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Automate PO Update Process Questions

  • 1.  Automate PO Update Process Questions

    GOLD CONTRIBUTOR
    Posted Jun 19, 2019 11:10 PM

    Hello AX Community!

    We are users of AX 2012 RTM since June 2013 and would like to solicit ideas from the community to address a need in our data processing.

     

    Every day we send purchase orders to our parent company in Japan.  The total we send daily can range between 10 and 60 purchase orders on any given day.  We have pretty much automated this process whereby each evening, a batch job through a custom script accumulates all the outgoing purchase orders and puts them into a specific table we created in AX.  We then use an ETL tool (ReplicAction) to put the purchase orders into a Lotus Notes database.  The Lotus Notes database replicates to a replica copy at our parent company in Japan.  In order to confirm each purchase order by our counterparts in Japan, they duplicate the incoming purchase order via one click of a button into an order confirmation (OC) document.  The OCs have the identical data structure as the purchase orders.  The OCs then replicate to our replica copy of the Lotus Notes database.

     

    This process has been working flawlessly for us for several years.  However, we would like to take it one step further and this is where we would like your input.

     

    We now want to use the same ETL tool to put the incoming OCs in AX and "automatically" update our purchase orders based on any changes to pricing, quantity, and delivery schedule in the incoming OCs.  When the OCs are put into the table we'll create to house them, we would like our users to have a screen or form to review them.  If everything seems okay, we would like some mechanism to update each purchase order.  Our question is, do you think it is possible to write a script to update each purchase order considering AX is somewhat finicky about lot numbers and marked orders?  What are some of the things we should consider before starting this project?

     

    Along the same lines, some of our purchase orders are marked to sales orders.  Thus, we would like the script to also update them based on the OCs as well.  The updates to the sales order will be to the confirmed ship date (CSD) which is always a few days after the confirmation dates on the purchase order.  All of our goods come by air freight from Japan and arrive at our warehouse on Tuesdays and Fridays.  For automated updates to the sales order, what are some of the things we should consider?

     

    All thoughts, ideas, good luck wishes are welcome.



    ------------------------------
    Seth Greenberg
    Supply Chain Manager
    Hamamatsu Corporation
    Middlesex NJ
    ------------------------------


  • 2.  RE: Automate PO Update Process Questions

    GOLD CONTRIBUTOR
    Posted Jun 25, 2019 02:08 PM
    Hello AX Community!

    We are users of AX 2012 RTM since June 2013 and would like to solicit ideas from the community to address a need in our data processing.

    Every day we send purchase orders to our parent company in Japan.  The total we send daily can range between 10 and 60 purchase orders on any given day.  We have pretty much automated this process whereby each evening, a batch job through a custom script accumulates all the outgoing purchase orders and puts them into a specific table we created in AX.  We then use an ETL tool (ReplicAction) to put the purchase orders into a Lotus Notes database.  The Lotus Notes database replicates to a replica copy at our parent company in Japan.  In order to confirm each purchase order by our counterparts in Japan, they duplicate the incoming purchase order via one click of a button into an order confirmation (OC) document.  The OCs have the identical data structure as the purchase orders.  The OCs then replicate to our replica copy of the Lotus Notes database.

    This process has been working flawlessly for us for several years.  However, we would like to take it one step further and this is where we would like your input.

    We now want to use the same ETL tool to put the incoming OCs in AX and "automatically" update our purchase orders based on any changes to pricing, quantity, and delivery schedule in the incoming OCs.  When the OCs are put into the table we'll create to house them, we would like our users to have a screen or form to review them.  If everything seems okay, we would like some mechanism to update each purchase order.  Our question is, do you think it is possible to write a script to update each purchase order considering AX is somewhat finicky about lot numbers and marked orders?  What are some of the things we should consider before starting this project?

    Along the same lines, some of our purchase orders are marked to sales orders.  Thus, we would like the script to also update them based on the OCs as well.  The updates to the sales order will be to the confirmed ship date (CSD) which is always a few days after the confirmation dates on the purchase order.  All of our goods come by air freight from Japan and arrive at our warehouse on Tuesdays and Fridays.  For automated updates to the sales order, what are some of the things we should consider?

     All thoughts, ideas, good luck wishes are welcome.

    ------------------------------
    Seth Greenberg
    Supply Chain Manager
    Hamamatsu Corporation
    Middlesex NJ
    ------------------------------

    ------------------------------
    Seth Greenberg
    Supply Chain Manager
    Hamamatsu Corporation
    Middlesex NJ
    ------------------------------



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