This is what happens in the video
The Shortage on Demand functionality in Microsoft Dynamics 365 Business Central lets you calculate shortage status on both sales orders and production orders. You can run the calculation directly from the document or through a report, so you can see in advance whether you have the stock to fulfil what you have promised.
You get two reports: Calculate Sales Order Shortage and Calculate Production Order Shortage. Both let you run a batch update across the orders you select with filters on the document header. The result tells you which orders have full stock, which have only partial stock, and which have no stock at all.
When stock is tight, you recalculate to see which orders remain in conflict and which ones can still ship in full. This helps you decide which items to prioritise when you cannot satisfy everything at once.
Calculate shortage status on sales orders and production orders
With Shortage on Demand, you calculate shortage status on both sales orders and production orders. You can do this either directly from the document you are working on or by running a report. The point is that you get a clear picture of your stock situation before you commit to a delivery.
Run the shortage calculation as a batch update with filters
There are two reports to work with: Calculate Sales Order Shortage and Calculate Production Order Shortage. Both let you run the calculation across a set of orders. You apply whatever filters you prefer on the sales header, and the report calculates the shortage status for all the orders that match.
Because it runs as a batch update, you can find the status for all your sales orders in one go and then carry on working with them afterwards.
Prioritise orders when stock is in conflict
When you start picking orders, you will see where conflicts arise. To understand why, you recalculate the shortage status. The recalculation shows you which orders are still in conflict on stock and which ones have shifted to partial stock or no stock at all.
That distinction matters when you decide what to prioritise. An order with no stock or only partial stock cannot ship in full, so you either accept a partial delivery or hold the order until stock is available. The shortage status gives you the information to make that call deliberately rather than discovering the problem at the picking stage.
Q&A
What does Shortage on Demand do in Business Central?
It calculates shortage status on both sales orders and production orders, so you can see whether you have the stock to fulfil an order before you commit to delivery. You can run it directly from the document or as a report.
Which reports do I use to calculate shortage?
You use Calculate Sales Order Shortage and Calculate Production Order Shortage. Both run as batch updates, and you control which orders are included with filters on the document header.
Why should I recalculate shortage status?
Recalculating shows which orders are still in conflict on stock and which ones have turned into partial stock or no stock. This tells you which orders you can ship in full and which ones require a partial delivery or need to be held, so you can prioritise correctly.
