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Update inventory on sales order completed

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Posted on by Manresa 12
Hi all,
 
When a Purchase Order is approved, the inventory updates with the products included on said order in the Quantity on Order field. Once the products are received, this quantity moves to the On Hand column.
Why is the opposite not happening when a Sales Order is made? I would expect a behavior similar to what happens when a Work Order has products involved. The Quantity Allocated is updated and the Quantity Available is reduced corresponding to the allocated quantity. Once the Work Order is completed, the Quantity On Hand gets reduced.  Shouldn't something similar happen with a Sales Order? If I am selling a quantity of a product, I would expect that after the sale is complete, the inventory gets updated in response to that sale.
 
Am I missing or not understanding something? Do I need to make this functionality on my own?
 
Thanks
  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,498 Super User 2024 Season 2 on at
    Update inventory on sales order completed
    Hi, 
     
    I think that the inventory will be updated when you use work order with inventory products in the products tab. 
     
    About Sales order, it's a feature of Dynamics 365 Sales not D 365 Field service. 
     
    Hope that's helpful for you. 
     
    Please mark answer as verified if that's helpful for you. 
     
    Regards, 
  • Suggested answer
    Community member Profile Picture
    Community member 7 on at
    Update inventory on sales order completed
    Hi, I would suggest the following:

    First, give a little review to the Product and inventory list documentation. You may be expecting quantity go down but if your product is a non-physical item, It wouldn’t be tracked as an inventory item.
    https://learn.microsoft.com/en-us/dynamics365/field-service/create-product-or-service

    Second, check that the product is an inventory type. These are the only ones that will tracked in your inventory.
    Go to the Product>>Tab “Field Service”>> check the field “Field Service Product Type.”
    Third, the quantity allocated and the quantity available are two different things: (See below info from Microsoft)
    • Quantity Available - how many units remain to be sold.
    • Quantity Allocated - how many units are currently listed on work orders as allocated work order products.

    Lastly, if you are referring to Sales Orders in Supply Chain Management, you can take a look at Microsoft documentation explaining in detail the Data Integration.
    The important part here is to make sure your Products in Dynamics CE are in sync with your Supply Chain Management Inventory. (See this from the Microsoft reference below)
     
    “The Order Has Externally Maintained Products Only field has been added to the Work Order Product entity and appears on the page”

    Hope this helps,
    Tony Hurtado
  • Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Super User 2024 Season 1 on at
    Update inventory on sales order completed
    Hi 
     
    As per my very little knowledge, the feature is not available right now in the Dynamics 365 Field Service App. For more details:
    1. Create or edit sales orders in Dynamics 365 Sales | Microsoft Learn
    2. Overview of inventory, purchasing, and returns in Dynamics 365 Field Service - Dynamics 365 Field Service | Microsoft Learn
    If my reply provided you with a solution, pleased mark it as a verified.
     
    Let me know if I can provide you with more details.
     
    Thanks
    Regards,
     
    Abdul Wahab
    Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
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  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Update inventory on sales order completed
    Hi Partner,
    Could you tell me what app you are using in Dynamics 365?

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