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Sales should not always affect Inventory Balance

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Posted on by Rasmus

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Hi,

If a sale of an item is recorded but the shipment will not be sent out from the warehouse for a long time I would like to still be able to sell (and see) what I have in inventory now.

For instance: I receive a very large order from a customer of 1000 units of an item. I carry 50 in inventory (which is normal for this item). That balance would be -950 and that item will seem like it is out of stock despite there being 50 that could be sold. That sale of 1000 units will be handled separetely with its own purchase order. I would like to see those 50 in stock as they are "Available to Promise"/for sale.

Special order? Location Code?

Thank you for any input!

Kind regards

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Dynamics 365 Business Central

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YUN ZHU 74,115 Super User 2024 Season 2 on at

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Sales should not always affect Inventory Balance

Hi, hope the following helps.

Dynamics 365 Business Central: Prevent Negative Inventory

https://yzhums.com/20361/

Maybe you could consider Reserve feature.

Reserve items

https://learn.microsoft.com/en-us/dynamics365/business-central/inventory-how-to-reserve-items?wt.mc_id=DX-MVP-5004336

Hope this helps.

Thanks.

ZHU
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Valentin Castravet 24,925 Super User 2024 Season 2 on at

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Sales should not always affect Inventory Balance

There are a few options you can do:

When creating the sales order, also create a purchase order simultaneously to offset the inventory balance to zero. You can do this manually or use the special order function.
Use a blanket sales order instead. Blanket orders are not included in the system’s planning engine for inventory demand, so they won’t impact current inventory availability.
Set up separate locations. You could create the sales order to be fulfilled from a location different from where the 50 units are currently stocked.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
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Jun Wang 7,443 Super User 2024 Season 2 on at

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Sales should not always affect Inventory Balance

You could use out of box BC to achieve this. First you need to allow negative inventory by set the Prevent negative inventory flag to No on the inventory setup page. If the 50 is at location A, and you sell from location B, BC won't touch the 50 cause it's on a different location.

If the 50 on inventory and the sales order is from the same location, you could lock the 50 via reservation on a dummy sales order and BC won't regard the on hand inventory as available. This approach also achieves what you want.
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Vinayak Vishnu Sagv... 160 on at

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Sales should not always affect Inventory Balance

Hi Friend,

I completely agree with both responses above. However, I’d like to ask if you've encountered such scenarios once, twice, or frequently? Customization is suggested to address these situations if the standard functionality doesn’t meet your expected outcomes for special orders or specific orders with locations.

Regards,

Vinayak Sagvekar
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Ahmad Subhani 101 on at

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Sales should not always affect Inventory Balance

Interesting
I don't think so you can manage this From Location Code and Special Order.
Furthermore, you can't manage it from any change in Costing Method.

What system is doing doing is totally Logical. It will check the Quantity on the basis of the Sales Order Quantity you Wrote.

If you want to see that Out-of-Stock by 950 or any unique thing, then it requires Customization.

In Standard Process this is totally Logical.
Ramesh Kumar 233 on at

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Sales should not always affect Inventory Balance

Interesting question! As I understand it, standard Business Central functionality reserves inventory based on order sequence, accounting method (like FIFO), and costing method.

If you occasionally need to make exceptions, you could manually remove the reserve from the specific order when needed. However, if you’re looking to build this functionality into the system, it would require a code change. Once an order is created, Business Central generates secondary documents, such as warehouse shipments and picks, which also apply the reserve. To make inventory available, we’d need to remove the reserve from each of these related documents as well.