“Can we group planned purchase orders by order date?”. This question came up in a Master planning workshop the other day. The buyers have a weekly / monthly routine. For specific vendors, every couple of weeks or so they’re raising purchase orders by vendor.
My first instinct was to think about Vendor calendars – but I’ve never used them, so some investigation was in order – and here it is.
In Dynamics AX you can add a calendar to a customer, vendor, warehouse, coverage group and resource (work centre). The purpose of the calendar is to define working days – AX uses the terminology ‘Open’ or ‘Closed’ for a working day, and for a resource the calendar defines the number of working hours for the day (and optionally some other stuff like Efficiency percentage and Property).
|In AX7: Organisation administration > Setup > Calendars > Calendars||In AX 2012: Organisation administration > Common > Calendars > Calendars|
|Working times:||Working times:|
So we’re going to create a calendar that has most of its days closed, and an open day every second Tuesday. We’ll start with a working time template – and as the working time template only works on a weekly pattern we’ll define one where every day is closed. So I just create a working time template called ‘NONE’:
|In AX7: Organisation administration > Setup > Calendars > Working time templates||In AX 2012: Organisation administration > Common > Calendars > Working time templates|
Now I’ll create a calendar called VENDOR1, and use the Working times > Compose working times to fill in the days
|In AX7: Organisation administration > Setup > Calendars > Calendars >
Working times > Compose working times
|In AX 2012: Organisation administration > Common > Calendars > Calendars|
|OK gives:||OK gives:|
And now I have to go and Open those days that I’d like my orders to be scheduled for. In practice, you’re going to want to open the Calendar working days in Excel, or use the Data migration framework to update these days:
I’ve setup a 2 raw materials with lead times of 19 and 27 days, and simulated lots of demand on them, so that we get planned orders for every working day:
|In AX7: Master planning > Master planning > Planned orders||In AX 2012: Master planning > Common > Planned orders|
Ok – let’s add the calendar we prepared earlier to our Vendor.
|In AX7: Procurement and sourcing > Vendors > All vendors > [Select] > Edit
||In AX 2012: Procurement and sourcing > Common > Vendors > All vendors > [Select] > Edit
Now, re-run master planning and take another look at our planned purchase orders:
Both the Order dates and the Delivery dates are falling onto our Vendor Purchasing calendar Open days – I confess I’m surprised by this. I was expecting the Delivery dates to fall onto the open days, but not the Order dates. So let’s take ‘Yes’ for an answer and move on.