Work orders is another term we often use for "Production orders." You are referring to Work Ids processed through Warehouse Management. Where I started my career in the UK, almost all manufacturing companies I worked with called them "Work orders." You are right as with the en-US language set, "Production orders" is the correct term in Production control.. However, if you change your system language to en-GB instead of en-US and refresh your D365 URL you would see "Works orders" used in place of "Production orders."

Thank you! Yes, I had used a new editing software last year that didn't work and had fixed and updated most of them but never got back to this one. Will post an updated version with clear picture hopefully soon.

Assuming the Multiplication factor is set to "1" then yes the Average issue during lead time option will calculate the min stock to cover demand over the item's lead time. Service level is slightly different. You must make sure to select the "Calculate standard deviation" checkbox when you first createe the lines to use the service level in the proposal. A low standard deviation means that most of the numbers are very close to the average. A high standard deviation means that the numbers are spread out around the average. I don't have the exact formula handy but the svc levels are associated with a svc factor like the below that is used in the calculation for SS: Svc Level Svc Factor 50 0 80 0.84 90 1.28 95 1.64 98 2.05 99.86 2.99 99.99 3.72

@@DynamicsUnplugged wow, it seems that it involves some complicated calculation when it comes to service level. I guess I will need to do more research to understand this. Thank you very much again for the detailed explanation!

It should not and in my experience does exclude those items from planning. I'd be interested in seeing more about what you are experiencing, in case it is a bug or you changed the flag in between master plan runs and need to regenerate MRP to clear the old planned orders? Are you on legacy Master planning or Planning optimization?

Thank you for your response! @@DynamicsUnplugged Scenario is pretty simple. I have item with lifecycle state is set to active with "is active for planning set to YES". I created SO and ran MRP (not using Planning Optimisation yet - I will switch on Planning Optimisation and run later to check). After running MRP, I see the planned order for this SO. Next I go to item and changed the product lifecycle state to discontinued where "is active for planning set to NO". Save changes and exit item setup. Next, go to SO and edit quantity (so I can see if demand change). Run MRP and I see the planned order is updated to quantity from SO. Please note I am not using the "full potential of lifecycle state" just the basic one. I don't have enable the "business process". I see only the General tab in settings.

I don't believe there is any ability to calculate the supplementary item with a discount ONLY if it's added as a supplementary item. That discount would apply even if the item was added to a sales order on its own. However, that may work for certain scenarios if the item was only ever added as supplementary and not sold by itself. I'm not sure if something like attribute pricing or the new pricing management features that were just released have better options for such a requirement.

I have not seen your name pop up in a bit! Hope all is well, Guy! Completely agree, there will be lots of opportunity to take this further and hope to push those use cases

This has long been in a gap in the standard system and often requested. I have used Excel before to use that calculation then just imported the Item coverage records to update those values. There are newer functions with the DDMRP functionality, Decoupling points, and Buffer values to calculate a min/max dynamically using transactional history but there is not a direct function for what you are asking.

mwaaaahhaahaha, true but I really don't show anything, I just kind of talk. So apologies to anyone who was hoping to see some deep dives on Procurement transactions

No unfortunately not, SS journals do not calculate new maximums

Is your scenario for the customer to return goods to your warehouse or the vendor who shipped the goods? If they are just returning goods to you, you could alternatively create your RMA through the Sales and Marketing > Sales returns > All returns orders form and use the "From sales order" button to create a return from the original sales order rather than using the Credit Note option.

It is food items so customer is not returning the goods so we have to do credit only through in sales order page credit note so when I click this button it is automatically creating PO. Only for direct delivery sales orders.

@@Shariff.0051 You can perform Credit only RMAs from the All return orders form as well. If you make a Credit note from a direct delivery Sales order, I'm not surprised it would automatically create the PO, because that order is a triangular relationship so it wants to reverse both the previous sales order and purchase order for your scenario. You should be able to post the Credit from All return orders and see if that achieves your solution without creating the unnecessary PO.

Ok thanks

appreciate the kind words, hope it helped!!

Unfortunately not, they can be used separately but not together.

@@DynamicsUnplugged thanks a lot for your swift reply. I'm going to check my options; for some (MTO) customers I'm considering to enter the initial sales order (lines) using del.date control Sales Lead Time, to determine a later RSD, only then to change all order lines (back) to the A/R default ATP+Issue Margin

@@johanpeeters3671 worth a shot! If there was instead functionality similar to the overrides you can set for item Default order settings, but for customers. Where the ATP time fence could be different per customer, then that would be great because the time fence could be set to the longest lead time you would set for the customer, and ATP would let you know if you could do sooner.