Master Planning - Transfer Orders

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We are using master planning for our transfer orders. The issue we are experiencing is that for the quantitty suggested for tranfers considers items that are on purchase orders but we have not yet received. We would like to know if there is a configuration that we can change so that the transfer order only considers physically available inventory?

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qianwang 7,168 on at

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RE: Master Planning - Transfer Orders

Hi Mayankay,

You need to set up the planned order type -- Transfer in item coverage setting and define the main warehouse for refilling warehouse.

Here is a same question about it. Please refer to it.dynamicsuser.net/.../how-system-creates-planned-transfer-order-when-run-the-master-planning

Addition, this is an old thread and you can open a new thread for any question next time.

Regards,

QianQW

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Community Member on at

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RE: Master Planning - Transfer Orders

Can please provide some material or link , where I can find how to create transfer order in master planning

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Guy Terry 28,848 Moderator on at

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RE: Master Planning - Transfer Orders

I built an example to test it.

I have 100 in Warehouse 21, and a PO for 200 coming in in 10 days time.

Warehouse 22 has demand for 200 now, but no stock. It is fulfilled by Transfer from Warehouse 21.

I have set the PO Lead time to 20 days, so that AX doesn't create a new PO for the demand.

On Warehouse 22, I see the demand on today's date, and a Planned transfer for the 20th. They both have a Futures date, telling me they are 10 days delayed:

On Warehouse 21, I see the PO on the 20th, and the Transfer on the same date. The PO has an Action message, telling me to Advance it 10 days if I can:

This is pretty much what I expected to see.

If I Firm the Planned transfer (with Marking set to 'Standard'), I get a Transfer order dated the 20th, with 100 Reserved ordered against 100 of the PO.

To stop the 'Reserved ordered', I suggest you set the Master Planning Parameter 'Update marking' to 'No'. Unfortunately, you will also have to ask every user that does 'Firming' to change the parameter on the Firming form to 'No' too (they only have to do this once).

And then hopefully you will be getting Transfer orders with a realistic date which do not reserve against your open POs.

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RE: Master Planning - Transfer Orders

The Standard option is the one configured.

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Weaveriski 23,616 Moderator on at

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RE: Master Planning - Transfer Orders

If marking is on in planning it will relate the PO to the TO do it you tried to use it on another TO it would complain. Again though, not at the receipt of the PO.

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Guy Terry 28,848 Moderator on at

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RE: Master Planning - Transfer Orders

I'm wondering if the 'Reserved ordered' is related to Marking. Can Marking do that even if it is switched off by parameter?

@gmcd25 - when you Firm the Planned Transfer Order, check the 'Setup' tab. How is 'Update marking' set?

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Weaveriski 23,616 Moderator on at

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RE: Master Planning - Transfer Orders

If you update the confirmed dates planning will create action messages for the transfer orders which you can react to. It depends upon your controls and effort here. The reserve ordered items parameter is the one causing you issues as stated earlier, although it should not impact the PO receipt.

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RE: Master Planning - Transfer Orders

It could be different things. Our supplier did not deliver in time, issues with imports, etc.

However since the TO is for 50. The store thinks they are going to receive 50 and at no point it tells them that only 20 are available.

Also, the TO is reserving 30 units from the PO and this is causing some issues when we are receiving. We have to manually "unreserve " the merchandise to be able to receive it.

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Weaveriski 23,616 Moderator on at

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RE: Master Planning - Transfer Orders

Simply put no. The TO should be time framed to be picked after the PO is received. It is a connected demand and supply chain I am afraid, the TO is for 50 so you are shipping 50 out because you need them (whatever the driver) if you have 20 in stock you will still have a TO for 50 - you can part ship the line. The question would be why you dont have the stock to pick and ship when you should have based upon the plan.

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RE: Master Planning - Transfer Orders

We have that parameter un-ticked.

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