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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Breaking "Invento...
Microsoft Dynamics CRM (Archived)

Breaking "Inventory Adjustments" in Field Service

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Posted on by Community Member Microsoft Employee

Hi Guys,

As per one of the requirements:

- Service appointments is handled through Work Orders in Field Service in CRM

- Inventory Adjustments, Purchase Orders are handled in NAV

I am not an expert in Field Service, just exploring it now.

"Line Status" field in Work Order Product records, will drive the Inventory Adjustments in CRM. We want to hide that field and create another Custom field with similar Optionset values. When Work Order is completed in CRM, it is integrated to NAV as Sales Order, based on the above custom field, Inventory Adjustments will be done in NAV. Instead of having Inventory Adjustments in both CRM and NAV, integrations to handle them, we are thinking to break Inventory Adjustments in CRM by creating a Custom "Line Status" field and handle Inventory only in NAV side. 

Anyone see any problems with this approach?? Any other design approaches are welcome.

Thanks in Advance !!

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Breaking "Inventory Adjustments" in Field Service

    Hi Morten,

    Would it be possible to discuss a little bit on your integration with NAV in private? If so, I'm available on LinkedIn.

    Kind regards

    Wim

  • Verified answer
    MOPO Profile Picture
    MOPO 237 on at
    RE: Breaking "Inventory Adjustments" in Field Service

    Hi Jogendar,

    I have one customer who uses NAV to manage inventory and invoicing all integrated with CRM.

    We have only created a new field on the work order called "Shipment Date".

    When you create a new work order this work order is also created as a sales order in NAV with the proper sales order lines -> Products from work order.

    When you schedule the work order "Shipment date" is filled out with with the "Ressource Booking Date" which is equal to the date where tech needs to be onside.

    Every time system status on a work order changes work order is updated in NAV on the relevant sales order. This includes the correct shipment date.

    You are now able to run forecasting in NAV based on products from CRM and the correct "Shipment date" from CRM.

    In this exemple my customer also uses "Warehouse" where each tech is equal to a warehouse (car) and this is also sent to NAV.

    This works with out any problems.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Breaking "Inventory Adjustments" in Field Service

    In addition, there will be no validation to make sure that the tech has available inventory to use on the work order unless you implement your own form logic.

  • Verified answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Breaking "Inventory Adjustments" in Field Service

    The Line Status only effects 2 things.

    - Inventory Adjustments

    - Total Amount on Work Order

    If you are creating a new Line Status field then it wont cause any issues. But if you intend to still want the Total Amount to be calculated on the Work Order then you will need to use the oob Line Status field.

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