Synchronize inventory transfers and adjustments from Field Service to Supply Chain Management

Important

Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.

This topic discusses the templates and underlying tasks that are used to synchronize inventory adjustments and transfers from Dynamics 365 Supply Chain Management to Dynamics 365 Field Service.

Synchronization of business processes between Supply Chain Management and Field Service

Templates and tasks

The following template and underlying tasks are used to synchronize inventory adjustments and transfers from Field Service to Supply Chain Management.

Templates in Data integration

  • Inventory Adjustment (Field Service to Supply Chain Management)
  • Inventory Transfers (Field Service to Supply Chain Management)

Tasks in the Data integration projects

  • Inventory Adjustments
  • Inventory Transfers

Entity set

Field Service Supply Chain Management
msdyn_inventoryadjustmentproducts CDS Inventory adjustment journal headers and lines
msdyn_inventoryadjustmentproducts CDS inventory transfer journal headers and lines

Entity flow

Inventory adjustments and transfers made in Field Service will synchronize to Supply Chain Management after the Post status changes from Created to Posted. When this occurs, the adjustment or the transfer order will be locked and become read only. This means that adjustments and transfers can be posted in Supply Chain Management, but cannot be modified. In Supply Chain Management, you can set up a batch job to automatically post the adjustments and transfer inventory journals that have been generated during the integration. See the following prerequisites for details on how to enable the batch job.

Field Service CRM solution

The Inventory unit field has been added to the Product entity. This field is needed because the Sales and Inventory unit is not always the same in Supply Chain Management, and the Inventory Unit is needed for the Warehouse Inventory in Supply Chain Management. When you set the product on an Inventory adjustment product for both Inventory adjustments and Inventory transfers, the unit will be fetched from the inventory product value. If a value is found, the Unit field will be locked on the Inventory adjustment product.

The Post status field has been added to both the Inventory adjustment entity and the Inventory transfer entity. This field is used as a filter when an adjustment or transfer is sent to Supply Chain Management. The default for this field is Created (1), however it is not sent to Supply Chain Management. When you update the value to Posted (2), it is sent to Supply Chain Management, but after that you will no longer be able to change the adjustment or transfer or add new lines.

The Number sequence field has been added to the Inventory adjustment product entity. This field ensures that the integration has a unique number, so the integration can create and update the adjustment. When you create your first inventory adjustment product, it will create a new record in the P2C AutoNumber entity to maintain the number series and the prefix that is used.

Prerequisites and mapping setup

Supply Chain Management

The integration inventory journals generated by the integration can automatically be posted using a batch job. This is enabled from Inventory management > Periodic tasks > CDS integration > Post integration inventory journals.

Template mapping in Data integration

The following illustrations show the template mapping in Data integration.

Inventory adjustment (Field Service to Supply Chain Management): Inventory adjustment

Template mapping in Data integration

Inventory transfer (Field Service to Supply Chain Management): Inventory transfer

Template mapping in Data integration