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Microsoft Dynamics AX (Archived)

why system is creating virtual transaction when we have ticked 'Create item requirement'

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Posted on by Community Member Microsoft Employee

I have ticked 'Create item requirement' from project management and accounting module yet when i create project purchase order the system creates virtual transaction along with the sales order created from the item requirement and when receiving the PO and click consume No still the virtual transaction deduct the item from the inventory so my question is why system is creating virtual transaction when we have ticked 'Create item requirement'? (AX version: 2012 R3) is there a hotfix for this issue as i found these links for same problem

https://community.dynamics.com/ax/f/33/t/190204

https://community.dynamics.com/ax/f/33/t/143545

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: why system is creating virtual transaction when we have ticked 'Create item requirement'

    Good Morning norhan,

    Have you already checked LCS for available hotfixes?

    You can check that yourself simply by logging into LCS and then searching for the reported issues and hotfixes released.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: why system is creating virtual transaction when we have ticked 'Create item requirement'

    Any replies?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: why system is creating virtual transaction when we have ticked 'Create item requirement'

    Hi Dr.Ludwig,

    Actually no it doesn’t as the third line will deduct the quantities automatically even if i choose consume later the sales order is neglected totally that’s why i’m saying it’s a bug as the normal behavior when i choose consume no is to be able to consume it manually through the packing slip but this is not the case as the system will consume it with the invoice due to the third line created (automatic transaction)

    Note: the system works normally if it’s the first purchase order on the item once you create the second purchae order or third etc  the system will behave incorrect as i stated in this form that it will deduct the item and consume it automatically when the PO is invoiced even if you choose consume later (that’s why i asked for hotfix)

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: why system is creating virtual transaction when we have ticked 'Create item requirement'

    Hi,

    The setup in regards to the item requirement means that AX creates a sales order with the type 'item requirement' when you create a purchase order from an item requirement.

    This explains the first two lines that you see in the item transaction form.

    The last line must be the result of a product receipt that has been posted.

    When posting the product receipt AX asks you whether or not the item should directly be expensed for the project.

    Depending on what has been selected you either see the costs immediately on the project as costs or have to post them later on manually by posting the packing slip for the item requirement.

    Does this clarify / answer your question?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: why system is creating virtual transaction when we have ticked 'Create item requirement'

    Hi Dr Ludwig,

    Below is the parameter i ticked 

    77817.Untitled.png

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: why system is creating virtual transaction when we have ticked 'Create item requirement'

    Hi,

    Can you share the project parameters that you have made in regards to the item requirements and whether or not the automatic consumption parameter was turned on?

    Many thanks,

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: why system is creating virtual transaction when we have ticked 'Create item requirement'

    Hi Dr.Ludwig

    Meaning that when i created a new purchase order the system created 3 transactions on the item (PO,sales order and automatic transaction) as if it's a direct project purchase order although i ticked the parameter create item requirement and a sales order was created when i tried to receive the PO i chose consume No yet when i invoiced the PO the item was consumed automatically6332.Untitled.png

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: why system is creating virtual transaction when we have ticked 'Create item requirement'

    Hello Norhan,

    What do you mean exactly by 'virtual transaction'? Do you have the virtualisation functionality turned on or an adjustment realized?

    Can you share screenprints that illustrate the issue?

    Many thanks and best regards,

    Ludwig

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