How to Check Component Shortages Before You Build in Intuit Enterprise Suite

Before you start

• You're on Intuit Enterprise Suite. Intuit's article says manufacturing features are currently available in Intuit Enterprise Suite.
• The assembly item has a bill of materials. You can't start a manufacturing order without one.
• Your open sales orders and manufacturing orders are entered. The shortage column counts them, so it can only count the ones already in Intuit Enterprise Suite.
• Intuit's article doesn't mention a setting to turn on or a user role needed to see shortages.

New to manufacturing orders? Start with how to create a manufacturing order and build an assembly.

Step 1: Open a manufacturing order

1. 1Go to Inventory app, then select Manufacturing.
2. 2Select + Create manufacturing order.
3. 3Select the Inventory assembly item you plan to build and enter the Quantity to build.
4. 4Review the component list. Items from the bill of materials fill in based on the planned quantity.

Intuit's article explains the shortage column as part of creating an order. It doesn't say whether the column also shows when you edit an order you've already saved.

Step 2: Read the shortage column

1. 1Look at the shortage column for each component. If you don't have enough in stock, it shows exactly how much you're missing.
2. 2Remember what it counts: what this order needs, plus what any other open manufacturing orders or sales orders need of the same component.

Step 3: Run the Shortage report

1. 1On the manufacturing order, select Shortage report on the bottom bar.
2. 2Use the detailed list of missing components to plan.
3. 3If you need to, change the Quantity to build, or add, remove or change components for this order only. That doesn't change the bill of materials.

Intuit's article doesn't describe the report's columns, or whether you can run it from anywhere other than a manufacturing order.

Step 4: See what open orders have tied up

1. 1Go to All apps, then Sales & Get Paid, then Products & services.
2. 2Find the component and read its quantity on MO field. When you save a manufacturing order, the components it needs are added there.

If something doesn't look right

• The shortage is bigger than this order needs: the column also counts other open manufacturing orders and sales orders that use the same component.
• An order you no longer need is still tying up components: if it's Planned or In Progress, deleting it removes it for good and releases the reserved inventory.
• You changed the bill of materials but the open order didn't change: edits apply only to manufacturing orders created after the change. Edit the open order's components instead.
• You can't create the order at all: the assembly item has no bill of materials yet.

Where Intuit Enterprise Suite leaves the work to you

• The shortage column shows what's missing. Ordering it is up to you; Intuit's article doesn't describe creating purchase orders from the Shortage report.
• Intuit's article doesn't say whether stock on open purchase orders reduces the shortage, so check expected deliveries separately.
• The figure is only as current as your open sales orders and manufacturing orders. Orders still sitting in an inbox aren't counted.
• Intuit's article doesn't cover following up with suppliers on components that are already on order.

How Logistify helps

Two Logistify services help here. The Sales Order Service enters customer orders into Intuit Enterprise Suite as sales orders, whether they arrive by email, PDF, Excel (including .xls), EDI, WhatsApp, SMS, voicemail or paper, with a person reviewing exceptions. That way the open sales orders the shortage column counts are already there. The Procurement Service follows up with suppliers on open purchase orders, including those for short components. Logistify is a managed service, not a connector or app. It doesn't create purchase orders or manufacturing orders; your team still decides what to buy and build.