web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Suggested Answer

Item Kitting - Inventory Transfers - Negative Inventory

(0) ShareShare
ReportReport
Posted on by 9,146

Hello Brains Trust

I have the following scenario and need some ideas please:

Customer has a main warehouse that assembles products for sale.  They have a number of owned stores that are set up as locations inside BC.  Replenishment of those locations is via Stock Transfer.  Direct sales to consumers from the Warehouse are done as straight Sales Invoices - they don't go through the order process.  Sales via the retail stores are via a POS system.

We have items such as:

1234 - 1L product

1268 - 1L product + 1L refill

These products are replenished via Assembly (essentially kits) from finished good products e.g.

1234 = 1 x FIN456

1268 = 1 x FIN456 + 1 x FIN278

Stock at the main warehouse is held under the FIN numbers.  Stock at the retail stores is held under the 1234 numbers.

My plan currently is to allow the 1234 code to go into negative inventory in the Warehouse location and then once a day run a Planning Worksheet to create the Assembly Orders to replenish back to zero.

For sales, this works.  I can post the invoice no problem. And then the planning worksheet picks up the quantity needed to replenish back to zero.

We could move the sales back to Order first and take advantage of Assemble to Order but I am reluctant for a number of reasons:

- Change in current business process to use Orders and then Invoices.

- Loads of individual assembly documents posting for each sale.

But for transfers, I can't see how to make it work.  They won't let me post if the stock isn't on hand.  But if I enter as a transfer, the planning worksheet doesn't seem to recognise the transaction as needing to create the stock to fill.  And transfers don't have the option of Assemble to Order (that would be perfect - then I would change the sales business process as well).  As a note, each store "orders" what it needs for replenishment - this is then entered as a transfer order.

Is there something I am missing?  Anyone with thoughts on a better process?

Essentials licensing - so basic assembly as opposed to full manufacturing in Premium.

Cheers

Heather

I have the same question (0)
  • Tammy Torgerson Profile Picture
    on at

    Hello Heather,

    Thank you for this question. It is pretty in depth. If you don't receive an answer from the community shortly, please raise a support request with Microsoft support via your CSP/Partner.

  • Suggested answer
    Community Member Profile Picture
    on at

    Heather,

    Not sure if this was answered but rather than write an answer I am attaching my Transfer Order document explaining how it works.

    Hope this helps.

    Thanks,

    Steve

    Prioritizing-Orders-and-Demand_2D00_Supply-with-Transfers.docx

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 3,143

#2
Jainam M. Kothari Profile Picture

Jainam M. Kothari 1,694 Super User 2025 Season 2

#3
YUN ZHU Profile Picture

YUN ZHU 1,067 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans