Sales Orders and Multiple Locations

Dynamics 365 Business Central/NAV User Forum
1

In a single compnay multiple location environment is it possible (and advisable) to have a sales order where the location on the lines are from different?

Example:

Customer X is tied to location A. Their sales order contains Item 1 stocked in location A, but also Item 2 stocked in location B. For the line relating to Item 2 should I

1 - set the location on the line to location B or

2 - leave the locations as the customers default and transfer the stock between locations.

The reason I ask is that I believe if I did (1) then stock would be reserved immediately but if I did (2) the stock would not be reserved until the transfer order was created.

Any help appreciated.

Regards

Adam

2

Hi Adam and welcome to forum,

Creation of SO does not reserve Items automatically - you must use Functions / Reserve… to accomplish this, that’s first.

As to locations - it depends on your situation.

  • are A & B physically distant (e.g. downtown HQ and main storehouse somewhere in industrial area) or are they used just to distinguish different types of goods, so called “virtual” locations?
  • how goods are delivered - by your transport or is customer arriving at the location(s) to pick them up?

So, there can’t be a strict answer to your question, not knowing your situation in details and business habits, it’s up to you to decide, but from Navision point of view any approach is OK.

3

Ship from B if if the process allows, or ship from A and transfer as the process dictates - depending upon the answer then reflect this in the software.

4

You can generate a sales Order and select your Customer don’t create any sales lines, first remove Location Code from Shiping Tab in Sales Hearder and then insert all items into Sales Order.

Here you can change your location as per your need. Suppose if same Items will go from two different location than insert same item with different location code.

I hope it will help you.

5

Actually I think if you have the Reserve field set to Always on the Customer or Item card it will automatically reserve items for you…or did I completely misunderstand that functionality when I read about it (it’s been a while).

6

Hi,

You can do the transaction in eiether ways.

But you try to think any business scenario from the customer point of view.

because the customer is the ultimate who is going to use the business application.

let us assume you are going with the first one(the transfer and sale Order)

for this the user who is using the application need to pass two type of entries

one transfer order from B to A and one Sales Order.

If you are directly creating a sales order (second one)

you need check whether the person who is entering the sales order in location A is having any control over the stock present in location B

and also check whether the company is having any trade agreements with the customer

for example if the company asks the customer to arrange thier own transportation for dispatch and aslo take the stock from location B

then no need to have a transfer order.

So finally any solution is depedent on the customers business view…

Hope It will Help You

Thanks

Kranthi

7

Thanks for the replies and advice.

Our two locations will be two geographically separate warehouses (we operate as a wholesaler/distributor). One is full service (carries all items) and the other stocked with higher turnover items. Low turnover items will be transferred as required.

Our business model is to take the order one day and deliver the next. We will have time to transfer the goods from one warehouse to another before they are due to be delivered.

Our instance of Navision is set to reserve stock when it is placed on a sales order. My understanding is that if i tie customers to one location, then they won’t reserve stock until the transfer order is completed. If I get users to alter location on the sales order line, then the stock will be reserved.

I favour the latter as it would mean that the customer who orders the stock first should always get it if demand exceeds supply.

Thanks for all the interest.

Regards

Adam