Dynamics 365 Finance & Operations

Inventory analysis

Reports and dashboards designed for critical analysis.

Key dashboards

  • Inventory analysis Provides a summary of stock levels, turnover rates, and valuation.
  • Stock aging analysis Tracks aging inventory to prevent obsolescence and optimize stock rotation.
  • Demand planning analysis Analyzes open orders, delays, and fulfillment rates.

Key metrics

  • On-hand quantity
  • On-hand value
  • Inventory turnover rate
  • Average monthly sales
  • Quarantine stock
  • Days of stock
  • Weeks on-hand
  • Days since last usage
  • Avail physical quantity
  • Fill rate

Availability reports

  • Inventory on-hand Displays current stock levels across warehouses and locations, and dimensions.
  • ABC classification Categorizes inventory based on importance for better stock control.
  • Overstock and understock Identifies inventory levels exceeding or falling short of optimal stock quantities.
  • Inventory turn Measures how frequently stock is sold and replaced over a given period.
  • Safety stock analysis Evaluates stock levels against defined safety thresholds to prevent shortages.

Planning reports

  • Demand vs. supply Compares forecasted demand with available and planned inventory supply.
  • Reorder point analysis Identifies items that need replenishment based on stock levels and reorder policies.
  • Open purchase orders Lists pending purchase orders and expected delivery dates.
  • Procurement lead time Analyzes supplier delivery times to improve inventory planning
  • Vendor-managed inventory Provides insights into inventory levels maintained by suppliers.

Movement reports

  • Inventory transactions Lists all inbound and outbound inventory movements.
  • Warehouse transfers Tracks inventory movement between different warehouses or storage locations.
  • Inventory adjustments Summarizes manual stock adjustments and their financial impact
  • Picking and packing efficiency Evaluates warehouse fulfillment speed and accuracy.
  • Quarantine items Monitors quarantined inventory with near real-time insights for efficient quality control and compliance.

Valuation reports

  • Inventory valuation Provides details on physical and financial inventory quantities and amounts to aid in reconciliation.
  • Inventory aging Analyzes the age of stock, identifying slow-moving or obsolete inventory.
  • Costing sheet analysis Breaks down inventory costs, including materials, labor, and overhead.
  • Standard cost variance Compares actual vs. standard costs for inventory items.
  • Inventory revaluation Tracks adjustments in inventory value due to cost changes.