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Does Master Planning Considers Purchase Orders which are under Review Status

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Posted on by DeepakDanielk

Hi All.

Please help me with challenge am facing purchase orders which are in review status Microsoft Dynamics AX 2012:

I have approved the planned order and firmed it , which is now a Purchase Order but not approved(in review) .Master planning still brings the demand for that item in planned orders. Is there any way where we can change the master planning parameters , so that the master planning considers the purchase orders irrespective of status of the purchase order(open order, in review)

Appreciate if anybody can advise how to avoid getting those items in planned orders.

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ManishGoyal 80 on at

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RE: Does Master Planning Considers Purchase Orders which are under Review Status

Hi Deepak,

Based on screenshot shared, we can see that workflow is activated for PO that's why above 5K Orders are automatically submitted for review. (using workflow --> based on setup)

Hope it resolved your queries.

Regards,

Manish Goyal
DeepakDanielk 22 on at

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RE: Does Master Planning Considers Purchase Orders which are under Review Status

Thanks Manish.Please see the below screen shots and i could find in AX 2012.

Procurement and sourcing parameters.

Thanks for your time.

Regards,

Deepak
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ManishGoyal 80 on at

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RE: Does Master Planning Considers Purchase Orders which are under Review Status

Hi Deepak,

To check the workflow, Navigate to Procurement and Sourcing >>Setup>>Procurement and Sourcing workflows.

Also check at Procurement and Sourcing Parameter level, Field: Activate change management for Purchase Order

If these setups are defined then at Purchase Order level, we can see on additional tab "Workflow".

Regards,

Manish Goyal
DeepakDanielk 22 on at

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RE: Does Master Planning Considers Purchase Orders which are under Review Status

Thank you Manish .It really helped to understand the over view. Please help me with the below query.

I couldn't find workflow process in the Procurement setup.

When i create a PO from Planned order and if it is over the limit(say 5k) it is going under review status. However it is creating a transaction.(as mentioned in the link ,it is not going to approved because of some workflow

In our company profile change management settings are enabled

what should i change the settings to create a transaction when the status is other than draft.
ManishGoyal 80 on at

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RE: Does Master Planning Considers Purchase Orders which are under Review Status

Hi Deepak,

Please check below link related to approval of Purchase Orders:

docs.microsoft.com/.../purchase-order-approval-confirmation

A PO that has been created by firming a planned order from master planning is always set to a status of Approved, regardless of the change management settings

Regards,

Manish Goyal
DeepakDanielk 22 on at

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RE: Does Master Planning Considers Purchase Orders which are under Review Status

Hi Danny,

Thank you for your time.I am still working on the same issue. There are no transactions for the PO created from Item Requirements if it goes for review .However, if the PO-20646 created from Item requirements and if it is approved , then it is creating transactions.

If a PO-20645 is created from Planned orders and if it goes under review status, still it has got the transactions.

Not sure whats the difference between Planned orders PO and a PO from IR.

Can you please help me out .
Danny Bilodeau 4,346 Moderator on at

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RE: Does Master Planning Considers Purchase Orders which are under Review Status

Hello Deepak,

For a PO created from a Project, if you look at the item's inventory transaction and you will see that it is reserved ordered. That is because items purchases on a Project PO are deducted as soon as they are received. So they will never be in stock. To confirm, you can look at the inventory transactions and you will see something that looks like this, where the unnamed negative transaction is AX's way of netting the PO reception to 0.

As for adding a Planned Order to an existing PO, this is a manual process. If you have Action Messages configured (again with Time Fences), an Action message would suggest to Increase a Purchase Order to meet increasing demand for the same item (while at the same time suggesting a new Planned Purchase Order with an Action message to Cancel). In the Net Requirement screen for the item, if you look at the line for the PO with an Increase Action Message, you will see the quantity that AX is suggesting to increase.

There is a dedicated list page in Master Planning module for Actions for Purchase Orders where you can apply the Action. Make sure you test thoroughly to understand the impact and to work out the best sequence. There are several blogs and videos on Action Messages and Future Messages in AX2012 that will provide you with more detailed explanations.

Regards,

Danny
DeepakDanielk 22 on at

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RE: Does Master Planning Considers Purchase Orders which are under Review Status

Thanks Danny.I have checked the parameters /setup and its all good as shown above. However, i was doing some testing and found out that if the purchase orders are created from item requirements and if the purchase order goes for review , the master planning doesnt consider the PO.It will consider only when we firm the planned order from master planning. And time fences under net requirements is also a key point.

Can you help me the below question please.

Can we add planned orders to existing purchase order ?

I really appreciate your help!
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Danny Bilodeau 4,346 Moderator on at

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RE: Does Master Planning Considers Purchase Orders which are under Review Status

Hello Deepak,

On the plan that was used to generate the Planned Purchase Order, can you please validate that this parameter is selected. This parameter considers all PO and Production order in the MRP calculations. Unless there was a development to consider it, standard AX Master Planning does not look at the PO status in its calculation.

You say that you have approved and firmed it. Could be that you approved some time ago and that the leadtime is so that the delivery date will be after the required date? If the origin of the planned purchase order is another order (production, sales or transfer) can you compare the required date (from the demand) with the PO delivery date, are there any discrepancies? If so is delivery before (positive) or after (negative). When you look at the Coverage Group for the Item, does this discrepancy exceed the configured Negative days?

A ggod place to lhave a good view of how teh item was planned is from the Released Product >Plan > Net Requirement. There is a lot of information here that will allow you to understand or guess at why AX is behaving in the way that you observed.

Kind regards,

Danny

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