Proper Procedure for Closing/Deactivating a Site or Warehouse in Dynamics 365

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Posted on by plotiv

What is the proper procedure for closing or deactivating a site/warehouse in Dynamics 365 Finance and Operations?

I am looking for the recommended steps to follow when closing or deactivating a site or warehouse that is no longer in use. Specifically, I want to ensure that all associated inventory, open transactions, and system settings are handled correctly. Could anyone share the best practices for:

Clearing out inventory.
Managing open transactions.
Removing the site/warehouse from active use (including defaults, replenishment, and mobile device setups).
Deactivating or marking the site/warehouse as closed.

Thanks in advance for your help!

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Farouk Galal 51 on at

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Proper Procedure for Closing/Deactivating a Site or Warehouse in Dynamics 365

1-close all transactions for the warehouse ie either delete or cancel or process all transactions for this warehouse or site to check that this task is done filter in the the transactions page for this warehouse / site and make sure all transactions are either purchased or sold

2- transfer all remaining inventory from this warehouse or site to the new warehouse or site and then put the checkbox manual for masterplanning on all warehouses

3- on all current products and new products make sure to define a new rule to make this site or warehouse closed for all 3 types of transactions , purchase , sales , inventory

4-I would go as far as make a customization to remove this record from the InventDim table from the view of all users

if this answers your question then please mark it as so