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Posted on by KHayston

is anyone aware of an app that can provide the following information

Due Date on the sales order or the purchase order
Quantity of current or incoming stock
Quantity of demand on the Sales Order
Balance as at the Due Date
Source = SO number or PO number as applicable
PO number
Ship to destination of the Sales Order
SO number

That information should for past & future events.

Thank you

Katarina

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Dynamics 365 Business Central

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Jun Wang 7,633 Super User 2025 Season 1 on at

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what users expect is understandable but not achievable in an ERP system like BC. maybe they could leverage on tools like powerBI or Jetreport to consume the data for an easier visual representation of data. Still the key is to understand what each data type means and where to find those
KHayston 76 on at

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Thank you, appliwin123 for the extensive explanations - it is exactly what I have been trying to explain as well but the employers are "used" to a certain view and want it replicated.

Thank you everyone else for your suggestions.
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Jun Wang 7,633 Super User 2025 Season 1 on at

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as responded, the information you requested is out of box BC info. The tricky part is they are from different pages. apart from the PO or SO, lots of information is from the below pages. you can drill into the number for detailed info.

besides fining where they are, you need to get a clear understanding of the meaning of each type of columns, Some of which are straight forward, others might be a bit confusing by the naming.
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tanya07 1,634 on at

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Hi,

All the mentioned information are out of the box in business central, and if you want see all the consolidated data , you can customise the same as per you requirement.

I hope this helps! :)

BR,

Tanya
gdrenteria 15,889 Most Valuable Professional on at

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Hi

Sorry, I don't understand very well, part of the information you request is standard and is found in the system.

You can get it from pages and options.
If you want everything consolidated on a single page or in a single report to apply filters, you can search for information about an app in the appsource, the other thing would be to develop an extension tailored to what was requested.

Business Apps – Microsoft AppSource

best regards

Gerardo
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Judy Microsoft Employee on at

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Business Central itself offers features that can help with some of the requested information.

It provides a reservation worksheet to help reserve and allocate incoming goods for sales and production orders.

And it monitors the inventory status of items on orders and suggests the next step accordingly.

https://community.dynamics.com/blogs/post/?postid=9473ad18-bf69-ee11-9ae7-000d3a55bb34