Moving Your Inventory Using D365 Business Central
Moving inventory in Dynamics 365 Business Central isn’t one-size-fits-all. Depending on how your warehouse locations are configured, the tools and steps required can vary significantly. UG Expert Lewis Rosenberg breaks down the top three inventory movement methods, transfer orders, warehouse bin movements, and item reclassification journals, with live demonstrations across locations with both basic and advanced warehouse functionality.
Key Takeaways
- Transfer orders for location-to-location moves: Transfer orders are the go-to method for moving inventory between warehouse locations. For simple locations, a direct transfer posts in one step with no shipment or receipt required. For locations with advanced functionality (such as directed put-away and pick), warehouse receipts, put-aways, shipments, and picks are required.
- In-transit locations and transfer routes: When tracking what’s on the truck matters, skip the direct transfer and use an in-transit location. Transfer routes can be preconfigured to automatically populate the in-transit location when moving between specific locations, saving time on manual entry.
- Bin movements for within-location moves: When inventory stays in the same warehouse location but needs to move between bins, use the Movement Worksheet. You can pull bin contents by item, populate the worksheet, create a movement document, and register it; item tracking follows automatically.
- Item reclassification journal for quick adjustments: The item reclass journal is a fast, flexible tool for changing an item’s location, bin, lot number, or expiration date in one step. Note: It does not work with directed put-away and pick locations; use it only in basic warehouse setups.
- Audit trail matters: While inventory adjustments via the item journal or warehouse item journal are technically possible, transfer orders and movement worksheets provide a cleaner audit trail. Item ledger entries and warehouse entries can be used to review the full history of all movements.
