.  

If you must keep the original Item ID 

  1. Go to Utilities > ID Changes > Item ID Change and change the Item ID of the M Item to something different
  2. Go to Inventory > Stock Items and create a new Stock Item for the P Item with the same Item ID as the original manufactured version of the Item.  Enter the appropriate estimated cost and supplier sourcing.
  3. Use BOM > Component Replace to select the old M version and replace with the new P version for all active BOMs
  4. Go to BOM > Cost Rollup > Batch Rollup to update estimated costs for all places this P Item ID is used.
  5. If this is a For Sale item, make sure to enter a Base Price (Sales > Discounts & Pricing > Base Prices) for the new Item ID and consider removing the Base Price for the old M item ID.
  6. Optionally, you may want to set the old M item Item ID to In-active (Inventory > Stock Items >Details tab). Inactive items are filtered off most lookups and reports by default.
  7. Now when you run MRP the new P item will be used in all newly generated Jobs.