When Will It Be Here, How Much Are We Getting?
Having your inventory items in CRM has been for a major boon to productivity for many of our distribution customers. What often happens is that the purchasing agents are constantly being asked by sales folks, "When are we going to have a given product in stock,?" and "How many are we expecting to get?" It seems like a simple request. The technical issue is that SL is set up to manage multiple warehouses (sites), and when you find the table that contains the inventory quantities you will find that there is a one-to-many relationship between inventory items and sites, and there are about sixteen different fields that represent quantity.
Our solution has been to build a view in the SL app database with the following criteria, and then build a DTS that plunks the ReqDate and QtyOnPo into fields on the CRM inventory items. In the Scribe DTS we are using a time-based DTS and using the lUpd_DateTime field with a Date Diff formula. The sync status fields normally used do not get fired during quantity updates, or Purchase Order Transactions until the product is received. So this solved several problems at once.
Build a view in SL app:
SELECT TOP (100) PERCENT a.InvtID, SUM(a.QtyOnHand) AS QtyAvail, AVG(a.AvgCost) AS AverageCost, SUM(a.QtyOnPO) AS QtyonPo, a.LUpd_DateTime,
MAX(c.RequiredDate) AS ReqDate
FROM dbo.ItemSite AS a INNER JOIN
dbo.Inventory AS b ON a.InvtID = b.InvtID LEFT OUTER JOIN
dbo.POReqDet AS c ON a.InvtID = c.InvtID
WHERE (b.TranStatusCode = 'AC')
GROUP BY a.InvtID, a.LUpd_DateTime
ORDER BY a.InvtID



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