Supply chain | Supply Chain Management, Commerce

Inventory Reporting

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Posted on by samwardill

We are using D365 F&O. I want to do some analysis on Inventory levels over time. Does D365 (by default) store inventory volumes and values at a detail level on a periodic basis (say monthly) for this sort of analysis? If so, where and how can it be reported?

If D365 does not store the levels then I can calculate using current inventory & historic transactions but it is a bit of a pain so I'd rather use something native if it exists.

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WillWU 22,361 on at

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Hi partner,

It depends on how you need to analyse the inventory ?

There is a Counting history inquiry that will show you the counting history by item. It's in Inventory management > Inquiries and reports > Counting history.

It shows Work type as counting, location, counted Qty, Unit and Total cycle count or another way around could creating a query on inventory transactions to identify what has been posted as a change based on the transaction type on specific date.

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samwardill 40 on at

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What I am looking for is a report with the following fields:

- Date

- Product ID

- Location / Warehouse

- Qty On Hand (at Date)

- Value of On Hand (at Date)

Until this year I have been an SAP (ECC6) user. SAP ECC6 stores this inventory information monthly in a table for reporting. I am wondering if D365 does anything similar.

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Adrian Peter 219 on at

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Hi

You should look at this guy:

https:URL/?cmp=10&mi=InventValueExecutionHistory

We can use 'Date intervall code' and submit to batch with recurrency 1 Month. This will store the snapshot of inventory (qty and value) for each month in inventory storage tables (also available as entities for consumption with PowerBI).

One learning, that we had: this report does only show inventory values for inventory dimensions, which are configured with 'Financial Inventory' in DimensionGroup.

best regards,

Adrian

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samwardill 40 on at

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I don't think this URL worked properly. Please can you send again?

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Adrian Peter 219 on at

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You should replace <URL> by your F&O-Link. The feature is here:

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samwardill 40 on at

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Apparently it is not enabled but I can ask our partner to enable it. Thanks!

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samwardill 40 on at

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I think this report is just what I was looking for. Thankyou Adrian Peter .

The only question I have is whether it is possible to output the report to give me 12 months' month-end inventory data (or do I need to run the report 12 times)?

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samwardill 40 on at

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Another question I have is whether D365 stores all this data in tables or calculates it dynamically. If it stores in tables then I assume it is easier to make available to PowerBI. Can anyone help?

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Adrian Peter 219 on at

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Hi

The data is stored in tables and is accessible by data entities

I recommend to use BYOD and publish these entites there as a datasource for PowerBI-Reporting (as long as Azure Data Lake Gen2 is not available - at least not in our region).

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MichalM 40 on at

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Hi,

you can also try and run the "Physical stock by stock dimension" report that gives you the option to specify which day you want to run it for:

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