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Please help me with challenge am facing purchase orders which are in review status Microsoft Dynamics AX 2012:
I have approved the planned order and firmed it , which is now a Purchase Order but not approved(in review) .Master planning still brings the demand for that item in planned orders. Is there any way where we can change the master planning parameters , so that the master planning considers the purchase orders irrespective of status of the purchase order(open order, in review)
Appreciate if anybody can advise how to avoid getting those items in planned orders.
On the plan that was used to generate the Planned Purchase Order, can you please validate that this parameter is selected. This parameter considers all PO and Production order in the MRP calculations. Unless there was a development to consider it, standard AX Master Planning does not look at the PO status in its calculation.
You say that you have approved and firmed it. Could be that you approved some time ago and that the leadtime is so that the delivery date will be after the required date? If the origin of the planned purchase order is another order (production, sales or transfer) can you compare the required date (from the demand) with the PO delivery date, are there any discrepancies? If so is delivery before (positive) or after (negative). When you look at the Coverage Group for the Item, does this discrepancy exceed the configured Negative days?
A ggod place to lhave a good view of how teh item was planned is from the Released Product >Plan > Net Requirement. There is a lot of information here that will allow you to understand or guess at why AX is behaving in the way that you observed.
Thanks Danny.I have checked the parameters /setup and its all good as shown above. However, i was doing some testing and found out that if the purchase orders are created from item requirements and if the purchase order goes for review , the master planning doesnt consider the PO.It will consider only when we firm the planned order from master planning. And time fences under net requirements is also a key point.
Can you help me the below question please.
Can we add planned orders to existing purchase order ?
I really appreciate your help!
For a PO created from a Project, if you look at the item's inventory transaction and you will see that it is reserved ordered. That is because items purchases on a Project PO are deducted as soon as they are received. So they will never be in stock. To confirm, you can look at the inventory transactions and you will see something that looks like this, where the unnamed negative transaction is AX's way of netting the PO reception to 0.
As for adding a Planned Order to an existing PO, this is a manual process. If you have Action Messages configured (again with Time Fences), an Action message would suggest to Increase a Purchase Order to meet increasing demand for the same item (while at the same time suggesting a new Planned Purchase Order with an Action message to Cancel). In the Net Requirement screen for the item, if you look at the line for the PO with an Increase Action Message, you will see the quantity that AX is suggesting to increase.
There is a dedicated list page in Master Planning module for Actions for Purchase Orders where you can apply the Action. Make sure you test thoroughly to understand the impact and to work out the best sequence. There are several blogs and videos on Action Messages and Future Messages in AX2012 that will provide you with more detailed explanations.
Please check below link related to approval of Purchase Orders:
A PO that has been created by firming a planned order from master planning is always set to a status of Approved, regardless of the change management settings
Thank you Manish .It really helped to understand the over view. Please help me with the below query.
what should i change the settings to create a transaction when the status is other than draft.
To check the workflow, Navigate to Procurement and Sourcing >>Setup>>Procurement and Sourcing workflows.
Also check at Procurement and Sourcing Parameter level, Field: Activate change management for Purchase Order
If these setups are defined then at Purchase Order level, we can see on additional tab "Workflow".
Thanks Manish.Please see the below screen shots and i could find in AX 2012.
Procurement and sourcing parameters.
Thanks for your time.
Based on screenshot shared, we can see that workflow is activated for PO that's why above 5K Orders are automatically submitted for review. (using workflow --> based on setup)
Hope it resolved your queries.
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