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In Sales Order Details, is the SalesQty supposed to reduce when canceling the remainder of a line item?
In our system, Dynamics AX 2009, it doesn't and if you look at "Inventory -> Transactions" and select the "Reference" Tab, the quantities do not match the quantities on the "Overview" Tab. This seems to happen only if you short ship a line.
In my test, I entered a sales order for with a Sales Qty of 10 pieces. I created a Pick Slip for 7 pieces, Registered the Pick Slip and Packed it. Then I selected "Functions -> Deliver remainder -> Cancel remainder" to cancel the remaining 3 pieces to get the order in a Delivered status. Now, select "Inventory -> Transactions", the Overview Tab will reflect the 7 pieces and on the "Reference" Tab, 10 pieces are shown.
Can someone help me understand how this works?
The SalesQty is the original order quantity (presumably from customer demand) in the sales unit of measure. It is possible to both under- and over-deliver the sales line (as permitted by item setup), and the SalesQty will not be altered in doing either.
In the case of an under-delivery, the Deliver remainder function cancels the outstanding On order balance so that the sales line can achieve a status of Delivered. Alternatively, you can reduce the SalesQty to match the actual delivered amount, and this will also bring the sales line to a status of Delivered (and eventually Invoiced). Remember that the sales line status will remain Open order while there is an On order (or Reserved, etc.) amount. Furthermore, the sales header status is the lowest common denominator of all of the sales lines, and so the order itself will always remain Open order while any of its lines are Open order. Thus, to close an order (i.e. make it Invoiced), you must eventually fully deliver and invoice every line. Dynamics can't tell the difference between an On order amount you intend to ship and an On order amount you don't, and the assumption is that you intend to fully deliver eventually. Think of Deliver remainder as your way of telling Dynamics that you in fact don't.
In the case of over-delivery, the On order amount is fully consumed and nothing is left to keep the sales line Open order, and so it drops to Delivered (and eventually Invoiced later).
The advantage of using the Deliver remainder function to remove the outstanding On order quantity is precisely that it leaves the original order quantity as is. This allows for delivery performance analysis later, where you can answer questions like "How often do we ship what the customer really asked for?". Similarly, the confirmed delivery date is not altered when you pack early or late, and so a comparison between customer expectation and actual performance is possible. If you simply reduce the SalesQty to close the sales line, you will lose the data about what the customer really asked for.
The reference tab on Inventory transactions merely shows data from the original sales (or purchase) line, so it is essentially SalesQty again.
Hope this helps.
Thanks for explaining how the SalesQty field works from within AX. This is a big help...