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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Multiple Sales Order o...
Microsoft Dynamics AX (Archived)

Multiple Sales Order of type Item Requirement for Time and Material Project

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Posted on by Ahmed Saif 15

Hello, 

Project : AS-123
Project Type: Time and Material
First Confirmed Project Quotation : AS_Q2-001
Second Confirmed Project Quotation: AS_Q2-002

Problem:

When i try to transfer the first quotation to the project, it creates an item requirement based on my selection and auto generates a sales order number linked to the item requirement.

When i transfer the second quotation to the item requirement, it gets adds up on the same sales order (because it's linked to the item requirement) which is not desired in the our environment.

The requirement is that each transferred quotation should contain it's own sales order number.

For example:

First Sales Order: SO-001 - based on first quotation

Second Sales Orde: SO-002 - based on second quotation

Is there any configuration or feature that i'm overlooking to acheive this functionality?

Please help!

Saif

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Saif,

    There is no specific configuration that allows you doing that except through a system modification.

    However, before doing that, can you let us know why this is needed because the sales order that is linked to an item requirement cannot be used for logistic purposes. You can pick&pack, ship, invoice from this internal sales order. It is really only a technical 'thing' that AX needs. So, why you need more than a single one?

    Best regards,

    Ludwig

  • Ahmed Saif Profile Picture
    Ahmed Saif 15 on at

    hi Ludwig,

    I agree, i might have to go for a system modification to handle this scenario.

    The sales team tracks all the orders through different sales order numbers. They create quotations and transfer the confirmed quotations to project, and want a unique sales order number to be generated for each transfer made to the item requirements.

    The reason they have to transfer the quotations to the project item requirement is because the engineering team wants a single view of the requirements, so they know the product specifications and total item requirement scope of the project. it's an E.T.O environment.

    Do we have a better solution other than customization?

    Best Regards,

    Saif

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Saif,

    If your colleagues desperately want to have multiple internal sales orders with the item requirement type then you should probably go ahead with your customization. It should not be something difficult to realize as much of the code is already there. Before implementing this in a live environment test carefully that there is no other side effect, which I currently cannot see.

    Best regards,

    Ludwig

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