This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 2.
The 5th of the new functionality in the Application section is view item availability in Field Service work orders.
When integrated with Business Central, technicians and dispatchers can get insight into item availability for a specific warehouse or technician’s truck on a work order in Field Service. Having this information readily available helps businesses optimize work order scheduling, avoid unnecessary (travel) costs, and at the same time, optimize their service and purchasing operations.
Enabled for: Users by admins, makers, or analysts
Public Preview: –
General Availability: Oct 2024
Feature Details
You can integrate, configure, and customize Field Service warehouses with Business Central’s locations. The integration can give you information about the availability of a product or item at a specific location. To manage the synchronization of data, Microsoft have added a unidirectional (from Business Central) integration table mapping between Business Central locations and warehouses in Field Service. To use the new integration table mapping, in Business Central you must turn on the Location Mandatory toggle on the Inventory Setup page.
Business Central synchronizes locations with the following settings on the Location Card page:
- The Use as In-Transit toggle is turned off.
- Project Consump. Whse. Handling is different from Warehouse Pick (mandatory)
- Assm. Consump. Whse. Handling is different from Warehouse Pick (mandatory)
On the Locations and Location Card pages, you can use the Dynamics 365 Field Service action to open a coupled location in Field Service, synchronize it, set up and delete couplings, and view synchronization logs.
You can use Open in Business Central in Field Service to open a location in Business Central that’s coupled to a warehouse in Field Service.
You can now view the allocated product quantity from work orders in Field Service as part of the gross requirements in Business Central’s inventory availability calculation. Demand generated by orders in Field Service automatically become an input for planning.
On the Field Service side, on a work order, technicians can check how much of particular product is available at a warehouse they specify.
My Opinion
This sounds like one of those things which I’d probably have expected to be already present, so it is good to see that it is being made available.
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