Inventory Transactions Posting Profile Setup: Part-1 in Dynamics 365 Finance and Operations

Hello everyone, hope you all are doing well and staying safe. This time I have chosen a very important topic in which many of the new consultants’ struggle (I Struggled a lot in my initial Days).

So, the topic is Inventory posting profile configuration which is the most critical part of any implementation which can decide the quality of implementation , success or failure of implementation which means this part should be done with proper planning and after understanding the customer requirement properly and give them the best solution as per their need. To do that we should know about the system capability, definitions of each posting type, which nature of account should be used etc…. SO, we will cover all of this and also will have few major documents accounting posting.

Let’s Start.

Note: Navigation for all posting type which we will use in this blog is:

Inventory Management > Setup > Posting > Posting

Example Chart Of Accounts:

1. Purchase order inventory Posting: I have tried to explain the overview of each posting type and its use in the below screenshot.

Example of Documents:

• Product receipt Posting (Stocked Item):

• Product receipt Posting (Non-Stocked Item or Service):

• Purchase Order Invoice (Stocked Item)

• Purchase Order Invoice (Non-Stock or Service)

2. Sales Order Inventory Posting:

• Sales Order Packing Slip

• Sales Order Invoice

3. Inventory Posting Profile:

• Positive Inventory Adjustment or Stock Count (+ve Adjustment)

• Negative Inventory Adjustment or Stock Count (-ve Adjustment)

• Transfer Order (Type Transfer Order)

• Transfer Order (Type Stock Transfer-For Indian Localization)

4. Production Posting profile

• Production Order Pick list

• Production Order RAF

• Production Order End

That’s it for this blog, I know this I bit long with content but trust me this solves half of the problems in any implementation.

Thank you for reading, I will be back with next blog soon. Keep sharing with your network.