There are times when you will want to set up your Dynamics AX system keep a minimum balance of an item on hand for use or sale. In this entry, we will see how to set an item up with a minimum balance.
Let’s start with a Contoso item, M0061 – Catalyst. As we will see, this item is purchased the by liter, and planned by requirement for this example: we will set it to keep five liters on hand:
We can see from the Net Requirements that there are five liters on hand, with no demand right now in the system:
P0111 is an item that uses M0061. We will create a production order for P0111 that will call for M0061, and process the order to Released status. Then we will run master scheduling for M0061 from the Net Requirements form. Here is what we see:
As we can see, Master Scheduling created a planned Purchase order to keep the on hand balance of M0061 at or above five liters.