How to: Source alternate product for your project.
Environment: Comsense Enterprise
In this article:
Checking Pool Product Availability
If you are not using an alternate product from the pool, your next step is Accessing Sourcing.
Pool products must be set to "Available" for another project or sales order to source them. Any pool products labeled as "Project Protected" are only available for the original sales order/project. You must review the Pool Management window for pool product availability.
Accessing Pool Management Window
Enterprise > Inventory Purchasing > Pool Management

Reviewing Pool Products
In the Pool Management window:
- Find the product
- Review the Available column
- Check the Available checkbox if needed
- Review the Project Protected column
- Uncheck the Project Protected column if needed

The pool product is now ready for sourcing.
Accessing Sourcing
Enterprise > Order Entry > Sourcing

Completing the Sourcing Wizard
In the Sourcing Wizard window:
- Open the project or sales order

- Complete the wizard
In the Alternate Sourcing window:
- Right-click the original product line item

- Click Alternate Sourcing
You are now in the Alternate Sourcing window.
Understanding the Alternate Sourcing Window
The Alternate sourcing window has an Original pane and an Alternate pane. Any line items in the Alternate pane replace the line items in the Original pane.
Alternate Sourcing a Product with a Work Order
If your product does not have an associated work order, the next step is Selecting the Alternate Product.
In the project's Sourcing window:
- Right-click in the Original pane

- Click Add Original Product
In the Source Picker window:
- Select the associated work order
- Click Add

- Click OK
In the Alternate Sourcing window:
- Right-click on the required work order
- Click Add To Alternate
The Alternate Sourcing now includes the required work order.
Selecting the Alternate Product
*Note: This example shows alternate sourcing from Pool. You can complete alternate sourcing using Inventory Favourite, Managed Product, Door, Frame, and Hardware catalogs, and Special Product.
In the Alternate pane:
- Right-click
- Hover over Add
- The Add menu options will expand

- Click Pool
- Or your preferred sourcing location
In the product window:
- Select the alternate product

- Click Add
- Click OK
In the Alternate Sourcing window:
- Click OK
You now have an alternate product to replace the original product.
Assigning Openings
In the Product tab of the Sourcing window:
- Scroll down to the alternate product line item
- Click +
Under the Openings column:
- Select the opening number(s) from the drop-down

- Click Save
- The Order Management window will open
*Note: The Source To field remains as Purchase Order in case the pool does not have enough quantity for the sourcing. When the pool does not have enough, the Sourcing window automatically creates a purchase order.
You now have an alternate source for the product.
Viewing WIP Transfer on the Order Summary Report
In the Order Management window top toolbar:
- Click Print
- The Generate Report window will open
- Select the export method

You now have an Order Summary Report with the WIP transfer.
Tip: If you do not want the entire Order Summary Report Print just the WIP Transfers Report in the Reports window.
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