Tuesday, July 12, 2022

Post registered quantities of stocked products and remainders of not-stocked products for receipts and vendor invoices feature in Microsoft D365 SCM

In this blog post I would like to briefly explain what has been done in scope of the Post registered quantities of stocked products and remainders of not-stocked products for receipts and vendor invoices feature. 

Feature name: Post registered quantities of stocked products and remainders of not-stocked products for receipts and vendor invoices

Description:
This feature changes how quantities of not-stocked products (such as services) are posted when processing vendor invoices and inbound shipments against purchase orders. The "Registered and services" quantity option now works as "Registered quantity and not-stocked products" and aligns with the similarly named option already available for posting quantities for sales packing slips.

When you post a product receipt or vendor invoice using the "Registered quantity and services" quantity option, the system posts the registered quantity of stocked products, but posts the remainder quantity of not-stocked products (including both services and non-services). Without this feature, the system still posts the registered quantity of stocked products (including services configured as stocked items) but always posts the full ordered quantity of not-stocked service products (and ignores not-stocked products that are not of type "Service").

Before this feature was introduced, the following logic was in place. 
When you were trying to Post product receipt and selecting 'Registered quantity and services' quantity option on the Posting product receipt page, the system was displaying:
  • registered items
  • procurement category lines
  • items that have product type = Service
The system was not showing the items with the type of Item and item model group with the Stocked product parameter unselected. 

Unlike Product receipt, Packing slip posting on sales orders side is slightly different and Quantity field contains another option "Picked quantity and not stocked products". If this option is selected, the system picks up the following:
  • picked items
  • items that have product type = Service
  • items that have product type = Item and item model group has Stocked product parameter disabled.
With the help of this feature, the logic is attempted to be the same. 
With new feature enabled, when trying to Post product receipt and selecting 'Registered quantity and services' quantity, the system will be displaying:
  • registered items
  • items that have product type = Service
  • items that have product type = Item and item model group has Stocked product parameter disabled.


That's it!

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