Inaccurate Pending Build Shortage Report

Thanks for getting this in to our attention, ArtGraham.

The Shortage report will also take account your pending or open purchase orders. Hence, there are still differences with the item quantities on your Quantity on Hand and on the other reports.

Make sure you receive the inventory items properly so it will also reflect on your Shortage report. You can see more details on this link: Receive inventory.

Please let us know how this goes so we can further review your scenario. Have a great day!

I'm having the same issue.  I have an build that will not process, and when I click on items that are short, it says one item in another sub-build.  But this build is complete, and I am not short the inventory item.  I cannot seem to fix it no matter where I look or how I change the inventory.  I did add more of the one item, so it no longer shows up in the shortage report.  But the build will not take the pending status off.

This is very strange.  I am fairly expert at Quickbooks, and I've found ways to work around most things, so this a bug, or a problem.  I need to get this fixed right away, as we make protein bars, and everything in the food industry is tightly regulated.  HELP!

Hello, @JacquelineSmith.

I've checked from our records and found an ongoing investigation about this issue. Our engineers are now working to correct and fix the error as quickly as possible. Temporarily, if you have pending builds the amounts on the report will need to be manually calculated. While they're finding a fix, I encourage reaching out to our Support Team and have them attach your case to INV-19434 so they can add your account information to the notification list. 

For the support's contact information, check out this link: Contact the QuickBooks Desktop Customer Support Team.

Also, you can open our QuickBooks Desktop help articles and scroll down to the Inventory and projects section in case you need additional reference while working with your inventory in the future.

Let me know if there's anything you need assistance with by adding a comment below. I'll get back to you as quickly as I can. Have a good day!

This is exactly my problem has it been fixed?

Thank you so much

Thanks for joining the thread, @NFMinger.

I'm here to share some update about the pending build issue.

Our engineers are still working to fix this. As a workaround, you can follow the suggestion provided by my colleague @Angelyn_T to manually calculate the amount if you have pending builds.

In the meantime, I would also suggest you to Contact the QuickBooks Desktop Customer Support Team  so they can add your account information to the notification list. 

Also, in case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBDT Self-help.

Keep in touch with me on what the results are. I'll be around whenever you need further assistance in QuickBooks. Have a great day!

is this fixed yet?

I can't mark a build as final even though we have plenty on hand to make

I want to stop this from happening to you, @pm-elba. I have solutions here to help you get you back on track. 

I've reviewed our previous reports about this matter, and the issue has already been resolved. No worries, I have various troubleshooting steps for you to help fix QuickBooks Desktop's inability to build items.

Let's ensure that your QuickBooks is in the latest release to keep your software up-to-date. Also you always have the latest features and fixes.

Once confirmed and the issue persists, I'd suggest running the verify and rebuild tools. It's a built-in tool that can help automatically resolve data issues with your company file.

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 article for more detailed steps: Verify and Rebuild Data in QuickBooks Desktop.

If the issue persists, I'd recommend running QuickBooks File Doctor from the QuickBooks Tools Hub to help resolve this concern right away.

Let me add the article on how you can track the products you build using inventory items. 

Feel free to drop me a line if you're struggling with inventory in QuickBooks. I'd be happy to offer you my expertise, and I'll be here for you every step of the way.

I am still having this same problem. No items shown on the shortage report, but the Assembly won't build. We are running the latest update available.

Thanks for sharing your concerns in the thread, @square1 comp. 

Before we begin, I wanted to ask if you've tried the troubleshooting steps provided by my colleague, MichelleBh, above? If not, I encourage you to give them a shot. Typically, when we see issues with inventory, reports, transactions, etc., within the company file, this usually means there are some data integrity issues. These issues can be resolved quickly by using our Rebuild and Verify tools. 

Please keep me posted once you've run through these steps. I'll be sure to keep an eye out for your reply. Chat with you soon! 

Remember in the series "House" that it was never lupus? In our case, when we have had past problems, and we were advised to run these data checks, NOT ONCE have they solved the problem. It has never been a Data Integrity problem. 

what we have found is that your software section that calculates inventory for purposes of determining if there is a shortage is accurate (i.e it properly reflects the Inventory Stock Status on hand as of the time of the Build as confirmed via a manual comparison), but your software that calculates inventory for purposes of determining if enough inventory is available to build is INACCURATE. It seems to ignore any Inventory Adjustments, even if they were made prior to the Build date. We have run into this problem before and have had conversations with your help desk, who did not help, and have reported it. 

We have 267 items in this build, and I am now going through a hand count to verify that we in fact do have enough items on hand to build based on the Inventory Stock Status by Item report. 

Hello there, @square1 comp. I appreciate you getting back and providing additional information.

Currently, we're receiving notices that the shortage report shows blank or incorrect amounts. Rest assured that our product engineers are actively working to get this resolved as soon as possible. In the meantime, if you have pending builds, the amount on the report will need to be manually calculated. 

For now, you may want to contact our QuickBooks Support Team. They can add your account to the list of affected users. This ensures you're in the loop about the investigation's status and its fix. When you do, provide this escalation number: INV-19434. 

To reach them, here's how:

1. Open QuickBooks. 
2. Go to the Help menu at the top.
3. Select QuickBooks Desktop Help. 
4. Type Contact Us in the search box. Then, click on Contact Us at the bottom. 
5. Select the way you wish to connect with support.

You can also check out this link for more information: Contact QuickBooks Desktop support. Ensure to review their support hours, so you'll know when agents are available.

In addition, if there's a need to adjust your inventory, please review this resource for more detailed information: Adjust your inventory quantity or value in QuickBooks Desktop.

Please let me know if you have other concerns. I'm just around to help.

I just finished my manual comparison.

As of the build date, the Inventory Stock Status shows sufficient quantities for all items in the build to complete the amount of assemblies requested.

The maximum number you can build from the quantity on hand shows: 0

When I select Show Shortage, no items are shown on the shortage report

When I try to Build & Close, nothing happens.

You state:  In the meantime, if you have pending builds, the amount on the report will need to be manually calculated.

I am unsure what this means. I see no way to actually force the system to Build the items in question.

If I can't Build, then I can't sell, and can't book income...

Given the above scenario, how can I force the system to Build the Assemblies?

• Understand reports
• Inventory and projects

Make sure there is not a rounding error which then causes the item to not have sufficient stock.

what do you mean by rounding error?

Part of these assemblies uses a portion of a unit. For example, we use a potting compound which is purchased by the bottle. Each assembly uses 5% of a bottle, so the   QTY field in the Bill of Materials for the Assembly shows .05. 

Are you saying that instead of using the QTY shown in the Bill of Materials, Quickbooks might be rounding that up to the nearest full unit? If that is the case, it would cause a calculated shortage of that specific material, which would then NOT show up in the shortage report, but would prevent me from Building the Assembly.

You said:

Regarding your shortage report. It's possible that there was an item that was not receive properly or the date that was generated is not the right one. - How could I tell if an item is not received properly? I am going off the Inventory Stock Status Report which shows Amounts On Hand. Are you saying that I could have an item showing up in Amounts On Hand which has somehow not been properly received? If so, how could I determine if this is the case? If this is the case, then the Inventory Stock Status Report is by definition in error.

Regarding "date generated is not the right one", generated by what? The date I have set for the Build Assembly matches the date set for the Inventory Stock Status Report. Are there other dates that I should be watching out for?

In the meantime, you can look into the settings for each assembly items. Then, locate the Quantity Calculate checkbox for Pending Build Assemblies - What do you mean by "settings for each assembly item"? 

The only way I know how to get to Pending Build Assemblies is through the Reports function. Reports:Inventory:Pending Builds. It generates a report of all Pending Builds. There is no Quantity Calculate Checkbox on that screen. If I then choose the specific Pending Build where I have a problem, it brings up the Build Assembly screen. There is no Quantity Calculate Checkbox on that screen.

 You'll want to look over the build assembly and manually calculate the items. I don't know what you mean by this. I have already done a manual compare of the quantity needed of each component versus the amount in stock per the Inventory Stock Status Report and that manual check shows that sufficient quantities exist to build the assemblies.

I'm also adding these resources that you can read for guidance in efficiently running your reports and inventory: - These are way too simple and worthless for this discussion.

This comment still does not answer my question about how to override the error.

Yes, you answered all your own questions.

so, quickbooks rounds up to the nearest unit for purposes of calculating availability to build. This is stupid and undocumented.

But not unsurprising given the large number of other stupid decisions Quickbooks has made in their software design that is not documented.

I will take those items out for now and see if it fixes the problem.

Unfortunately, that did not solve the problem. But it is a good thing to know.

I appreciate all the efforts you've performed to get this resolved, square1 comp.

Since taking out the items didn't fix the issue, I'd suggest deleting the pending build. Before doing so, create a backup of your file so you can restore it if a problem occurs.

Here's how to delete the pending build:

1. Open QuickBooks Desktop.
2. Go to Edit.
3. Select Delete Build.
   
   

Once deleted, let's close the program. Since this is a non-posting transaction, it doesn't affect the quantity on hand and assembly items. After that, re-create it. 

For more information about tracking the products, you can check out this article: Create, Build, and Work With Inventory Assembly Items. 

I've also added this article that'll help you keep track of your inventory in QuickBooks: Customize Item Reports.

You're always welcome to post a reply if you have further questions or concerns about the process. We want to make sure this gets resolved.

Fixed it!

I deleted the Pending Build

Then, without making any other changes from what I had when I was experiencing the problem, I started a new Build of the Assembly.

This time, instead of showing 0 for "Maximum number you can build from the quantity on hand", it showed the correct number.

I then successfully Built the Quantity I had wanted to build.

Thought both QB and other users with this problem would like to know about this solution.

Thank you for sharing.  Always good to get closure.

OK, here we are in Aug 2023. Running Mfg Editition 2023. 

Same issue, tried everything listed on this thread. Nothing has worked. Shortage reports no shortage. Cannot build. All items are bought parts received and in stock before build date. Just cannot get it to build it. So frustrating this program. Called Platinum "whatever that means" support. Tier 2 recommendation via a link to article was to do Inventory Adjustment to debit parts out of inventory! Missing the whole point of doing a build. 

I have the same issue. I cannot proceed. It keeps telling me one of the items is short, but there it is saying I have thousands in stock and I only need 100 for the build.
It throws it into PENDING status and there is NO WAY to release it or process it!
I have run every tool in the Quickbooks toolbox repair thing. Nothing works.