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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / automatic pr creation ...
Microsoft Dynamics AX (Archived)

automatic pr creation when item fall to minimumlevel

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Posted on by ASHOK.MBA18 347

Dear All,

we are using min/max qty level in item coverage not using master planning .

we wants setup system should create automatic PR for the items that fall below minimum level.

is it possible? , if possible how can we setup.

please guide me .

Thanks

Regards,

Ashok

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    Hi  Ashok R,

       What is PR? Please give some more information about your question.

    Thanks

    Suresh

  • ASHOK.MBA18 Profile Picture
    ASHOK.MBA18 347 on at

    Hi Suresh,

    PR means purchase requisition. we are using purchase requisition  through PR only we creating purchase orders.

    Thanks

  • Community Member Profile Picture
    Community Member on at

    Hi,

       So, when the item qty exceed the limit, it need to create PR automatically ?

       have you tried this in any way?

    Thanks

    Suresh

  • ASHOK.MBA18 Profile Picture
    ASHOK.MBA18 347 on at

    no when the item fall to minimum level  need to create PR .

  • Suggested answer
    Danny Bilodeau Profile Picture
    Danny Bilodeau 4,918 Super User 2025 Season 2 on at

    Hi Ashok,

    PR creation is a manual process in standard AX.

    Automation for triggers configured as Item coverage(min.max) is only available with Master Planning. The results will be Planned Orders (Planned Purchase Orders, Planned Transfer Orders or Planned Productions Orders) based on teh default order type configured on the item coverage. The Planned orders can be subsequently be firmed into POs, TOs or ProdOs (manually or auto-firmed based on coverage group configuration).

    Kind regards,

  • ASHOK.MBA18 Profile Picture
    ASHOK.MBA18 347 on at

    HI Danny ,

    thanks for your reply.

    we cannot do automation of PR Through Batch?

    please let me know if any possible ways.

    Thanks

    Regards,

    Ashok

  • Suggested answer
    Danny Bilodeau Profile Picture
    Danny Bilodeau 4,918 Super User 2025 Season 2 on at

    Hi Ashok,

    It is not possible without customization. Master Scheduling however can run as a batch.

    Can you expand on why you want to use Purchase requisition as opposed to Master Planning to manage inventory levels?

  • Suggested answer
    guk1964 Profile Picture
    guk1964 10,888 on at

    You might argue that PR for inventory is unnecessary -the need to purchase has already been defined and arguably approved  by either the coverage policy ( i.e. in this case MIN max) or because its implicitly approved when you entered the demand (or why enter a demand you are not going to fulfill?) i.e.the sales order/forecast/transfer order - so the control should be on the policy, or the demand.

    MRP will auto plan orders based on those demands -so approving those planned orders gives another level of control.

    You can also put an approval workflow on the PO e..g to review cash flow, or which vendor, or latest price without need to then go through a PR also.

    If you are buying repeat items then Vendor and price will have been contractually agreed i.e. approved,  for the year or at least for a reasonably large time or quantity,  in a call off contract order.

    That way the system works for you rather than you work for the system.

    If you are using  ABC concept then this is suitable for B and C items and generally those will be purchased infrequently, and thus you can focus attention on the relatively few, and highest value A items. 

    If you want to automate then you could try to  extract all items, with the on hand less than Min, and then  calculate vs Max and pack sizes/min order quantity values,  what quantity to push those back into a PR via import .....but Ax mrp will do a  better job, with a lot less effort.

    There may still be a small proportion of new items, or emergency spares, to got through PR  process, but those probably will not be managed by  min max anyway.

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