Multicompany Inventory User Guide

Introduction

The multi-company stock view by isatech allows you to benefit from an overview of the quantities in inventory or available of the same item (an item with the same code) in the different companies of the Dynamics 365 Business Central database.

It could be used to:

  • Check inventory when inventory ownership is shared between several companies.
  • Help with replenishing of item from another company in the group.
  • Help determination of the location able to quickly answer a customer request.
  • Etc…

Installation

The application “Multi Companies Inventory” is available on the Microsoft Dynamics 365 Business Central AppSource.

Please review the Extension Installation Procedure for further information.

Handbook

Setup

No Specific setup is required to use the multicompany inventory view. Just keep in mind that item code is the key for the inventory view, therefore one item should have the same code from a company to another to get the consolidated view.

Access

You can get the “Multi company inventory by isatech” on the following Dynamics 365 Business Central Pages.

Page Access by
Item List Navigate Menu, Availability, Item availability by, Company.
Item Page Navigate Menu, Availability, Item availability by, Company.
Items by location Item, Item availability by, Company.
Item availability by variant Navigate Menu, Item, Item availability by, Company.
Item availability by BOM level Navigate Menu, Item, Item availability by, Company.
Item availability by location Navigate Menu, Item, Item availability by, Company.
Item availability by period Navigate Menu, Item, Item availability by, Company.
Item availability by event Navigate Menu, Item, Item availability by, Company.
Planning Worksheet Navigate Menu, Item, Item availability by, Company.
Item Journal Navigate Menu, Item, Item availability by, Company.
Recurring Item Journal Navigate Menu, Item, Item availability by, Company.
Request Worksheet Item Availability by Menu, Company.
Recurring Request Worksheet Navigate Menu, Lines, Item availability by, Company.
Blanket sales order Using document lines, select Line menu, Item availability by, Company.
Sales order Using document lines, select Line menu, Item availability by, Company.
Sales credit note Using document lines, select Line menu, Item availability by, Company.
Sales invoice Using document lines, select Line menu, Item availability by, Company.
Sales return order Using document lines, select Line menu, Item availability by, Company.
Sales quote Using document lines, select Line menu, Item availability by, Company.
Blanket purchase order Using document lines, select Line menu, Item availability by, Company.
Purchase order Using document lines, select Line menu, Item availability by, Company.
Purchase credit note Using document lines, select Line menu, Item availability by, Company.
Purchase invoice Using document lines, select Line menu, Item availability by, Company.
Purchase return order Using document lines, select Line menu, Item availability by, Company.
Purchase quote Using document lines, select Line menu, Item availability by, Company.
Transfer Order Using document lines, select Line menu, Item availability by, Company.

Matrix View

When you select Item availability by company, following page pops up:

Bold lines (Level column = Company), show inventory quantities for the companies in the database. If a company doesn’t have the item (with same item code) in its database, then this one won’t get a line displayed.

Indented lines with standard font (Level column = location) display the different locations in a company.

Gross requirement column specifies the sum of the total demand for the item. The gross requirement consists of independent demand (which include sales orders, service orders, transfer orders, and production forecasts) and dependent demand, which include production order components for planned, firm planned, and released production orders and requisition and planning worksheets lines.

Scheduled receipt column specifies the sum of items from replenishment orders. This includes firm planned and released production orders, purchase orders, and transfer orders.

Planned receipt column specifies the quantity on planned production orders plus planning worksheet lines plus requisition worksheet lines.

Inventory specifies the inventory level of an item.

Qty on service order column specifies how many units of the item are allocated to service orders, meaning listed on outstanding service order lines.

Planned order releases column specifies the sum of items from replenishment order proposals, which include planned production orders and planning or requisition worksheets lines, that are calculated according to the starting date in the planning worksheet and production order or the order date in the requisition worksheet. This sum is not included in the projected available inventory. However, it indicates which quantities should be converted from planned to scheduled receipts.

Manage menu helps expanding (display detail per location) or collapse location lines (the having only total per company).

Navigate menu helps displaying item availability on other dimensions (Event, period, variant, location, BOM level).

Option

Show items in transit also prompt inventory quantities for in-transit locations.

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