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How do other customers handle Line type 2 direct deliveries in M3

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Good afternoon MUGA group!

I would love to hear some insight on how other M3 customers are handling ‘Line Type 2 – Direct Delivery’ in customer orders and work orders. We use this all the time; however, we'd love if this could capture more data when utilized.

M3 doesn’t consider the sale (Customer Orders OIS300) or purchase (Purchase Order PPS200) in item statistics (MMS090) when this line type is used. This is because direct delivery from supplier to  Read more...customer does not affect on-hand item quantity (on-hand balance never changes in MWS068). Our business uses annual usage and item history to help identify safety stock levels and forecasting we should have at each warehouse.

A business example is that we would increase the on-hand safety stock to reduce lead times for WOs and COs. This also impacts us because we could see item usage as ‘very low’ when the item usage is high. From MMS090 (item statistics) and MWS070 (transaction history) we don’t see the same history as we would researching (customer order lines) OIS101 and (purchase order lines) PPS201. This leads to conflicting reporting.

Work arounds that I know of would be to utilize a third-party reporting system that would help account for line type 2 – direct deliveries. Like everyone else, I’d assume we want to keep everything internally in M3 without committing a new project cycle for a third party process and creating custom report logic.

Thank you! Show less...
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BC:
I realized my screenshots never attached, here is a reference within M3 of what I am referring to.

Thanks all!
Direct Delivery Screenshots.docx

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