Adding a Part or Labor to Sourced Product from a Different Manufacturer

Situation: On a change order, you add a part or labor to an existing door or frame from a different manufacturer.

Environment: Comsense Advantage & Enterprise

Bug: Adding a part or labor to an existing door or frame from a different manufacturer creates a demand for a new door or frame. The new demand does not show in the Advantage Pricing window.

User Issue: The purchaser may unknowingly source or ship duplicate doors or frames for the project.

Explanation: The Pricing window only shows the new product.

Solution: 

Review the project

Before creating and selling any change order, always review the project's purchase orders, sourcing, and shipments. The status of the project dictates how you handle the new demand for existing product. For further detail on reviewing projects before creating a change order, Review section 1. Reviewing the Project and 2. Determining Project Adjustments to Complete the Change Order in the article Creating a Change Order.

If nothing is sourced, proceed with the project as usual.

Adding a Part or Labor to Sourced Openings

The procedure for openings with sourced product depend on the stage of sourcing. You must handle the sourcing of the product as outlined below for any opening(s) that are:

  • On an open purchase order
  • On a released purchase order
  • Sourced and unshipped
  • On-site

Product on an Open Purchase Order

Unsource the door or frame and proceed as usual.

Product on a Released Purchase Order

In Enterprise:

  1. Delete the purchase order
  2. Create a new Purchase Order
    • Include the original purchase order number in the notes
  3. Advise the supplier of the new purchase order number

Sourced & Unshipped Product

Unsource the product and Alternate Source the new door or frame demand from the pool with the new part.

Product On-site

Complete a customer return for the product on-site and Alternate Source the new door or frame demand from the pool with the new part.

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