Is this a design issue, or is it just our setup, but isn't it possible that AX can generate a planned purchase order to fulfill the need on a service item from a sales order?
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I'll change my question a bit.
We sell services, services that we buy from a vendor. We would like to put a sales order on the service item, run master planing and have planned purchase orders on the service item. Is that possible with item type service or to I have to use a "normal" item?
Thanks in advance!
No I do not believe planning can pick up a service item generally, or indeed a non-stocked item. However a stocked service item can be seen by planning, but please check. By stocked I mean the flag on the item model group. Ticking this for a service item does then create transactions and alter the posting setup.
Master planning creates planned Purchase orders only for Stock items. BUT, there is a dirty workaround. You can configure the Service items as a stocked item and then in the Item model group you need to uncheck the Post physical and Post financial inventory.
This way you can create planned Purchase orders while not having this item stocked in the warehouse.
Also, you will need to account for the transactions separately. It's a give and take workaround.
Effectively the vendor is a sub contractor and so the advice given above is the way to do that.
You might also consider a project approach where you book costs to the project and invoice for work done.
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