An overview of the fields in the Request page

The Graphical Inventory Profile in Business Central gives you a visual overview of inventory development over time. The request page controls what the profile shows. This article walks through every field so you know exactly how to set it up.

The from date sets where the profile starts, but it always shows inventory as it is now, regardless of whether the from date is in the past or future. The to date sets how far ahead the profile looks and defines the period for including demand and supplies.

Use the Include History checkmark to calculate inventory as it actually was on the from date and then show all entries through the period, instead of showing current inventory.

You can include or exclude sales orders, purchase orders, purchase quotes, transfers, forecasts, production orders, production order components, and planning lines. Several fields only appear if you have the relevant app installed, such as Reverse Planning, Assigned Quantity, or Purchase Order Management.

You can also run the profile against another company you have access to and apply filters from the item table, including location and dimension filters.

From date and to date

The first two fields in the header are the from date and the to date.

The from date is the date where the profile starts showing inventory. Even if the from date is in the future or in the past, the profile displays the inventory as it is now. The starting inventory is summed up on the day before the from date, and any previous demands or supplies are summed up there as well, so you have a correct starting point.

The to date is how far ahead you are looking. It defines the period in which you want to include demand and supplies.

Include history to see inventory as it was

When you check the Include History field, the profile no longer shows inventory as it is now. Instead, it calculates the inventory as it was on the from date and then shows all entries through the period.

With Include History enabled, the starting inventory will be different, and the profile displays all demands and supplies from that point. The end inventory will be the same as if you had not included history, since the calculation lands at the same result.

Including sales orders

You can choose to include all sales orders, only released sales orders, or no sales orders.

If you have the Reverse Planning app activated, you can also include sales order handling lines. This field only appears if the app is installed.

If you have the Assigned Quantity app installed, an additional field appears. This field includes the assigned quantity from the sales line instead of the actual quantity field.

Including purchase orders and purchase quotes

For purchase orders, you can include all purchase orders, only the released ones, or no purchase orders.

You can also include purchase quotes. If you work with purchase quotes and want to see the result on the inventory profile, just check this field.

If you have the Purchase Order Management app, which creates purchase order handling lines, an additional field appears. You can include purchase order handling lines, which may contain suggestions for other dates or quantities than what is actually on the purchase order. This field only appears if that app is activated.

Including transfers and forecast

You can include inbound and outbound transfer supply.

You can include forecast. When you select this, it defaults to the forecast from the manufacturing setup, which you can change here if you have more than one forecast activated. The forecast shows as a separate blue graph.

As with planning worksheets and standard planning, you can exclude forecast before a specific date. For example, if you only want to see the forecast from two months from now, you can set that here.

Including production orders and components

You can select which production orders to include. This is the output from the production order, meaning the supply. You can choose firm planned and released, only released, planned through released (all of them), or no production order.

You can also include production order components, which is demand from the production order line. This makes it possible to combine settings, for example including output only from released orders and components on planned through released.

Including planning lines

When you check Include Planning Lines, you can select to include all planning lines, no planning lines (the default when you deselect it), or only planning lines from the start date.

Filtering on the start date lets you remove all planning lines before that date if you want. You also need to enter a planning worksheet template name and journal batch name. If you run the profile from a planning worksheet, these fields are filled in automatically when you select Include Planning Lines. Otherwise, you select which planning worksheet to include here.

Including planning lines adds a green graph to the inventory profile.

If you use the Reverse Planning app, you can include those lines as well. Reverse Planning is a simpler planning tool for planning critical items or moving demand orders. When you select it, those lines are included in the profile.

Viewing other companies and filtering items

You can select another company to look in instead of the current one. If you want to view the profile in another company you have access to, you select it here.

At the bottom, you can filter on item numbers and add all filters from the item table. You can also filter on totals from the items. The most common one is the location filter, and if you use dimensions, you can use the global dimension 1 or 2 filters.

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