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Supply chain | Supply Chain Management, Commerce
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Planned orders not considering on hand stock

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Posted on by 73

When runing Master scheduling in AX 2012 R3, the planned orders are not considering the on hand stock, even the setting is activated in master plan. Please advise

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  • André Arnaud de Calavon Profile Picture
    300,911 Super User 2025 Season 2 on at

    Hi Dalila,

    The master planning has a lot of settings which can influence this behavior. Can you provide what exact settings you have in the parameters, master planning and coverage groups?

  • dalila Profile Picture
    73 on at

    Hello André, Thank you for your response, my setting is as below :

    My master Plan :

    6545.pastedimage1621766080370v1.png

    0624.pastedimage1621766129021v2.png

    Coverage Group : 

    7888.pastedimage1621766185163v3.png

    With entry of supply forecast/warehouse, then master scheduling calculation, the result is production planned orders for qty = supply forecast qty (and respective raw materials on panned purchase orders), even the finished good is existing in stock within good shelf life dates. 

    Thanks a lot in advance for your support. 

  • André Arnaud de Calavon Profile Picture
    300,911 Super User 2025 Season 2 on at

    Hi Dalila,

    Can you also provide information about the current active inventory transactions + on-hand and the forecast? On the planned production order, what is the information related to the 'Pegging details'?

  • dalila Profile Picture
    73 on at

    Dear André,

    Thanks a lot for your answer, and please to find my example :

    On hand stock of item SS017P01 : 170 445 (nettable and not expired)

    pastedimage1621870804133v1.png

    The supply forecast : with selection of activated formula 

    pastedimage1621871123484v2.png

    When performing the above sypply schedule, planned orders are : 

    Qty in plan is exactly the forecast one, no consideration of stock 

    pastedimage1621871467301v3.png

    and pegging section in the prod planned order is empty : 

    pastedimage1621871546497v4.png

    Appreciate your kind support, thanks in advance André.

    Best regards. 

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    300,911 Super User 2025 Season 2 on at

    The on-hand and forecast are not linked. The reduction principle on the master plan settings is set to none, so it will take all quantity into account. You can learn more about forecast reduction in the documentation and Lachlan created a video with explanaition:

    Forecast reduction keys - Supply Chain Management | Dynamics 365 | Microsoft Docs

    Reduction of forecast in master planning. | OrganicAX

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