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How to create unique PO #'s per delivery using MRP

  • 1.  How to create unique PO #'s per delivery using MRP

    Posted 20 days ago

    Hello NAV Community,

    We are trying to utilize standard NAV MRP in the Requisition Worksheet for all materials, but have encountered an issue that we're hoping can be changed with a setting and not a customization. When we run MRP for high volume inbound materials (i.e. multiple trucks arriving every day) we've noticed that NAV wants to create one PO with multiple lines on the PO for every delivery. The way we operate is that we create one PO for every load/delivery. It's almost like NAV is assuming we have one blanket PO for the whole year and when PLAN generates OPEN POs, they put them all in as separate lines on the same PO Blanket. The only workaround that we can find is to uncheck all but one PO on the Req Worksheet before executing the action, or limiting the time horizon, but those are very manual and defeat the benefits of being able to generate a bunch of POs at once.  We would like to run MRP and have multiple POs be created with different PO numbers. Setting the max order size only helps to set the breakpoint for each line, but we haven't found a setting to tell NAV that at every increment, create a new PO.

    Any thoughts on a system setting that we're not aware of or using properly?

    Thank you,
    Jim

    ​​​

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    Jim Magnus
    Clasen Quality Chocolate, Inc.
    Madison WI
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  • 2.  RE: How to create unique PO #'s per delivery using MRP

    TOP CONTRIBUTOR
    Posted 19 days ago
    I could be mis-remembering this, but there is a field in Purchases and Payables Setup called "Combine Special Orders Default". You can set it to Always Combine or Never Combine. Even though it says special orders I think it applies to everything that goes through the requisition worksheet. Worth a try in your test environment to confirm.

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    Matt Traxinger
    NAV Developer
    ArcherPoint Inc.
    San Antonio TX
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  • 3.  RE: How to create unique PO #'s per delivery using MRP

    GOLD CONTRIBUTOR
    Posted 17 days ago
    Have you tried the Maximum Order Quantity field? I know the planning worksheet will respect that number and split into multiple orders. I am not positive on the Requisition worksheet though.

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    Jeffrey Mantz
    Vice President
    Zefon International
    Ocala FL
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  • 4.  RE: How to create unique PO #'s per delivery using MRP

    Posted 17 days ago
    ​Thank you Matt and Jeffrey for your responses,

    Unfortunately, neither seemed to correct our problem.
    - We set the "Combine Special Orders Default" to "Never Combine", but it still didn't create separate PO's per order, just releases against the same PO.
    - We also have set the Maximum Order Quantity field to our max and that didn't separate them either for the Req Worksheet or the Planning Worksheet.

    For additional clarity, we are creating Purchase Orders for ingredients as make-to-stock. Do most people use the Requisition Worksheet for that or Planning Worksheet...or other? We use the Planning Worksheet for Finished Goods but the Req Worksheet for materials/ingredients. I believe that's the recommended route.

    Any other ideas on other settings that we may be missing that are driving vendor ingredient POs generated by the Req Worksheet to not assign unique PO numbers to each PO? I really can't believe this is a unique request, so I'm assuming/hoping that we're missing something rather basic.

    Thank you,
    Jim

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    Jim Magnus
    Clasen Quality Chocolate, Inc.
    Madison WI
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  • 5.  RE: How to create unique PO #'s per delivery using MRP

    TOP CONTRIBUTOR
    Posted 16 days ago
    Try it with the planning worksheet. I assumed you were using the planning worksheet.  


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