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Finance | Project Operations, Human Resources, ...
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WHS sales order reservations against purchase orders

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Posted on by 45

All - this is regarding an issue we are having with advanced warehousing in Dynamics AX 2012 R3 CU13.

Example:

  • Sales order for item 123, which is out of stock, is 'Reserve ordered' against a PO
  • The PO is received in via the mobile client into a 'Receiving' warehouse location. The inventory is currently in a 'Registered' status as the PO work still needs closed to put the inventory away to the Stock location.
  • Once the inventory is Registered, the sales order reservations is now 'Reserved physical'
  • The 'Automatic release of sales orders' batch job now tries to release the sales order to the warehouse, but our location directives do not include the 'Receiving' location, only the 'Stock' location
  • The result is a shipment is created but cannot fully allocate as the inventory is not put away so it cannot create the pick work and is not waved
  • Now we have to wait for the inventory to be put away, then manually delete the existing shipment/load so the system can properly release the sales order.

We thought we could solve this by using a different inventory status on the purchase order and only move the inventory to 'Available' when it is in the Stock location. But the issue with this is the sales orders will never 'reserve order' against the purchase orders as they have different inventory status. 

Our reservation hierarchy is pretty standard - Site - Warehouse, Inventory status - Location - License plate.

It seems this should be a very common problem, but we just aren't sure how to solve it without code modifications. 

Thanks for your help!

Rob

  • Abhishek Mehta Profile Picture
    on at
    RE: WHS sales order reservations against purchase orders

    Hi Rob, 

    I understand the constraint, I can suggest following,

    1. You may wait on thread for others to answer it
    2. You may also test the scenario in D365FO latest version and submit a case for an official answer

    Thanks

    Abhishek Mehta

    Senior Support Engineer

    Dynamics 365 for Operations

    Customer Service and Support

  • roblipstreu Profile Picture
    45 on at
    RE: WHS sales order reservations against purchase orders

    Anup, we do not have a support plan which is why I am posting here for community support. This seems like it should be a very common scenario. hopefully something we can solve with process or configuration. Please let me know if you have any input to offer.

  • Suggested answer
    Anup Shah MSFT Profile Picture
    on at
    RE: WHS sales order reservations against purchase orders

    If you are running AX 2012 R3 , then please raise a support ticket for warehouse management, using your support plan for  further analysis.

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