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inventory recalculation

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Hi,

Our sales orders are set to generate kanban cards during sales order lines creation.

In the process of Sales Orders Data migration, we had issues with migrated sales orders. So I am planning to write a job to delete the incorrect sales orders, do inventory recalculation and then recreate sales orders.

My question is : Is there any pre-requisite to do before inventory recalculation and what all should I need to check once inventory recalculation is performed? what are mandatory parameters to be set?

Thanks,

Lakshmi

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Hi Lakshmi,

What is the status of those sales orders? Why do you want to run the inventory recalculation? What is it exactly that you try to fix here? I don't see a relation between deleting open sales orders and running the inventory recalculation.

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Community Member on at

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ok Thanks for clarifying

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Community Member on at

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Hi Andre,

If cost rolls and inventory journals are already posted, is then inventory recalculation is needed?

Thanks,

Lakshmi

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Ludwig Reinhard Microsoft Employee on at

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Hello Lakshmi,

Right, you need to run the recalculation even if you posted already things because the recalculation ensures that the valuation principle (FIFO, LIFO, etc.) is applied.

Without the recalculation your inventory value might not be right and in line with the valuation principle that you apply in your company.

Best regards,

Ludwig

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Dynamics AX community 85 on at

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Hi Ludwig,

What is the best way to set parameters in such case?

Thanks,

Lakshmi

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Junaid Idrees on at

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Hi Lakshmi,

I totally agreed with Andre, if your migrated sales orders were not invoiced (Only Created) then you dont need to run inventory recalculation. Just delete those orders and re-create them.

And if migrated sales orders are created and invoiced too then there are multiple things involved here and it's not recommended to delete those orders as inventory transactions are posted with cost and other critical information.

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Ludwig Reinhard Microsoft Employee on at

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Hi Lakshmi,

What do you mean by parameter settings?

Do you mean the max. throughput / minimum throughput adjustment?

Personally, I think that you can leave the default values (100/1.00).

If you need more information about the closing / recalculation topic then have a look at the following post:

fedotenko.info/.../

Best regards,

Ludwig

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Hi Lakshmi,

For your understanding, the inventory recalculation will apply based on the required cost principle cost corrections to inventory deductions. If you only have inventory additions posted, there is no effect when you run the task.

Coming back to your question, can you explain what you think is your issue here? What was exactly wrong with the migrated sales orders?

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Hi Andre,

During migration, Lead time got added to the delivery dates and this has changed the master planning. so the orders are moved to later dates in kanban boards.

So delivery dates from migration file have to be migrated as they are without any delivery date lead time calculation. changes.

Thanks,

Lakshmi

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Hi Lakshmi,

In this scenario, if the orders were not delivered yet, you can just delete the orders and re-import with the correct settings. There is no need to run the Inventory recalculation job if nothing was delivered or invoiced from those sales orders.

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