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Project Item Requirements for Purchase Orders in Dynamics AX2009

Posted Tuesday, March 2nd, 2010

Identifying the requirement for items against a project or sub-project can be accomplished in more than one way directly on the level(s) required.  Creation of these item requirements is critical in identifying demand and easily create purchase orders to provide the supply.  In addition to the ability to add individual items, as required, a bill of material or a parts list can also be exploded to a project / sub-project’s item requirements.  When these items are identified on the line(s), a sales order is created behind the scenes.  If you look at the sales order form, these appear as type ‘item requirement’.

AX functionality then allows the creation of purchase orders directly from these item requirements.  The items listed, available to release on a purchase order, is dependent on how the item requirements were created.  If the items were created from a quotation, only one sales order was created.  All items on the same ‘sales order’ are then listed for selection of creating a purchase order.  However, if lines are created manually on the item requirements, a new sales order will be created, for each line entered) and these items will appear on a separate purchase order for selection.

The way around this is to manually add the item(s) to the item requirement ‘sales order’ which will in turn make the selection for the creation of a purchase order visually on the same list.

Keys to remember:

1) Projects created a sales order (type item requirement) against the item requirement(s) of the project.  This sales order creates the demand.

2)  At the point of creating a purchase order against the item requirements, AX is actually creating purchase orders against the sales order.)

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