Microsoft Dynamics D365 Finance & Supply Chain Management | Sales Process - Inventory Transaction Statuses

Hi Folks,

I hope you all are doing great!

This blog post will quickly revise your concepts for inventory transaction status. The sole purpose of writing this blog is to specifically cover the Inventory transaction statuses for the sales order process. 

Agenda

• Create a Sales order and check the sales order status and inventory transaction status.
• Generate picking list
• Perform the picking list registration  
• Generate and post the packing slip
• Post the sales order invoice

Note: While performing the above cycle make sure to analyze the sales order status, inventory transaction status, on-hand inventory status. Also, the impact of cost while post the transactions.

Step by Step Process  

Create Sales Order

Firstly, I have created one sales order with one line item. 

Sales order status at the time of creation is "Open order"

Sales order created: The inventory transaction status is "on order". 

In the below on-hand screenshot we can see that the available physical quantity in the warehouse is 10. The total on order quantity is one, as the sales order is created for the item.

Also, the total available quantity is 9. 

Generate Picking List

Once the picking list is generated, it will not create any impact on the inventory transaction status. The warehouse manager will generate the picking list and handover the picking job to the picker. 

Also, the sales order status will remain "Open order" once the picking list is generated. 

Picking List Registration

Based on the picking list, the picker has picked the item and the Picking list registration handling status is "Completed" in the below screenshot. 

The sales order status will remain "Open order", once the picking list registration is posted. 

In the below screenshot, we can see that the inventory transaction status is "Picked"

The on-hand available physical inventory is 9. 

Post-Packing Slip

Once the packing slip is posted, the inventory transaction status will be "Deducted". 

The sales order status will be "delivered" and financial impact is also created at this stage. 

In the on hand screen, the cost amount is deducted with -50 and deducted quantity is 1

Post Sales Invoice

Finally, generate and post the sales invoice. The sales order status will be "Invoiced".

In the inventory transaction form, the sales order issue status is "Sold". 

In the below on-hand form the remaining financial cost amount is 450.

I hope this clarifies all the inventory transaction statuses for the sales process. 

If you have any feedback feel free to share. 

Cheers.

Ali Danish 

Microsoft Dynamics D365 Finance & Supply Chain Management