Stay in the loop

This October, the Dynamics 365 Business Central community is heading to Paris – and so are we. On October 27–29 , Xpand Portal will be at Directions EMEA 2026 , joining Microsoft partners, ISVs, consultants, developers, and business leaders from across the ecosystem. For us, Directions is an opportunity to meet partners in person, exchange ideas, and talk about the real challenges their Business Central customers are facing today. Xpand Portal is a self–service portal integrated with Microsoft Dynamics 365 Business Central , giving customers, vendors, and partners secure access to the data and workflows relevant to them. It can support scenarios such as: - Customer order management and order tracking - Invoices, balances, and payment information - Customer service and project collaboration - Vendor and partner communication - Document sharing and other ERP–based self–service processes Companies can start with one focused use case and expand the portal as their needs grow.

Good planning defines business success. However, when a planning gap occurs, the ability to utilize available substitute resources can become a safeguard against unwanted financial and reputation losses, especially if sales orders have been created and confirmed by the customers. In this article, we will discuss a business case in which a company needs to transfer quantities from one item to another substitute item, and how to avoid the pitfalls that come with this process, such as when item tracking and directed put-away and pick locations are used. Recently, one of our customers experienced a situation in which his sales person created multiple sales orders for item A. Later, the sales person discovered from the available inventory figures that he would not be able to cover sales order demand with item A. For whatever reason, the purchasing department was not able to replenish inventory of item A before the deadline. At the same time, the sales person noticed that the warehouse bins contained abundance of item B, which was a direct alternative to item A. Changing the item number on the sales lines would mean redoing hundreds of sales orders and recommunicating with the customers, so transferring of the quantities from item A to item B would be a time-saver. The company used lot item tracking for all of its items and the location was directed put-away and pick, so the question was how the quantity from item B could be transferred to item A with all corresponding lot number information so that the sales person did not have to redo hundreds of sales orders. In case you use directed put-away and pick locations as well as item tracking , the process of transferring quantities from item A to item B becomes significantly more complicated. In this article, we will share with you our knowledge on how to transfer item quantity under such conditions When such cases emerge, the accountants actually do practice transferring some quantity from one item to another but as long as they sit in the same G/L account. NOTE: This article describes only the transaction recording aspect of the process, but not communicating with the warehouse personnel regarding changing of the labels on the items. Standard reclassification journals do not cover the needs of this case, so they are not used.