D365 Finance & Operations and Dynamics AX Forum

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  • 1.  Restrict Inventory Availability

    Posted May 25, 2022 02:37 PM
    We have many locations in our warehouse and want some of the inventory within certain locations to not show as Available Inventory. Is anyone aware on how to make this happen? 

    For example, if I have 10 pieces of "Widget X" in Location "A" and 5 pieces of "Widget X" in Location "Hold", I only want to see the 10 pieces in location "A" as available when entering a sales order or running a production order.

    Thanks!

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    Jennifer Miller
    Inside Sales
    ComAp LLC
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  • 2.  RE: Restrict Inventory Availability

    SILVER CONTRIBUTOR
    Posted May 26, 2022 03:54 AM
    Not sure of your version .... but there are various inventory blocking options:
    Inventory blocking - Supply Chain Management | Dynamics 365 | Microsoft Docs

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    Jonathan Howe
    Head of IT
    Cross Manufacturing
    Bath, UK
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  • 3.  RE: Restrict Inventory Availability

    Posted May 26, 2022 08:49 AM
    Creating Quality orders manually or automatically will also block inventory transactions.

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    Pete Craven
    Solution Architect
    Corterra Solutions
    Lisle IL
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  • 4.  RE: Restrict Inventory Availability

    TOP CONTRIBUTOR
    Posted May 26, 2022 09:17 AM
    If you're using advanced warehouse management, I just usually have a the "Inventory Status Change" job running in batch every ~5 minutes for any locations like "Hold".  Any inventory in those locations in status "available" gets flipped to something else.

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    Colby Gallagher
    Managed Application Services Manager
    RSM
    OH
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  • 5.  RE: Restrict Inventory Availability

    Posted May 26, 2022 10:03 AM
    Good Afternoon Jennifer

    If you are on AX2012 R3 or newer, you have many options. You can create different inventory statuses...hold, available, etc. whatever makes sense for your company. By doing this you can also create sales orders to reserve that specific status.
     Or you can use the location directives to reserve form a specific batch, location, product, or item.
    Production orders are very similar, and you can always edit the inventory dimensions status on an already created order. 

    For sales orders and production orders, you can set your location directive actions to look in certain locations or to not look in those locations. It helps if your warehouse is zoned or you have location groupings. But you can reference individual places as well. With directive actions you can also call-out certain statuses, batches, locations, location profiles.. the list goes on and on. 

    Hope this helps!
    Here are some links

    https://docs.microsoft.com/create-a-location-directive
    https://docs.microsoft.com - creating status

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    Kathy Hance
    Inventory Control Specialist
    Bush Brothers & Company
    Knoxville TN
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  • 6.  RE: Restrict Inventory Availability

    SILVER CONTRIBUTOR
    Posted May 26, 2022 11:19 AM
    Hi Jennifer, 

    I think the solution depends on how you want the inventory to show in your on-hand list and whether you want it unavailable to just sales orders, or completely blocked. The linked article from Jonathan is a good starting point, but there are some nuances with inventory status that I wanted to call out in case you are not aware.

    When you create a new inventory status, there is a checkbox where you select whether it uses inventory blocking.
    • If you leave that unchecked, the stock would show as available physical but in a different 'bucket' (inventory status dimension) than what your sales orders would be looking at / reserving against (assuming your reservation hierarchy is Site > Warehouse > Inventory status), so they would not see it as available to them. However, if you placed a sales order or other transaction and intentionally pointed the order line to that new inventory status, you'd still be able to get at the inventory.

    • If you check off inventory blocking, it will create an inventory blocking record for any items moved to that status. The stock will show as reserved physical to the blocking record. if you placed a sales order or other transaction and pointed the order line to that new inventory status, you would not be able to get at it because of the reservation to the blocking record, so you'd have to change the inventory status to something non-blocking first in order to get at that inventory.

    Not sure if you use Quality processes in your implementation, but if you go the Quality order route, this also creates an inventory blocking record to reserve the stock, but you'd instead have to validate the Quality order to clear the blocking record and make that stock available again.

    Hope that helps!


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    Kirk Anger
    StarTech.com
    London ON
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