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Finance | Project Operations, Human Resources, ...
Suggested answer

Sales needs vs warehouse needs

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Posted on by 5

We use Dynamics AX 2012. Our product is maintained in AX by our accounting and sales department on a linear measurement unit. That is, the product is in various profiles shown in total meters per profile. We physically make the product into individual coils. These coils are associated with an item number that exists in AX but, they are also provided an individual coil ID that records the profile, create date, length. Sales says it's too hard for them to do their job if we have the product listed by individual coil ID. I know that we in the warehouse are trying to track various SPECIFIC coils to compile orders and this information is not in AX, we're using Access databases and Excel spreadsheets to do this. 

This leads to a SEVERE breakdown in communication because all of the information is not contained in the ERP in real time. Movements, quality holds, shorts, etc... are not captured in AX so pinpointing what to pick, what to inspect, what's on hold, what's been released, etc... is a nightmare. 

My question, is it possible for sales to maintain selling by the meter while still allowing the production, QA, and warehouse teams to be able to track by the individual coil? What does that look like and how do we start the process to make that happen? 

  • Guy Terry Profile Picture
    28,691 Super User 2025 Season 1 on at
    RE: Sales needs vs warehouse needs

    Thinking about the coils related to a single Item (e.g. your 284 meter coils), are they always 284 meters, or could they have different lengths? Or, if you have a different length coil of the same material, is that a different item?

  • dfurn Profile Picture
    5 on at
    RE: Sales needs vs warehouse needs

    Hi Andre,

    The product is pultruded carbon fiber and there are standard coil lengths of "X, Y, Z, etc..." However, it is common for coils to come off of production that do not match this standard exactly. Some could be shorter, some could be longer. Finished product totals are captured at the end of a production shift. Sales merchandises the product to the customer as "I'll sell  you "?" amount of meters of product at "$" per meter. The customer puts in an order for a total of "?" meters, sales multiplies meters sold by cost per meter, generates an invoice, and life goes on.

    In the warehouse those meters are contained in finite individual coils that are assigned a unique coil ID number. So, the order of 4,260 meters of product is comprised of 15 individual coils that are 284 meters each.  

  • André Arnaud de Calavon Profile Picture
    293,278 Super User 2025 Season 1 on at
    RE: Sales needs vs warehouse needs

    Hi dfurn,

    You are not explaining the exact reason why sales thinks it would be too hard. Can you tell more about the product, coils and meters? Is the delivery always in whole coils, but only the price/sales quantity in meters? Or is there an option to cut the material and in that way have several deliveries per coil?

  • Suggested answer
    Prashant Singh Profile Picture
    8,797 on at
    RE: Sales needs vs warehouse needs

    Dear,

    Yes.

    You can define diffrent unit of measurement for sales and purchase by keeping the invenotry UOM as COIL in item master. 

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