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Freeze Planned Purchase Orders

  • 1.  Freeze Planned Purchase Orders

    Posted 14 days ago
    Hello,

    Is there a way to freeze parts from showing in master plan for a period of time? For Instance if I have excess inventory to burn down from multiple stocking locations I want to stop the parts from showing planned purchase messages to the buyers.

    Thanks

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    Nicole Hensley
    BlueCrest Inc
    Danbury
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Freeze Planned Purchase Orders

    Posted 13 days ago
    Hello,

    Try changing item coverage of this item to manual for a temporary period.

    Best Regards

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    franck.doulet@avanade.com franck.doulet@avanade.com
    Avanade
    Seattle WA
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Freeze Planned Purchase Orders

    TOP CONTRIBUTOR
    Posted 13 days ago
    Frank's suggestion is the easiest way to accomplish what you ask, but you should also be thinking about why your getting MRP is giving you action/futures messages to acquire more supply for a part that you believe already has excessive inventory on-hand. Various setups of MRP control can cause this to happen in the system. Your scenario would normally be a red flag indicator that those setups may need to be revisited. For instance, you note the overstock parts are held in multiple locations. Do you mean warehouses or actual warehouse locations? MRP logic in the system doesn't really care much about warehouse locations, so we'll go with warehouses. If indeed warehouses, then you may want to consider having one warehouse be the primary stock replenishment warehouse for procurement and resupply the other warehouses from this main stock procurement warehouse.

    ------------------------------
    Jack Moran
    Solutions Architect
    MCA Connect
    Greenfield NH
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Freeze Planned Purchase Orders

    Posted 13 days ago
    Thank you for your response. By setting the Coverage group to Manual, it would erase the MAX information in the item coverage. I would prefer to keep the Min/Max history. Anyone have success with Freeze Fences

    ------------------------------
    Nicole Hensley
    BlueCrest Inc
    Danbury
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Freeze Planned Purchase Orders

    SILVER CONTRIBUTOR
    Posted 13 days ago

    Greetings

    I agree with the other replies that setting the Coverage group to manual will resolve this, but sometimes there are disadvantages to this. One is that if you have different coverage rules per Site/Warehouse for each product then this could be a lot of work to maintain and the other is that when you run out of stock then someone has to remember to manually turn the coverage rules back on or you risk shortages. As such the method works best for end-of-line sell outs and less well for temporary situations.

    Another option to deal with a temporary overstock, is to have a dummy warehouse for this product I will call 'Overstock'. You don't actually transact or store product in this warehouse but you can use it to 'park' the demand in. If you change the product coverage rules to transfer the product from 'Overstock' rather than Purchase then you don't remove planned orders but you do put it all in one bucket that can be filtered out of the planned purchase orders by your team when firming. On the other side you can specifically filter for planned purchase orders for this warehouse and then change the order type to transfer from another warehouse with stock or simply firm the Purchase if the freight cost outweigh the benefit of relocating the stock.

    Good luck
    Duane



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    Duane Jenkin
    Business Analyst
    Tourism Holdings Limited
    Hamilton, New Zealand
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Freeze Planned Purchase Orders

    Posted 12 days ago
    These are all good suggestions.  Here's my 2 cents...
    • A review of your settings may be required if the system is suggesting purchases when you already have enough on-hand to cover all demand.
    • Can you simply change the query on the MRP run to exclude the products you don't want planned?  I feel like that didn't work in AX but it does in D365.
    • If you are on D365 you can use the Product Lifecycle Status on the released item to exclude it from MRP (even if you have Min/Max settings already setup. they won<t be deleted)
    • I would also look at Minimum Key and Maximum key in the item coverage for the products in question.  These allow you to apply a seasonality factor to the Min/Max values.  (ie the Min and Max would be multiplied by the factor in order to calculate 'new' min/max for that period.  It does this without changing the original Min/Max stored on the item coverage.  You could set the Min/Max to become zero for the next few months.  There a good explanation of it here


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    Sean Gilbert
    Thinkmax Consulting
    Montreal QC
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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