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Supply chain | Supply Chain Management, Commerce
Suggested Answer

Stock versus sales orders reports or views

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Posted on by 535

A colleague of mine is working on finding a view of this in D365 somewhere, as our IT team are delayed in creating a stand alone report. But in short he wants a report that he can interrogate for a particular warehouse and it will show for that warehouse items that are short against current  sales orders for that warehouse. Based on a query of order dispatch date or some of date of course relevant to the sales orders keyed.

anyone have an idea some examples standard D365 that maybe of value and help?

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  • Suggested answer
    Oleksiy  Khoroshylov Profile Picture
    1,747 User Group Leader on at

    I think  you can personalize Inventory management/Inquiries and reports/On-hand list for this purpose.

    Make sure warehouse dimension is displayed, filter the list to a specific warehouse.

    Physical inventory = quantity currently present in a warehouse

    Available physical = quantity available for sale, not reserved against any order

    On order = quantity on open sales order or production picking list

    You can use it as is or create a simple Power BI report based on this and add any missing calculated fields, for example:

    Short quantity (without inbound) = On order - Available physical

    Short quantity (with inbound) = On order - Available physical + Ordered

  • tl82 Profile Picture
    535 on at

    yeah, i suggested just that but it not fit for purpose against what they require, without digging into transactions etc. the Data team are going to have to deveope a report. Thanks for the help regardless Oleksiy

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