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Microsoft Dynamics CRM (Archived)

How to update the Product inventory quantities on creation/update of Sales Order lines?

Posted on by 360

By design, the product inventory is for field service (work orders and purchase orders) only. But all the customers who add field service to their instances will still need to sell their products and they expect that the creation or update of their sales orders will update the Product inventory quantities in the (field service) Warehouse.

So there are two approaches I can think of:

1. Create a work flow on the creation/update of SalesOrderDetail (Sales Order Line / Product) that will create a new Product Inventory Journal to update the details in the warehouse. Has anyone tried this?..... ie will creating a Product Inventory Journal actually update the Warehouse Quantities ?

I know that creating a workflow is currently throwing an error on V9.0 on some instances, so if you have tried the above, did you try it on 9.0?

2. Create a plugin that does the above steps. Has anyone tried this?.... if yes, is there a sample code that can give us a kick start?

Thanks in advance :-)

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