Purchase Orders AX 4.0 - Blanket and Release Orders

CJBeattie

Hello

I understand that blanket and release orders from it are used if you order from a contract etc. Creating the release order to invoice what is being called off until there is none remaining on the blanket order.

Is there a way of doing this but invoicing the full amount in one go, but calling off the release values with no charge?

Example: - Company A purchases 10'000 items and is invoiced for all 10'000. The Items are held at the vendors warehouse they are being purchased from.

Company A then calls off quantities from the Vendor at no cost, as they have already been invoiced in full.

I looked at invoicing the blanket order in full, but it closes off the purchase order. Can the above scenario be replicated in standard AX 4.0?

Any help would be appreciated

Regards

Craig

AdamRoue

Hi

It is not really a blanket order scenario, it is consignment stock, again there is a vertical solution for this in the IEM module, but not something I have looked into.

In standard AX you would need to book them into a vendor warehouse, this would enable the stock to be purchased and invoiced at the start. As they are required they are then transferred from the vendor warehouse to the main warehouse, and a transfer order has no financial impact so in essence meeting your no charge requirement.

CJBeattie

Hi Adam,

Thanks again for your response. I've not really explained my scenario properly.

The items that are purchased are service items, as they are not really concerned with keeping 'physical' stock counting.

When the original 10'000 items are purchased, only one ledger account receives the financial cost upon delivery note and invoice stage.

As other departments issue call off orders of the 10'000, is it possible for the original ledger account hit with the cost, to apportion some of it to the department that is calling off the order automatically?

The department currently raises the order to the vendor for zero value, as they are already invoiced, detailing just a quantity.

Also, the IEM module, what is this...Inventory Management?

Any help would be greatly appreciated

Thanks Adam

Craig

AdamRoue

Hi Craig

So it is a service that is called off, but you could still perform a movement journal with the name of the journal being linked to the offset account of the dimension or both to attribute the costs correctly, this removes the item ledger expense and posts teh offset where it is defined, you are then relying on the department picking the correct journal. This is a write off of stock, so you still need it in the system but you will presumably have this through the invoicing step? Or are you not controlling any physical inventory therefore allowing you to book in the 10,000 and then "call off" the rest - the trouble is this has no costing affect on teh ledgers and there is no tracking of what you have left to call off. By booking it into a vendor location you can cost track and quantity track effectively.

IEM stands for Industrial Equipment Manufacture - do not let the name put you off - it is an MDIS, an industry approved add-on by Microsoft so you can find out all about it on customersource.