NuBeTech’s free tool, Incoming Delivery Dashboard, is useful for those wanting complete visibility on incoming deliveries. This free add-on for Dynamics 365 Business Central manages incoming deliveries for your purchases, including on Purchase Orders, Quotes, Invoices, Credit Memos, Blanket Orders, and Return Orders. By daily accessing Incoming Delivery Dashboard, you can easily recognize which lines have an expired “Expected Receipt Date”.
This Dashboard groups these documents into a single page, letting you filter them according to any of the following criteria:
- Document Type
- Vendor No.
- Outstanding Quantities
- Document Status
- Document Date
- Gen. Bus. Posting Group
- Gen. Prod. Posting Group
Within the page header, enable “Only outstanding qt.ies.” if you want to look at lines where outstanding quantities are greater than zero. Click “Update Line”, to refresh the page:
The displayed document numbers are color coded, so you can easily check the “Expected Receipt Date” of every line.
For lines with outstanding quantities greater than zero, color depends upon the Expected Receipt Date.
Red: The “Expected Receipt Date” is before Business Central’s “Work Date”.
Yellow: The “Expected Receipt Date” is after the “Work Date” but before the warning date.
Green: The warning date is after or corresponds exactly to the “Work Date”.
As with any List Page, you can take advantage of Microsoft’s “Share” button to export the filtered data to Microsoft Excel:
Business Use Case
One important goal in any distribution environment is to keep track of expired Purchase Orders not delivered yet, as shown in the following example:
Setup
Accessing “Purchases & Payables Setup” within Business Central allows you to set up the Dashboard.
After clicking the “Incoming Delivery Dashboard” FastTab, enter a number within “Warning Range Days”.
For example, entering “5” means that document numbers containing Expected Receipt Dates that will occur five days from now will be colored in yellow:
For any additional questions about this process or how Incoming Delivery Dashboard can help your Business Central environment, please reach out to us at Support@BondConsultingServices.com
