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Firm Planned Orders

  • 1.  Firm Planned Orders

    Posted Jul 01, 2019 02:42 AM
    Dear All,

    I am new with Ax 2012 and I have an issue with Vendors' service level. Sometimes vendors cannot deliver the purchase orders on the defined delivery dates to the Warehouses. The warehouses feed several Stores with Transportation Orders. It means that transportation orders are affected when the purchase orders are not delivered in time and there is not enough inventory to be transported.
    The question is that is there any features or adjustments that let us firm transportation orders that there is enough on-hand inventory for them (at the time of firming it)?
    Thanks in advance for your help.


  • 2.  RE: Firm Planned Orders

    Posted Jul 02, 2019 09:59 AM
    Hello Mohammed,

    By the terminology you are using I am making an assumption that you are using master planning.  Is that correct?

    The scenario is that you have created a PO with a delivery date
    You have demand from the locations you are to fulfil with that order
    The system is making suggestions for the creation of transfer orders

    Importantly are you creating those transfer orders in advance of the PO being delivered therefore you have a maintenance job on your hands or are you expecting to create them post the arrival of the delivery?

    Neill Riordan
    Dynamics 365 Solution Architect

  • 3.  RE: Firm Planned Orders

    Posted Jul 03, 2019 02:06 AM
    Dear Neil,

    Many thanks for your response. As you correctly mentioned, transfer orders are created (through firming the planned orders) prior to POs being delivered. So, the warehouse manager continuous the process, he/she creates loads and then tries to create Works in the warehouse but the system does not let it, since the PO is not received and there is not enough inventory.
    Be informed that we work in retail industry and it happens a lot for us.
    The question is that is it possible to prevent creating transfer orders (firming the planned orders) when there is not enough inventory in the warehouse?


    Mohammad Gholami
    Ofogh Koorosh

  • 4.  RE: Firm Planned Orders

    Posted Jul 03, 2019 12:40 PM
    I'm guessing at the overall situation you are facing.  It's always difficult to put all of the relevant information into the brief description of the problem.  It sounds like you have multiple stores that you are supplying from a distribution center, and you want to consolidate as many lines as possible to a single store when you send a shipment.  It also sounds like you are using advanced warehouse management.

    ​It's a difficult problem, but here are some things you can try:
    • Turn on futures messages and the futures messages feature to use the futures date as the requirement date.  You would then only firm planned transfer orders on which the order date is today.  MRP should re-generate the planned transfer orders every night based on the expected arrival dates of the material.  This approach will require keeping the confirmed delivery date on the purchase order lines perfectly up-to-date, so that the purchase order table always represents the best information available about when the material will arrive.  It's good if you can do that.  Most companies I've worked with struggle with that, especially when a supplier ships partial quantities on a line.
    • Build a batch reservation job.  We've done this for one of our advanced warehouse management customers.  It's less difficult than it sounds.  Our custom job build a work table of order lines to be included in the reservation process, and then uses the standard AX methods to reserve inventory to each line.  It can be a batch job that uses standard AX code, but does not modify any AX code.  That makes the D365 update cycle a bit easier to manage.  This means that you have a step between creation of the transfer order and release to the warehouse that allows you to check for inventory before release to the warehouse.
    • Set your wave template to not automatically release the work to the warehouse.  That will require someone to review waves, and the picking work generated for the wave before releasing the work to the warehouse.  It will add to someone's workload, but gives you a review step before releasing the work. 

    As with all recommendations for MRP and warehouse management, please test carefully.  Good luck.

    Kevin McLean
    Strategic Solutions NW, LLC
    Beaverton OR

  • 5.  RE: Firm Planned Orders

    Posted Jul 08, 2019 04:38 AM
    Many thanks Kevin, I have to apply your mentioned hints to see if match our scenarios.

    Mohammad Gholami
    Ofogh Koorosh

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