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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How to stop Ordered Re...
Microsoft Dynamics AX (Archived)

How to stop Ordered Reserved on sales order when creating a purchase order

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Posted on by Patrick van Oppen 427

We're running Ax 4.0 SP2 and would like to change the following behaviour:

Create sales order with one or more lines, select Functions (button) - Create purchase order, select at least one line to be PO ordered, confirm process.  The SO line in question is now no longer in a 'On order' status but has been moved into an 'Ordered reserved' status

If desired you can manually remove the reservation from within the SO, select Inventory (button) - Reservation, clear the reservation qty from the inventory dimension in question

We would like the creation of a PO directly from the SO to NOT move the demand into a reserved status.  Is there a parameter that we missed where this behaviour is controlled, or do we need to control this by adjusting the X++ code (any suggestion as to where to overwrite this process)?

Thanks,

Patrick

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I have the same question (0)
  • Tim Schofield Profile Picture
    Tim Schofield on at

    You're getting a link because of marking. Try running master planning. Make sure you firm the planned purchase orders with no marking. Auto firming also possible.

  • Patrick van Oppen Profile Picture
    Patrick van Oppen 427 on at

    Hi Tim,

    Thank you for the clarification that this linking is due to marking.  We have master planning installed, but are not yet using it.  Neither are we using planned purchase orders.  So what can we do to stop the marking process from happening?

    Patrick

  • Weaveriski Profile Picture
    Weaveriski 23,620 Moderator on at

    You would set the marking to none and use the explosion and update feature from the sales line, not tried it however.

  • DarylM Profile Picture
    DarylM 35 on at

    New user looking to resolve this same issue, appreciate any help.

    Daryl

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

    If you create the purchase order directly from the sales order then the marking is created and the reservation set - you are telling the system that you want a purchase order to cover the demand of this sales order - you are linking them. So either don't link or break the link

  • DarylM Profile Picture
    DarylM 35 on at

    I am creating POs by firming planned orders.  I have marking set to No.

  • Weaveriski Profile Picture
    Weaveriski 23,620 Moderator on at

    Is the coverage group requirement?

  • DarylM Profile Picture
    DarylM 35 on at

    Coverage Code is Min/Max.

  • Weaveriski Profile Picture
    Weaveriski 23,620 Moderator on at

    Hi Daryl

    You say it is the same issue, but I am not so sure :-) So to summarise you are on version 4, you have an item that is Max/Min and you have a demand from a sales order, you generate the demand through master planning with marking set to None and the sales order line transaction is marked as order reserved.

    I am presuming there is no other element in play and you can ship the sales order prior to the purchase order coming in because demand does not drive stock negative. Your coverage group dimension by warehouse and site and the warehouse has coverage in the net requirements.

    Is that a fair summary?

  • DarylM Profile Picture
    DarylM 35 on at

    By the same issue I am referring to the quantity moving from "On Order" to "Ordered Reserved".  

    I have version 2012 and your presumtions are acurate.

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