Help - AppSource - ISATECH

Help – AppSource

General

The multi-company stock view by isatech allows you to benefit from an overview of the quantities in inventory or available of the same item (an item with the same code) in the different companies of the Dynamics 365 Business Central database.

 

 

It could be used to:
– Check inventory when inventory ownership is shared between several companies.
– Help with replenishing of item from another company in the group.
– Help determination of the location able to quickly answer a customer request.
– Etc.

Setup

The application « Multi company inventory by isatech » is available on the Dynamics 365 Business Central AppSource. The application is provided as an extension and installs as follows.By default the application is automatically published and installed by Appsource. However, if manual installation is required, proceed as follows once you got the .app file.

  1. Open the Extension Management page.
  2. Choose the Upload Extension action.
  3. Select the browse button to select the .app file to upload. Browse to and select the extension’s .app file.
  4. Select if you want to deploy for the current version (most common) or next version. Select the language for the deployment.
  5. Choose the Deploy button.
  6. The extension will be deployed in the background.
    To check the status of the deployment, choose Deployment Status and then view the status of the extension deployment. Select the row to see additional details.
    In the deployment status details there is a Refresh button in the actions you must press to retrieve the most recent status and details.
  7. When the extension has been successfully deployed, choose the Refresh button to see the new extension in the list of installed extensions.

Handbook

Consultation

You can get the “Multi company inventory by isatech” on the following Dynamics 365 Business Central Pages.

PageAccess via
Item ListNavigate Menu, Availability, Item availability by, Company.
Item PageNavigate Menu, Availability, Item availability by, Company.
Item availability by variantNavigate Menu, Item, Item availability by, Company.
Item availability by BOM levelNavigate Menu, Item, Item availability by, Company.
Item availability by locationNavigate Menu, Item, Item availability by, Company.
Item availability by periodNavigate Menu, Item, Item availability by, Company.
Item availability by eventNavigate Menu, Item, Item availability by, Company.
Blanket sales orderUsing document lines, select Line menu, Item availability by, Company.
Sales orderUsing document lines, select Line menu, Item availability by, Company.
Sales credit noteUsing document lines, select Line menu, Item availability by, Company.
Sales invoiceUsing document lines, select Line menu, Item availability by, Company.
Sales return orderUsing document lines, select Line menu, Item availability by, Company.
Sales quoteUsing document lines, select Line menu, Item availability by, Company.
Blanket purchase orderUsing document lines, select Line menu, Item availability by, Company.
Purchase orderUsing document lines, select Line menu, Item availability by, Company.
Purchase credit noteUsing document lines, select Line menu, Item availability by, Company.
Purchase invoiceUsing document lines, select Line menu, Item availability by, Company.
Purchase return orderUsing document lines, select Line menu, Item availability by, Company.
Purchase quoteUsing document lines, select Line menu, Item availability by, Company.

 

When you select Item availability by company, following page pops up.

Matrix

Bold lines (Level column = Company), show inventory quantities for the companies in the database. If a company doesn’t have the item (with same item code) in its database, then this one won’t get a line displayed.

Indented lines with standard font (Level column = location) display the different locations in a company.

Gross requirement column specifies the sum of the total demand for the item. The gross requirement consists of independent demand (which include sales orders, service orders, transfer orders, and production forecasts) and dependent demand, which include production order components for planned, firm planned, and released production orders and requisition and planning worksheets lines.

Scheduled receipt column specifies the sum of items from replenishment orders. This includes firm planned and released production orders, purchase orders, and transfer orders.

Planned receipt column specifies the quantity on planned production orders plus planning worksheet lines plus requisition worksheet lines.

Inventory specifies the inventory level of an item.

Qty on service order column specifies how many units of the item are allocated to service orders, meaning listed on outstanding service order lines.

Planned order releases column specifies the sum of items from replenishment order proposals, which include planned production orders and planning or requisition worksheets lines, that are calculated according to the starting date in the planning worksheet and production order or the order date in the requisition worksheet. This sum is not included in the projected available inventory. However, it indicates which quantities should be converted from planned to scheduled receipts.

Menu

Manage menu helps expanding (display detail per location) or collapse location lines (the having only total per company).

Navigate menu helps displaying item availability on other dimensions (Event, period, variant, location, BOM level).

Option
Show items in transit: also prompt inventory quantities for in-transit locations.