This is what happens in the video
If you use shortage status reports in Microsoft Dynamics 365 Business Central, the report remembers the setup you last used. When you run a shortage status report for a sales order or production order, Business Central saves your settings per user. The next time you run the report, or open a specific order and run the shortage status directly, it reuses those saved values. This includes the date you filtered on, such as a cut-off date of 15 December.
You can change these saved settings manually in the shortage status setup, where you will find an updated field showing the values currently in use.
How the shortage status report saves your setup
When you run a shortage status report, whether for a sales order or a production order, you can define different settings on the request page. For example, you can tell the report to run only until 15 December and then execute it. Business Central maintains that setup for you as a user.
This means the settings carry over. If you afterwards run the shortage report on a production order, it inherits the date you specified. The setup is tied to your user, so the values you choose follow you the next time you run the report.
Where to view and change the shortage status setup
You can look into the actual setup and change it manually. In the setup, you will see a field that has been updated with the values from your last run. This gives you a clear view of what the report is currently using and lets you adjust it directly if needed.
Why the saved setup matters for single orders
The saved setup is also the information used when you open a specific order and run the shortage status from there. In that case, no request page pops up. The report runs straight away using the values you defined last time.
So once you have run the report and then run a shortage status on a single order, it inherits the information you added to the report on the previous run. This keeps your results consistent without having to re-enter the same settings every time.
Q&A
Does the shortage status report remember my settings between runs?
Yes. Business Central maintains the shortage status setup per user. When you run the report again, it inherits the settings you used last time, including any date filter such as a cut-off of 15 December.
What happens when I run the shortage status on a single order?
No request page appears. The report runs directly using the setup you defined the last time you ran the shortage status report.
Can I change the saved shortage status setup?
Yes. You can open the shortage status setup and change the values manually. The setup shows an updated field with the values currently in use.
Do the sales order and production order shortage reports share the same setup?
Yes. If you run one shortage report and then run the shortage report on a production order, it inherits the date and settings from your previous run.