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Small and medium business | Business Central, N...
Suggested Answer

Holding Customer Stock in internal warehouse

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Hi

We are using Business Central with Advanced Warehouse Management. We've got a scenario where a customer will order a qty of a product e.g. Product X, Qty 100. We will invoice the customer for the full 100 at the point they place the order. However they want to call off the deliveries of the product in batches of 10 i.e. 10 different deliveries that will be free of charge (as they have paid up front).

I'm looking for a solution that will allow me to (preferably without any development):

Invoice Customer in full at the point they place the order

Hold/reserve inventory in a location in our warehouse where it cannot be consumed by anyone else

Ship out to customer free of charge when requested

I thought that I may be able to set up a separate warehouse location (to hold customer stock) and ship the goods there initially, then do free of charge sales orders to send the stock from there to the customer but couldn't get this to work.

Any help greatly appreciated

Thanks

Phil

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  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,105 Moderator on at

    In order to achieve this without customization and without too much "alternative" configurations i think you should look into using prepayments for your scenario.
    That in combination with reservations might be enough for you.

    https://docs.microsoft.com/en-us/dynamics365/business-central/finance-set-up-prepayments 
    https://docs.microsoft.com/en-us/dynamics365/business-central/inventory-how-to-reserve-items

    Could that be a way forward ?

  • Suggested answer
    Community Member Profile Picture
    on at

    Phil,

    I would do the following to make this works:

    1. Invoice Customer, in FULL, for the Inventory Items and Post Ship [NOTE: Since you are invoice now and shipping later, set the Ship-to as a Custom Address to your ADDRESS. I am doing this to prevent shipping and your Warehouse can take this Order picked to complete next step]

    2. Do a Item Journal to a separate Location called Customer X and bring the Items in with $0 Cost

    3. Create a Blanket Order for the Item out of Customer X Location at $0 Unit Price. You then can create a Sales Order for the specific Quantity to be shipped when asked from the Blanket.

    You should be good.

    Thanks,

    Steve

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