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How to get an "unsold" list in BC?

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Hello there,

I work in a field with long delivery times where we do not only do orders on sales basis, but also "preemptively".

What I need is therefore a list of stock consisting of:

Purchase line qty of item minus reservations qty made on that line (so unsold purchase line entries)

and in addition also

Item ledger entries minus reserved and shipped quantities.

Our system currently goes as follows:

Create a purchase order -> do reservations on purchase line from a sales order. When shipping documents from suppliers arrive, we do a reception of purchase lines, making them item ledger entries (the items then receive unique lot numbers in different locations and bins).

For our sales department, we need to be able to see ALL unsold (received or not received) items (optimally with respective locations, Purchase order numbers and locations)

Is there a quick way to see this in BC? (I saw "qty on hand" in some tables, but that doesn't solve everything). 


Or will I need to go experimenting with different report tables and links?

Thanks in advance!

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 74,115 Super User 2024 Season 2 on at
    RE: How to get an "unsold" list in BC?

    Hi, As Inge mentioned, your needs should only be possible with customization.

    You can also try the following Item Availability by function, but it is inconvenient that Location, Period, etc. need to be viewed separately.

    For example,

    pastedimage1682639136855v1.png

    pastedimage1682639162996v2.png

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: How to get an "unsold" list in BC?

    I do not think there is any out of the box report or view that will cover the need that you describe. So if you want those data in one report I do not think you have any other option than to customize it.

    Are you doing AL development or du you have to  relay on someone else  for that ?

  • Arne Frey Profile Picture
    Arne Frey 5 on at
    RE: How to get an "unsold" list in BC?

    Hello Zhu,

    Thank you for the quick answer!

    I'm afraid however that it does not fully solve my problems...

    The outstanding quantity will show the full amounts in my purchase lines that still have to be received and will not deduct the amounts that I have reserved on it. (Since we sell and allocate items to sales orders before they have been received)

    Similarly, the received "Items by location" will show the full received amount, and not the remaining unsold amount without a reservation on it.

    Since every item on every purchase gets a unique lot number in our system (and reservations move from purchase line level to Lot. nr level (item ledger entry) as soon as an item has been received), we pretty much need a list of purchase order lines (received and not received) that have unreserved quantities on it, without grouping them on item level.

    This is due to the same item on different Purchase orders having massively different ETAs, which requires us to allocate sales orders to specific lines of specific purchase orders and not just to "stock".

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 74,115 Super User 2024 Season 2 on at
    RE: How to get an "unsold" list in BC?

    Hi, hope the following helps.

    Not received: You can use Outstanding Quantity and location in Purchase Lines page, or other fields for statistics.

    pastedimage1682469883906v2.png

    PS: In BC22 you can use the powerful In-client Analysis mode
    Analyze, group, and pivot data on list pages using multiple tabs (In-client Analysis mode)
    https://yzhums.com/35080/

    received: I think the most convenient is the following Query.

    pastedimage1682469828395v1.png

    pastedimage1682470005525v3.png

    Thanks.

    ZHU

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