Microsoft Dynamics AX (Archived)

Edit the pool a Sales Order falls in

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Posted on by Community Member

For the life of me I can't figure out where I can change which pool a sales order is set to fall into.

Every sales order for a specific warehouse is ending up in an incorrect pool. Where can this be changed?

Thanks in advanced.

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Guy Terry 28,911 Moderator on at

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RE: Edit the pool a Sales Order falls in

Hi JrDAXmike,

You could have a default sales order pool set at A/R parameters -> 'General' tab -> 'Sales' fast tab. This will be used, unless the customer also has an order pool set ('Sales order defaults' fast tab on the customer), in which case the customer order pool will 'win'.

I don't know of a way in standard AX to set a default order pool based on the warehouse.

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André Arnaud de Cal... 299,576 Super User 2025 Season 2 on at

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RE: Edit the pool a Sales Order falls in

Hi,

I don't know what should be in the pool and if we talk about the same field. Like Guy stated default order pool per warehouse is not familiar. If you go to the sales order and change to the Header view, on the tabpage Setup you can find the field Pool. You can change the value manually here.

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Community Member on at

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RE: Edit the pool a Sales Order falls in

Thanks for the prompt responses! I think we're about on the right track here, however, I may need to give more information.

We have a 'warehouse' named for each store we have. The warehouse is assigned to sales order depending on which store is getting the inventory. We'll say we have 'store1' and 'store2' for this example.

For every sales order generated for 'store1' it's automatically put into a pool named 'store' . The issue I'm having with one of my stores, 'store2' is every time a SO is generated it's defaulting to a pool named 'ecom' when the pool should be getting set to 'store'.

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Guy Terry 28,911 Moderator on at

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RE: Edit the pool a Sales Order falls in

Are 'store1' and 'store2' both customers in this example?

If so, check the order pool that you have set on customer Store2 ('Sales order defaults' fast tab on the edit customer form)

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Community Member on at

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RE: Edit the pool a Sales Order falls in

They are not. In the issue store we're actually using the default customer 100000001. I checked that fasttab for the default customer and the sales order pool isn't set to anything. But, we have tons of other SO's that use the default customer and are working as expected. Perhaps the below will help visualize what I'm seeing. Imagine each row below is the corresponding column with the data of two SO examples. This is what I see in "All sales orders'.

Sales Order:: 101656226 | 101656227

Customer account:: 100000001 | 100000001

Warehouse:: store1 | store2

Sales origin:: Store | *blank*

Pool:: Store | ECOM

The second SO should have the sales origin and Pool set to 'Store'. Every SO that has the 'store2' Wharehouse assigned to it defaults to ECOM when it should default to 'store'.

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André Arnaud de Cal... 299,576 Super User 2025 Season 2 on at

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RE: Edit the pool a Sales Order falls in

Hi,

Please check if you have customizations in this area. As mentioned earlier; out of the box AX has no sales origin or pool defaulting from a Warehouse.

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Guy Terry 28,911 Moderator on at

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RE: Edit the pool a Sales Order falls in

Hi JrDAXmike,

So I think you're using Retail functionality. On your Retail store, you do have a warehouse, but I still can't see anywhere to set an order pool against a Retail store. Can you find any setting in your environment (Retail -> Common -> Retail channels -> Retail stores)?

I don't really know much about Retail functionality in AX. Hopefully someone who does will see this thread.

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Community Member on at

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RE: Edit the pool a Sales Order falls in

We do have a lot of 3rd party canonizations in out system. However I don't think A/R get's effected by a lot of them. Doing some googling I found the "Accounts receivable parameters" form. In this form There are options to set the 'Sales order pool' and the 'Sales origin'.

I'm not sure if this is like a default parameter for all SO's or there are parameters that can be edited for each warehouse. (I've also noticed I can choose a 'Store' in the 'Financial dimensions' in this form).

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Guy Terry 28,911 Moderator on at

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RE: Edit the pool a Sales Order falls in

Hi,

The Accounts receivable parameters form is the one I mentioned in my first comment on this post. This is the default for Sales orders if the Customer does not have its own default. However, this might not be true in a retail scenario (which yours is), and doesn't account for any customisations you might have.

If you're having problems with a particular store, I think you should be having a look around on the settings for that store at:

Retail -> Common -> Retail channels -> Retail stores

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Community Member on at

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RE: Edit the pool a Sales Order falls in

Apologies. I didn't even see your first comment. So I did look at the specific store. I'm not finding any setting in the profile that allows me to make specific changes to the 'origin' or 'pool'. That's what lead me to believe it was a warehouse setting, but that also doesn't have any options for those settings.

I've reached out to our 3rd party vendor that made the customizations . Was hoping I could find a solution as it originally seemed like an out of the box operation.

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