ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Business Edition

Microsoft Dynamics 365 for Finance and Operations, Business Edition

Location Code & Inventory

In the Customer Card window, on the Shipping FastTab, you can set up Location Code that is used to suggest items to a customer from a particular inventory location.

You can use location code either from the customer card or set up the default location code for a webshop that will be used for all customers.

In Dynamics 365 Business Edition choose the Search for Page or Report icon and enter Webshops.

In the Webshop Card window, on the Warehouse FastTab, in the Location Code Source field select which location code, either from the customer card or from the webshop card, should be used to suggest items from a particular inventory location. If you set Location Code Source to Webshop, then in the Location Code field you should select the location code for the webshop. If you have multiple webshop, location code can be set for each webshop.

Inventory Calculation

There are two methods that are used to calculate inventory and show how many products are in a stock to a customer.

In the Inventory Calculation field you can select which quantity of items should be shown to a customer.

Choose one of the inventory calculation methods:

Inventory calculation Description
Inventory - Qty. on Sales Orders This method calculates how many units of an item are physically available. It takes into account how many units of the item are physically available minus quantity on sales orders (how many units of the item that are reserved for sales orders).
Projected Available Balance This is the calculated available inventory. It takes into account how many units of the item are physically available plus quantity that is planned to be delivered to the warehouse (calculated based on the data in the Item Availability table).

If you select this inventory calculation method you can also enter Projected Date Calculation. In this field you can enter a date formula based on which the projected available balance will be calculated. You should use the standard Dynamics 365 Business Edition date formulas.
For more information about date formulas and examples, see 'How to: Enter Dates and Times' in the MSDN Library.
ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Business Edition