Skip to main content
P
ph99004
July 14, 2020
Question

Build Assembly not generating proper Shortage Report

  • July 14, 2020
  • 2 replies
  • 0 views

Here is my problem.

I have trying to build an assembly. When I enter the assembly it shows the list of parts and quantities required to build this assembly. All good. When I enter the number of units, the quantities change to reflect the number of assemblies to be built. All good.

I will not have enough parts; e.g. a shortage. So, I ask for a shortage report. I would expect that the shortage report will show a list of parts needed to build this many assembly items. Instead, I get a single item report showing my assembly item and the shortage required - not the list of sub-assembly parts required to build this many assembly items.

What the?  This has worked in the past. Not sure what changed or what I did wrong.

Any ideas what is going on?

Thanks,

Phil

 

PS> I am using the cloud-based QB Enterprise 2017 version.

 

2 replies

P
ph99004Author
July 14, 2020

M
MadelynC
July 14, 2020

You can run Inventory Stock Status by the item instead, @ph99004.

 

This report will give you a list of sub-assembly items needed to be restocked. It also provides available quantities of items. Let me show you the steps:

 

  1. Go to the Reports menu at the top right.
  2. Choose Inventory then select Inventory Stock Status by Item.
  3. From there, you can click the Customize tab then select the needed details under columns.
  4. Click OK.

 

I've attached screenshots below for your visual guide:

 

 

 

I also added these helpful resources to keep track of the sub-items and to manage your inventory accurately:

 

 

Reach out to me if you have more questions about building assemblies. It's my pleasure to help you in any way I can.

P
ph99004Author
July 15, 2020

MadelynC,

Thank you for your quick reply but I don't think you understand what I am trying to obtain.

I am trying to get a list of the sub-assembly parts I need to purchase in order to meet the minimum requirement necessary to build X number of a particular assembly. In this case, ENG-01300 is the assembly. A single ENG-01300 requires about 200 different sub-assembly parts in various quantities. In this example above, I want a minimum list of parts needed to build 25 ENG-01300 units.

 

In the past, the Shortage Report would give me this information. I do not know what has changed.

 

Thanks.

 

Phil

 

    C
    c ueland
    January 9, 2021

    You might have luck if you edit your company preferences for Items and Inventory.  To do this you will have to be in Single User Mode.

     

    Go to the Edit drop down.  Choose Preferences.  Select Items and Inventory.  There are two tabs My Preferences and Company Preferences.  Select Company Preferences.   On the preference for "When calculating Quantity Available for my inventory, deduct:"  make sure the "Quantity Reserved for Pending Builds" is checked.

     

    Sometimes changing company preferences requires a log off and start up, not sure on this one, but try it and it should work.

    Terms & ConditionsAccessibility statement