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Firming planned orders by adding lines to an existing order in Microsoft Dynamics AX

by Evert Bos
Solution Architect, Sikich

For Purchase orders and Transfer orders, we have a very handy functionality in Dynamics AX's Master Planning that has been there since the beginning: While firming a planned order, add it as a line to an existing order.

Add to existing Purchase orders

The surprising news is that for planned purchase orders, I can select from a list of existing Purchase orders for any vendor and in any status.

Purchase order number field

The field "Purchase order number" allows selection of an existing Purchase order to ‘firm to'.

  • The firming will ignore the vendor on my planned Purchase order.
  • I can add to Purchase orders in any status except the workflow status "finalized."*
  • When I use the approved vendor list, I will get a warning when the vendor-item combination is not approved.
Approved vendor list
The list of Purchase orders I could attach my planned Purchase order to is unfiltered. But I will get an error when selecting a finalized Purchase order.
Finalized PO error
* The approval status "finalized" is set by a batch program in the "periodic" section of the Procurement module. If will switch the approval status field (used for workflow) to "Finalized" when ...

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About Evert Bos

I am Evert J Bos, ERP consultant since 1986. I started in Europe with IMS7 (A Honeywell Bull Mainframe ERP system) and the BaaN ERP system. Since 1995 I have worked in the USA and since 2004 I have been working with Dynamics AX.  I work for Sikich and focus mostly on manufacturing companies that make complex, engineered products.

More about Evert Bos