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Small and medium business | Business Central, N...
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Location Mandatory Questions

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Posted on by 442
Using BC 365 SaaS v26.1 in production. I have a question regarding the Location Mandatory flag in Inventory Setup. Our original Microsoft partner that helped us with initial implementation had this turned on. Since we always wanted items to have Location Code associations enforced. According to Microsoft docs, this enforces Location Code designation for transacting items (e.g. - purchases, sales, transfers, etc.). 
 
We ran into an issue recently when trying to utilize Planning Worksheets. Items that had hit defined reorder points weren't being pulled into the plan calculation. Currently none of our items have Stockkeeping Units setup. And I'd assume that the lack of location-specific SKU's lead to this issue. 
 
For a test in a sandbox company I turned off Location Mandatory in Inventory Setup. So then the reorder points were honored and were pulled into the plan calculation. The user just needs to manually designate the Location Code in the plan lines. Which is fine.
 
I have two questions related to this topic.
 
  1. What potential knock-on effects can turning off Location Mandatory in Inventory Setup have?
  2. For a test in a sandbox company I was able to order and receive an item without designating a Location Code. And this was with Location Mandatory still turned on. How/why did this happen? Part of the reason I'm confused about this flag based on Microsoft docs.
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  • Greg Kujawa Profile Picture
    442 on at
    Location Mandatory Questions
    Pallavi, thanks for your response. This company isn't configured for manufacturing operations (e.g. - production or assembly orders) for these items. These are just basic inventory items for retail. So the Manufacturing Setup is likely just the standard defaults.
     
    We do employ serialization for most of our retail inventory items. I did re-test turning on Location Mandatory in our sandbox company. And reloaded the browser. Indeed the purchase order line required Location Code assignment before posting the receipt. Perhaps my earlier attempt was a snafu on my part. So that appears to be the knock-on effect turning off Location Mandatory in the Inventory Setup. This would allow users to accidentally process item transactions such as purchase receipts and sales shipments without designating a specific Location Code.
     
  • Verified answer
    Pallavi Phade Profile Picture
    290 on at
    Location Mandatory Questions
    Namaste Greg ,
     
    I could get error in both screens .  I m not able to post without location . 
     
    item journal screen
     
     
    Purchase invoice screen
     
    Can you verify the item card and check any setup done for lot or serial number . 
     
    Location Mandatory is for item transactions , and system will not allow , For planning purpose without location there is altogether a different setup in manufacturing setup
     
    Regards 
    Pallavi Phade

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