Dynamics AX: Deleting a Production Order After Posting a Picking Journal

This post outlines the steps required in Microsoft Dynamics AX to reset the status of a production order in order to delete the order. Once a production order has been picked you will need to reverse the picking list before resetting the status and deleting the order.

First start by navigating to Production Control > Common > Production orders > All production orders.

Then select the order you wish to delete and open it. One View tab click the Picking list journal

Dynamics AX Picking List

Once the journal is open, click Picking list on the top and then create lines. From there select Full reversal and click OK

Dynamics AX Full Reversal

A production journal will pop up with a negative line for the reversal. Review, Validate and Post the journal.

Now that the picking list has been reversed you can reset the status of your production order back to Created. On the Production order tab select Reset status

Dynamics AX Reset Status

The desired reset status will automatically default to the status that is right before the current status. The user will not be able to jump to the status that you desire to be in. You must reset the status to each stage until the desired status of Created can be selected.

Click the OK button on the Reset status page and the production order status will update. On the action pane select Reset status again and click OK. Repeat this until the Created status is reached.

Dynamics AX

Once the production order has a status of Created, the order can now be deleted. Click the Delete button on the Production order tab of the current order.

AX Delete Production Order

This article was written by Laura Garcia, Dynamics AX Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO and surrounding regions.

Dynamics AX, A Solution With Value

Microsoft Dynamics AX 2012 is the ideal ERP solution for businesses in need of a powerful, fully integrated ERP that provides flexibility and agility at a low cost of ownership.  From implementation to maintenance, Dynamics AX, allows user the ability to perform much of the application configuration to create a system fitting their unique business needs with minimal code modifications and technical involvement.  The users are empowered to build role based security, create workflows to mitigate risk, generate alert notifications for desired conditions, and construct intelligent organizations and accounting structures to manage data and reporting.

Security in AX is managed based on roles and tasks which are aligned with the structure of the business.  There are over 30 predefined roles that can be altered to meet unique segregation of duties or internal control needs by removing or adding specific privileges.  These roles are then assigned to users based on their responsibilities in the company. Once security roles have been assigned rules can also be established to enable business managers to control day-to-day user access based on business data.

Creating workflows is another powerful tool critical to mitigating risk and managing the approval of day to day transactions. With Dynamics AX these workflows can be built, updated and deployed by the user through graphical editors which are simple and easy to use.  The visual diagrams used in designing a workflow can vary from the very basic to incorporating complex, sophisticated hierarchies based on the organization structure. Once again, all being created and managed by the users.

Alerts are helpful in notifying users of specific activity that has occurred in the system.  They can be based on changes made to master data or constructed to signal that a particular transaction has taken place.  By enabling each user to define and configure these alerts individually, users are able to identify and monitor particular operations and take quick action accordingly.

With Microsoft Dynamics AX, defining the framework for the company and related organizational and financial structures are all under user’s control.  AX offers a multitude of dimensions and groupings that can be defined and utilized to aggregate, manage and report on key metrics and financial data.  For example,  users can configure posting profiles for customer and vendor groups to manage sets of data based on common traits. These can be easily updated and altered as the business grows or changes. The account structure in AX can accommodate an unlimited number of financial dimensions which can be linked to any number of organizational designations. For example, the “business unit” configured for use in a purchasing workflow can also be designated as a financial dimension for purposes of capturing financial data for that “business unit”.  Users are able to create rules and relationships between these financial dimensions in order to control the posting of financial data and eliminate entry errors.

Microsoft Dynamics AX is an excellent choice for companies looking for a robust ERP at a significantly lower cost of implementation and ongoing maintenance. It delivers value by empowering users to configure and administer vast portions of the application themselves.

This post was written by Susie Hadley,  AX Practice Manager at Tridea Partners. Tridea Partners is a Southern California based Dynamics AX partner.