We received a ticket from customer with concerns about the lack of alignment between the Inventory Aging Report and the Trial Balance in Dynamics 365 Supply Chain Management. They expect these reports to provide consistent and cohesive outputs, as both deal with inventory and costing data. The current distinction between the two reports has caused confusion and operational challenges. This report outlines their feedback and proposes enhancements to address their concerns.

Customer Concern:

The customer has expressed dissatisfaction with the differences in the data and purpose of the following reports:

1. Inventory Aging Report: Built to analyze on-hand inventory quantities over time.
2. Trial Balance: Focuses on financial costing and reconciliation.

Their expectation is for these reports to provide a unified or integrated view of inventory and costing to eliminate discrepancies and improve usability. The customer feels that having two separate reports with different outputs creates unnecessary complexity and confusion for users.

Current Challenges:

1. Data Discrepancy: Users are unable to reconcile the outcomes of the two reports, as they are built on different underlying data structures (inventory on-hand vs. costing transactions).
2. User Confusion: Users expect consistency between inventory-related reports but are not aware of the distinct purposes and methodologies behind each report.
3. Operational Impact: The misalignment has caused delays and errors in the customer's reporting processes, leading to dissatisfaction with the current reporting functionality.

Proposed Enhancement:

To address the customer’s concerns and improve the user experience, we propose the following enhancements:

1. Optimization of Existing Reports:

• Add clear descriptions or tooltips within the Inventory Aging Report and Trial Balance to explain their purpose, data sources, and intended outcomes.
• Include warnings or guidelines when users attempt to compare these reports, highlighting that they are not designed to align directly.

1. Development of a Unified Report (New Functionality):

• Create a new report or dashboard that integrates the key features of both the Inventory Aging Report and the Trial Balance.
• This report could provide:
• A combined view of inventory on-hand quantities and their associated costs.
• Reconciliation capabilities to help users understand how inventory quantities and costing align.
• Customizable filters to adapt the report to specific business needs.

1. Improved Documentation:

• Update the documentation and user guides for these reports to explicitly address their differences and provide examples of how they can be used together.

Customer Impact:

Implementing these enhancements would:

• Reduce user confusion and improve reporting clarity.
• Streamline the decision-making process by offering a consolidated view of inventory and costing.
• Enhance customer satisfaction by addressing a long-standing pain point in the system.

Business Justification:

This enhancement aligns with Dynamics 365's goal of improving usability and customer satisfaction. By addressing this feedback, we can ensure that customers feel heard and supported while also increasing the value of the product.

Next Steps:

1. Evaluate the feasibility of integrating the proposed enhancements into upcoming releases.
2. Collaborate with the Product Team to determine the scope and priority of this feature.
3. Communicate the roadmap for these changes to the customer to manage expectations.

Supporting Documentation:

Attached are the customer’s original inquiry and examples of the discrepancies they encountered between the Inventory Aging

Report and Trial Balance.

Thank you for considering this request. Please let me know if further clarification or additional details are required.