Supply chain | Supply Chain Management, Commerce

How to do inventory marking ?

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Posted on by Ken Manhattan

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Hello,

I intent to do an inventory marking for my new Purchase Order to my previous PO which already invoiced.

So in my item - transaction now after the new (or 2nd) PO created, I can see these two lines which is expected:

The 1st line is from the new PO and the 2nd line is from the previous PO which already invoiced.

In my 2nd PO, from the line, open line menu Inventory -> Marking :

But there is nothing for me to do the marking with :

The one listed is only the current LotId from the current PO.

How to do inventory marking ? so this 2nd PO relates each other with the 1st PO ?

Is there any rule / condition to make it available for marking ?

Thanks

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Ken Manhattan 504 on at

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How to do inventory marking ?

Hi Saurabh,

I'm sorry, the image in the initial thread is wrong. The second on my own reply when I mentioned created a new item is the one I referring to. So it is negative to positive.

In summary is like this:

1. I created 1st PO, received and invoiced.

2. I'm creating 2nd PO, negative quantity and I want to mark it to the 1st transactions. (same quantity but negative, and same inventory dimension)

The look for the specific item is like this :

So, one line having status On order, which the 2nd PO. And another line with status Purchased which is the 1st PO.

Thanks.
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saurabh bharti 15,039 Super User 2024 Season 2 on at

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How to do inventory marking ?

Hi,

As per my understanding,Marking is available only when you are issuing the inventory e.g. if you were doing return order or sales order then you could have had marking for old PO. Not Postive to Positive?

Can you please help why you are ,marking two PO's?
Ken Manhattan 504 on at

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How to do inventory marking ?

Hi,

I saw all the resource you are referring to before. Also about the Youtube, however it does not answering what is wrong with my transaction ?

Are we not allow to do Marking in Purchase Order to another Purchase Order, although 1 is already invoiced and the one want to mark is the negative quantity, which is like the return / cancel. The quantity also the same as the received (only it is negative).

Understand that there is a special function for this, which is Create Credit Note from tab Purchase of the Purchase Order screen. But there are some reason that I do not want to execute this credit note or purchase order return from that function. So I thought by create the same item, with the same inventory dimension, but negative quantity, then do the marking can solve it.

Basically I want to know why the Inventory marking is blank, without the lines of the purchased transactions.

Thanks.
Hana Xue Microsoft Employee on at

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How to do inventory marking ?

Hi,
This documentation provides information about the options available for marking inventory in confirmed orders. You can check out the documentation and links below for inventory marking to learn more:
Inventory marking - Supply Chain Management | Dynamics 365 | Microsoft Learn
Marking functionality in inventory transactions - Dynamics AX | Microsoft Learn
EPISODE 66 | Concept of "Marking" in Microsoft Dynamics 365 Finance and Operations - YouTube
Best Regards,
Hana
Ken Manhattan 504 on at

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How to do inventory marking ?

Hi,

Anyone can advice me what is the problem ? Some idea ? What setting I need to check first basicaly.

I noticed the Inventory dimensions on its below screen when doing Inventory Marking, is blank ? Is it because of this ? And what setup needed for this purposes ?

Another info is, the item that already invoiced and the one "planned" to mark is under the same Inventory dimension ->

Here, I created a new item, so the item number a bit different than the previous thread. But the idea is same, I want to do Inventory Marking from a Purchase Order, with the one has been invoiced (purchased) before.

Thanks