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Master planning and intercompany sales orders

Hi,

I have created an intercompany sales order.

That creates 2 SO one in each company.

Now when I run master planning, the requirement date is updated based on the shipment date.

BUT, when I change the shipment date of SO and then run again for that item, the requirement date remains the same for that SO.

Can anyone tell me is that a bug or am i missing out a step?

Thanks!

Hi - there few different intercompany scenarios.

1) You create a purchase order in the selling company and that creates a sales order in the manufacturing company.

2) You create a sales order in the manufacturing company and that creates a purchase order in the selling company.

3) You create an external customer sales order in the selling company and that creates a direct delivery intercompany purchase order in the selling company and a direct delivery intercompany sales order in the manufacturing company.

Also you can set the requested or confirmed ship dates on the sales order at the header or line level and the delivery date on the purchase order header or lines. Master planning is only looking at the dates on the sales order and purchase order lines.

In the intercompany chain, AX records the source document - the one you manually created - and typically you update that document, not the one(s) created by the system. But also the ship date is typically set by the manufacturing company updating the confirmed ship date on the intercompany sales order or intercompany direct delivery sales order.

It's complicated! My advice is to setup and work through each scenario your business is going to use (and not worry too much about the other scenarios).

Also I remember when we were setting this up that we wanted a lead time from the manufacturing company to the selling company. We had to setup a transport calendar in the manufacturing company to get a confirmed receipt date on the sales order lines when we entered a confirmed ship date on the sales order line - it's the confirmed receipt date which gets copied to the confirmed delivery date on the I/c purchase order I think; and we needed purchase lead times in the selling company to get the required offset between the delivery date on the purchase order line and the requested ship date on the i/c sales order line. And I think that only worked on created lines, it didn't work if we updated the dates - maybe that's your issue.

Good luck with this!

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