Order settings (form)

  • Article

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use this form to define default settings for an item. The default settings are used by master planning to generate sales orders, purchase orders, and inventory orders. The main settings involve the following areas:

  • Defining a warehouse to use for each module when orders are created.

  • Defining the settings that modify order quantities for each module when orders are created.

There are two versions of this form.

  • Click Product information management > Common > Released products. Press CTRL+SHIFT+G to view all items. Select an item, and then click Plan > Default order settings. Use this form to define the default order settings for an item. When you operate in a single-site environment, you can use only this version of the form.

  • Click Product information management > Common > Released products. Press CTRL+SHIFT+G to view all items. Select an item, and then click Plan > Site specific order settings. Use this form to define settings that are different from the default order settings for an item on a different site.

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Overview

This tab appears in the Site specific order settings form and displays all sites and the default warehouses, per module, that are defined for each site.

General

Enter the default warehouse for each module for the item at the selected site.

Purchase order

Enter the default settings that are used when the program creates purchase orders.

Inventory

Enter the default settings that are used when the program creates inventory orders.

Sales order

Enter the default settings that are used when the program creates sales orders.

Fields

Field

Description

Site

Select the site that the site specific order setting will be selected for.

Item number

The identification of the item.

Product name

Describes the item and any additional information.

Default order type

Select which planned order type will be used when order planning.

Purchase site

Enter the default warehouse for purchase orders that are created for an item. You can change the warehouse unless the Mandatory site check box is selected.

Inventory site

Enter the default warehouse for inventory journal lines or production orders that are created for an item. You can change the warehouse unless the Mandatory site check box is selected.

Sales site

Enter the default warehouse for sales orders that are created for an item. You can change the warehouse unless the Mandatory site check box is selected.

Mandatory site

Select this check box to make the selected warehouse mandatory.

A mandatory purchase warehouse results in the following conditions:

  • Manually created purchase orders can only be for the specified mandatory warehouse. The warehouse is also used in the purchase lines.

  • In master planning, the warehouse from the requirement is used. However, when you firm a planned purchase order, the mandatory purchase warehouse is used.

A mandatory inventory warehouse is used for newly created orders and transactions, and you cannot change the warehouse.

A mandatory sales warehouse results in the following conditions:

  • You can enter any warehouse on a sales order header.

  • However, when you enter a sales order line, the mandatory sales warehouse is used in the line.

Override

For the site-specific order settings, select this check box to override the existing default settings. When you select this check box, the fields in the Inventory quantity and Other field groups display existing default values for the item, but you can change them.

Multiple

Enter the default quantity to use for requirement calculations. This is the default quantity in which the item is produced. You can change the default quantity.

You can set the default quantity per site.

Min. order quantity

Enter the minimum allowed number of receipts or issues for the item. This value is used in purchase lines, sales lines, production orders, inventory journals, and item coverage.

You can set the default quantity per site.

Max. order quantity

Enter the maximum allowed number of receipts or issues for the item. This is the largest quantity that will be accepted in purchase orders, inventory journals, and productions.

You can set the default quantity per site.

Standard order quantity

Enter a default quantity to use when you create a purchase line, inventory line, or sales line.

You can set the default quantity per site.

Purchase lead time

The standard acquisition time for the item. The time that is entered here is the default time that is used if the acquisition time is not specified elsewhere. This is typically used by companies or organizations that need simple lead times.

This field is used for item coverage planning and for determining the latest order date for planned purchase orders. If the field displays bill of materials (BOM) items without routes, this field is used to move requirements forward for incoming items when planned production orders are generated.

Note

You can define the lead time for a site. If no site-specific lead time is defined, the default setting for the item is used.

The lead time that is defined in the Item coverage form takes precedence over this field.

This field is active only when there is not a primary vendor for the item or when no lead time is entered on a trade agreement.

For information about how purchase lead times are determined in Microsoft Dynamics AX, see About planned purchase order lead times.

For information about safety margins, see Coverage groups (form), Master plans (form), and Forecast plans (form).

Working days

Select this check box to define days as open days. Open days exclude, for example, weekends, company or organization shutdowns, and public holidays.

For more information about working days, see Working time templates (form) and Create working time templates.

Note

You can define site-specific working days.

You cannot define working days for sales orders.

Stopped

Select this check box if an item is blocked. When an item is blocked and you enter a purchase or sales line, a warning message appears. When the item is blocked, inventory transactions that are related to the purchase or sales order line cannot be modified, for example, when you post a packing slip or an invoice.

You can block a purchased item, and at the same time, sell the item. In this case, this field is selected on a purchase order, but it is not blocked in inventory or on a sales order.

An item number can be blocked from being sold, for example, if:

  • The item is still under development or manufacture, and you do not want the item to be sold or reserved.

  • You have received many defective items. The defects must be corrected before the item can be sold. Therefore, you can block the item until the issue is resolved.

When an item is blocked and you create a return order line, a message is displayed. To post the line that you have created, you must clear the check box.

You cannot block a series or a lot of the item. If parts of the item are to be blocked, you can block them by moving inventory or by blocking the full stock of the item for that period.

Inventory lead time

The standard lead time for produced items. The times entered here are default times if times are not specified elsewhere. This is typically used by companies or organizations that need simple lead times.

The lead time for an item in production is the time that is required to manufacture an item from the first operation to the last. You only need to use this field when no routes are to be created for the item. If a route has been created, the production time is calculated during item coverage planning.

Note

You can define the lead time for a site. If no site-specific lead time is defined, the default setting for the item is used.

The lead time that is defined in the Item coverage form takes precedence over this field.

Weekends are not included in the lead time as available work capacity. Therefore, the actual lead time might be longer than the time that appears in the field.

The work capacity depends on the calendar that is assigned in the Coverage groups form.

For information about safety margins, see Coverage groups (form), Master plans (form), and Forecast plans (form).

Override delivery control

Select this check box to override delivery dates and allow the user to select the method to use for calculating possible ship and receipt dates.

Delivery date control

Select the method to use to calculate possible ship and receipt dates. If you select the ATP + Issue margin option, the shipping date is equal to the available-to-promise (ATP) date plus the issue margin for the item. The issue margin is the time that is required to prepare the items to ship.

ATP time fence

Calculate ATP by using this period (in days) if you selected the ATP calculation method in the Delivery date control field.

ATP backward demand time fence

Enter the number of days backward from today that past due demand (that is, inventory issues) will be considered when calculating the earliest available delivery dates for inventory. For example, if you enter 0, no past due demand will be considered. If you enter 1, yesterday’s demand will be considered.

ATP backward supply time fence

Enter the number of days backward from today that past due supply (that is, inventory receipts) will be considered when calculating the earliest available delivery dates for inventory. For example, if you enter 0, no past due supply will be considered. If you enter 1, yesterday’s supply will be considered.

ATP delayed demand offset time

The number of days into the future from today when past due demand on inventory issues will be considered as having its delivery date. For example, if you enter 0, items with a past due delivery date will be considered as delivered today. If you enter 1, items with a past due delivery date will be considered as delivered tomorrow.

ATP delayed supply offset time

The number of days into the future from today when items on past due inventory receipts will be considered as received. For example, if you enter 0, the item will be considered as received today. If you enter 1, the item will be considered as received tomorrow.

ATP incl. planned orders

Include planned orders in ATP calculations if you selected the ATP calculation method in the Delivery date control field.

Sales lead time

The standard delivery time for sold items. The times that are entered here are default times if times are not specified elsewhere. This is typically used by companies or organizations that need simple lead times.

Handling time is the number of days it takes from the time that a customer orders an item until the item is sent. Handling time is not considered during coverage planning.

Note

You can define the lead time for a site. If no site-specific lead time is defined, the default setting for the item is used.

For information about safety margins, see Coverage groups (form), Master plans (form), and Forecast plans (form).

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).