Safety stock in Dynamics 365 for Operations (and AX 2012 and AX 2009).

Just want to point to a nice post by fellow MVP Dr Scott Hamilton on the website: Master Scheduling and the Due Dates for Safety Stock Requirements in Microsoft Dynamics AX & 365 for Finance and Operations, Enterprise. It’s a really nice summary of the options for setting up safety stock and highlights the all-important ‘Fulfil minimum’ parameter. He also shows a neat little work-around using the Minimum key to set (or offset) the due date of the safety stock.

My own attempt at describing the ‘Fulfil minimum’ options are here:

Finally, if you are working in recent D365FOE environments you may want to check out the Safety stock replenishment enhancements in 7.3, see (


Vendor calendars in Dynamics AX

“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.

Master planning messages in AX 7

This is the second post of a pair. Previously I looked at Master planning messages in Dynamics AX 2012 – here I’m working in the New Dynamics AX aka Microsoft Dynamics 365 for Operations. Probably worth you taking the time to peruse the earlier post (if you haven’t already) – this post is an abbreviated version, but it follows the same scenario.

I’ve setup a Sales order for a finished goods item, pegged to a production order. My production order component is supplied by a purchase order. My purchase order confirmed delivery date means that I’m going to be late making my production order and delivering to my customer.

In AX 7 Futures messages are renamed ‘Delays’ which make things a bit clearer.

First let’s look at the Net requirements for the component:

Just as in AX 2012 I’ve got an Action advance message on my Purchase order and a Delay on my production order. But actually it’s not all that clear that I do have a delay on my production order – so I’ll personalise my screen and add the ‘Delays’ flag and I’ll do a bit of re-arranging of my net requirements list grid so I can get a bigger screenshot:

My finished goods item is showing a delay on both the sales order and the production order:

You can see all of your Delay messages from the tile on the Master planning workspace:


Here you’d setup filters, for instance to see the Delay messages on sales orders:

But a buyer will be interested in the Action Advance messages on the purchase order lines. I couldn’t find the Action messages form in the menu, so I just searched for it, filtered for my items and plan and then noticed purchase order vendor is showing on the form and that purchase order vendor is one of the advanced filter options – that’s pretty neat:

So the summary is that there is a lot of functionality here that we’ve seen in earlier versions of Dynamics AX – but it’s much more accessible and practicable. I’m impressed!