Microsoft Dynamics AX (Archived)

Is the Marking of orders (receipts and issues) supposed to be a manual transaction?

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Posted on by Abdo Khoury

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Dear

is the marking of Receipts to Issues a manual thing, can't i configure the system to do it automatically?

what about Sales Order and Sales Returns , those should be marked as well?

it seems like marking orders together between receipts and issues is a big thing to be left to be done manually,

and if for some reason issue and receipt where not marked together , what would be the consequence, wrong U. close at Inventory closing

the reason i am asking is because the inventory model (FIFO, LIFO , WA) is supposed to handle the settlement between Receipts and issues , why it is then left up to the user to do this step ?

besides if i wanted to do the settlement between Receipts and issues, i'd have to do item by item to the Inventory management >> Transactions to do it , isn't there a global screen for this to be done?

appreciate your experience and insight

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André Arnaud de Cal... 303,765 Super User 2026 Season 1 on at

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Hi Silvano,

What is the reason, in the first place, you want to have all transactions marked? Marking will override the cost recalculation during inventory closing. If you don't use the marking, FIFO, LIFO, etc will do the handling how it is designed.

You ask why it is manual, but who told you to do this?

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Abdo Khoury 14,855 on at

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I was not aware that there are system generated markings, so obviously i didn't understand how something this crucial could be left to be done manually ,

but now it is clear that the manual marking functionality is only available to handle the exceptions.

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Weaveriski 23,620 Moderator on at

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Master Planning can also be used to automate the marking as per the parameter setup.

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Abdo Khoury 14,855 on at

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Thanks all for your input, where is the main setup for the marking functionality? in order to make it automated

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Brandon Wiese 17,788 on at

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You are confusing two different but related concepts.

Marking is the manual assignment of an inventory issue (or issues) to an inventory receipt (or receipts). There are cases where the system will mark an issue to a receipt automatically, i.e. a direct purchase order receipt to its source sales order issue, or a child production order receipt to the bill of material component issue of a parent production order, and so on. Marking overrides the normal inventory settlement process that is driven by the inventory model (FIFO, LIFO, weighted average, etc.) and provides a way to flow costs through a specific chain of issues and receipts.

There are other forms of cost flow that are implicit and go beyond marking, such as inventory transfers, inventory transfer orders, and production order reporting (where the sum of all material, direct, and indirect issues flow through to the production receipt).

During inventory recalculation (and closing), marking is processed first, and then settlement according to the inventory model is processed afterward on all issues and receipts that remain open (without actually marking them).

It is not necessary to mark every issue to every receipt, and by attempting to do so you are not allowing the inventory model to do its job. It is only necessary to mark issues to receipts where there is a specific reason to prefer that cost flow over the otherwise automatic logic provided by the inventory model.

Hope this helps.

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André Arnaud de Cal... 303,765 Super User 2026 Season 1 on at

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Thanks Brandon,

Exactly what I had in mind, but you explained it with more details.

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