The fields on the Tab “Filter on Multiple Quantities”

Find Overstock Items to reduce Inventory Cost
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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used This video includes functionality from the app "Reverse Planning" which is available at Microsoft AppSource. Click to visit AppSource. Reverse Planning

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Presenter: Sune Lohse, Chief Strategy Officer

When you’re looking for overstock items in the Reverse Planning, you could filter on the multiple of quantities, meaning you could define fields from the planning related fields.

In here, you could filter reorder quantity, lot size, safety stock, reorder point, order multiple, maximum inventory, or minimum order quantity and maximum order quantity.

So, you can define this field times five, for instance, and if I calculate now, and I’m testing for end inventory as at this place, and here, test for end inventory level, it will find items where the end inventory exceeds either five times safety stock quantity or two times reorder quantity in this scenario.

If I’ve changed the test level for the highest inventory, it will test on the column highest inventory instead.

And if we try to calculate it now, so, finding somewhere in the profile where the inventory exceeds five times safety stock, you can see here the output will be much more items.

So, thereby, it’s possible to define many different criteria to test for.

And it’s also possible to add an end criteria if both criteria should be fulfilled.

So, you can find overstock items with both criteria, and actually, none of the items fulfill those criteria.

And we could investigate that by going back to the OR functionality, calculating, and maybe looking at the first line, or the reorder point is zero, and thereby, it doesn’t fulfill this criteria.

So, looking at this line, the reorder quantity is 50, and it tests for 50 times two related to the end inventory, but the end inventory is actually negative, so, this criteria is not fulfilled, whereas the safety stock is 30, and it tests for 30 times five, which is 150, and the highest inventory exceeds by that number.