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The mysterious "completed" status on Planned Orders - Master Planning

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  • 1.  The mysterious "completed" status on Planned Orders - Master Planning

    Posted 23 days ago
    Something I need help with in Master Planning; combination of rusty memory and not enough documentation.

    Planned orders get created in status "Unprocessed". If we leave them like that and regenerate the master plan, they will be deleted and regenerated with new numbers. If we set the status to "Approved" they won't be deleted.

    Status "Completed" however behaves the same way as status "Unprocessed". I expected it to behave more like "Approved" since Microsoft documentation states that:
    If you decide not to firm a planned order, you can give it a status of Completed.
    The documentation is the same in AX2012.

    My requirement is to be able to "Freeze" orders I do not want to firm and filter them out. If they keep being regenerated I have no way of knowing if I reviewed them or not.

    PS: Freezing time fence works in this case, but it works for everything regardless of status.

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    Ismael
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  • 2.  RE: The mysterious "completed" status on Planned Orders - Master Planning
    Best Answer

    TOP CONTRIBUTOR
    Posted 22 days ago
    Hi Ismael,
    "Completed" status can indeed be seen as mysterious depending on the interpretation of that word. The way I think about it is completed means as a planner I have finished a review of the data and the related MRP recommendations, but have taken no action yet as to Approving or Firming. That way someone else knows that planned order has been looked at already, hopefully saving wasted time / confusion when there are multiple planners involved in production planning. The best way to 'freeze' a single planned order so MRP does not recalculate around it is to use the Approved status, as you have noted.


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    Jack Moran
    Solutions Architect
    MCA Connect
    Greenfield NH
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  • 3.  RE: The mysterious "completed" status on Planned Orders - Master Planning

    Posted 22 days ago
    Thanks Jack... that is what I thought too, and I always used it like that in the past but I was doubting myself.

    I guess there is a need for a status that you can filter out and never pay attention to that behaves like "approved" but is not approved. The danger in that is obviously missing out on genuine demand and we shouldn't be doing that. We either have to deal with the demand in some way or manage the recommendation the way it is.

    Thank you.

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    Ismael
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  • 4.  RE: The mysterious "completed" status on Planned Orders - Master Planning

    TOP CONTRIBUTOR
    Posted 22 days ago
    I've always associated the "Completed" status with using the consolidated batch orders process.  Maybe I just bumped a packed order up in qty and it means I don't need another packed order for the same item, I can mark the unneeded order as completed and let it fall off / not worry about it.

    This is a little tedious, but maybe it will allow you to get the results you want:

    1.) Grab all the planned orders you want to work with add them to selection.
    2.) View selection and then update all to a dummy vendor that you don't buy from. Down arrow + CTRL+V is to do this quickly.
    3.) Select all records and mark them as Approved.
    4.) Make sure you don't have an auto-firming time fence.

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    Colby Gallagher
    Managed Application Services Supervisor
    RSM
    OH
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  • 5.  RE: The mysterious "completed" status on Planned Orders - Master Planning

    Posted 16 days ago
    Thanks Colby... I often forget about these new productivity tools... that is very helpful. Still, having a status that filters out records you want to ignore will be helpful, but thinking about it again, it might be dangerous to ignore demand.

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    Ismael
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