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Using Graphical Inventory Profile on Purchase Lines to see all Items demands and supplies

Why use Graphical Inventory Profile
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A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner The "Whys" focus on how your business needs can be supported with the erp-solution. The topic is visualized - not demonstrated. The Whys This video includes functionality from the app "Graphical Inventory Profile" which is available at Microsoft AppSource. Click to visit AppSource.
Graphical Inventory Profile

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Presenter: Sune Lohse, Chief Strategy Officer

The graphical inventory profile in Microsoft Dynamics 365 Business Central gives purchasers a visual overview of all supplies and demands for an item directly from the purchase order line. You use it to determine the right date and quantity to buy.

You open the inventory profile straight from a purchase line. This shows all existing supplies and demands so you can see how stock develops over time.

You can include history in the graphical profile by enabling the history setting and selecting a period. This helps you see how the item has behaved in the past and replenish it in the optimal quantity.

Using the graphical inventory profile from purchase order lines

As a purchaser, you can open the graphical inventory profile directly from a purchase order line. This is useful when you need to figure out the date you should buy an item or the quantity you should order.

When you enter the inventory profile from the purchase line, you get an overview of all demands and supplies. You see every existing supply and demand for the item, which makes it clear what the stock situation looks like.

Including history to understand item behaviour

You can also include history if you want to investigate how an item normally behaves. To do this, go back into the graphical profile, tick the history setting, and choose the period you want to look at.

Seeing the historical pattern for an item makes it easier to replenish it in an optimal quantity, because you are basing your decision on how the item has actually performed over time.

Q&A

How do you open the graphical inventory profile from a purchase order line?

You enter the inventory profile directly from the purchase line. This gives you an overview of all existing supplies and demands for the item.

What does the graphical inventory profile help a purchaser decide?

It helps you figure out the date you need to buy an item and the quantity you should order, based on the supplies and demands shown.

How do you include history in the graphical inventory profile?

Go into the graphical profile, tick the history setting, and select the period you want to review. This shows how the item has behaved historically, so you can replenish it in the optimal quantity.

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