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Take Advantage of Requirements Coverage in Dynamics AX to Keep a Minimum Balance On Hand

By Wally Carr | April 10, 2017

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:

Coverage requirements minimum balance on hand in Dynamics AX

Coverage requirements minimum balance on hand in Dynamics AX

We can see from the Net Requirements that there are five liters on hand, with no demand right now in the system:

Net requirements minimum balance on hand in Dynamics AX

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:

Process order, Net requirements minimum balance on hand in Dynamics AX

As we can see, Master Scheduling created a planned Purchase order to keep the on hand balance of M0061 at or above five liters.

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