Advice on Customer Provided Item and Material request

Hi!

Is there anything wrong with including Customer Provided Items (is_customer_provided = true) in a Sales Order at a price of 0, alongside the regular sales items? Or is there a better way to indicate that the customer owes me items as part of the deal in a Sales Document?

My idea was to use a script to automatically trigger a Material Request with the purpose “Customer Provided” when the Sales Order is submitted. Otherwise, if I simply use a text field to note what the customer needs to deliver, the user would have to remember to create the Material Request manually.

My second question: is there any reason not to use a Material Request with purpose “Customer Provided” for items that don’t have the is_customer_provided checkbox checked? I noticed that technically it’s possible.

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Hi

Please read this article to help you understand the true nature of Material Request with Customer provided item type.

https://docs.frappe.io/erpnext/user/manual/en/customer-provided-items

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I appreciate the effort, but simply posting a link to the documentation isn’t really helpful in this case. If the docs had answered my question, I wouldn’t have needed to post here in the first place. I’m looking for clarification or insight beyond what’s already covered there, since they assume the usage of BOM and production plan. thanks in advance to anyone who can share their experience or a more specific explanation. The main question is if there is anything wrong with including Customer Provided Items (is_customer_provided = true) in a Sales Order at a price of 0, alongside the regular sales items?

Hi @grantler

The production plan handles and take cares of Automated Material Request for all customer provided items if those are tagged in BOMs correctly.

And for each type of Material Request will lead you towards different cycle of recording as if it is Purchase type will only run you towards purchasing cycle and if the type of MR is stock transfer or issue, you can only turn it into stock entry.

Further recording is purely based on the type of Material Request you have chosen initially.

The Customer Provided type of MR is mainly serving the purpose of contracted manufacturing only.

I understand. How would you show the customer that he needs to deliver the Items on the sales order pdf ?

Hi

In order to achieve customer provided items to be fetched in sales order automatically, you have to code both for form and print format.

On the other hand, inserting custom child table and manually enter customer provided items and get them printed along side FG items can be achieved with print format builder.

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