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Inventory availability in dual-write

  • Article

By using inventory availability, you can check your inventory before you add a product to the Quotations, Orders, or Invoices page in Microsoft Dynamics 365 Sales. For example, you check inventory and determine a fulfillment date as one key task in the prospect-to-cash process.

If you don't have enough inventory, you can estimate a delivery date, based on projected inventory receipts and issues. You can also check the product's available-to-promise (ATP) information, where you can find the ATP quantity in the predefined time fence.

On-hand inventory

In Dynamics 365 Sales, a new On-hand Inventory button has been added to the header of the Quotes, Orders, and Invoices pages. When you select this button, a dialog box appears, where you can specify the company and the product that you want to check the on-hand inventory for. This dialog box shows the same information as On-hand inventory.

The dialog box returns the inventory information from Dynamics 365 Supply Chain Management. This information includes the following quantities:

  • On-hand quantity
  • Reserved on-hand quantity
  • Available on-hand quantity
  • Ordered quantity
  • On-order quantity
  • Reserved ordered quantity
  • Total available quantity

ATP information

In Sales, a new ATP Information button has been added to line items on the Quotes, Orders, and Invoices pages. When you select this button, a dialog box appears, where you can specify the company, product, inventory site, inventory warehouse, and order quantity. This dialog box has the same settings that are described in Order promising.

The dialog box returns the ATP information from Supply Chain Management. This information includes the following quantities:

  • ATP quantity
  • Receipt quantity
  • Issue quantity
  • On-hand quantity

How it works

When you select the On-hand Inventory button on the Quotes, Orders, or Invoices page, a live dual-write call is made to the Onhand inventory API. The API calculates the on-hand inventory for the given product. The result is stored in the InventCDSInventoryOnHandRequestEntity and InventCDSInventoryOnHandEntryEntity tables, and then is written to Dataverse by dual-write. To use this functionality, you need to run the following dual-write maps. Skip initial synchronization when you run the maps.

  • CDS inventory on-hand entries (msdyn_inventoryonhandentries)
  • CDS inventory on-hand requests (msdyn_inventoryonhandrequests)

Templates

The following templates are available for the exposing the onhand inventory data.

Finance and operations apps Customer engagement apps Description
CDS inventory on-hand entries msdyn_inventoryonhandentries
CDS inventory on-hand requests msdyn_inventoryonhandrequests