Inventory Overview
The Inventory Overview page combines information from the Item Ledger Entries and the Warehouse Entries.
This inventory overview is indispensable, especially for companies who use the standard Warehouse module of Microsoft Dynamics 365 Business Central and therefore must be able to see their inventories on the warehouse level.
The fields on the Inventory Overview page are described in the following table.
| Field | Description |
|---|---|
| Item No. / Item Description | Number and description of the respective item. |
| Location Code | Location code of the item / lot / serial number. |
| Bin Code | Bin code of the item / lot / serial number. |
| Lot No. | Lot number of the item. |
| Quantity | Quantity of the item / lot / serial number (not the Available Quantity) in the posted or base unit of measure, depending on the setting in the Inventory Overview Display field on the Quality Assurance Setup page (see Quality Assurance Setup). |
| Qty. Picked | Picked lots are displayed. Choose the field to open the Warehouse Entries page to view related entries. |
| Status (Lot/SN) | Status of the lot / serial number. |
| Entry Date | Entry date of the lot / serial number. |
| Expiration Date | Expiration date of the lot / serial number. |
| Variant Code | Variant code of the item. |
| External Lot No. | External lot number of the vendor. |
| Item Category Code | Default field for the item category code. |
| Serial No. | Default field for the serial number. |
| Warranty Date | Warranty date of the lot / serial number. |
| Retest Date | Date of the next quality assurance testing of the lot / serial number. |
| Quarantine Date | Quarantine date of the lot / serial number. |
| Availability Date | Availability date of the lot / serial number. |
| Global Dimension 1 / Global Dimension 2 | Specifies the global dimensions that are linked to the record or entry for analysis purposes. |
| Quantity (Base) | Quantity of the item / lot / serial number (not the Available Quantity) in the base unit of measure of the Item Card. |
| Unit of Measure Code | Based on the setting in the Inventory Overview Display field in the Quality Assurance Setup page of whether the Quantity is displayed in the current unit of measure or the Base Unit of Measure from the Item Card. |
Tip
The Inventory Overview page can also be accessed by choosing the Inventory (IO) field on the Inventory List page (see Inventory List), by choosing Line > Quality Assurance > Open Inventory Overview on the Lines FastTab of the Sales Quote, Sales Order, Sales Invoice, and Transfer Order pages, by choosing Related > Inventory > Inventory Overview on the Customer Certificate Card (see Customer Certificate Card), and by choosing Home > Inventory Overview on the Planning Worksheets page. This way, the inventory overview is filtered on the respective item.
Quick Change Status
The QA Status of a lot- or serial number can be changed from the Inventory Overview page by choosing the Change Status action on the Home menu.
A simplified version of the Lot-/Serial No. Administration page opens with only the selected lot- or serial number line, the Post and Information Card actions, and a FactBox with lot- or serial number details.
Only the Quantity and New Status (Lot/SN) fields are editable. Unlike the Lot-/Serial No. Administration page, you do not need to enter a quantity unless you are posting a different quantity to the new status. Otherwise, you only need to enter the new status and then choose the Post action. You can enter comments during this process if comments are enabled (based on the setting in the Skip comments update on Status posting field in the Quality Assurance Setup page). The results are the same as when posting in the standard Lot-/Serial No. Administration page.
View Lot-/Serial No. Administration
On the Home menu, choose the Lot-/Serial No. Administration action to open the standard version of the Lot-/Serial No. Administration page filtered on the selected Inventory Overview line. An error message will open if no item tracking is used or set up for the line. For more information, see Lot-/Serial No. Administration.
View Testing History
On the Home menu, choose the Testing History action to open the Testing History page, which shows test results for test orders filtered by date, item, item and variant, lot or serial number. The page is opened filtered on the specific item, item/variant, lot number or serial number selected in the Inventory Overview page. For more information, see Testing History.
View Item Ledger Entries and Warehouse Entries
On the Home menu, choose the Item Ledger Entries or Warehouse Entries action to view the relevant entries for the selected lot- or serial number.
Retest Order Creation from Inventory Overview
Retest Orders can be created from the Inventory Overview for items that have lot-/serial numbers with inventory and a Source Type = Inventory in the Test Plan Assignment page. On the Retest menu, choose Create Retest Orders for the selected items.
When creating a Retest Order from the Inventory Overview, the date filter for the Default Retest Go-Ahead Rate (in the Quality Assurance Setup page) is not considered. This ensures that the retest order can be created from the Inventory Overview if a date field is not specified.
For more information about Retest Orders, see Retest Orders.
View Dimensions
On the Retest menu, choose the Dimension action to open the filtered Dimension Set Entries page, where you can view dimensions for the selected line. Use the Set Dimension Filter action to open the Dimension Filter page, where you can filter the inventory overview lines to the specified filtered dimensions.
Compare Test Results
The same Compare Test Result function that is available from a Test Order is also available in the Inventory Overview. The results are checked using the Test Plan Assignments for Source Type = Sales Order or Order-specific and the result is shown in the same matrix view as when opened from the Test Order (see Test Order Comparison).
In the Inventory Overview page, select the item to check. On the Actions menu, choose Compare > Compare Test Results. The Test Order Selection page opens.
In the Test Order Selection page, choose the test order for which to view the test results and then choose the OK button. The Test Order Properties Compare page opens with the test results for the selected test order.
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