How to Switch a Product Between Make-to-Stock and Make-to-Order in EDGEBIC

To switch a product between make-to-stock and make-to-order in EDGEBIC by User Solutions, edit the product, set the build method in its inventory planning section, and change the stocked flag to match. Those two settings travel together: a make-to-stock product needs to be marked stocked so inventory postings and netting apply to it. This post is the single task. For the strategy behind the choice, read make-to-stock vs make-to-order in EDGEBIC.

The inventory planning attributes described here belong to the inventory capability. Availability varies by installation, so check with User Solutions which of these fields your build exposes before planning a catalog-wide change.

Before you start

• The product exists and has a routing, so the resulting jobs can actually be scheduled.
• You know which direction you are moving. Make-to-stock means the item is built against replenishment triggers and held. Make-to-order means it is built when a customer orders it.
• For a switch to make-to-stock, decide the replenishment numbers in advance: safety stock, reorder method, and the quantities that go with the method you pick.
• Note the current on-hand position for the product. A switch to make-to-stock against zero stock generates suggestions immediately.

Steps

1. Open the Product tab and find the product using the search panel.
2. Click the edit button in the row's Actions column.
3. Go to the inventory planning section of the dialog, where the make-to-stock and make-to-order attributes live.
4. Set the Build Method to make-to-stock or make-to-order as required.
5. Set the stocked flag to match. Marking a product stocked is what enables inventory netting and receipt and issue posting for it. This step is not optional on a make-to-stock product.
6. For a make-to-stock product, set the replenishment triggers in the same visit:
   • Safety Stock, the minimum buffer the projection protects.
   • Reorder Method, chosen from none, reorder point, or min/max.
   • Reorder Level and Reorder Quantity for the reorder point method, or Min Level and Max Level for min/max.
   • The Lot Size Rule, which decides whether a suggestion covers exactly the net requirement or always orders the reorder quantity.
7. Click Update.

What changes when you save

The practical difference shows up upstream of the scheduler. A make-to-order product waits for demand to arrive as a customer order. A make-to-stock product is replenished against its own triggers, so the planner reviews suggestions and firms the ones worth building. Once a job exists, the engine schedules it the same way either way, against the same finite work center capacity.

How to check it worked

1. Re-open the product and confirm both the build method and the stocked flag show the values you set. A mismatched pair is the single most common fault on this task.
2. Run the anomaly checks. A product declared make-to-stock without the stocked flag is a documented integrity fault and shows up there rather than as a visible error on the form.
3. Open the inventory projection for the product and read one full horizon. A make-to-stock product with a reorder method configured should show either a healthy projected balance or a replenishment suggestion where the balance dips below the trigger. See how to read the projection.
4. Confirm the suggestion size matches the lot size rule you chose. A fixed order quantity suggestion equal to the reorder quantity is correct; a lot-for-lot suggestion should equal the shortfall.

Common mistakes

Changing the build method and leaving the stocked flag alone. The product then claims to be replenishment-driven while inventory posting is off. The anomaly checks catch it, but only if you look.

Leaving the reorder method at none. A make-to-stock product with no reorder method never raises a suggestion. Nothing errors, so it reads as a broken feature rather than an unfinished setup.

A generous fixed order quantity on a slow mover. Fixed order quantity always orders the full amount regardless of the shortfall, which builds stock steadily. Start with lot-for-lot until the demand pattern is clear.

Switching to make-to-order and expecting stock to disappear. Existing on-hand quantity stays where it is. Only the way future demand is generated changes.

Keep the rest of the record consistent while you are in the dialog: how to set a product cost covers the fields that drive quote margin. More single-task recipes are indexed in the EDGEBIC how-to library, and the EDGEBIC product page shows how demand and finite capacity meet in one plan.