Dynamics Community Forum Thread Details

Tracking Transmitter Lots Against Customer Sales Order PO in D365 – Functional Design Advice Needed

Hello Community,

We are currently using AX2009 and preparing to go live with D365 Finance & Operations in February 2026. I’m seeking guidance on a functional requirement from our Sales and Production teams regarding a recurring business process with our customer, Honeywell.

🔹 Business Process Overview:

Honeywell sends a Purchase Order (PO) to WIKA.

WIKA confirms the order and performs sales scheduling.

After confirmation, Honeywell ships transmitter lots to WIKA.

WIKA’s Production team uses these transmitters to manufacture instruments, which are then sold back to Honeywell.

🔹 Challenge:

We receive multiple POs from Honeywell, and different transmitter lots arrive at different times. The WIKA team is struggling to identify which transmitter lot corresponds to which Sales PO, leading to confusion in production planning and traceability.

🔹 Requirement:

We need a systematic way to track and link incoming transmitter lots to the respective Honeywell PO in D365. The goal is to ensure clear visibility and traceability from PO to production.

🔹 Initial Thoughts:

I believe a subcontracting process might be suitable, where Honeywell acts as the subcontractor sending components (transmitters) to WIKA. However, I’m open to other functional approaches or best practices.

❓ Request for Suggestions:

What D365 functionalities or modules can help us track incoming lots against customer POs?

Is subcontracting the right approach, or would Inbound Load Management, Inventory Dimensions, or Advanced Warehousing offer better control?