Firming Planned TOs and POs

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I am relatively new to AX and am looking into 2012 Master Scheduling. When running master scheduling, I see the Planned TOs and POs created as expected based on min/max and open orders, on-hand inventory etc.

My question is - are changes made to a planned TO (prior to firming) or a firmed TO - rippled back to the Planned PO that may have been created to meet the requirement?

We have a situation where a planned site replenishment TO may be created for inventory (based on coverage) and the site may decide to downward revise the quantities suggested by Master scheduling. If the TO triggers a purchase need at the main site, a Planned PO is created but the downward revision in qty is not carried through to the PO. I am wondering if we're missing a set up item to tie the Planned/firmed TO to the PO so that any changes to the TO are connected to the PO quantities.

While the planning parameters on the item do need to be adjusted, we would like to be able to revise the TO and firm it to keep the replenishment process flowing and then correct the item set up after the fact. I have been unable to find a definitive resource to explain whether these are linked beyond the initial scheduling run. Any insight or references would be appreciated.

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jac_rod 39 Moderator on at

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Hey Jane,

You might try approving the planned order you're changing and then updating net requirements on that item.

The issue is that planned orders are not typically marked directly against the demand. As things change, and master planning is regenerated, the planned orders might change. In order to keep your manual changes even during a regeneration, though, you can approve the planned order.

In AX 2012, there's a button in the ribbon bar that says "Approve" that you can click on. Approved planned orders remain unchanged even after a regeneration. An approved planned transfer order would increase the demand on the planned PO and should cause AX to regenerate a larger purchase.

Let me know if that functionality helps or if there's a reason that it doesn't.

Thanks,

Jake

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Jacob - thanks for the suggested, approving the revised TO does leave it unchanged for the next regeneration, but that does not achieve what we would like to accomplish. I assume your suggestion of "update net requirements" is that rerun master scheduling for the product?

Let me share a simple example:

When we run master scheduling we get a Planned transfer to site B for item qty of 15 (pegged for safety stock but that's not really material)

This creates a planned PO at the replenishment site (A) for qty 93 - this is because the planned TO brings the qty at site A below the minimum, so a PO is created to bring the projected inventory at site A to the Max (cover is min/max).

Site B reviews the planned TO and determines they really don't require that level of safety stock, they revise the TO and firm it for qty 10.

-Without regeneration, the Planned PO is still for qty 93 - when we really want to Purchase 88 to account for the downward revision.

-If we regenerate, we still do not have the desired result because a planned TO for 5 will be created until the Min/Max is reset for the product at site B.

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jac_rod 39 Moderator on at

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Hmm.

What do you have your "fulfill minimum" field on the coverage group set as? Through a creative use of moving the safety stock requirement date around, you may be able to have a situation where the safety stock isn't really a first class demand. I'd try changing the fulfill minimum around to see if you can get the system to behave how you want.

A question I'd ask, though, is why do you have a safety stock set higher than you actually need? Are you trying to manage changing safety stocks throughout the year? Maybe something like a supply forecast would more accurately represent your workflow?

Thanks,

Jake

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Weaveriski 23,620 Moderator on at

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It is a fully integrated planning system - ultimately your end demand is incorrectly triggered, so until you sort this out AX will re-plan and the PO will remain. You cannot downdate a mid-stream order and have it cascade without a replenishment, and when you replenish it will re-plan the downdated element because you need it. Increase it and it would cascade - decrease without altering demand just leads to a re-plan as per the parameters you have set :-)

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Thanks for the help and explanations - I/we realize that tuning the planning settings to plan inventory transfers and replenishments is the goal over time. We are coming from a two phase master planning environment where sites "own" their planning parameters and Transfer requests, the main warehouse(s) own fulfillment of requests. Planned TOs are generated in a separate plan from POs - in our current environment, it's in the best interest of a site to tune their planning parameters, but if they don't, they can downward adjust a TO and it wll flow to the planned POs once they firm the TO. We are looking to minimize over buying inventory as we learn the new way of planning.

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Weaveriski 23,620 Moderator on at

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If the TO was over stocked due to minumum or order multiples the downdate and replenish would work, but ultimately if you need it you need it and AX plans and cascades through the plan - you have to tell it the demand is false by ultimately correcting the demand I am afraid. How does it know that a genuine requirement is not one and the manual intervention is now the demand to plan against when it sees the entire chain of demand?

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