How to Track Pending Deliveries in Microsoft Dynamics 365 Finance & Operations

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For companies (like manufacturers and distributors) that need to manage inventory, keeping track of pending deliveries is crucial. Microsoft Dynamics 365 Finance and Operations offers robust tools to help manage these processes efficiently. This article will show why tracking pending deliveries is essential and how to do it effectively in D365 F&O.

Why Track Pending Deliveries?

There are many warehouse and accounting processes that we could analyze. So what benefit is there to keeping tabs on pending deliveries?

  1. Inventory Accuracy: It helps you reconcile products received by dock workers with purchase orders in the system and ensure the process comes full circle.
  2. Efficient Workflow: You’ll be able to identify deliveries that have been delayed and take appropriate action, be it notifying your customers or making other arrangements with your suppliers.
  3. Accounting Consistency: Preventing discrepancies in accounting records, especially if a dock worker or manager forgot to register certain transactions, or during month-end closures.
  4. Customer Satisfaction: Accurate records, timely receiving, and properly managed inventory ensure timely delivery to the customer, thus maintaining customer confidence in your company and brand.

Want to see a demo of this functionality?

You can see these steps demonstrated in one of our tips & tricks videos. You can also browse our library for other useful features to get the most out of Dynamics 365.

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Tracking Pending Deliveries in D365 F&O

Now, armed with knowledge of the benefits, let’s see how easy it is to put this process into practice in your company. Here’s a step-by-step guide on how to track pending deliveries:

Step 1: Navigate to the Dynamics 365 Cost Management Module

  • In D365 F&O, go to the Cost Management module.
  • Click on Inquiries and Reports, then select Inventory Accounting and Inquiries.
  • Select Transactions. This page records every inventory transaction in your system.

Use the Transactions screen in Microsoft Dynamics 365 F&O to help you track pending deliveries.

Step 2: Customize the View

  • Insert the necessary columns for tracking. Key columns include Number, Reference, and Status.
  • Receipt Status is crucial for tracking the status of inbound transactions (e.g., Purchase Orders, finished goods).

Add the appropriate columns

Step 3: Filter for Dynamics 365 Registered Transactions

  • Filter the Receipt Status to find transactions marked as Registered.
  • NOTE: Registered status indicates items have been acknowledged on the mobile device but not yet received in the system by the dock coordinator or manager.

Filter the Receipt Status by

Step 4: Identify and Analyze Pending Deliveries in Dynamics 365

  • There will be various transaction types in the list (Sales Orders, Purchase Orders, etc.) In this case, you’ll be looking for Purchase Orders.
  • Add the Inventory Date column to determine when the registration was completed.

Step 5: Addressing the Findings

  • Now that you’ve found the transactions in question, investigate the reasons why they were never “received”.
  • Communicate with warehouse managers or dock coordinators to update the system.

Western Computer Helps You Get the Most Out of Dynamics 365 F&O

Tracking pending deliveries in Microsoft Dynamics 365 Finance and Operations is a vital process for maintaining accuracy and efficiency in warehouse operations. By following these steps, warehouse workers can easily identify and rectify discrepancies, ensuring smooth operations and accurate inventory management.

For more tips, tricks, and guidance in implementing or optimizing Microsoft Dynamics 365 Finance & Operations, turn to the experts at Western Computer.

Contact us today! Our team of experts is ready to assist you in maximizing the potential of your Microsoft Dynamics ERP solution.

 

By Western Computer | www.westerncomputer.com

 

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