The Microsoft Dynamics Inventory can also be created based on inventory orders and physical inventories. In Navision or Business Central, inventory orders are located under the “Warehouse” item. If a new inventory order is created, a description can be stored in the order header and the responsible employees (resources) can be selected. In the inventory order, as well as in the inventory record sheet, all stocks to be counted must be calculated for the Navision inventory.
The “Calculate lines” function is used to access the filter settings when creating an inventory, in order to restrict the counting range. Possible filter settings include product groups, storage locations or storage bins. After selecting the filter settings, the lines of the inventory order are filled accordingly in Microsoft Navision or Business Central.
To record the actual quantities, a corresponding physical inventory must first be created. For this purpose, the order can consist of any number of entries and—in contrast to the Dynamics NAV inventory based on the inventory record sheet—contains information about the person who entered the data, the date of entry, and the time of entry.
Similar to the procedure for inventory record sheets, count lists are printed and distributed to personnel for Microsoft Navision inventory. Here too, the quantities counted and item tracking information, i.e. serial numbers and batches, are recorded in writing on paper.
Following the physical count of stocks, information is transferred from the count lists to the physical inventories. The information is then transferred to the lines of the inventory order and, after successful verification in Navision/Business Central, the inventory is recorded. Here, too, the item postings are adjusted based on any changes, corrections, and additions, with associated inventory items generated via Microsoft Dynamics.