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Align article and AL sample conventions, keep BC facts separate from review mechanics, and clarify reciprocal Finance ownership without bespoke shared test assertions. Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>
43 lines
4.1 KiB
Markdown
43 lines
4.1 KiB
Markdown
---
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bc-version: [all]
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domain: scm
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keywords: [requisition-line, action-message, accept-action-message, req-wksh-make-order, carryoutbatchaction, demand-order-no, planning-flexibility]
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technologies: [al]
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countries: [w1]
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application-area: [all]
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---
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# Carry out requisition actions through the standard workflow
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## Description
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A requisition/planning line is a pending change to a supply/demand network, not just a template for a purchase line. Carry-out interprets New, change-quantity, reschedule, and cancel actions, preserves referenced supply and planning flexibility, and moves reservation/tracking ownership before finalizing the proposal. Creating a plausible purchase order and deleting the requisition line can leave new supply unrelated to the demand that caused it.
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## Best Practice
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Requisition batch carry-out initializes `"Req. Wksh.-Make Order"` with `Set` and invokes `CarryOutBatchAction` on the intended accepted lines. Order/posting/receipt defaults are separate from the ending-order-date cutoff, and worksheet/batch/line filters define the selection. A plain `Run` or a single order-line insertion helper is not a replacement for this batch initialization and finalization.
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The standard `"Carry Out Action"` dispatch handles broader planning output and its configured purchase, transfer, assembly, or manufacturing choices. Each action's supply change and source-specific reservation transfer precede proposal finalization; not every action creates a new purchase order.
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Ordinary manual purchase creation that does not consume planning output is outside this rule. Users may reject or delete unwanted proposals without creating supply; temporary planning simulations, pre-carry-out enrichment, and engine-owned cleanup are also legitimate. `Delete(true)` on a requisition line is not intrinsically a defect.
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The samples select an existing accepted New/Purchase item proposal with sales-demand context. Dates are explicit, the source selection remains bounded, and the clean sample leaves order creation and reservation handoff to the standard workflow; it is not a complete planning-run generator.
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See sample: [`carry-out-requisition-actions-through-the-standard-workflow.good.al`](carry-out-requisition-actions-through-the-standard-workflow.good.al).
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## Anti Pattern
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Manually creating or changing supply from a subset of an accepted persistent `"Requisition Line"`, then deleting or marking that proposal handled, skips the standard carry-out/source-reservation handoff. Purchase-field validation and the requisition delete trigger do not first move the proposal's demand links to the new purchase line.
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Deleting an unwanted suggestion or creating an ordinary purchase order without consuming planning output is a separate operation. The standard carry-out engine's own insert/delete sequence participates in the source handoff rather than replacing it.
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See sample: [`carry-out-requisition-actions-through-the-standard-workflow.bad.al`](carry-out-requisition-actions-through-the-standard-workflow.bad.al).
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## References
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- [Perform planning action messages](https://learn.microsoft.com/en-us/dynamics365/business-central/production-how-to-run-mps-and-mrp#to-perform-action-messages)
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- [Planning functionality](https://learn.microsoft.com/en-us/dynamics365/business-central/production-about-planning-functionality)
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- [Reservation, order tracking, and action messaging](https://learn.microsoft.com/en-us/dynamics365/business-central/design-details-reservation-order-tracking-and-action-messaging)
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- [BaseApp carry-out caller and date defaults](https://github.com/microsoft/BCApps/blob/8f7a04cb0db8aa96cb97e055c45c61aead49e280/src/Layers/W1/BaseApp/Inventory/Requisition/CarryOutActionMsgReq.Report.al#L116-L133)
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- [Batch initialization and selection](https://github.com/microsoft/BCApps/blob/8f7a04cb0db8aa96cb97e055c45c61aead49e280/src/Layers/W1/BaseApp/Inventory/Requisition/ReqWkshMakeOrder.Codeunit.al#L116-L215)
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- [Reservation handoff before supply finalization](https://github.com/microsoft/BCApps/blob/8f7a04cb0db8aa96cb97e055c45c61aead49e280/src/Layers/W1/BaseApp/Inventory/Requisition/ReqWkshMakeOrder.Codeunit.al#L663-L743)
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