Control the Item avaliability

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Posted on by Frida_Admotion

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Hi!

I am quite new to Business central and works with the Supply chain. In my work I do many controls and check-ups every week. One of those is checking that alla items avaliability is not minus. In my old system I could easily see this figure in al lot of places but here it seems to be a secret. I cannot have the avaliability in a list and it not even occur at the item card, you have to do the calculation yourself.

How can I see this in Business Central? This minus-avaliabiltt will occur for example if someone makes a sales order and forget to make a matching purchase.

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Frida_Admotion 267 on at

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RE: Control the Item avaliability

Ok, I don't have that option as you can see. But I realized what I did last time. I used the Inventory avaliablity report and checked any values in projected avaliably balance! Worked perfect for any sales order.
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MahGah 15,428 on at

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RE: Control the Item avaliability

Hi

What Steve means is when you use Planning Availability report you can turn on Detailed or Turn it off. If you turn it off it will be summery otherwise it will be detailed.
Frida_Admotion 267 on at

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RE: Control the Item avaliability

Now when I tried this again, I got another result. What do you mean with "This can be in Summary or Detail"? Where do I find this option?
Frida_Admotion 267 on at

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RE: Control the Item avaliability

I know the blanket orders are a problem. When I tested the system I had all items set to Reordering Policy = Order. Then also negative balance showed up from the blanket orders in the Requisition Worksheet. That was very good, exactly what I wanted. But, before the lauch I realised the Order-policy included reservations so I set the reordering policy to blank. (I have bad experience about reservations in our old system that is why). But I guess the reservations made the demands from blanket orders show up as well?
Frida_Admotion 267 on at

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RE: Control the Item avaliability

Thank you for this one, this helped for negative avaliability for any sales order. I opened it in excel and sorted by the balance.
[quote user="Steven Chinsky"]
Frida,

Adding to the other replies...

I am not sure if you are running Requisition Worksheet daily or weekly or MRP. In either case, if you do not want to run these but rather have a report, you can the Planning Availability Report which shows Requirement Demand, Planned/Scheduled Receipts and Balance. The Balance will appear negative. This can be in Summary or Detail (below is detail).

Hope this helps.

Thanks,
Steve
[/quote]
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Community Member Microsoft Employee on at

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RE: Control the Item avaliability

Frida,

Adding to the other replies...

I am not sure if you are running Requisition Worksheet daily or weekly or MRP. In either case, if you do not want to run these but rather have a report, you can the Planning Availability Report which shows Requirement Demand, Planned/Scheduled Receipts and Balance. The Balance will appear negative. This can be in Summary or Detail (below is detail).

Hope this helps.

Thanks,
Steve
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YUN ZHU 73,696 Super User 2024 Season 2 on at

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RE: Control the Item avaliability

Hi, if you only want to see the reminder that the inventory is low, you can open it according to the following operation.

But this may not meet your calculation needs.

Or you can see if there is a feature in Item Availability that meets your needs.

For example:

Hope this will help.

Thanks.

ZHU
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MahGah 15,428 on at

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RE: Control the Item avaliability

Hi

The challenge here is "blank sales order". BC does not consider "blank sales order" as part of demand (or blank purchase order for supply). As Inge mentioned you may need development for that. Or you may need to look into Jet Report investment. Or find a way to build such a report through ODATA.

I also realized before that if you go to Item List then Report you can see some reports that you cannot find through search. You can check those reports as well. But I believe none will consider "blank sales order" as a demand. But if you created SO from them then they are part of demand.
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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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RE: Control the Item avaliability

That combined filed is not there out of the box.

But your partner should be able to customize that for you.

It's not very challenging to add that info for you.
Frida_Admotion 267 on at

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RE: Control the Item avaliability

Hi, I have looked at various alternatives earlier and the system is indeed very helpful when it comes to planning. But I still cannot figure out how to do this simple control. What I like to get is a list of all items avaliability (at any date). This will be calculated as:

Sales order qty+ Blanket sales order qty - Inventory qty + Purchase qty, right from the item card.