The graphical inventory profile in Business Central lets you view the inventory profile of items in other companies. If you run a setup with separate sales and inventory companies, you can check stock availability across companies before you commit to a delivery date.
When you work in a sales company, you can open the graphical inventory profile directly from a company that holds the actual inventory. This tells you whether the item is available to ship and when it will be available, so you can plan the order with confidence from the start.
Viewing the inventory profile across companies in Business Central
Imagine you work in a sales company and you have just entered a sales line. When you view the graphical inventory profile for that sales line, you will only see the sales line itself. The sales company does not hold the inventory, so there is no supply to show.
To fulfil the order, you transfer it to another company using the intercompany functionality. That other company handles the actual stock and supply. When you use the intercompany functionality, you create the supply in that inventory company.
Checking stock availability before shipping
As a salesperson, you want to know whether the item can actually be shipped before you make a promise to the customer. The view company functionality lets you do exactly that. You select another company and view its inventory profile directly.
This gives you two pieces of information:
- Whether the item is in stock and can be shipped
- When the item will be available to ship if it is not in stock right now
With this insight, you can create the sales order in the intercompany sales company from the start, knowing the inventory company can deliver.
Q&A
What does the graphical inventory profile show in a sales company?
In a sales company, the graphical inventory profile for a sales line shows only the sales line itself. The sales company does not hold inventory, so there is no supply to display until you transfer the order to the inventory company.
How can you check inventory availability in another company before shipping?
Use the view company functionality in the graphical inventory profile. You select another company and view its inventory profile directly, which lets you see whether the item can be shipped and when it will be available.
How does intercompany functionality handle a sales order in this setup?
When you transfer a sales order from the sales company to the inventory company using the intercompany functionality, the supply is created in the inventory company that holds the actual stock and handles the delivery.