Supply chain | Supply Chain Management, Commerce

"Primary Stocking" feature at Tracking Dimension Group

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Posted on by bansaripandya

Dear community,

I would like to know the use of 'Primary stocking' feature at Tracking dimension group. Can anyone have idea on this?

Thanks!!

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Dynamics 365 Supply Chain Management

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Sagar Suman 6,051 on at

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"Primary Stocking" feature at Tracking Dimension Group

Hi

Primary stock is way to define that reservations are going to respect the warehouse dimension as it is defined as primary stocking. When primary stocking is enabled on storage dimension group reservations are locked and cannot be changed, this means you need to respect the reservations now and you cannot receive the linked purchase order on some other warehouse (PO needs to be received on original warehouse only on which reservations are done)

See below as the primary stocking was not enabled for the warehouse (On storage dimension group) we are able to reserve stock on a warehouse which is different from sales order warehouse. (This is secondary stocking)

Similarly, the primary stocking check box on the tracking dimension group is to define if batch number and serial numbers are primary stocking or not.

See below (Case where primary stocking is not checked for batch number)

Sales order was reserved ordered for below dimensions (Warehouse - S8100000008 / Batch number - Batch 07)

Now I receive the purchase order but with a different batch number (Batch 11)

System respects this change and does not break the reservation even when the original reserved ordered transactions was for batch (Batch 07) and now we have registered batch (batch 11)

System has Physically reserved the batch 11 as batch is not defined as primary stocking and if you change these dimensions while receipt system will not throw any error instead will reserve the sales order on new dimensions.

Scary but very important. Only works for non-advance warehouse scenarios.
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Fasih 400 on at

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"Primary Stocking" feature at Tracking Dimension Group

The Primary Stocking feature in the Tracking Dimension Group in Dynamics 365 Finance & Operations helps define the main inventory tracking rule, typically for a warehouse. When set, it ensures that inventory reservations are made from the specified warehouse, avoiding any automatic reservations from other locations. This setup ensures consistency and accuracy in managing inventory by keeping stock linked to its primary location, streamlining processes like order fulfillment and stock tracking.
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sagar_patil 667 Super User 2025 Season 1 on at

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"Primary Stocking" feature at Tracking Dimension Group

Primary stocking is like the main rule for tracking and reserving items, such as specifying a warehouse. You must always provide this information when receiving or shipping items. The system only reserves items based on this rule, so if an order is tied to Warehouse A, it won’t reserve from Warehouse B.

Secondary stocking, like a location within the warehouse, is more flexible. If the location changes (e.g., from Location 1 to Location 2), the system updates the reservation automatically. However, if the primary stocking dimension (like the warehouse) changes, you’ll need to manually adjust it.

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