Dynamics 365 Business Central: Release Update 2020 Wave 1: Over Receive

Release Update 2020 Wave 1: Over Receive

Hey everyone. We're now going to get to the second video of this series of highlighting what's new, in the release one of 2020. So this was the first half of 2020. Obviously we're now in the second release of 2020, so we'll get there, we're doing a little bit of a catch-up.

But item number two, which was pretty interesting or interesting to me at least, was something about over receive. So what you can do now in Business Central is if you have a PO and you have a line, let's say you're buying a chair. And you have the quantity there for 20, you're going to buy 20 chairs and then you release the PO. And so when you're receiving, let's say for some reason the vendor shipped you 22 chairs. I know it doesn't happen very often, they probably always ship you less than what you ordered. But like, in some cases, like when you have variable weight, you're buying some fluids, for example, or let's say leafy greens, they might ship you a little bit more because it's not exact.

But in this case we got 22 chairs, so we're receiving 22 chairs. So quantity ... actually, let me just change that. Let's call it what it is in the system, we have quantity to receive. So if you put that as 22, but the quantity that you ordered was 20. When you hit 22 on this, after you release, remember you have to release it first. What the system will do is say, "Ah, so if you allowed over receive, it's okay to go up to 22." It will actually change this number to 22 and then it will put in something called over receive, which is two. So that's flagged on the line later.

So it keeps track of what you over received for. So if you were okay with over receiving, you set that up in the system. You can actually get 22, it modifies the quantity up to 22, puts in two for over receive, and you can post. And you know that this was over received by 20. So the code you set up is actually specifying by what percentage your tolerance is. So in this case, the tolerance was 10%, 22 would be okay, 23 would not. So you set up the tolerance percentages. So let's see that in the system, it's pretty neat, it's helpful for sure. So try it out.

Okay, so let's take a look at allowing for over receiving. Pretty good one. So if I go into over receipt codes right here, there's one set up, which is the over receipts 10, it allows us to receive quantity of 10% more than what we ordered and that's set up with 10% tolerance. You can actually check off here the approval required, I haven't tested that out, so go ahead and do that if you want to. But I'll show you the basic feature of this.

So if we go into vendors and take a look at the progressive home furnishing, I've changed this to allow for over receives, so I put in the over receive code here. So this vendor I'm okay with over receiving from. And then if I go into a purchase order and I'm just going to create a new one. And pick the vendor, so the progressive home furnishing is here and I'm going to put a Tokyo guest chair in here. And so I put in 20, so 20 we're going to order. And then I released the order. And now it's released, sent to the vendor, and we're waiting for the chairs to come in.

So the chairs come in and I'm going to go ahead and receive it, but I actually got two more, so I'm put 22. The system tells me I over received quantities recorded on the purchase order, it's okay with it. It actually changes the quantity on here, so I think that was kind of ... they're logging it for sure, with an over received quantity, so there's a code. However, the original is changed here, it's interesting to see how that actually flows. But the code comes in here, it was over received and tells you by how many. So that's how you can tell that this was over received and by how much. So I put 10%, if I would've gone into 23, which it's obviously more, then it fails. So 10%, 22 is what it takes.

So let's just go ahead and post that to make sure this is all good. Just hit post, receive and invoice, post all the way through. Everybody's happy and everything is good. Awesome.