Process for blanket orders

(0) Share

Report

Posted on by Community Member

Suppose we reach an agreement with the client that they plan to purchase 10000 items from us, and probably start from Jan/2015 and end by Oct/2015. and they don't know the actual time they need it.

How to deal with this kind of requirement in the AX system ?

many thanks.

*This post is locked for comments

I have the same question (0)

All responses (6)

Answers (1)

Sort by

Suggested answer

Daxer Persson 3,007 on at

Like
a
(0)

Report
Copy link

Link copied!

In earlier versions of AX such requirement was handled through blanket orders.

Now it's called sales agreements (in sales and marketing). Likewise there is also a purchase agreement (in procurement).

When you create orders (release orders then add link to the sales agreement.

Was this reply helpful? Yes No
Community Member on at

Like
a
(0)

Report
Copy link

Link copied!

[quote user="Daxer Persson"]

In earlier versions of AX such requirement was handled through blanket orders.

Now it's called sales agreements (in sales and marketing). Likewise there is also a purchase agreement (in procurement).

When you create orders (release orders then add link to the sales agreement.

[/quote]

Hi Daxer
the "Purchase Agreement" can help us to maintain the blanket order from "Quantity", "Amount" point of view, But i want to know is there any standard process we have to follow in the AX,

Was this reply helpful? Yes No
Suggested answer

Daxer Persson 3,007 on at

Like
a
(0)

Report
Copy link

Link copied!

You have to link each purchase order to a "purchase agreement". When creating a purchase order there is a field "Purchase agreement id" that you need to populate.

This field is auto-populated when you create (called release) a purchase order directly from the agreement.

Was this reply helpful? Yes No
Guy Terry 29,013 Moderator on at

Like
a
(0)

Report
Copy link

Link copied!

Hi jianrui,

From your question, I understand that you want to record information related to planned sales. Therefore, purchase agreements are not in the right area.

When you ask how to deal with this requirement in AX, do you mean to simply record what the client has planned to purchase from you, or do you also want to in some way use this information to assist with purchase and/or production planning?

Was this reply helpful? Yes No
Community Member on at

Like
a
(0)

Report
Copy link

Link copied!

[quote user="GuyUK"]

Hi jianrui,

From your question, I understand that you want to record information related to planned sales. Therefore, purchase agreements are not in the right area.

When you ask how to deal with this requirement in AX, do you mean to simply record what the client has planned to purchase from you, or do you also want to in some way use this information to assist with purchase and/or production planning?

[/quote]

Hi Guy

You are right, it's better to use this information to assist the production planning, but they only have a rough plan, total blanket order is 10000, and on jan/2015 is 1000, something like this.

Was this reply helpful? Yes No
Verified answer

André Arnaud de Cal... 306,308 Super User 2026 Season 1 on at

Like
a
(0)

Report
Copy link

Link copied!

Hi Jianrui,

You did not mention the production forecast in your first question. What is your real question?

Probably when you are using master planning you can enter a sales/demand forecast. There is no automated link between the forecasting and sales agreements.

Was this reply helpful? Yes No