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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Main warehouse refilli...
Microsoft Dynamics AX (Archived)

Main warehouse refilling parameter in master planning

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Posted on by Community Member

We are using AX 2009 and have location specific warehouse which are expected to be independently operating since items will be ordered directly from warehouse. However we have another warehouse where all surplus items are stored. Our requirement is to check if any items are available in surplus warehouse before planned PO is generated from location specific warehouse. We can set this surplus warehouse as main warehouse with refilling option but that would not meet our requirement fully because we would like to order items directly from location specific warehouse if item is not available in surplus warehouse. This will not be the case if I set surplus warehouse as main warehouse because item will  be always ordered through surplus warehouse in this case and we will have to follow additional step of transfer order which is not required if item is not available in surplus warehouse.

Any suggestion?

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  • Community Member Profile Picture
    Community Member on at

    Hi,

    Use your surplus warehouse in your BOM lines setup.

    Then create an 'item coverage' for surplus warehouse with planned order type = transfer

    and for specific location warehouse where planned order type = purchase order.

    In this setup, system will always look for inventory first from the surplus warehouse and will created a transfer order/journal from location warehouse to surplus if needed.

    When no inventory is present in the location warehouse, system will create a planned PO for the location warehouse.

    Thanks.

  • Community Member Profile Picture
    Community Member on at

    Hi Dennis,

    Thanks. This scenario is with assumption that there is no on hand in warehouse where BOM line is setup. With this assumption, requirement is that system should check if item is available in other warehouse (to avoid unnecessary ordering) before it is ordered from warehouse where BOM line is setup. I do not want planned PO from other warehouse. If I go by your proposal then my requirement will be to create planned PO from surplus warehouse if item is not available in location warehouse.

  • Community Member Profile Picture
    Community Member on at

    Hi Sanjieyv,

    In my proposal, system will always create PO from location warehouse and never from surplus warehouse since you will set up planned order type to purchase order for the location warehouse. Downside is you cannot avoid the automatic creation of TO from location warehouse to surplus warehouse.

    If you are using routes, maybe you can also check route consumption feature. That will tell system to look for available inventory based from warehouse setup in the production unit instead of from the bom lines.

  • Community Member Profile Picture
    Community Member on at

    Hi Denis,

    Thanks again. As you have rightly mentioned that I cannot avoid TO in this scenario and that is what I want to avoid. Expectation is that when item is not available on hand in both warehouse then it should be ordered from warehouse where it is required to avoid additional steps of TO.

    let me look into route part.

    Can we use store area instead to achieve this. And if so, is it possible to share one store area between multiple warehouses so that I can keep surplus items in shared store area between multiple warehouses and let individual warehouse order the items if not available on hand either in same warehouse or shared store area.

  • Suggested answer
    Weaveriski Profile Picture
    Weaveriski 23,620 Moderator on at

    Sanjieyv you are looking for a dynamic approach but AX is not designed like that, the rules are rigid. You want it to use warehouse A and if there is no stock "check" warehouse B and if there is stock get it, and if not load a planned purchase order on warehouse A. That is what I understand. This is not standard and you cannot configure AX to do this. You have a rule chain where you always create the TO when out of stock, or you try to workaround this manually checking on the suggestion of a planned PO or you customize it.

  • Community Member Profile Picture
    Community Member on at

    Hi Steven,

    Yes your understanding is correct about what we need and I think this requirement is well justified. Unfortunately it is not how the product works. I thought of putting it across in this forum to see if there is anyway to achieve this as it does not make sense to buy something when it is available in warehouse next door.

  • Weaveriski Profile Picture
    Weaveriski 23,620 Moderator on at

    "Next door" is the issue here - one warehouse could be 1000 miles away. If it was really next door why is it two warehouses? If you dont care about warehouses set your coverage group by site and consume by warehouse, but that is by item. There are alternate ways to set it up, but it will not dynamically plan based upon different rules in different circumstances.

    you have dimension group by site, you have the question of why the warehouses are segregated and you have the refill by transfer order. So it is rule based and not dynamic as standard.

  • Community Member Profile Picture
    Community Member on at

    Thanks Steven and I agree with you.

    Why different warehouse because they are around 1 km away managed by another division and controller by another storekeeper. However they are close enough to share surplus inventory and we don't want to buy something if item is available as surplus between them which makes sense.

    I have thought of setting up new main warehouse where I will keep surplus items between them and let both of them operate independently to procure items if not available in surplus item. This main warehouse will be set up with purpose of keeping shared surplus items for more effective usage of such items but no new purchase is expected to happen from main warehouse.

    However if I use this new warehouse as main warehouse for both existing warehouse with refill option then I end up buying everything from this new warehouse and create additional work of transfer orders for any new items procured which I want to avoid.

    Is there any setup or  rule possible to configure where this new main warehouse will be checked first by existing warehouse for items on hand before planned PO is created which should be from existing warehouse and not from new proposed warehouse.

    I am not sure if this requirement can be called dynamic because it is really permanent static requirement.  

  • Weaveriski Profile Picture
    Weaveriski 23,620 Moderator on at

    It is in part the definition of "surplus" here. How does stock get into B and form part of the demand-supply chain. It is independently stocked, but clearly its only supply cannot be to A, if it was you would have no issue. You would set A as main and B to supply A by transfer order and B to purchase. I know you said you did not want to process a transfer order, but that is exactly what you are doing, moving stock from B to A.

    What you could of course do is tell your planners that if any planned purchase order is suggested at B it means there is no stock in A or B and tell them to change the supply point to A. However I would guess it is not as clear cut as this.

    There is no rule that states check warehouse X and if there is stock move it or not and if there is no stock load a PO on the original warehouse.

    It is not really a permanent static requirement - it is for your singular requirement, but once you open it up to look into one warehouse it changes the rule sets and one would not be enough so it becomes a hierarchical rule. Basically AX does not do what you want it to do, sorry.

  • Community Member Profile Picture
    Community Member on at

    Hi Steven,

    Thanks a lot. I had put it here hoping that if it would be possible with some rules etc. Nevertheless I take in my stride and move on since there is no ready solution possible which meets my requirement.  I don't know if AX 2012 R3 has any possibility to address the same. Otherwise I hope someone will make a note of this concept of surplus warehouse to incorporate in future as I think it is a reasonable expectation and will be good value add.

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