Grouping logic is used to group planned purchase orders, to generate a single purchase order based on the requirements of the planners. This will help the procurement team to play with the volume advantage, processing the purchase orders, managing the vendor communications and reduce multiple purchase order entries in the system.
Following are the list of grouping logics available in the standard #microsoftdynamics365 #financeandoperation #masterplanningparameters
- Group by vendor – Set this option to Yes to group planned purchase orders and create one purchase order per vendor during firming. Alternatively, you can create one purchase order that has one line for each planned order.
- Group by buyer group – Set this option to Yes to group planned purchase orders and create one purchase order that combines the vendor and buyer group. To use this option, you must also set the Group by vendor option to Yes.
- Group by purchase agreement – Set this option to Yes to group planned purchase orders that have the same vendor as existing purchase agreements and create one purchase order per purchase agreement. This option is automatically enabled when Group by vendor is enabled. To use Group by purchase agreement, Find purchase agreement must be set to Yes on the Master planning parameters page.
- Find Purchase agreement - Select this option to enable auto-search for purchase agreements during firming of planned orders. If a matching purchase agreement is found, information, such as price and discount, will be applied to the purchase order line. This will help to get the
- Group by period (in the Purchase orders section) – Select the period to group planned purchase orders by. To use this option, you must also select the Group by vendor option.
- Group by planning priority - Select this option to group planned purchase orders together to create a single purchase order that combines the vendor and planning priority. To use this option, you must also select the Group by vendor option.
Use appropriate parameters to group the planned purchase orders while firming them, these toggles can be enabled or disabled in the firming screen also.
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