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ph99004
Level 3

Build Assembly not generating proper Shortage Report

Here is my problem.

I have trying to build an assembly. When I enter the assembly it shows the list of parts and quantities required to build this assembly. All good. When I enter the number of units, the quantities change to reflect the number of assemblies to be built. All good.

I will not have enough parts; e.g. a shortage. So, I ask for a shortage report. I would expect that the shortage report will show a list of parts needed to build this many assembly items. Instead, I get a single item report showing my assembly item and the shortage required - not the list of sub-assembly parts required to build this many assembly items.

What the?  This has worked in the past. Not sure what changed or what I did wrong.

Any ideas what is going on?

Thanks,

Phil

 

PS> I am using the cloud-based QB Enterprise 2017 version.

 

21 Comments 21
ph99004
Level 3

Build Assembly not generating proper Shortage Report

ScreenHunter 21.png ScreenHunter 22.png

MadelynC
Moderator

Build Assembly not generating proper Shortage Report

You can run Inventory Stock Status by the item instead, @ph99004.

 

This report will give you a list of sub-assembly items needed to be restocked. It also provides available quantities of items. Let me show you the steps:

 

  1. Go to the Reports menu at the top right.
  2. Choose Inventory then select Inventory Stock Status by Item.
  3. From there, you can click the Customize tab then select the needed details under columns.
  4. Click OK.

 

I've attached screenshots below for your visual guide:

 

Capture.PNG

 

Capture.PNG

 

I also added these helpful resources to keep track of the sub-items and to manage your inventory accurately:

 

 

Reach out to me if you have more questions about building assemblies. It's my pleasure to help you in any way I can.

ph99004
Level 3

Build Assembly not generating proper Shortage Report

MadelynC,

Thank you for your quick reply but I don't think you understand what I am trying to obtain.

I am trying to get a list of the sub-assembly parts I need to purchase in order to meet the minimum requirement necessary to build X number of a particular assembly. In this case, ENG-01300 is the assembly. A single ENG-01300 requires about 200 different sub-assembly parts in various quantities. In this example above, I want a minimum list of parts needed to build 25 ENG-01300 units.

 

In the past, the Shortage Report would give me this information. I do not know what has changed.

 

Thanks.

 

Phil

 

ShiellaGraceA
QuickBooks Team

Build Assembly not generating proper Shortage Report

Hi @ph99004,

 

I have just the steps you'll need to see the items and sub-assemblies that are needed or shortage of status.

 

Here's how:

  1. Go to Inventory, then Build Assemblies.   
  2. Select the Assembly Item from the drop-down.
  3. Click the Build & New button, a Warning window will pop up.
  4. Tick the Show Shortage button. Then, OK.

I've added screenshots below for your reference.

 

You can learn about combining inventory items at this link: Combine your inventory items to build finished goods.

 

You can also press F1 on your keyboard to open the Help window for additional articles. Just type "build assembly" in the search field.

 

Please know that we're always here if you have other questions or concerns. Thanks for coming by and I wish you have a wonderful rest of the day.

 

 

 

 

ph99004
Level 3

Build Assembly not generating proper Shortage Report

ShiellaGraceA,

Yes. I agree. This is how IT SHOULD work but it is not working on my system. It only shows the assembly shortage and not the sub-assembly part shortages like your image.

Weird.

If you have any other ideas, please let me know.

Thanks.

Phil

ph99004
Level 3

Build Assembly not generating proper Shortage Report

There should be two other parts with shortages. I can manually see that I do not have enough parts to perform this build.

Rubielyn_J
QuickBooks Team

Build Assembly not generating proper Shortage Report

Hello there, @ph99004.

 

I'm here to make sure you're able to see the sub-assembly part shortage in the report. For this, make sure to include the date of assembly. This way, the QTY on hand will be included in the report's calculation and provide accurate information.

 

If the same thing happens, we can verify and rebuild your data in QuickBooks Enterprise. By doing this, we can identify and resolve the most commonly known data issues within your company file.

 

Here's how:

  1. Select Window and then select Close All.
  2. Go to the File menu.
  3. Choose Utilities and then click Verify Data.

If you see these results:

  • QuickBooks detected no problems with your data, no further action is needed.
  • When there's a specific error message, you can search it in our QuickBooks Desktop support site for specific instructions.
  • Your data has lost integrity, indicates that there's data damage, we can follow the steps below to correct the problem:
  1. Choose the File menu.
  2. Select Utilities and then choose Rebuild Data.
  3. You'll receive a notification to backup your company file, and then click OK.
  4.  Once done, the Rebuild Data utility will start.
  5. When you get the message, Rebuild has completed, Click OK.

You'll want to manage items in QuickBooks Enterprise, feel free to read this article: Add, edit, and delete items. This will guide you on how to handle items that your company buys, sells, or resells in the course of business.

 

I'm always here to help you. Just click the Reply button to add a comment. Have a pleasant day.

jbyrne210
Level 1

Build Assembly not generating proper Shortage Report

I am not able to see the sub assemblies on the shortage report. I verified the data and do not see an issue that would be causing sub assemblies not to appear. What should i try next?

jbyrne210
Level 1

Build Assembly not generating proper Shortage Report

I rebuilt and verified the data and am still not seeing the sub assemblies on the shortage report. What else could be causing the problem? Thanks

MadelynC
Moderator

Build Assembly not generating proper Shortage Report

We can repair your company file using QuickBooks File Doctor, @jbyrne210.


This behavior with missing items when running reports is often caused by damage data. Running QuickBooks File Doctor from the QuickBooks Tools Hub helps resolved your concern right away.


Since your company file has been rebuilt, you'll want to restore the backup made prior to the rebuild. If you're unsure where the backup file is located, refer to display hidden files and folders or search for files using Windows for guidance in searching for .qbb file on your computer.


Once done, we can proceed to these processes below but make sure your QuickBooks account is closed before using the tool hub.

 

  1. Download the most recent version (1.4.0.0) of the QuickBooks Tool Hub and save it where you can easily find it.
  2. Open the file you downloaded (QuickBooksToolHub.exe).
  3. Follow the on-screen steps to install and agree to the terms and conditions.
  4. Double-click the icon on your Windows desktop to open the tool.


After the installation, please continue with these steps:

 

  1. Click the Company File Issues tab from the tool hub. 
  2. Select Run QuickBooks File Doctor.
  3. Click your company file from the drop-down menu in QuickBooks File Doctor.
  4. Select Check your file (middle option only) and then Continue.
  5. Enter your QuickBooks admin password and then click Next.


Depending on your file size, it takes up to 5 minutes. You can open your company file once the scan is finished.


I would also recommend creating a backup of your company file after the issue is fixed. That way, you can restore it anytime in case unexpected circumstances happen.


I'll be right here if you need further assistance. Wish you all the best.

B Reiff
Level 2

Build Assembly not generating proper Shortage Report

   I have the same problem on just some of my items.  Done all the above verify, rebuild, file doctor, been on phone for over 5 hours with QB enterprise and they ended up telling me that QuickBooks doesn't work well with negative numbers. Try creating a excel spread sheet;

 

 Hope we can find something soon its frustrating 

c ueland
Level 1

Build Assembly not generating proper Shortage Report

You might have luck if you edit your company preferences for Items and Inventory.  To do this you will have to be in Single User Mode.

 

Go to the Edit drop down.  Choose Preferences.  Select Items and Inventory.  There are two tabs My Preferences and Company Preferences.  Select Company Preferences.   On the preference for "When calculating Quantity Available for my inventory, deduct:"  make sure the "Quantity Reserved for Pending Builds" is checked.

 

Sometimes changing company preferences requires a log off and start up, not sure on this one, but try it and it should work.

JusticeB
Level 1

Build Assembly not generating proper Shortage Report

We are having a very similar issue. Did you ever figure out?

 

These other replies are very thorough, and clearly from people who know QB, but none seem to address what is happening.

 

Our shortage reports, like yours, name the part being built as the shortage but also mention some of the other parts that we are short on, just not all of them.

 

Stock status, Assembly Shortage by Item, the actual shortage report nor re-order reports address figuring out how many parts needed to build a certain number of assembly items to help with purchasing.

 

If verifying/rebuilding etc. doesn't fix it, then how does one see what they need to purchase for a certain number of builds?

JasroV
QuickBooks Team

Build Assembly not generating proper Shortage Report

Thanks for joining this thread, @JusticeB.

 

Currently, we received reports that some users are seeing incorrect amounts or blank data in their Shortage report. Rest assured, our engineering team is aware of this issue and is looking for a fix.

 

As an alternative, you’ll want to manually look over the build assembly for the items that are short for the pending build. Also, ensure your QuickBooks Desktop (QBDT) software is up-to-date. It could be the software is outdated, thus, it showing incorrect information in your report.

 

If this is not the case, I recommend contacting our Support team. This way, they’ll add you to the list of affected users and be notified through email once the issue is resolved. To reach them, you can follow these steps:

 

  1. Go to the Help menu.
  2. Select QuickBooks Desktop Help.
  3. Click Contact Us.
  4. Give a brief description of your issue, then proceed to Let's talk
  5. Choose a way to connect with them.
  6. Then provide this INV-19434 number for easy tracking.

 

You can also refer to this link for more details and ensure to review their Support hours to know when agents are available: Contact QuickBooks Desktop support.

 

Let me also add this resource that you can use for guidance in managing your reports efficiently in QBDT: Understand reports.

 

I appreciate your patience while we’re currently working to fix this. In case you have any other concerns about reports or regarding your software, you can always tag me in your reply. I’ll be around to help and back you up. Have a good one and stay safe.

JusticeB
Level 1

Build Assembly not generating proper Shortage Report

Thank you for the reply @JasroV !

 

I called in to support. We updated to the newest version of Enterprise 2021 and the problem still exists, so they added me to the ticket for when it is fixed. I hope it's soon, it looks like this has been an issue since the middle of last year if I can tell from various posts.

 

Good lcuk Intuit Engineering Team!

 

BayMccutch
Level 1

Build Assembly not generating proper Shortage Report

Has there been any updated to this issue?  We're in June now and we're still having this issue on the latest version of Quickbooks.

AbegailS_
QuickBooks Team

Build Assembly not generating proper Shortage Report

Glad to have you here in the Community, BayMccutch.

 

This issue is caused by the handling of pending builds. We are currently working to correct how pending builds are included in the calculations. For now, if you have pending builds the amounts on the report will need to be manually calculated.

 

As of now, our Product Engineers are still working on releasing the permanent resolution to fix this issue. Rest assured, you'd be notified through an email once any update is available. 

 

For additional information, I added this resource that you can use for guidance in managing your reports efficiently in QBDT: Understand reports.

 

I'll be right here if you need further assistance. Wish you all the best.

 

NFMinger
Level 1

Build Assembly not generating proper Shortage Report

my problem seems to be the opposite.

When I try to generate a shortage report it lists all sorts of parts I DON'T need. Including parts that belong in subassemblies I have plenty of.

I am searching for answers

Thanks

JasroV
QuickBooks Team

Build Assembly not generating proper Shortage Report

I can share some steps to help you isolate and fix the issue you're having with your Assembly Shortage report, @NFMinger.

 

You'll want to ensure your QuickBooks Desktop (QBDT) is updated to the latest release. This way, we can ensure the software is running on the newest patches and fixes.

 

If you have, we can run the Verify Rebuild utility tool to get around this issue. This tool scans your QuickBooks Desktop (QBDT) for any errors and quickly resolves them right away. I'd be glad to show you how.

 

To Verify:

 

  1. Go to the Window menu and select Close All.
  2. Then, go to the File menu.
  3. Select Utilities.
  4. Click Verify Data.

 

To Rebuild:

 

  1. Go to the File menu.
  2. Select Utilities.
  3. Click Rebuild Data.

 

You can also check this link for more detailed steps: Verify and Rebuild Data in QuickBooks Desktop

 

If this isn't the case, I'd recommend contacting our support team. This way, they can add you to the list of affected users who are also having the same issues with their Assembly Shortage report. Rest assured our engineering team is working diligently to fix this and will notify you through email of any updates.

 

In the meantime, you'll want to look over the build assembly and manually calculate the items. I'm also adding these resources that you can read for guidance in efficiently running your reports and inventory:

 

 

I appreciate your patience as we're working to fix this. In case you have other queries with QBDT, you can always add them in your reply. I'm always here to help and answer them for you. Stay safe and more power to your business.

Egerber1
Level 1

Build Assembly not generating proper Shortage Report

I am having the same issue, it worked last week and now doesn't work. Same thing it just tells me the finished goods amount I am short in the shortage report but not what individual items are short.

 

Mark_R
QuickBooks Team

Build Assembly not generating proper Shortage Report

Thank you for raising your concern here in the Community, @Egerber1.

 

We currently have an ongoing investigation with the shortage report for assemblies showing incorrect amounts. Rest assured, our product engineers are diligently working on a permanent fix.

 

Also, to ensure you'll get an update about the resolution status, I suggest reaching out to our QuickBooks Support Team. This way, they can add your company to the list of affected users. You can also provide this investigation number for easy tracking: INV-19434. To reach them, please follow the steps below:

 

  1. Go to the Help icon and select QuickBooks Desktop Help.
  2. Click Contact Us.
  3. Write your concerns in the description box, then select Continue.
  4. Select which one of the support options you'd like to use.

 

You can also check out this article for another way of reaching out to our support team and its support hours: QuickBooks Desktop Support.

 

You might want to know more about building assemblies in QuickBooks Desktop. This article will help you on tracking them properly: Track the products you manufacture.

 

Please know that I'm just a reply away if you need further assistance running the shortage report. Have a good one.

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