Dynamics 365 Field Service Inventory Capabilities

by | Updated September 15, 2020 | Dynamics CRM, Field Service

One of the more underappreciated and overlooked features of Dynamics 365 Field Service is its ability to handle inventory requirements. Many assume that you’ll need an ERP system to handle inventory, however, unless you have a complex setup, there’s a great chance that D365 Field Service can be your all-in solution.

Out-of-theBox D365 Field Service Inventory Capabilities:

  • Warehouse Configuration
  • Purchasing & Returns (RMA / RTV1)
  • Inventory Adjustments & Transfers
  • Inventory Journals
  • Consuming & Billing Products from Work Orders

Warehouse Configuration in D365 Field Service

Not only can you set to create multiple inventory locations, but they can also be both static and mobile. For example, create a ‘North Warehouse’ location, and then set up a ‘Truck 1, Truck 2, etc’ location for each vehicle in the field.

Then when issuing products to your field technicians, you can simply move the inventory from the North Warehouse to whichever Truck your field technician is assigned to.

The Inventory counts at each warehouse will be updated once consumed on a work order, or also any time a product is returned, transferred, or if an adjustment is made. Also set Reorder Points, and get visibility on Quantity Allocated as shown in the below screenshot example.

south warehouse

Purchasing and Returns in D365 Field Service

If your company uses PO’s to handle inventory purchases with vendors, you have the ability to track Purchase Orders and approvals on them right in Field Service, along with creating Purchase Order Receipts. After creating a PO Receipt for products, it will add the received products right to your warehouse inventory.

If you also handle Returns, Field Service will give you the option of creating an RMA. Upon creating an RMA, you can issue an RMA Receipt, confirming the product return. If you need to return a product to a vendor you can also create an RTV. On Returns, you can enter other information such as the shipper and tracking info.

purchasing and returns

Inventory Adjustments & Transfers in D365 Field Service

These features are important to maintaining accurate inventory levels. When a technician needs a part to complete a work order, you can quickly transfer one to their truck. Or if you have a defective part or need to reflect shrinkage, you can with a quick inventory adjustment.

inventory adjustments and transfers

Inventory Journals in D365 Field Service

Any time there is an inventory transaction, it can be found in the Inventory Journals. This is essentially your audit trail on your products and serves as an inventory ledger within Field Service.

inventory journals

Final Thoughts on D365 Field Service

For companies looking to keep costs down when looking for a software solution for field service, the out of the box inventory capabilities in Dynamics 365 Field Service should be considered. As your company grows, and inventory requirements become more complex, you may look to add an ERP solution for inventory.

The great thing here is that an integration with Dynamics 365 Field Service to your ERP system is an option. And if D365 Finance and Supply Chain Management is used, the integration will be a snap!

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

september

02sep10:00 am10:30 amThe Modern Manufacturer - Cycle Count Management

02sep12:00 pm12:30 pmBest Practices for Work Order Planning and Routing for Field Service Companies

09sep10:00 am11:00 amWhat is Levridge? An Overview of the Ultimate Ag Solution

09sep12:00 pm12:30 pmOverview of Microsoft Promotion for NAV and GP Clients

10sep11:00 am12:00 pmConfab with Stoneridge - Livestream - Field Service Comparisons

16sep10:00 am10:30 amThe Modern Manufacturer - Product Lifecycle Management

16sep12:00 pm12:30 pmHow to Upgrade to Dynamics 365 Finance and Operations: Examining Custom Code and ISV Implications

16sep2:00 pm2:30 pmScheduling and Dispatching for the Modern Field Service Company

23sep12:00 pm1:00 pmDynamics 365 Business Central Wave 2 Release Preview - An Overview of the Most Exciting New Features Coming in October

24sep11:00 am12:00 pmConfab with Stoneridge - Livestream - The Modern Workplace: Teams, Sharepoint, Outlook, Office, and AI Integration

30sep10:00 am10:30 amThe Modern Manufacturer - Return Management

30sep12:00 pm12:30 pmEmpowering Your Field Service Technicians with a Mobile Solution

october

07oct12:00 pm1:00 pmThe Three Paths to Business Central from Dynamics GP

08oct11:00 am12:00 pmConfab with Stoneridge - Livestream - The Vision and Strategy of Microsoft Business Systems

14oct10:00 am10:30 amThe Modern Manufacturer - Complex Cost Modeling

14oct12:00 pm12:30 pmGenerating Custom Inspection or Process Forms

19octAll Day22Stoneridge Connect Fall 2020

22oct11:00 am12:00 pmConfab with Stoneridge - Livestream - Stoneridge Connect Recap

28oct10:00 am10:30 amThe Modern Manufacturer - Engineering Change Orders

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X