Practice Lab 11 - Inventory

Scenario

Contoso Coffee stores their inventory in warehouses. Once a work order is ready to be delivered, inventory is transferred from a warehouse to the truck that a technician will be driving to deliver the work order.

You need to transfer the inventory from a physical warehouse to a technician’s truck.

Exercise 1 – Manage inventory

In this exercise you will add inventory to a warehouse and then transfer it to a truck.

Task 1 – Setup inventory in Warehouse

  1. In the Dynamics 365 Field Service app, click the Inventory area in the bottom-left of the sitemap, and in the Inventory group select Warehouses.

  2. Edit the Main warehouse.

  3. Click Related and select Product Inventory.

  4. Click + New Product Inventory.

  5. Select the [your prefix] Remote Printer product you created in a previous lab for Product.

  6. Select the Primary Unit for Unit.

  7. Click Save & Close

Task 2 – Inventory adjustment

  1. In the Dynamics 365 Field Service app, click the Inventory area in the bottom-left of the sitemap, and in the Inventory group select Adjustments.

  2. Click + New.

  3. Select Main for Warehouse.

  4. Click Save.

  5. Select the Products tab.

  6. Click + New Inventory Adjustment Product.

  7. Select the [your prefix] Remote Printer product you created in a previous lab for Product.

  8. Select the Primary Unit for Unit.

  9. Enter 10 for Quantity.

  10. Click Save and Close.

  11. Click Save & Close.

Task 3 – Inventory transfer

  1. In the Dynamics 365 Field Service app, click the Inventory area in the bottom-left of the sitemap, and in the Inventory group select Transfers.

  2. Click + New.

  3. Select Main for Source Warehouse.

  4. Select [your prefix] Truck for Destination Warehouse.

  5. Click Save.

  6. Click + New Inventory Adjustment Product.

  7. Select the [your prefix] Remote Printer product you created in a previous lab for Product.

  8. Select the Primary Unit for Unit.

  9. Enter 3 for Quantity.

  10. Click Save and Close.

  11. Click Save & Close.

  12. In the Dynamics 365 Field Service app, click the Inventory area in the bottom-left of the sitemap, and in the Inventory group select Product Inventory and review the inventory lines.