creating requisition lines automatically.

jksjks Member Posts: 277
Hi all,

Is there any way by which Navision creates requisition line automatically for an item whose required quantity is not available for reservation?
i.e when creating a reservation entries if sufficient quantity is not available for reservation then create a requisition line automatically.

Thanks for any help.

Comments

  • johnson_alonsojohnson_alonso Member Posts: 690
    Hi,
    just set make to order in the manufacturing policy field for your items and the reordering policy to order.


    rgds,
    Johnson
  • jksjks Member Posts: 277
    I did the same. but at the end of reserving the Item I do not see any line created in the Requisition Line table.

    Can you pl. tell me the exact steps that I should follow to see the requisition line created for the item whose available quantity < quantity to be reserved?

    Thanks for any help.
  • HalMdyHalMdy Member Posts: 429
    There is no automatic creation of req line.

    You need to run the calculation process (Fct - Calculate plan) to generate the req. Lines ...
  • johnson_alonsojohnson_alonso Member Posts: 690
    you need to set reserve fields to always or optional and order tracking policy fields to tracking only or tracking and action messaging. And as HalMdy wrote that you need to run calculate plan - plan wksh.
  • jksjks Member Posts: 277
    Thank you all for your help.

    Now another doubt.
    On the requisition line quantity needed is calculated using the
    Inventory + Scheduled Receipts + Planned Receipts - Gross Requirement.
    as mentioned in help.

    Can anyone please provide me the mapping of each of the above field with the table field? i.e where can I find the value of each of the above fields?

    Thanks for any help.
  • HalMdyHalMdy Member Posts: 429
    These values are calculated ...

    Depending on the "horizon" you give to the function "Calculate plan", values are calculated from Purchases, Sales and Productions informations.

    Details should be given in our favorites PDF docs, I suppose ...
  • johnson_alonsojohnson_alonso Member Posts: 690
    You can click availability field in the item information pane that located in right side of the sales order line. If you click it, the system will lead you to a table that show columns relate to waht you've written. by drilldown per each column, you can find from where they come from.


    Rgds,
    Johnson
  • ManosAManosA Member Posts: 40
    I am under the impretion that the fields you are looking for are on the Item card, in the general tab, on the right of the form. At least that is the only way that I can find out my inventory.
  • Miklos_HollenderMiklos_Hollender Member Posts: 1,598
    If you press on the Sales Order Order Menu, Order Promising, Calcualte, Capabe-To-Promise and Accept, it should create the Requisition lines even without running Calculate. Check out Manufacturing manual, even if you are not using Manufacturing, only Purchase Requisition, it's all the same.
  • HalMdyHalMdy Member Posts: 429
    If you press on the Sales Order Order Menu, Order Promising, Calcualte, Capabe-To-Promise and Accept, it should create the Requisition lines even without running Calculate. Check out Manufacturing manual, even if you are not using Manufacturing, only Purchase Requisition, it's all the same.

    Fully aggreed, but it also not automatic as asked ... :wink:
  • themavethemave Member Posts: 1,058
    Depending on how you define automatic, here is what I did,
    I copied report 699 - Calculate Plan - Req. Wksh. to a new report number 50000. I then modified this copy of the report to set a few filters automatically, such as name of requestion worksheet, Location filter. and set the order date, endind date ect with code, and then I run the report in the job scheduler, you can set it to any frequency you want and as far as the users know it is automatic, they just open requisition worksheet and there batch is there waiting their review. I made 7 of these reports, one for each location that orders inventory. I run my batch each night, so the req, is there every morning waiting for them.
  • johnson_alonsojohnson_alonso Member Posts: 690
    Dear All,
    If we create requisition lines automatically without using function calculate plan-plan wksh in planning worksheet, order planning --> calculate plan, order promising (CTP), or requisition worksheet -> calculate plan, there will be no function planning flexibility field, and the system will create new and recreate order that has been created beforehand. I can't do if I must use job scheduler and created requisition line batch job each night. It is impossible to create it automatically and using job scheduler in make to order and make to stock companies.


    Rgds,
    Johnson
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