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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / How to remove marking ...
Supply chain | Supply Chain Management, Commerce
Suggested answer

How to remove marking when we have automatic reservation and do not enable ordered reserved

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Posted on by MWATT 5

Hi

Consider the following setup:

Item model group: Reservation = Automatic

Inventory management parameters: Reserve ordered = No

(We do not use master planning and we do not want to allow ordered reserved)

Secanrio:

If there is no quantity available in inventory (no available for reservation), we manually create purchase orders from the sales order. This creates a purchase order, the inventory transaction gets status reserved orderd and also marked to the purchase order.

Our issue:

When we need to remove the marking (perhaps change to another purchase order), this is not possible. D365 will throw the error message:

"ReservationSite=2,Warehouse=24 1.00 cannot be reserved because only 0.00 are available in the inventory. Update has been canceled."

This happens in the Inventory marking form access from the sales order line, when we try to remove the marking.

 pastedimage1635949033589v1.png

This puts the user in a dead-end situation.

Some possible - but not very user friendly - workarounds include:

1. Change reservation to manual and then remove marking

2. Allow reserve ordered and then remove marking

3. Cancel the line, update deliver remainder back to original qty and then remove marking.

Anyone that has experience this and can point me in a direction?

  • Suggested answer
    MWATT Profile Picture
    MWATT 5 on at
    RE: How to remove marking when we have automatic reservation and do not enable ordered reserved

    Hi,

    Users change the reservation to manual on the order line as workaround before editing the marking.

    We also had a ticket with Microsoft on this topic with the feedback that the product group had reviewed the matter and the system was working as designed, considering our setup. The way of working was to set auto reservation to manual before removing marking ,as we already had figured out.

    Thanks.

  • Nimishh Profile Picture
    Nimishh on at
    RE: How to remove marking when we have automatic reservation and do not enable ordered reserved

    Hey, did you figure out solution to your problem? If system throws an error while trying to unmark, it's a fair question as to why it allows automatic reservation when Reserve Ordered Items is set to No.

  • Aparisi82 Profile Picture
    Aparisi82 2,178 on at
    RE: How to remove marking when we have automatic reservation and do not enable ordered reserved

    With FIFO you should be able to amend marking but I still believe it is an overkill using it for your scenario.

    Marking is used for subcontracting , direct delivery and not really meant to be updated.

    I am afraid I cannot help or add anything on what I have just said.

    Cheers

  • MWATT Profile Picture
    MWATT 5 on at
    RE: How to remove marking when we have automatic reservation and do not enable ordered reserved

    FIFO.

    And due to the fact that we purchase to sales orders in combination with that purchase prices go up and down for same item, we use marking to track margins on each transaction on a more precise level.

  • Aparisi82 Profile Picture
    Aparisi82 2,178 on at
    RE: How to remove marking when we have automatic reservation and do not enable ordered reserved

    What costing model are you using ?

  • MWATT Profile Picture
    MWATT 5 on at
    RE: How to remove marking when we have automatic reservation and do not enable ordered reserved

    Hi,

    Thanks again.

    However I am not sure what you mean with "marking should not be used for your scenario" - how would we otherwise ensure the cost from a PO is connected to the correct SO?

    I also understand that there would be some upsides with using MRP. But in this scenario we don't treally need MRP as the users do the planning manually (and mostly purchase to order).

    I almost see this as a system bug that you cannot un-mark an SO transaction, if you have automatic reservation in combination with not allowing reserve ordered. Unless there is any other reasons for not allowing to unmark, that I have missed?

  • Aparisi82 Profile Picture
    Aparisi82 2,178 on at
    RE: How to remove marking when we have automatic reservation and do not enable ordered reserved

    The marking process is a mere financial aspect where cost transactions gets tied between receipts and issues.

    The fact that you are not using Master Planning is your problem.

    Even if you not using it , you could configure in a very simple way where net requirement shows you what PO is fulfilling that sales order.

    And , as you correctly described , conditions change and MRP would recalculate and suggest new POs if necessary.

    In other words, marking should not be used for your scenario

  • MWATT Profile Picture
    MWATT 5 on at
    RE: How to remove marking when we have automatic reservation and do not enable ordered reserved

    Hi,

    Thanks for your respons.

    In my scenario, I have a demand and hence I create a PO from the SO (we hardly have anything in inventory, most POs inherit from SO). But let's say that the delivery on that PO is very much delayed and I want rasie another new PO manually (perhaps to other vendor), then I also want to have the possibility to un-mark the first transaction and mark the SO to the new transaction. We use marking also from a cost tracking purpose. In this scenario it is very frustrating that it is not possible to un-mark in a convenient way.

  • Aparisi82 Profile Picture
    Aparisi82 2,178 on at
    RE: How to remove marking when we have automatic reservation and do not enable ordered reserved

    When creating a PO from an SO you are linking the 2 orders together and it does not really matter which reservation you are using.

    You will always end up with a reserved ordered transaction on the PO as marked ( and reserved ) with the sales order transaction

    Please refer to this link

    docs.microsoft.com/.../create-purchase-order-sales-order

    In this setup , the Sales order drives the quantity on the PO and it is relationship 1 to 1.

    If in your scenario  you want flexibility on selecting which PO should fulfill the sales order it means that you should not mark it and simply raise a PO.

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