default order type

  • default order type

    Posted by Paul Martin on March 14, 2019 at 12:27 pm
    • Paul Martin

      Member

      March 14, 2019 at 12:27 PM

      Have a scenario where I am looking for help , it revolves around default order type in D365. We have an item that is made in ne facility (site) and then is purchased in a different site. so in one site I need the default order type to be Purchase Order and in the other I need it to be Production. This way based on site it will calculate the cost correctly. What I am seeing is that the default order type is set at the rank 0 level and can’t be changed at the different site specific levels. If I change the 0 ranking or master record to purchase it makes Purchase be the default order type on all my sites. Has anyone else encountered this and does anyone know if there is a way to set it different by site.Ā  Thanks

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      Paul Martin
      Production Program Manager
      Elite Comfort Solutions, LLC
      Rutherfordton NC
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    • Andrew Lencsak

      Member

      March 14, 2019 at 1:22 PM

      Hi Paul,
      I hope I am wrong but believe you cannot change default order type per site in default order settings, it will always inherit from the 0 rank. I believe at this time you must do those overrides in Item coverage.

      Thanks
      Drew

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      Andrew Lencsak
      Solution Architect
      DXC Technology
      Atlanta GA
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    • MICHAEL MILLS

      Member

      March 15, 2019 at 8:49 AM

      I agree with Paul, it will need to be done at the Coverage group

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      MICHAEL MILLS
      Blue Horseshoe
      Carmel IN
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    • Paul Martin

      Member

      March 18, 2019 at 8:40 AM

      Gave it a try there, but it appears to work exactly the same. Feeling like this might need to be some customization to make it work

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      Paul Martin
      Production Program Manager
      Elite Comfort Solutions, LLC
      Rutherfordton NC
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    • Glenn Linaa

      Member

      March 18, 2019 at 9:03 AM

      Hi Paul
      Please be aware this example is per warehouse and not site level.
      You should get your preferred order type on the wanted warehouse.

      ——————————
      Glenn Linaa
      Tasklet Factory Mobile WMS
      aalborg, Denmark
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    • Andrew Lencsak

      Member

      March 18, 2019 at 11:26 AM

      Hi Paul, I am able to use Item coverage to override Default order type on the Site:

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      Andrew Lencsak
      Solution Architect
      DXC Technology
      Atlanta GA
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    Paul Martin replied 7 years, 6 months ago 1 Member · 0 Replies
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