Changing requested delivery dates on the sales line impacts projected inventory in the Supply company

Features for the Sales Person in the Sales Company
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Watch "the details", if you need detailed knowledge about a specific topic. These videos are only relevant for particular users. The Details This video includes functionality from the app "Intercompany" which is available at Microsoft AppSource. Click to visit AppSource. Intercompany

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Presenter: Cecilie Merwald Bertelsen

So let’s look a little bit more into how to use the projected inventory from my Supply Company, right here on the sales order in my sales company.

This is what happens in the video

I have started creating a sales order here with my customer. I have a requested delivery date here, and now I’ll choose my item. And enter quantity, let’s say we want 60 pieces here. On the line, we also have the requested delivery date that’s adapted from the sales header.

So now we’ll look into the item availability by intercompany, the projected inventory from my Supply Company. Click on line, item availability by intercompany, and what I’ll see here now is my intercompany partners, the location codes that are available.

And then I’ll see the remaining quantity which is what is actually on stock in my Supply Company. I have the gross requirement which is, what is actually already required in the supply company that could be sales orders. I have scheduled receipt which could be purchase orders or production orders in my supply company.

So I have a total projected inventory here, which is what is actually available for me to use.

So I can see here now, the lines here are black which gives me an indication of that there’s not enough available for me to get the 60 pieces that I’ve put in on my sales line. So let’s just go back and try to change that just to see what happens. I’ll escape back. I’ll change the quantity here to 40.

And you can see now the line is bold, and It’s actually green, and you can see, well that’s because now we can actually choose this location, and we will be able to deliver.

Another scenario can be let’s change the quantity here to 60 again, and let’s change the requested delivery date. Can put this to the first of October here, go to line, item availability by intercompany.

So you can see here now that we actually now have scheduled receipt for a hundred, and that’s because we changed the date for our requested delivery date, and there’s a purchase order in my supply company that has a date before our requested delivery date.

So this is how you can use this view.