Suggested by Elise Nguyen – New
Customers reported an issue where inventory marking is automatically applied to a virtual inventory transaction when creating a PO from Purchase Requisition or manually from the All Purchase Orders page. Unlike the first scenario (creating a PO from an SO), where the marking can be manually unmarked and reassigned to another PO, this second scenario does not allow manual unmarking. Attempting to unmark results in the following error:
"Manual marking is not allowed because the inventory transaction is linked to a virtual inventory transaction."
Customer Configuration & Context:
- Project module: Not used
- Item requirement: Not used
- Setup: Customer only creates a Project ID and Contract ID
- Business Impact: Prevents users from manually managing inventory marking as needed, leading to operational inefficiencies.
Investigation Findings:
- The issue is reproducible in standard D365 FnO.
- The FIN team confirmed that this behavior is by design, but they could not provide further details on the logic behind it.
- There is limited documentation on this specific scenario, making it difficult to confirm whether this is the expected system behavior or a potential enhancement area.
Request for Clarification:
- Can you confirm why marking is enforced automatically in this scenario and cannot be unmarked?
- What system logic drives this behavior when no Item requirement or Project module is used?
- Is this behavior expected, or should it be considered for improvement in a future release?
We would appreciate any insights or guidance you can provide