Dynamics Community Forum Thread Details

Release product setup and changes

The client is currently using inventory tracking on excel. For the first go-live they want to use Dynamics to buy the items but they do not want to maintain inventory. Item numbers needs to be setup as item model group as non-stocked initially but later on they want to use the same items number but change the item model groups to stocked.

Also currently because they won't track the inventory in system for phase 1, the Tracking dimension group will be none (no batch or serial), however later on in phase two when they want to track inventory in system they want Tracking dimension group to change to Batch or serial.

They do not want to create new item numbers. In phase two they want to update Item model group, storage dimension group, Tracking dimension group.

During phase 2 they are willing to close all open transactions against these items. Can we change these dimensions on Released product after they are used in the system?

Note: We cannot use procurement categories because they have vendor pricing for these items

Categories:

Dynamics 365 Supply Chain Management

Hi @CU13032032-0

Although this is not very usual way but I believe , it is technically doable for these items, precisely because non-stocked items don’t generate inventory transactions.

The validations that normally block dimension group changes get triggered on the existence of InventTrans / InventSum records for the item. A non-stocked item model group bypasses inventory posting entirely — PO receipt and invoice go straight to expense/consumption accounts, no on-hand, no inventory transactions. So after phase 1 the item should be “clean” from an inventory perspective even though it has years of purchase history.

Before phase 2, table-browse InventTrans, InventSum, and InventTransOrigin filtered on ItemId. If those return zero rows and no open documents exist, the changes shall go through.

However i would strongly suggest Create a new item model group that’s set as stocked, then change each item to point at that new group. Don’t just tick the “Stocked product” box on the existing group. That group is shared by every item using it, so one tick changes all of them at once — including items you never meant to touch. And undoing it afterwards is far messier than simply moving items back.

Also, I would suggest Set the final storage and tracking dimension groups right at the start in phase 1. Leave batch or serial switched on from day one. Nothing will ask for a batch number while the item is non-stocked, because no receipt is being registered. But the tracking dimension group is the setting most likely to get blocked later. Set it now and Phase 2 becomes a single field change instead of three.

I would also highlight to test/validate this process in a sandbox first: run a full purchase cycle on a non-stocked item that has batch enabled. If nothing prompts for a batch number, you’ve removed most of the Phase 2 risk.

Thanks

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