- Backport of
v2.9.20,v2.9.21andv2.9.22releases (see changelog) - New feature:
Production Plans(more below) Projectshave been renamed toProducts- Inventory can now have an
ID code, which should uniquely identify the inventory itself, and aDate code. TheID codeshows up onSources, when picking inventory for assembly.
- Products and Inventory tables added to Contacts, so you can see, for a given contact, all the products or inventory the contact is a customer or owner of.
[fix]Wrong quantity when adding a part into a purchase list throughAdd to... > Purchase List
Production Plans
Production plans are essentially an additional step before creating project builds. Since projects builds only look at current availability, it was so far quite difficult to tell if you'd have enough stock to build multiple projects, either now or along time, unless inventory would be imediatlly reserved which in turn would have to be already available and in full. Production plans address that.
All you specify in a production plan is how many units you want to build, by which date they should be ready and, optionally, what's the reason for you to need that quantity. Once you want to actually move things into production, you pick the production plans you want to move into production which can then be merged into a single project build for each project.
Procurement of missing parts is also improved, as the app will automatically create a purchase list and/or other production plans for all the missing parts.Finally, when items are addedd into this purchase list or production plans are created, they keep a reference for what originated them making it easier to track if a given quantity that was purchased for a build has been ordered or not, for example.
Production plans are available on professional plans only. Production builds can still be created directly.
Partial Builds
Sometimes you have enough inventory partially finish a production build. The app will detect that and, from selected production plans, would create two different builds: a partial one which is ready to be built, and another one with the remaining quantity, which would have to wait for missing parts to be received or produced. As mentioned above, procurement is done automatically.
Cancelling And Adjusting Batch Sizes
On top of of completely removing a production build, you now have the option to cancel a production build. When cancelling a build, the build is marked as such (but not removed) and production plans that origated it are re-created. This means you can then remove, edit or add other production plans and create a new build for the new batch size.
Instead of editing the build's batch size directly, the quantity adjustment is done on the production plan itself.
When cancelling a build, all parts and quantities that have been automatically procured are removed, as long as they remain in an open purchase list or production plan.