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Assigning branch locations to specific items

Posted on by Microsoft Employee

How do you assign a specific item to a specific branch location? Not all items are used at every branch.

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Assigning branch locations to specific items

    YOU ARE GOOD!  I just pulled a group for one of our branches and, I believe, it worked.  I'll test it with our other branches.  Thank you so much for your help.

  • Hannes Holst Profile Picture
    Hannes Holst 5,767 on at
    RE: Assigning branch locations to specific items

    Do you use the Whse. Phys. Invt. Journal?

    When you run "Calculate Inventory", there is an option "Items not in Inventory".

    Deactivate it and you should pull items which in that location only.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Assigning branch locations to specific items

    Yes, we have.  But, that doesn't help when we're pulling specific items for specific branches.  In the Calculate Inventory box, we add the Location Filter in the Limit totals to: field but that doesn't stop the system from pulling information on items that branch doesn't use.  Isn't there some box to check for an item that specifies usage in a particular branch only?

  • CDsilva Profile Picture
    CDsilva 4,184 on at
    RE: Assigning branch locations to specific items

    Hi SusanD

    Have you used Items By location

    docs.microsoft.com/.../inventory-how-availability-overview

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Assigning branch locations to specific items

    We are one company with multiple out of state branches who carry inventory items.  Not sure with a single NAV instance means.

  • azelaya59 Profile Picture
    azelaya59 2,807 on at
    RE: Assigning branch locations to specific items

    Are you using a single NAV instance with a single or separate companies?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Assigning branch locations to specific items

    Thank you for your answer.

    We have locations in the system for all of our branches. When we pull a cycle count specific to a location/branch the system pulls items that do not pertain to that location.

    Is there a box or something somewhere where we can identify which branches use a specific item?

  • Hannes Holst Profile Picture
    Hannes Holst 5,767 on at
    RE: Assigning branch locations to specific items

    Hi,

    You could create a location for each branch.

    Then you could maintain an inventory of an item for the specific branch only.

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