How can a user know the inventory level from the sales order?

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Posted on by Jaunt

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Hi Everyone,

I have a scenario, a user as created a sales order for an item for 100 pcs. But the available inventory is only 30 pcs. So the purchase department has raised PO for 70 pcs. The inventory also received the warehouse.

Now the question is, how the user who has created the sales order come to know about that the shortage of 70 pcs is available for shipment.

Please give us your thoughts.

Thanks,

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Dynamics 365 Business Central

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Valentin Castravet 31,505 Super User 2025 Season 2 on at

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There are two options:

1. The purchasing department/warehouse can let the sales department know. They would notify them that the 70 pcs have been received.

2. The sale department would keep looking at the inventory status in Business Central to verify if the 70 pcs are available or not.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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Jun Wang 8,202 Super User 2025 Season 2 on at

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when user creates a SO, user can use the fact box as below example to review available inventory of that item. user can drill into the number on the right for more detailed inventory info as well. this way, it helps to manage the SO and inventory.

Jun Wang

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YUN ZHU 95,748 Super User 2025 Season 2 on at

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Hi, the other two methods, use the function below to see inventory.

The second uses the action below to calculate how much more needs to be purchased.

Hope this helps as well.

Thanks.

ZHU

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Jaunt 184 on at

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I thank everyone for taking time to answer my query. I have got more ideas now.

Thanks again.

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