End of mainstream support for Microsoft Dynamics AX 2009, 2012, and 2012Mainstream support for Dynamics AX 2009 Service Pack 1 (SP1), Dynamics AX 2012, and Dynamics AX 2012 R2 ended Oct. 9, 2018. After that date, only security hotfixes will be provided for these three versions through the extended support period that until Oct. 12, 2021. Read more
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Have you ever had this difficulty in planned purchase orders using Microsoft Dynamics AX 2012:
If we firm any planned order and convert it to a PO, until that PO is not approved, master planning still brings the demand for that item in planned orders. If a purchase order approval takes long time, we will see the planned order created for that item everyday and there is no identification shows a PO is already created for that and is under approval, so no need to firm.
Appreciate if anybody can advise how to avoid getting those items in planned orders.
Can you tell a bit more how you did the setup of master planning? Did you set values for the positive and negative days?
There is only an option to include inventory transactions (that help consider your Purchase orders , sales orders etc.) on Master Plan parameters, it doesn't have any settings for certain purchase orders statuses. See below if it make sense:
1. You shouldn't confirm planned Purchase orders and manage review/approval on planned orders rather than first firming the PO and then tracking the approvals. If there is another set of approvals planned, let those PO consider (see reasons below).
2. E.g. If you have a demand (100 from sales order), 0 on-hand- Provided include inventory transactions is marked, it will generate planned PO for 100 qty. Once you firm it (can be in approved/confirmed state) and run master planning again, it won't create another PO (if it's generating PO in your environment, then you need to review your Master Planning settings).
You don't want to exclude approved orders, because what if they get approved (later), Master plan already create planned orders previous day, now once that's firmed, you have double the amount of material coming in than your expected demand. Here is an illustration via qty..
SO = 100 qty. Your total requirement in this case should be 100.
Planned PO "PLN01" created = 100 qty, firmed. PO created say PO001 (approved) = 100 qty
MRP ran (neither have criteria to remove approved orders, will be very difficult to do this as well) = result is planned PO created "PLN02".
User approve PO001 = 100 qty coming in.
User firm PLN02, converts to PO002 which may get approved = another 100 qty coming in.
total quantity coming in = 200.
MRP by default help solve these problems by considering different PO statuses. Try to convince users that they don't want to apply purchase order filter criteria's.
Thanks for your explanation. It is about delay in approval process of purchase orders after they firmed. If it takes long time due to different approval hierarchies, What is the solution to avoid getting them in planned orders?
Yes we sat 60 for negative and 200 for positive days. But it I think it is happening because before a PO be approved, there won't be any inventory transaction in the system yet and therefore system will generate planned order for that. Haven't you face this issue before?
Sorry for the late reply. Probably you have found the solution already. If not. I had seen a similar issue, but this is about 5-6 years ago. In my case it was related to two settings which did behave different compared to AX2009. But not sure which exact setting was done and what was the solution here. Probably you can get an expert on-site or have a developer doing some debugging to understand the behavior better.
I think you may be misunderstanding the difference between Approved and Firmed.
An approved order is not yet released and will be carried forward to the next master plan with the same data quantity and vendor- once approved any changes can only be done manually.
You can read about this in Docs or see Lachlan;s video. https://organicax.com/2016/04/02/effect-of-approving-a-planned-order/
if you find an Approved order and right click then you ca, filter to see only the approved orders that still need to be firmed.
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