Inventory Transaction statuses for Purchase order in AX 2012

In the last post, we had seen "Sales order inventory transaction statuses" in AX. In continuation to that, in this post, we will see how the inventory transaction status updates during purchase order cycle in AX 2012.

As it is a purchase order, the Receipt field in the inventory transaction form will get updated with various statuses of inventory.

Receipt statuses are as follows:

a. Quotation receipt

b. Ordered

c. Registered

d. Arrived

e. Received

f. Purchased

Path to view the inventory transaction status

a. Go to Procurement and sourcing / Account Payable --> Common--> Purchase orders --> All Purchase orders --> Select desired purchase order -->Edit  --> Select desired line --> Click on Inventory -->Transactions.

b. Go to Product information management -->Common --> Released products --> Select desired product --> On the action pane, go to Manage inventory tab --> In the view group, click on Transactions.

Inventory (Receipt) transaction status 

1. Quotation receipt: When the request for quotation is sent to vendor and in return quotation is received from vendor, the receipt status goes to  "Quotation receipt" state.

Go to Inventory --> Transactions

2. Ordered: When purchase order is created for items which are not available/ less available in the inventory. the inventory transaction status changes to "Ordered".

 Go to Inventory --> Transactions

Note: 

Purchase order confirmation

After the Purchase order confirmation, the inventory transaction status remains same as purchase order confirmation doesn't affect the inventory by any means.

After the purchase order confirmation, the status will remain "Ordered".

Receipt list

After the purchase order receipt list, the inventory transaction status will remain "Ordered".  The purchase order receipt list will not affect the inventory and only provides the list to verify the quantity that is expected to receive against the quantity that is received.

3. Registered: When items are registred in the inventory, the  inventory transaction status changes to "Registered".

a. Go to purchase order --> Select desired line --> Click on Update line --> Registration

b. Click on Auto-create --> Post all.

c. Go to Purchase order line-->  Click on Inventory --> Transactions

d. You can see above, the inventory transactions status changes to "Registered".

4. Received: When the purchase order is updated on a product receipt i.e. when items are received, the inventory transactions status for the item goes to "Received" state.

Go to Purchase order line --> Click on Inventory --> Transactions to view the status.

5. Purchased: Once the vendor sends the invoice and we sign it as a mark of acceptance and guarantee of payment for delivered items, we post the Purchase order invoice in AX. 

When invoice is posted for the purchase order, the inventory transactions status changes to "Purchased".

Go to Purchase order line --> Click on Inventory --> Transactions to view the status.

In this way, Inventory (Receipt) transactions status updates while processing the purchase order in AX 2012.

Please do let me know if any queries or suggestions to be made pertaining to this topic.

Happy Daxing :-)

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Abhijeet Hele |  Dynamics AX Enthusiast | My Profile | 

The information provided on this site represents my own opinion/view and does not represent the opinion/view of my employer or Microsoft.