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report to identify hardware shortfalls after batch of orders placed

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Posted on by Pricey

Does 365 Business Central have a report that can be run after a bulk amount of customer orders are placed that will collate the shortfall hardware requirements?

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YUN ZHU 71,565 Super User 2024 Season 2 on at

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report to identify hardware shortfalls after batch of orders placed

Hi, If you just need to see the outstanding orders, you can use the method below.

Hope this helps as well.

Thanks.

ZHU
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Ben Baxter 4,738 Super User 2024 Season 2 on at

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report to identify hardware shortfalls after batch of orders placed

If you are talking about Inventory Planning, then yes! You can use the Planning Worksheet to review your supply and demand across a given time period and suggest what is needed to be bought or built. You can dial in your suggestions based on the Planning Parameters of the Item (Stockkeeping Unit [SKU] if you have multiple Locations). You then decide what to take action on to ensure you can fulfil your orders.

There are several good learning modules covering this capability:

https://learn.microsoft.com/en-us/training/modules/set-up-inventory-replenishment-dynamics-365-business-central/

https://learn.microsoft.com/en-us/training/modules/set-up-inventory-planning-dynamics-365-business-central/

https://learn.microsoft.com/en-us/training/modules/plan-items-dynamics-365-business-central/

Hopefully this helps point you in the right direction. I would encourage you to reach out to your support partner for assistance, as the Planning Worksheet is very flexible and you want to get it setup correctly for your business needs.

Best Regards,

Ben Baxter

Accent Software Inc