Open Forum

  • 1.  Business Central - Locations

    Posted Sep 05, 2021 10:51 PM
    Edited by Derek Bollig Sep 05, 2021 10:51 PM
    Hi Everyone,

    We currently use locations in business central to track the different reservation of items. We have a "Reserved" location and a "Item" location. These are used to identify if an item is set aside for a customer or if its available. We are looking now to use the warehouse management system in business central and finding that how we use locations are problematic Would anyone have a way that we are using locations that could also be used within Locations in the warehouse management system? For example could we use different zones or bins to separate items that are already assigned to customers?

    Appreciate any ideas!

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    Derek Bollig
    Dragotec USA
    Fenton IA
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  • 2.  RE: Business Central - Locations

    Posted Sep 06, 2021 12:10 AM
    Hi Derek,

    You can reservation functionality. With that, you don't need a separate location. This is standard BC functionality to track items reserve for customers.

    Regards,

    Richelle






  • 3.  RE: Business Central - Locations

    Posted Sep 06, 2021 12:15 AM
    Hi Derek,

    You can use reservation functionality. With that, you don't need a separate location. This is standard BC functionality to track items reserve for customers.

    Regards,

    Richelle







  • 4.  RE: Business Central - Locations

    NAVUG ALL STAR
    Posted Sep 06, 2021 11:22 AM
    Here is some documentation for reservations in BC/NAV:

    https://bcinc.net/js/NA2009_ENUS_INM_02.pdf


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    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    Chalfont PA
    www.apifishcare.com
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    D365UG-BC/NAVUG All-Star
    D365UG-BC/NAVUG Board of Advisors, Chairperson Emeritus
    D365UG-BC/NAVUG Programming Committee

    Twitter: @RosenbergL
    LinkedIn: https://www.linkedin.com/in/rosenbergl
    ------------------------------------------------------------------------
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  • 5.  RE: Business Central - Locations

    Posted Sep 06, 2021 01:31 PM
    Edited by Derek Bollig Sep 06, 2021 01:35 PM
    Thanks Richelle & Lewis,

    One concern I'm finding when reviewing functionality of reservation is it seems rigid where how we use locations right now is pretty flexible in seeing what product is reserved in the "reserved" location - but we can easily item reclassify it and then ship it out if we know we have another delivery coming soon to fulfill.

    Also is it possible to create a sales order when you have 0 inventory and reserve product? Right now we currently will set location for the item to the "reserved" location on the sales order and then we will turn around and create purchase orders that go into the "reserved" location?

    Thank You!


    ------------------------------
    Derek Bollig
    Dragotec USA
    Fenton IA
    ------------------------------



  • 6.  RE: Business Central - Locations

    TOP CONTRIBUTOR
    Posted Sep 07, 2021 09:44 AM
    Derek - As Richelle mentioned evaluating using base functionality reservations or safety stock is a better solution than using locations to reserve stock for inventory set aside for customers. The number one reason being planning (requisition or planning worksheet). Using locations to store the set aside inventory will be very challenging if you would have 10, 20 or more of these types of customers with planning and if for each customer you have the physical inventory on hand that ties up significant inventory dollars. The key is a safety stock number on the items to ensure you have enough for customers who you have committed inventory too. Your safety stock number may be a combination of all 20 customers in my example - same location - no reservations but coming up with a number that balances the physical on hand with the lead time/ forecast that is needed at all times. In my example if all 20 customers showed up to see their inventory you would not have enough but if 15 showed up you would.

    Best Regards

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    John Grant
    Senior Application Consultant
    Innovia Consulting
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