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Hello,
How can I close a purchase requisition by an inventory issue?
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No inventory transaction is created alongwith PurchReqLine (Purchase Requisition Line)
The inventory Transaction, comes into action from RFQ and then goes to PO
you will find tables such as InventTransOriginPurchRFQLine, But we cannot see any solid ground which may prove that an inventory transaction is created at time of Creating Requisition.
This is because Requisition is kind of draft, which is still unknown , in the sense whether it will be approved and will be received or not.
So, closing a requisition with an "inventory issue (reducing qty)" , seems odd.
Partially agree,
The scenario is the following,
The requester requested Item1, he doesn't know anything about store. Once approved the requisition is going to be fulfilled by PO, delivery etc...
I'll ask an alternative. how can I request Material issuance from store?
can you explain a bit more, please.
what is a store in your process?
I have many kitchens requesting food & cleaning items from a centralized store. A request can be fulfilled from store than we issue it and close the request otherwise generate PO.
you meant to say requester is selecting a central store(site) while creation of Purchase Requisition. But at time of delivery the material can be delivered from any other Store(site) also, other than store which was specified by requester.
Am I correct in understanding ? if not, kindly correct me.
I mentioned one centralized store, if items requested are in the store than deliver and close the PR if not than make PO.
Standard AX, purchase requisition will not support it.
you need to have customization.
Because, in standard AX, PR is just a document for approval purpose. There are no inventory deductions involved in standard AX at PR level.
you can consider it to customize as under
1) modify the classes responsible to approve Prior to the point, where its converted to PO or RFQ, you will write logic, if items does exist in your store/inventory; create a movement journal and associate its reference with current Purchase requisition. At the same time post that movement journal automatically. This is same like consumption of items which you will be taking from store/warehouse.
2) in else case, if item(s) not available in inventory/store, you can order those by PO or via RFQ process.
Your question has reminded me another scenario, we went through, on a project, years back. It was a case where employees of company were requesting some material. This Request was being evaluated. In case material was available in inventory-store, it was being delivered to employee who requested it. In case if material was not available in inventory-store, Purchase Requisition was being created at runtime.
The process is called “Material Request” which is not available in Standard Microsoft Dynamics AX.
Though you can think of any workaround or customization.
This is the scenario we are having..thanks anyway.
Hi Hichem ,
I have a same scenario, I am making Movement journal after PR Approval. But Qty will be negative right ? to deduct it from the system?
But if we put qty in negative amount become Zero and i want to book cost against issuance.
Regards
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