Is there a way to verify if there's enough inventory when creating a Sales Order ?

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Hello everyone.

I have a requirement to create SO's on batch but before the creation I need to validate if there is enough product. Is there a way to validate that ?

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Mea_ 60,284 on at

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Hi BetoPR,

You can check stock available using InventOnHand class, here is usage example http://daxtechies.blogspot.com/2013/03/to-find-stock-on-hand-in-ax-through-x.html

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Murthy2601@hotmail.com 637 on at

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Hi,

Do you want know at the time of creation of the Sales Order? What do you mean by SO on batch?

Narasimha

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guk1964 10,888 on at

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How will the system know there is any demand if the order is not created? You are seeking to to do an ATP on the fly before creation.

One way to approach this might be to combine all the orders into a total forecast by item. load it into a dynamics plan and run mrp against it.

If no problem then import the orders.

If there are shortages then decide how to deal with exceptions.

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Sagar Suman 6,550 Super User 2025 Season 2 on at

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Hi BetoPR,

Making sure inventory is sufficient for sales orders even before they are created is something no ERP can help.

You need sales orders created first and then see if there is available stock for them or not. There is no standard field per order to help you on this and one way is to make a custom field per order telling which orders are fully reserved, partially reserved and not reserved,

You need to run system on automatic reservation for the above.

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Community Member on at

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Thanks, I will be reviewing your answer later, hope this will help me.

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Community Member on at

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Hello Narashima, I will be reading SO info from an external source and before to actually create an SO I need to validate if there is enough stock for that particular item. SO should not be created without stocks. So I'm investigating if that is possible and how. This process will be execute in an AX batch process under specific schedule.

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Crispin John Augustine 37,081 on at

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That is a preformance-wise costly requirement, especially if you wish to validate each time a quantity for a line is entered/modified. If you use the auto-reserve function, part of this requirement will already be addressed.

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Thanks to all fo you. I will be considering all yours answers.

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guk1964 10,888 on at

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The real question of course is why is there not enough stock.

A review of forecasting and mrp policies, supply chain processes etc to reduce the out of stock risk which reduces the number of SOs that can't be satisfied to a small number that can be managed manually.

With an ABC policy you can maybe first filter out the orders with A items and total that demand and compare it available on hand. There should be relatively few of those items i.e. about 5%

for B and C items the risk of out of stock should be small so those orders/lines can be processed..

The situation is complex. e.g. when you have more than one customer submitting demand- which will get priority?. At what point do you decide to reserve which items for which order? Should a customer who has provided a forecast lose out to one that sends daily orders without a forecast?

Do orders need to be shipped complete ? Are partial deliveries better than no delivery?.

Your objective makes sense but is practically difficult when you have to check every line on an order before deciding whether to enter an order. For Ax there is no option to add a line until you create the order. So you have a few options to explore:

external tool to analyse demand vs projected stock on the due date - we have done something like this as am interim measure for a company without a full blown erp system.

bring in orders as import all quotes- then validate one by one in Ax with ATP - or run mrp against those quotes

use the forecast features to assess the demand

write your own logic

bring in all orders and either validate and cancel those you can;t fulfill before customer acknowledgement - or short ship and close - we have one client that works that way with major supermarket chains.

or some combination of all.

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Magic, thanks for your comments and ideas. I will keep it in mind.

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