Real-Time Stock Information in ERP

Real-Time Stock Information Based on Projected Available Balance

The projected available balance is the calculated available inventory. It takes into account how many units of an item are physically available minus quantity on sales orders plus quantity that is planned to be delivered to the warehouse (calculated based on the data in the Item Availability table).

To see the projected available balance for an item, in Microsoft Dynamics NAV click: Sales & Marketing > Inventory & Pricing > Lists > Items. Open a necessary item and at the top of the window, click: Related Information > Item > Item Availability by > Period.

Real-Time Stock Information Based on Lead Time

The estimated delivery date is calculated based on the lead time in ERP using the following formula:

Current date + Lead time in ERP = Estimated delivery date

For example, the current date is September 19, and the lead time set in ERP is 3 days, as a result, the estimated delivery date shown on the product details page will be September 22.

In Microsoft Dynamics NAV click: Sales & Marketing > Inventory & Pricing > Lists > Items. Open a product and on the Replenishment FastTab, use the Lead Time Calculation field to set the lead time for a product. You should use the standard Microsoft Dynamics NAV date formulas in the Lead Time Calculation field. For more information about date formulas in Microsoft Dynamics NAV, see How to: Enter Dates and Times on the Microsoft website.

Real-Time Stock Information Based on Projected Available Balance

The projected available balance is the calculated available inventory. It takes into account how many units of an item are physically available minus quantity on sales orders plus quantity that is planned to be delivered to the warehouse (calculated based on the data in the Item Availability table).

To see the projected available balance inventory for an item, in Microsoft Dynamics 365 Business Central click on the search button  and enter Items. Open a necessary item and click: Item > Item Availability by > Period.

Real-Time Stock Information Based on Lead Time

The estimated delivery date is calculated based on the lead time in ERP using the following formula:

Current date + Lead time in ERP = Estimated delivery date

For example, the current date is September 19, and the lead time set in ERP is 3 days, as a result, the estimated delivery date shown on the product details page will be September 22.

In Microsoft Dynamics 365 Business Central click on the search button  and enter Items. Open a product and on the Replenishment FastTab, use the Lead Time Calculation field to set the lead time for a product. You should use the standard Microsoft Dynamics 365 Business Central date formulas in the Lead Time Calculation field. For more information about date formulas in Microsoft Dynamics 365 Business Central, see Use Date Formulas on the Microsoft website.

Real-Time Stock Information Based on ATP Inventory

ATP (available-to-promise) is the quantity of a product that is available and can be promised to a customer on a specific date. ATP allows companies to forecast the quantity of products that might be available on a certain date to fulfill the orders customers place.

To see the ATP inventory for a product, in Microsoft Dynamics AX open a necessary product, on the Sell tab, in the Sales order section, click ATP information. Select the site and at the top of the form, click Calculate ATP.

Real-Time Stock Information Based on Sales Lead Time

The estimated delivery date is calculated based on the sales lead time in ERP using the following formula:

Current date + Sales lead time in ERP = Estimated delivery date

For example, the current date is September 19, and the sales lead time set in ERP is 3 days, as a result, the estimated delivery date shown on the product details page will be September 22.

In Microsoft Dynamics AX it is possible to set up the default sales lead time, for a specific product and site.

Set Up a Default Sales Lead Time

In Microsoft Dynamics AX click: Accounts receivable > Setup > Accounts receivable parameters > Shipments. Set the value in the Sales lead time field.

Set Up a Sales Lead Time for a Product

In Microsoft Dynamics AX click: Product information management > Common > Released products. Open a product and at the top of the window click: Manage inventory > Default order settings. On the Sales order tab, select the Override sales lead time checkbox and enter the necessary value in the Sales lead time field.

Set Up Site Specific Sales Lead Time

In Microsoft Dynamics AX click: Product information management > Common > Released products. Open a product and at the top of the window click: Manage inventory > Site specific order settings. On the Sales order tab, select the Override checkbox and enter the necessary value in the Sales lead time field.

Real-Time Stock Information Based on ATP Inventory

ATP (available-to-promise) is the quantity of a product that is available and can be promised to a customer on a specific date. ATP allows companies to forecast the quantity of products that might be available on a certain date to fulfill the orders customers place.

To see the ATP inventory for a product, in Microsoft Dynamics 365 for Finance and Operation open a necessary product, on the Sell tab, in the Sales order section, click ATP information. Select the site and warehouse and at the top of the form, click Recalculate ATP quantity.

Real-Time Stock Information Based on Sales Lead Time

The estimated delivery date is calculated based on the sales lead time in ERP using the following formula:

Current date + Sales lead time in ERP = Estimated delivery date

For example, the current date is September 19, and the sales lead time set in ERP is 3 days, as a result, the estimated delivery date shown on the product details page will be September 22.

In Microsoft Dynamics 365 for Finance and Operations it is possible to set up the default sales lead time, for a specific product and site.

Set Up a Default Sales Lead Time

In Microsoft Dynamics 365 for Finance and Operations click: Accounts receivable > Setup > Accounts receivable parameters > Shipments. Set the value in the Sales lead time field on the Delivery control FastTab.

Set Up a Sales Lead Time for a Product and Site

In Microsoft Dynamics 365 for Finance and Operations click: Product information management > Products > Released products. Open a product and at the top of the window click: Manage inventory > Default order settings. On the Sales order FastTab, enable the option Override sales lead time and enter the necessary value in the Sales lead time field. It can be set for a specific site.

Real-Time Stock Information Based on Purchase / Production Orders (MRP 2)

Estimated delivery dates are displayed in the Sana webstore based on the open purchase and / or production orders in SAP S/4HANA depending on the procurement type of a material. You can configure it on the MRP 2 tab of a material.

The available procurement types are:

• E: The material is produced in-house. Open production orders are considered to show the estimated delivery dates in the Sana webstore.

  SAP S/4HANA identifies the earliest completion date as the estimated delivery date. The quantity available on this date in the open production orders is used as the available quantity.

• F: The material is produced externally. Open purchase orders are considered to show the estimated delivery dates in the Sana webstore.

  SAP S/4HANA selects the earliest delivery date as the estimated delivery date. The quantity available on this date in the open purchase orders is used as the available quantity.

• Blank (No procurement) or Type X (Both procurement types): Both open purchase orders and production orders are considered to show the estimated delivery dates in the Sana webstore.

  SAP S/4HANA selects the earliest delivery / completion date as the estimated delivery date. The quantity available on this date, combining both open purchase orders and production orders, is used as the available quantity.

Real-Time Stock Information Based on Total Replenishment Lead Time (MRP 3)

To calculate the estimated delivery date, you can use Total Replenishment Lead Time on the MRP 3 tab of a material.

The estimated delivery date is calculated using the following formula:

Current date + Total Replenishment Lead Time (MRP3) in SAP S/4HANA = Estimated delivery date

For example, the current date is September 19, and the total replenishment lead time set in ERP is 3 days, as a result, the estimated delivery date will be September 22.

You can show the replenishment dates for a specific plant. Otherwise, it will be taken for the first available plant entry. For more information, see Default Plant.