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Hello,
I am trying to request for an inventory Item as an employee, how do i go about that in D365 FnO and how such request is handled.
Thank You.
Different suggestions were proposed.
In standard D365 it boils down to:
1)someone goes to the stock keeper and ask for an inventory item. Item is pulled out and charged to the Department the employee is working for, or the project or ... This would be done using a Movement journal, taking out the inventory and posting the value of that inventory to the <Offset account> and using Financial Dimensions that would represent the department, business unit, project etc. There could be an approval workflow for the inventory journal.
2) Purchase Requisition with <Replenishment> Purpose. The same purchase requisition with the same possibility for an approval workflow, the difference being that the end result (after approval) is a transfer order from the warehouse where the goods are kept in stock to the warehouse (or store) where the stock is required. Requires master planning to be configured to consider Purchase Req with replenishment purpose plus other in teh Purchasing policies.
Otherwise, you would be looking at a PowerApps or a development.
Hi Hafeez,
Your requirement is to take item out of the inventory for consumption, not to move to another warehouse. Reason why I suggested movement journal.
Thanks.
There are several options from using STD functionality to customisation ( which you want always to avoid )
However it all starts from your requirement.
Why would you need to transfer stock ? Is this a requirement generated by a order, safety stock, forecast , on-demand?
Where would need the stock to be placed ? A different warehouse , a different location?
Exactly, Building a workflow will be an overkill for this scenario as it is just internal item requisition for consumption, what do you suggest Alessandro Parisi
It seems an overkill building a workflow to transfer stock internally.. unless you need to transfer expensive/scarce stock.
You can achieve this by using MRP which triggers planned transfer orders and via security assign this role to users who are entitled to firm/transfer these orders
Hi Hafeez Awoyemi,
The approval is not a must.
I did create a form for the store request separately, because the client wanted to make sure all consumables are vetted and approved before they are move out of the store.
The whole process still boils down to the movement journal. The customization was done using x++, not using power apps.
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