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If you create a sales order using type "Sales order" in the system, this is seen by master planning even before the order has actually been confirmed (creating demand and suggestions for purchase orders / production orders).

This is only possible if you select the sales order type 'Journal' for the open orders. At that stage, the system will not create an inventory transactions. Once it is set to order type 'Sales order', it will be included for master planning.

As a result, this functionality creates the risk of generating unnecessary cost implications and consumption of resources. The expectation is the planning should consider after the sales order has been confirmed.
Category: Planning
STATUS DETAILS
Needs Votes

Comments

S

This is still a missing piece of functionality that would benefit a number of our customers. Particularly one customer where they have hundreds of sales orders processed each day and confirm the vast majority of the orders when certain conditions are met via batch job.There is a new feature released in 10.0.36 (Exclude Specific transaction or transaction types from Master Planning) which allows you to manually exclude Sales Orders and Sales Order Lines. This does work and those excluded are ignored by Master Planning but not a good option for our customer with hundreds of order a day.ThanksMartin Boag

Category: Planning

S

I would suggest using Order Holds functionality if it can be extended OOB by Microsoft to make items on SO with order hold maintained to be invisible to master planning. Alternatively, a parameter on master planning setup could allow global control.

Category: Planning

S

As a large international manufacturer currently implementing D365FO, we see a large risk with Master Planning triggering Production or purchasing items without a Confirmed Sales Order.
Our partners have suggested the use of journals, however do need the system to automatically change to SAles Order when confirmed.

Category: Planning

S

A simple solution to this would be to enter the sales orders as Journals (as you suggest), but have a process to convert them to 'sales order' on posting of the sales order confirmation document - making available to MRP.

Category: Planning