Group by vendor

Finance and Operations/AX User Forum
1

Hi,

In AX 2009, when I firm the planned purchase orders with the same vendor account, AX creates separate purchase orders. For example, I have three planned purchase orders with the same vendor, when I firm the planned PO, I check the “group by vendor” checkbox and “Group by buyer group” checkbox is clear, also “Group by period” is set to NO. But AX generate three purchase orders for me for the same vendor!

Any hints why?

Thanks,

2

If Group by period is set to NO, and your planned purchase orders are in different periods, then that could be the reason, try Group by period=YES verify the period that those tree purchase orders are in (ie. same month), select the appropriate period to group and try again.

3

Thanks.

The “period” here, does it mean Ledger Period (same month)?

4

It is the calendar period that you are using for planning, where the planned orders are in. If you set Period to month, then master planning will group planned orders for the same vendor in the same month. If there is an order in the next month (period) master planning will create a separate purchase order when firming it.