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Planned transfer order

  • 1.  Planned transfer order

    Posted Jun 30, 2019 08:41 AM

    We are using master planning for our transfer orders. The issue we are experiencing is that for the quantity suggested for transfers considers items that are on purchase orders but we have not yet received. We would like to know if there is a configuration that we can change so that the transfer order only considers physically available inventory?



    Main Warehouse has 100 units available.

    I have 200 units on purchase orders.

    I run master programming and for one of my retail stores the minimum is 150 so the planning suggests me to transfer 150 units from the main warehouse. The transfer order is created for 150 units (taking the 100 units that are available and reserving 50 from the purchase order). The system does not show at that point that only 100 units are available and 50 are on purchase orders. The store thinks it will receive 150.

    We want the system to only suggest what is available i.e. the 100 units, and not reserve inventory from purchase orders; otherwise if we firm the planned transfer order and release it to warehouse we will have "Work Creation Error".

    Reza Pakdel
    Methods Improvement Supervisor
    Ofogh Koorosh Chain Stores

  • 2.  RE: Planned transfer order

    Posted Jul 01, 2019 06:52 AM
    Do you have action messages ys turn on for the plan  and do you have the Calculated delays slider in the Coverage group for Transfers on yes.
    If the Action Message and Calculated delays are both Yes then the Planned transfer will have the new proposed action dated based on scheduled PO receipt date

    Michael Mills
    AX D365 Enterprise Consultant Operations
    Blue Horseshoe Solutions
    Carmel, IN

  • 3.  RE: Planned transfer order

    Posted 12 days ago
    Thanks for your reply, But this solution is not applicable for us because now we have more than 2 Million planned order lines each day that soon ,with completing project, will be 28 million lines and can not be handled line by line.

    Reza Pakdel
    Methods Improvement Supervisor
    Ofogh Koorosh Chain Stores

  • 4.  RE: Planned transfer order

    Posted 9 days ago
    Hi Reza!
    The suggestions you're receiving are based around dates of the Transfer Order because MRP isn't going to suggest partial inventory replenishment out to the stores when you don't have the quantity to ship that meets the needs of the store (or you shouldn't release the transfer for pick until the pick date/inventory on hand). In this case, you have to have manual intervention to change Transfer quantities.
    Instead of looking for a way to change system parameters to make the system bend to the process, you may want to consider doing an analysis on items in the stores so that you don't run into lead time or distribution center shortage issues. Try to run analysis such as Safety Stock journal analysis to update your min/max in the retail stores https://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/master-planning/safety-stock-replenishment. Or, you can change your lead times of inventory to the store, increase your safety stock in the distribution center, and/or run MRP more frequently for store replenishment with a lower minimum amount required.
    There are a number of other ways you can switch up parameters/methodologies to fulfill replenishment in the stores, but the core issue is that the minimum order quantity appears to be too high for the store and doesn't line up well with the lead time from the vendor. Address these issues and you shouldn't have to try to manipulate shortages on the transfer orders.

    Kim Tallman
    Director Strategic Engagement
    Arbela Technologies
    Irvine CA

  • 5.  RE: Planned transfer order

    Posted 9 days ago
    Hi Reza, for some reason I could not reply in forum Friday but sent you a direct message, it was very similar to the on Kim just posted. MRP plans to demand, not based on available inventory. As far as the reservations, that is controlled by your release to warehouse process. You can release to warehouse based on only what can be physically reserved so you dont get the errors you refer to when there are quantities that can not be fulfilled. If you do not mandate ship completes, you should not have to wait until all lines/quantities are available to release to process your work, you can process it as inventory is available.

    Andrew Lencsak
    Solution Architect

  • 6.  RE: Planned transfer order

    Posted 9 days ago
    I'm not usually a big fan of modifications, but I can conceive of a pair of batch jobs that might help you manage this problem:
    • Batch reservation job - This job would run over demand transactions, which may be primarily transfer orders from your main warehouse, and reserve available inventory to those transactions.  You would use the standard AX reservation methods to perform the reservation, so that you are not trying to build and maintain your own reservation logic. 
    • Batch cancellation job - This job would run over your transfer orders that are scheduled to ship within the next day, and use the standard deliver remainder logic on the transfer order line to set the delivery remainder quantity on the line to quantity that is physically reserved.  This would remove all the quantities that are not reserved from the transfer order, so that each transfer order will release to the warehouse.  Planned orders for the cancelled transfer quantity will be regenerated the next time you run master scheduling. 
    You could write both jobs without changing any standard AX logic​, in order to minimize the impact of the customization on upgrades or application of patches.  You could schedule the jobs in batch to run after master scheduling is finished, so you don't require a lot of user intervention.

    Kevin McLean
    Strategic Solutions NW, LLC
    Beaverton OR

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