Problem Statement

After running Inventory Recalculation in Dynamics 365 Finance & Operations, users are unable to clearly identify settled transaction relationships via the standard UI. Settlement links between inventory transactions (InventTrans origin, settlements, and consumption relationships) become unclear, despite data still existing at the database level.

This lack of visibility significantly impacts business report and decision making.

Current Behavior

• Inventory recalculation completes successfully.
• Inventory transactions remain technically settled in the database.
• UI no clearly shows:
• Which InventTrans records are settled against each other
• Which historical transactions are logically blocking available physical
• Clear settlement lineage after recalculation or consistency fixes
• Customers must rely on:
• Complex SQL queries
• Partner or Microsoft support analysis

This creates confusion and long investigation cycles even for non-active or historical inventory issues.

Expected / Proposed Enhancement

Introduce enhanced UI visibility for inventory settlement relationships, especially post-recalculation, including:

• Clear parent/child settlement tracing between inventory transactions
• A read-only settlement relationship viewer in:
• Inventory transactions
• Inventory settlement
• On-hand / inventory summary pages
• Optional filtering or tooltips to highlight recalculation-impacted transactions

This should be view-only, not altering data.

Why This Matters

• Inventory recalculation is a standard corrective process, but currently reduces transparency
• Customers expect post-recalculation clarity.
• Supportability, customer confidence, and system trust are impacted
• This feature would strongly benefit:
• Large inventory environments
• Long-running systems with historical transactions
• Customers dealing with reconciliation, warehouse execution, and cost corrections