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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Use of Closed Transact...
Supply chain | Supply Chain Management, Commerce
Answered

Use of Closed Transactions in On Hand Inventory List

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Posted on by aasghar 67

Hello Experts,

Can you guys please explain, what is Closed Transaction Means in Inventory. How the application between Inbound and outbound occurs? Is it something like if I Purchased an Item Qty = 20 than it will consider as closed when all 20 has been issued? what fields in on-hand Inventory form, do I need to check to understand this?

I have the same question (0)
  • Guy Terry Profile Picture
    Guy Terry 28,924 Moderator on at

    Hi

    In my view, how this field behaves depends on:

    • The inventory model (Item model group)
    • Storage and Tracking dimension group setup (especially Financial inventory)
    • Inventory close
    • Whether you use the Warehouse management module
    • Whether you run any of the on-hand clean-up jobs

    I suggest you create a representative dummy item in a test environment, and run through your normal on-hand life cycle, monitoring the on-hand at each step.

  • aasghar Profile Picture
    aasghar 67 on at

    Hi Terry,

    Thanks. I tried few scenarios(Purchase, adjustments-Positive/Negative, issue) but I still didn't get what Closed Transactions (Boolean) means when I Click Dimensions from on Hand List.  

  • Verified answer
    Guy Terry Profile Picture
    Guy Terry 28,924 Moderator on at

    That Boolean allows you to decide whether Closed on-hand records should be displayed, or not.

    An on-hand record becomes Closed when it has no quantity or value in any of the fields. I cannot think why any normal user would wish to see Closed on-hand records.

  • Suggested answer
    aasghar Profile Picture
    aasghar 67 on at

    Thanks. Terry. I understood what it means. It is not for any user, it is just for my understanding and learning.

    Thank you!!!

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