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Matthew Clancy Senior Business Consultant

Matthew Clancy

Joined: 9/29/2021

  • Inventory management module stock transactions need to update the warehouse management module "location status. item and date/time stamps

    Wed, 29 Sep 2021 22:51:36 GMT – Dynamics 365 Supply Chain Management – Needs Votes 

    All Inventory Management Module adjustments, movements, bill of material, basically any stock transaction post at a "location" level should have capability to to update the warehouse management modules warehouse "locations" fields Status Item Aging Date Activity Date Time Stamp The system needs to be integrated to this level. Importantly there is no capability to manage BOM separately in the warehouse or bulk stock adjustment load. Suggest either when the warehouse "checkbox" for "Use warehouse management processes" is check Yes, the updates of these fields extends when posting adjustments and movements. It should cater for movements between advanced and non advance warehouse. Cheers and regards Matthew

  • Enable Business to meet & import trade agreements pricing with customers to inventory status &/or batch and serial number

    Fri, 05 May 2023 00:34:21 GMT – Dynamics 365 Supply Chain Management – Needs Votes 

    Align trade agreement pricing capability with the related data entity and enable business to meet its pricing agreements with customers

    Add to data entity "Open sales price journal lines V2"

    • Inventory status
    • batch number
    • serial number

    Noting

    • "Storage Dimensions" allow pricing to the inventory status level
    • "Tracking Dimensions" allow setting of pricing to batch or serial number level
    • Asosicated data entity "Open sales price journal lines V2" does not currently support importing of agreement pricing to these levels.


    See menu Sales & Marketing> Prices & Discounts > Trade Agreement Journals

  • WMS- Periodic- Warehouse management inventory status change- better controls

    Tue, 01 Jul 2025 07:55:02 GMT – Dynamics 365 Supply Chain Management – New 

    Bring in mandatory "item", "site" & "warehouse" & "location" selection, with override check box on the "location" to affect all available inventory in all of the locations for that "site" & "warehouse".


    I would consider including pulling in the site & warehouse off the "worker record" if only one, or validating entry based on "worker" record and "allowed warehouses". Also ensure a "batch log" is maintained for this process, as it appears it currently does not


    Other tickets have requested to allow for a quantity choice under this menu, this could be incorporated into this change.


    Please note in my opinion the current "Periodic" menu "Warehouse management inventory status change" is very poorly controlled and an extremely dangerous menu if misused accidentally or otherwise. There is very little application of it in its current raw format, that any company would ever use. Further, in the event a user missed selecting an item or location in the query, all stock of all items in all locations will be picked up by this menu and the status of stock changed. The complexity increases if other stocks already exist at the selected "to status".


    The recovery from such an event is enormous, complex and not provided for by Microsoft current design and reporting,


    I recommend if changes are not to be made above, it be disabled/remove or a specific "security privilege" be provided to remove from staff access