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Cetal
Level 2

Shortage Report does not calculate properly

For a simple example let's say I'm trying to do an assembly build for one sandwich containing these items:

Bread x 2 (sub assembly - flour, water, salt, yeast)

Ham x 1 (inventory item)

Lettuce x 1 (inventory item)

 

The bread was already put in stock with an assembly build. So I have the bread and lettuce in stock, but I'm missing ham. If I run the shortage report on the asssembly build, it would spit out something like this: 

 

Needed:

Ham x 1

Flour x 2

Water x 2

 

The problem is that I don't need flour and water if I have the bread in stock. The shortage report doesn't consider the sub assemblies in stock, it just looks at the inventory items as a whole. Is this a bug? We have assemblies with 20 or more sub assemblies, so it makes it very difficult to find what I actually need to order. Thanks

20 Comments 20
Rustler
Level 15

Shortage Report does not calculate properly

In QB a sub assembly it an item all by itself
so if the assembly BOM shows a sub assembly - it is required

 

If you make your own bread, then do that with an assembly, that stocks the item bread.  Since you make bread by the loaf and then slice it - the loaf needs to be moved to a separate item as sliced bread

Cetal
Level 2

Shortage Report does not calculate properly

Yes the (hypothetical) bread is a sub assembly, and it is stocked when we do an assembly build. The bread doesn't show up on the shortage report, but it's children (flour, water) do show up. But they shouldn't be on there if we have bread already built. In short, we don't need flour to make a sandwich if we already have the bread in stock.

Adrian_A
Moderator

Shortage Report does not calculate properly

I appreciate you for getting back to us, Cetal.

 

As Rustler shared above, you'll have to create a separate assembly for the bread. Here's how you can do that:

 

  1. From the Lists menu, select Item List.
  2. Select New in the Item drop-down.
  3. Select Inventory Assembly.
  4. Enter an Item Name/Number.
  5. Enter the ITEM.
  6. Click OK.

 

You can also check this article to keep track on what you sell: Keep track of each sale in two ways.

 

Please let me know if you have any additional questions or concerns in the comment section below. I'm always here to help you.

Cetal
Level 2

Shortage Report does not calculate properly

Bread already is a separate assembly. It has flour, water, salt, yeast as its members.

 

Step 1- We build Bread. Now Bread is in stock.

Step 2- We try to build Sandwich. Since we have bread, we're only missing Ham.

Step 3- We run the shortage report. It says "You need Ham, Flour, and Water"

 

No I don't, I just need Ham. It doesn't take into account that Bread has already been built and is in stock.

AileneA
Moderator

Shortage Report does not calculate properly

Hello, Cetal. 

 

Thank you for getting back to us. Since the bread account is already in a separate assembly and still doesn't take you to the correct account, I recommend reaching out to our Customer support team. They can take a look at your profile and investigate further the unnecessary behavior you've encounter.  

 

You can follow the steps below to connect with us:  

  

  1. Go to Help, then select QuickBooks Desktop Help.
  2. Select Contact Us.
  3. Give a brief description of your issue, then select Let's talk. 
  4. Choose a way to connect.

 

To make sure you'll get prioritize to your concern, please check the availability time of or customer support team. You can contact us every Monday to Friday from 8 AM - 6 PM. Also, phone support may be limited due to volume.  

 

Please touch base with me here if you have any questions or clarifications. I’ll be here to help you out. Take care always!

Cetal
Level 2

Shortage Report does not calculate properly

I have already done this and unfortunately they were unable to help because this is a bug in the software. The only one who can fix it is the person who can write the code for the Shortage Report. Can you direct this to your engineers?

AileneA
Moderator

Shortage Report does not calculate properly

Hello, Cetal. 

 

I suggest reaching back to our Customer support team. They can create a ticket and send it to our engineering team for further investigation. 

 

You can follow the steps above I provided on how to reach our customer team.  

  

Hence, 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!

Brent530
Level 2

Shortage Report does not calculate properly

We are having the EXACT SAME ISSUE.  We also contacted customer service twice and, each time, we both concluded this is a fatal flaw in the software itself.  It is throwing out "false positives" and it is deeply concerning that this post is from 2021 and, here we are in 2024, and the problem STILL exists.

 

To the original poster - you communicated this rather tricky bug extremely well.  BRAVO!  We also don't need flour or water!! GRR!! Lol

Cetal
Level 2

Shortage Report does not calculate properly

I've given up at this point. I wish I could talk to one of their software people but that seems impossible. I'm manually going through each line and deciding whether it is legit or a false positive. 

Brent530
Level 2

Shortage Report does not calculate properly

Same here.

 

It's very unfortunate and causes a LOT of wasted time each time we want to build an assembly.  Our machines are complex and have 3, 4 or even 5 layers of nested sub-assemblies.  I've spoken to Intuit customer support on three different occasions and, on my last attempt, finally resorted to speaking to the supervisor in hopes they could escalate this to the software engineers directly.  To this, I was told they have absolutely no avenue to do this and that seems absolutely absurd.  It's clearly a critical bug and it's unfortunate to learn it has been an ongoing and completely unaddressed issue for years.  Was initially told they had opened an investigation on my first call only to find said "investigation" had been closed on my second call the very next day.

 

Deeply disappointed in every aspect of this, Intuit.

 

 

Brent530
Level 2

Shortage Report does not calculate properly

Cetal,

 

Might sound like a weird question, but did you happen to get QB through Fourlane ?

Cetal
Level 2

Shortage Report does not calculate properly

I am not the one who purchased it so I have no idea. I have never heard that name mentioned though.

Brent530
Level 2

Shortage Report does not calculate properly

Gotcha.  I ask because they are one of the larger 3rd party sales forces that intuit uses.  We purchased through them and had a meeting yesterday with a senior partner.  They disclosed they have direct avenues to the software engineers at intuit, etc.  They assure us they're going to escalate the issue and hopefully get it fixed although couldn't provide an ETA.  I figured if your organization also went through them it would be helpful if you also took the same route to exert more pressure, etc.  Might be worth looking into.  We actually shared your post with them because of how eloquent your description is.  Surprisingly, they claimed this is the first they've heard of it.

NFMinger
Level 2

Shortage Report does not calculate properly

Our company was impacted by the pandemic and I was furloughed for about 18 months. I am back and we need to start tracking inventory again and the "powers that be" are convinced that upgrading to enterprise will fix this issue.

I reported it in the summer of 2021 but haven't tried to use it since Jan 2022.

I am very concerned that the issue isn't fixed.

Can i ask if those struggling with this are also using enterprise edition?

Thanks so much

Bryan_M
QuickBooks Team

Shortage Report does not calculate properly

Hi there, @NFMinger.

 

Let me direct you to the best help possible to acquire updates about the inventory issue in QuickBooks Desktop (QBDT).

 

To gain info about the issue you know about inventory, I recommend contacting the QuickBooks Desktop (QBDT) Team. They will be able to help you pull up your account and fix whatever inventory issue you have. Here's how: 

 

  1. Go to Help, then select QuickBooks Desktop Help.
  2. Give a brief description of your issue, then select Continue.
  3. Sign in to your Intuit account. Select Continue and then Continue with my account.
    • If you don't already have an account, make sure to Create a new account.
  4. We'll email you a single-use code. Enter your code and select Continue.
    • If you have more than one account, select the account you want to use and then Continue.
  5. Select to chat with us or Have us call you.

 

I'll also share this help articles page about setting up and tracking your inventory: Help Articles Inventory tracking QuickBooks Desktop.

 

Feel free to come back here if you have additional questions about tracking your inventory. I'll be willing to help. Keep safe and have a good one.

Cetal
Level 2

Shortage Report does not calculate properly

This issue still exists in Enterprise, hopefully you can talk them out of that!

youmick5
Level 3

Shortage Report does not calculate properly

Today is 11/05/2024 and the problem has still not been solved since 2021, i just tried again this morning after having updated QB deskop to the last 2024 version. 


Has anyone found a solution to the problem mentioned in the bread example below ? (new software, an other way to do other than manually...)


Thank you for your answers

GenmarieM
QuickBooks Team

Shortage Report does not calculate properly

I'd be happy to guide you through some troubleshooting steps to resolve your concern with inventory items in QuickBooks Desktop, @youmick5.

 

Let's start performing the Verify Rebuild function. This assists users in maintaining the integrity of their financial data files, including inventory reports. This option is essential when users encounter data issues or suspect data corruption.

 

Before that, please back up your QuickBooks Desktop (QBDT) company file to download the latest fixes available in the application. Then, proceed with the steps below:

 

Verify Data:

 

  1. Press the File menu.
  2. Choose Utilities from the drop-down option.
  3. Select Verify Data.
  4. Tap Ok to continue.

 

Rebuild Data:

 

  1. Click the File tab at the top.
  2. Select Utilities from the drop-down option.
  3. Choose Rebuild Data.
  4. Click Ok on Rebuild has completed.

 

If the issue persists, I recommend reaching out to our customer support team. They have the necessary tools to check your account and investigate this issue further. Here's how:

 

  1. In the Help menu, select QuickBooks Desktop Help/Contact Us.
  2. Click Contact Us.
  3. Enter a brief description of your concern and hit Continue.
  4. Select to Chat with us or Have us call you.

 

Additionally, I've added this article as your reference in adjusting your inventory of finished goods QBDT: Adjust your inventory of finished goods.

 

Keep me posted if you have other concerns about tracking your inventory or any QuickBooks-related tasks. Just use the Reply button and I circle back to help you.

youmick5
Level 3

Shortage Report does not calculate properly

I'm really starting to wonder if the answers provided by this forum's support are made by robots rather than humans...


It's not a data reconstruction problem, as you may have already answered.
I've even reproduced the above scenario on a new blank QuickBooks company file and the result is the same.
It's simply the calculation method that your support has had to fix via an update for 4 years now.


QuickBooks establishes a shortage report for each assembly level and doesn't take into account whether we already have quantities for assembly M+1, because in this case we don't need child parts to build this assembly M+1, contrary to what QuickBooks indicates.

Everybody is waiting for an update to correct this problem since 2021 now.

adudley
Level 1

Shortage Report does not calculate properly

Brother,

 

This thing has never worked for me, and they have no intention of ever fixing it.

 

 

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