frappe / erpnext

Free and Open Source Enterprise Resource Planning (ERP)
https://erpnext.com
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Item where used report #28665

Open ankush opened 2 years ago

ankush commented 2 years ago

Ref: https://discuss.erpnext.com/t/item-used-in-bom/30762/4

Occasionally when working on replacing items and planning for sourcing users want to know where a particular item is being used. This is usually called "where used" report.

Currently, it's possible to find this info by filtering or adding custom links but those who need to take decisions or inspect all the places where item is used usually need a report.

Expected solution:

  1. A report which shows where a particular item is used in: BOM, Product Bundle etc.
  2. Filters: company and more (?)
  3. BOM / Product bundle meta info: like is_default
  4. Open the report from Item page

Let us know if you have any other suggestions.


💡 Similarly a report for batch can be created for traceability during the manufacturing cycle.

guilmori commented 2 years ago

When I explained Connections section logic to a new client, he asked why there is no connection to BOMs where the item is used in the Item page, ie. if item is used in 5 boms, we would see a connection link (5) BOM. I asked about it here: https://discuss.erpnext.com/t/item-connections-to-bom-item/81352

So I question the usage of a report for this... isn't it the goal of the connections, to easily drill through linked documents ?

Now I'll ask the same question as in the discuss post, can we have two connections to BOM from the Item page, one being 'where is production item' and the other 'where used in bom items' ?

guilmori commented 2 years ago

We already have similar where-used connections in the BOM page. Here The BOM is used in 5 others BOMs (as sub-assembly item) image

ankush commented 2 years ago

If you're on v13 you can add connections just using the customize form too.

The idea behind this report (and related report) is to have decent reporting for traceability. Also, reports are easier to browse than just list view + filter. Most ERPs have something along lines of "where used" report. :smile:

guilmori commented 2 years ago

If you're on v13 you can add connections just using the customize form too.

The idea behind this report (and related report) is to have decent reporting for traceability. Also, reports are easier to browse than just list view + filter. Most ERPs have something along lines of "where used" report. 😄

I tried adding a Where Used connection using the customize Form for the Item Page image

This saves successfully, but now when I access the Item Page, I get this javascript error, and all connection links are broken. image

Am I doing something wrong ?

mepoland commented 9 months ago

This is a needed feature. I am new to erpnext and might be missing something, but am disappointed at how painstaking it is to navigate up and down levels of a complex BOM. I would want the 'where used' list to be quick and easy to access, like a button at the top of the Item page. The most intuitive place would be in the item dashboard I suppose, since that's where you can currently find a link to the Item's own BOM. Part of the issue here is the disconnect between an Item and its associated BOM(s). It's nice that an Item can have multiple BOMs, but I think in reality the vast majority of BOMs and Items share a one-to-one relationship. It would sure be nice to be able to move up and down a BOM, viewing the Item doctypes which is what you actually care about, rather than constantly having to click over to each item's corresponding BOM doctype. In @guilmori 's screenshot above, they are looking at the Connections tab for a BOM. I do not get the same result; no linked BOMs are shown in the Manufacture section there. But regardless, I would not want to have to pull up an item's BOM in order to find where that item is used. I would want to simply go straight from the Item to a 'where used' list. Thanks!