Stopping Cancel,Change Qty. and Resched and Chg. Qty.

Tan_Eng_Siong
Tan_Eng_Siong Member Posts: 84
edited 2008-01-04 in NAV/Navision Classic Client
Hi

I have a prospective customer who is complaining about some of the features in Navision. Their grouse is that when they create a Purchase Order or a Production Order, that document is supposed to be engraved in stone. They are upset about how Navision works in the Planning worksheet as it shows the Purchase Order can be Change Qty. This unacceptable to the users as their vendors view the Purchase Order as a contract and the vendors do not allow them to change the contents of the PO.

The same also applies for the Production Order. The Production order is viewed as if it is an instrution to Production and they do not want the Navision planning worksheet to simply suggest cancel the workorder.

Does anyone encounter the same issue? Is there a walkround for this issue?

Thanks
Tan Eng Siong

Comments

  • nunomaia
    nunomaia Member Posts: 1,153
    Put the field as readonly, or change the onvalidate trigger
    Nuno Maia

    Freelance Dynamics AX
    Blog : http://axnmaia.wordpress.com/
  • Mbad
    Mbad Member Posts: 344
    No I dont encounter the same issue.

    And you will need to modify a few places if you want to restrict usability that way.
  • colingbradley
    colingbradley Member Posts: 162
    This is certainly a problem for some of my clients as well.
    I call a function in the Purchase Lines table (On Validate) to test to see if it is Ok to change the field (Quantity is only one of them) based on where the order is at.
    For example, if the order has been printed (now a contract with the Vendor) or if approved by the budget holder (a mod on the header) then no change is allowed.

    In most cases where the client gets upset about this sort of thing, I generally tell them that this is a vanilla version and their specific needs are easily met during the customization. Then work like crazy when they go to lunch and show them the result when they get back.

    The code is simple and fast to implement and makes them more relaxed.
    Experience is what you get when you hoped to get money
  • themave
    themave Member Posts: 1,058
    There is an easy fix,

    on the PO line there is a field called Planning Flexibility, by default it is set to "Unlimited" the other option is None, if you change it to default to None, then new po's will not be suggested to be changed,

    Now, to make it defualt with PO's created from the requsition worksheet, change the table 246 Requsition line - Planning Flexibility field initvalue to be "None" also,

    you can still change it in a po or a requsition worksheet, it will just defualt to none, but change be changed to unlimitied if you want.

    create a one time non=printing report to update the existing po lines to planning flexibility "None" and all your existing PO's will be protected from suggestions to change.
  • Tan_Eng_Siong
    Tan_Eng_Siong Member Posts: 84
    Thanks Themave. Your solution is absolutely correct.
    Tan Eng Siong
  • navmannen
    navmannen Member Posts: 9
    Is there easy way to change Action Message Change Qty to Action Message New during process?
  • navmannen
    navmannen Member Posts: 9
    themave wrote:
    There is an easy fix,

    on the PO line there is a field called ther option is None, if you change it to default to None, then new po's will not be suggested to be changed,

    Now, to make it defualt with PO's created from the requsition worksheet, change the table 246 Requsition line - Planning Flexibility field initvalue to be "None" also,

    you can still change it in a po or a requsition worksheet, it will just defualt to none, but change be changed to unlimitied if you want.

    create a one time non=printing report to update the existing po lines to planning flexibility "None" and all your existing PO's will be protected from suggestions to change.

    How this fix act, when the supply quantity is less than the demand?
    If Planning Flexibility is set to "Unlimited", NAV suggests "Change Qty". If Planning Flexibility is set to "None", does NAV suggest "New" order in this case?

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