Dynamic Marking

Owned by Megan Stanage (Unlicensed)
Last updated: Aug 02, 2024 by Maxwell Silcox
3 min read

Global order promising > Periodic tasks > Run dynamic marking

The Dynamic marking job allows you to set up a periodic job to automatically "mark," or save, demand lines to inbound purchase orders, where applicable. 

The marked lines display on the Dynamic Marking History form.

Note

  • You must turn on the Enable dynamic marking and Create dynamic marking log parameters to use this functionality.
  • You have the option (see Global Order Promising Parameters) to hide dynamically marked transactions on the base Marking page accessed from purchase orders. 

Important

  • Dynamic Marking uses a custom marking process; it is not base Microsoft D365 marking. If you use Dynamic Marking in Order, it will override base Microsoft D365 marking.
  • Dynamic Marking does not allow outbound orders to be marked to an inbound order if the inbound order has an expected receipt date after or on the expected ship date of the outbound order.

Sustainability: Stabilize Inventory

Mitigate risk around urgent orders by marking inventory before it arrives on site.

See Sustainability with Supply Chain Cloud for more information.

FIELDDESCRIPTION

Parameters

Important

Considering any allocation constraints increases runtime. The more budgets, safety nets, or pre-allocations considered, the longer the runtime.

Consider budgets?

Turn on this toggle to consider budgetary constraints when marking.

The system will first check if a budget is tied to a demand line it is evaluating:

    • Budget is tied to the demand line and would be exceeded: Does not execute dynamic marking.

    • Budget is tied to the demand line but is not exceeded: Proceed with the marking decrement for that budget record.

    • Budget is not tied to the demand line: Continue as normal.

    • Budget is enabled to prevent partial order line reservations: Do not consider marking partial lines. 

See Channel Budget for more information on budgets.

Consider pre-allocations?

Turn on this toggle to consider pre-allocations when marking.

The system will first check if a pre-allocation is tied to a demand line it is evaluating:

    • Pre-allocation exists and is not for customer on demand line: Only mark the requested amount up to but not past the non-pre-allocated quantity.

    • Pre-allocation exists for customer on demand line: Mark the requested amount and decrement the remaining pre-allocated quantity.

See Customer Item Pre-Allocation for more information on pre-allocations.

Consider safety nets?

Turn on this toggle to consider safety net constraints when marking.

The system will first check:

  • if there are safety nets for the item on the demand line it is evaluating
  • the safety net amount for all higher-priority channels for the budget item group

See Channel Safety Net for more information on safety nets.

Marking template IDSelect the Dynamic Marking Template to use to mark demand lines.
Number of days past due

Enter the number of days past the shipment date the demand is eligible for reservation in the channel.

Number of lead days

Enter the number of days before the ship date that demand is eligible for reservation in the channel.

Run in the background
RecurrenceClick this button to set up the schedule for how often this job should run.
AlertsClick this button to set up alerts for this job.
Batch processingTurn on this toggle to run this task as a batch.
Task descriptionShould be set to "Dynamic marking."
Batch groupSelect a batch group to use when using batch processing.
PrivateTurn on this toggle to set this job to private.
Critical JobTurn on this job to set this job as critical.
Monitoring categorySelect a monitoring category for this job.

Feedback

Submit feedback.