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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Order consolidations
Microsoft Dynamics AX (Archived)

Order consolidations

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Posted on by MBrown1185 2,710

Hi all,

 

We're close to getting an AX 2009 based solution for our business. One of our typical business requirement is to be able to merge multiple Purchase orders into a Purchase order when they belong to a common Vendor account. For example, we regularly place orders on some of our suppliers(many-a-times 2-3 orders in a day). We need to be able to merge these orders into a single Purchase Order before placing it on vendor. Does AX 2009 have any feature which can full fill the above requirement?

I've heard about Pools, but, am not sure how it can fulfill our requirement.

Any directions on this?

 

Thanks,

Michael

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  • Suggested answer
    Malcolm Burtt Profile Picture
    Malcolm Burtt 1,475 on at

    Hi

    Yes, Ax can do this using its Summary Update feature. You can consolidate at any stage (purchase order, goods receipt, etc) and in both the purchase and sales ledger modules.

    Take a look at www.dynamicscare.com/.../using-automatic-summary-updating-in-dynamics-ax-2009 which covers the basics of summary update. Although it is biased towards consolidating at the invoice stage, the principles are the same whatever stage you do it at.

    Regards

    Malcolm Burtt

    HSO ES Limited

  • MBrown1185 Profile Picture
    MBrown1185 2,710 on at

    Hi Malcom,

    Thanks for pointing to the excellent article. This is similar to what we wanted.

    I performed the steps mentioned in the the article, selecting Order instead of invoice.

    I went to Periodic > Purchase Order Update > Purchase Order and then selected orders.

    In the "Summary update for" field, I selected "Order" and selected order number.

    Then I clicked on Totals, it asked for permission to arrange orders, I clicked "Yes".

    Now when I click "Ok", a Pro Forma Purchase order with line items from selected orders is shown.

    I am not able to see this newly created order in Purchase Order Details form. Neither is it visible in Purchase Order Journal.

    Question 1) where does this order go? Does it get posted somewhere.

    Lets say two POs numbered 0000064_88 and 0000065_88 were created from Purchase requisition. These POs were summarized into PO number 0000065_88 as mentioned above. Now when the parts are received, will the status update be reflected in line items of PO number 0000064_88? Basically I am concerned about traceability of each individual line item which were summarized into a single Purchase Order.

    Question 2) Is it possible to merge different line items with same item no into a single line wherein, the qty gets added new unit price can be entered?(vendor might offer a lower price for higher order qty).

    Let me know if the questions are unclear.

    Thanks again,

    Michael

  • Verified answer
    Malcolm Burtt Profile Picture
    Malcolm Burtt 1,475 on at

    Hi

    Question 1

    So far as I can recall if you go to the purchase order details form and find any of the purchase orders that were summarised then you should be able to select Inquiries -> Purchase order from there to see the summarised order that was posted.

    Question 2

    Not sure about this one but I think that the answer is no.

    Malcolm

  • MBrown1185 Profile Picture
    MBrown1185 2,710 on at

    Thanks Malcolm. The info really helped me.

    Michael

  • Brian Vittrup Profile Picture
    Brian Vittrup on at

    Hi Michael

    A quick question to you, the order to the vendor, are they sent before the consolidation of orders or first after.

    If you sent them before consolidating, then use summary,

    otherwise see if you can get your process in using masterplanning, because this have the feature of consolidating, upon firming.

    ex. many planned purchase orders, approve them during the day and when placing the order, then firm it. here you have options of grouping the lines together in various ways.

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