I have been put in charge of making sure that our brochures are on stock, and our other marketing material such as merchandise.
Since i dont use AX, I really want to automate this process and use AX as little as possible.
My dream senario is that i can set an e-mail alert for all the item numbers i am responsible for. So when a brochure goes below 50 items in stock i will get an email.
I have been told this is not possible. is this true?
We use Microsoft dynamics ax 2012. I dont want the system to automaticlty order new brochures since alot of times there is changes i have to make to the designfile. and i prefer to order using my Outlook. so all i need is a notist that its time to look at a specific brochure etc.
Edit: I works as a designer, so please “Explain it like im 5”
Hi, you need to use the MRP. If enabled and working once you enter the minimum coverage (item setup coverage) you will be able to see your stock in distress.
You could always decide whether to confirm and then create the purchase order
You would need to use Master Planning. This means you need a bit of setup, if you use Master Planning in the business already this would be perfect, you would need a coverage group and set the trigger point to 50. This would create a planned purchase order and you could create an alert on the creation of a planned purchase order for the brochure item which would email you. This also needs alerts.
Depending upon where you are as a business will depend upon the effort, I would struggle to explain this easily to a 5 year old, but would give it a go depending where you are!
You could also build a paginated Power BI report and automate an email from it to run once a day or something.
Ideally, you’d use the system to generate planned orders and execute them instead of reviewing some email or report, but Power BI would be able to do this.
- Install the on-premises data gateway to allow Power BI to see your database
- Create a data model in Power BI that builds the appropriate dataset. Probably looking at a combination of inventtrans, inventtransorigin, and inventsum
- Create a paginated report that looks at the Power BI dataset
- Schedule the execution via Power Automate (flow) or Logic Apps. Have it once run a day on a timer, run the reprt,