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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Changing units for Pur...
Microsoft Dynamics AX (Archived)

Changing units for Purchase Requisition or Purchase Order

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Posted on by _ackzell_ 515

Hello everyone,

I was wondering if there is some issue reported about any anomaly when you change the unit of the item in a purchase requisition or a purchase order.

It is messing our purchased quantities and the pending quantities.

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  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,130 Super User 2025 Season 2 on at

    Hi,

    It is normal to have the unit changed when you find out that it should be another one. As AX has a purchase unit and an inventory unit,I wonder what is your experience of messing quantities. Can you explain a bit further?

  • _ackzell_ Profile Picture
    _ackzell_ 515 on at

    Thanks very much for answering André.

    First of all I'm not sure that there is a best practice about having the user who creates the purchase requisition to change the unit of the item. I understand that this is the Purchase Unit. But currently this is not possible through the purchase requisition form (PurchReqTable) when opened from Common -> Purchase requisition details, unless it is opened from Periodic -> All purcahse requisitions. Or given the user is on the Procurement department.

    I have double checked that there is a conversion configured to and from the units  (say GAL <=> LT) and that it is consistent.

    When there is a change in the units on the purchase order, some of the fields get mixed up on the "Quantity" tab. For instance, the field "Ordered" sometimes appears emtpy and sometimes calculates its value apparently based on the units that the PO was using originally. I'd have to research more into this to figure out when is that each happen, but so far we have noticed that it is messing our reception journals.

    I hope I explained myself enough. Sorry about the names, our AX is in Spanish.

  • _ackzell_ Profile Picture
    _ackzell_ 515 on at

    It might be something that is wrong about our configuration.

    As a background, we have an item which has the same Inventory Units and Purchase Units. (LT)

    The conversion is configured as follows:

    LT * 3.78 = 1 GALON

    and the other way around:

    GALON * 0.26444 = 1 LT

    -------------------

    I have tried the following:

    A "normal" user submits a Purchase Requisition for 5 GALON of the item.

    Once the workflow has finished (approvals have been made and the Purchase Order has been created) and I am able to look into the Purchase Order I discover that on the Setup tab, the Quantity and Deliver remaining quantity (both are in inventory units) show a number 5, meaning that there is a purchase order for 5 LT instead of 5 GALON, I presume.

    Furthermore, on the Quantity tab, the Ordered field shows a 1.32, which is I think, calculating the ordered quantity based on Inventory Units although the Deliver remainder field displays a 5.

    If I go to Functions -> Remainder Quantity I see both fields in 5, and after I change and reset to 5 the one on top, the one on the bottom changes to 18.9 as I would expect. This partially fixes our issue, but I don't think it is supposed to be this way.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,130 Super User 2025 Season 2 on at

    Hi,

    I'm used to setup only one unit conversion for a combination. The "other way around" is picked up by AX automatically. Maybe this will help.

  • Satya Kejriwal Profile Picture
    Satya Kejriwal 210 User Group Leader on at

    What version of AX were you using?

    Sorry it is too late to query on your query but we are also getting the similar issue on AX 2012. In purchase requisition line level, unit of measurement field is not editable but the client wants it to be editable so that they can enter any unit there. After we did this customization, the system is asking for a conversion between PR unit and purchasing unit, which is very weird. 

    e.g. Purchasing Unit= CAS

    purchase requisition Unit= BOX

    Inventory Unit= KGS

    So, now the system is asking conversion between BOX and CAS. 

    You clarification may help me in my case too. 

  • JOHNS CLEMENT Profile Picture
    JOHNS CLEMENT 5 on at

    I am also facing the same issue. Is any body is have got nay justifications?

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Johns Clement,

    Do you operate D365FO or AX2012?

    Can you please provide some information on your exact system version and possibly create a new question/thread because this one is already very old and refers probably to a different system version.

    Many thanks,

    Ludwig

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