Alternate Sourcing

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

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Enterprise Navigation menu; shows location of Inventory/Purchasing and Pool Management.
Image 1: Enterprise Left-Hand Navigation Menu

Reviewing Pool Products

In the Pool Management window:

  1. Find the product
  2. Review the Available column
    1. Check the Available checkbox if needed
  3. Review the Project Protected column
    1. Uncheck the Project Protected column if needed
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Pool Management window; shows the location of the Available checkbox and Project Protected checkboxes.
Image 2: Pool Management Window

The pool product is now ready for sourcing.

Accessing Sourcing

Enterprise > Order Entry > Sourcing

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Enterprise Navigation menu; shows the location of Order Entry and Sourcing.
Image 3: Enterprise Left-Hand Navigation Menu

Completing the Sourcing Wizard

In the Sourcing Wizard window:

  1. Open the project or sales order
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Sourcing Wizard page 1.
Image 4: Sourcing Wizard
  1. Complete the wizard

In the Alternate Sourcing window:

  1. Right-click the original product line item
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Sourcing window; shows the right-cick menu and location of Alternate Source.
Image 5: Product Line Item Right-Click Menu
  1. 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:

  1. Right-click in the Original pane
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Alternate Sourcing window; shows the Original pane right-click menu and the location of Add Original Product.
Image 6: Original Pane Right-Click Menu
  1. Click Add Original Product

In the Source Picker window:

  1. Select the associated work order
  2. Click Add
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Source Picker window; shows the unassigned line item and the location of the Add button.
Image 7: Source Picker Window
  1. Click OK

In the Alternate Sourcing window:

  1. Right-click on the required work order
  2. 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:

  1. Right-click
  2. Hover over Add
    • The Add menu options will expand
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Alternate Sourcing window; shows the Alternate pane right-click menu and the location of Pool.
Image 8: Alternate Pane Right-Click Menu
  1. Click Pool
    • Or your preferred sourcing location

In the product window:

  1. Select the alternate product
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Pooled Product Picker window; shows the unassigned line item and the Add button.
Image 9: Pooled Product Picker Window
  1. Click Add
  2. Click OK

In the Alternate Sourcing window:

  1. Click OK

You now have an alternate product to replace the original product.

Assigning Openings

In the Product tab of the Sourcing window:

  1. Scroll down to the alternate product line item
  2. Click +

Under the Openings column:

  1. Select the opening number(s) from the drop-down
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Sourcing window; shows the location of the expand button the Opening fields.
Image 11: Opening Column Drop-Down Selection
  1. 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:

  1. Click Print
    • The Generate Report window will open
  2. Select the export method
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Example of the Order Summary Report
Image 12: WIP Transfers in the Order Summary Report

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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