Suggested by Kareem Essam – New
Description:
Currently, the Customer/Item statistics report in Dynamics 365 Supply Chain Management retrieves data only from the InventTrans table. When inventory consolidation or archiving is performed, detailed transaction records are moved to InventTransArchive, and summarized entries are created in InventTrans.
As a result, when users run the Customer/Item statistics report for periods that have been consolidated, cost amounts appear missing or incorrect, since the report does not read from the archived or consolidated data. This leads to incomplete or misleading figures, especially for items or customers affected by consolidation.
Proposed Improvement:
Enhance the Customer/Item statistics report (or its underlying data model) to:
- Include data from InventTransArchive for relevant periods.
- Optionally, detect when the selected reporting range includes consolidation periods and alert the user.
- Ensure consistent cost figures across reports such as Inventory value report and Customer/Item statistics.
Business Impact:
This limitation causes reporting discrepancies that can confuse end users and require manual reconciliation or custom reporting solutions. Including archived data or adding a system notification would greatly improve accuracy and transparency in post-consolidation reporting, reducing support incidents and custom development needs.