Product Overview

In the Product Overview you look up any released item in D365 and see everything about it in one place: stock, coverage and order settings, units, the BOM and how many you can make right now, routes, where the item is used, open orders, attachments and prices.

The page only reads. Nothing is changed in D365.

Finding an item

  1. Choose the Company at the top. With Auto you search your own default company in D365. If the company isn't listed, type it under Manual and click OK.
  2. Type an item number or search name in Search…. Several items at once? Separate them with ;, for example 1001; 1002.
  3. Click an item. The detail panel on the right opens.

With Products and Variants above the list you switch between items and their variants (colour, size, style, configuration, version). Each view remembers its own search, sorting and filters.

Refresh (or F5) fetches the data again.

Filtering and columns

  • Right-click a cell → Filter on offers Equals, Contains, Starts with, Greater than and Clear filters, among others. You can pin a filter.
  • Save preset stores the current filters under a name. Click the chip later to apply them again.
  • Columns chooses which columns you see. Besides the default columns, you can add almost any item field from D365. Reset to default puts the layout back.
  • The menu in a column header sorts, filters, hides the column or shows a Calculation (minimum, maximum, average, total).

The stock and vendor columns can't be sorted or filtered.

Reading the list

Column Meaning
Physical inventory What is physically in stock
Available physical Physical inventory minus what is reserved
Physical reserved Reserved for orders
Cost price Per unit. If it is followed by ×N, the cost price in D365 is per N pieces.
Vendor Name, with the account number small behind it

Numbers are green when positive, grey at zero and red when negative.

The bar to the left of a row:

  • red: available is negative;
  • grey: nothing available, or less than 20 % of the stock;
  • green: otherwise.

The detail panel

At the top you see the item, its type and lifecycle state, and a stock line:

Status When
🚨 Shortage Available is negative: immediate action needed.
⚠️ No stock Nothing is available. Check incoming orders.
⚠️ Low stock Less than 20 % of the stock is available.
⚠️ Below minimum stock Available is below the minimum from the coverage settings.
✅ Sufficient stock None of the above.

Next to it are the net position (available + inbound − outbound) and, if a minimum is set, 🛡 MIN. If stock is in quality inspection, a badge says how much.

Note

In D365, available means "not reserved", not "usable". Stock with a blocked status, such as quarantine, counts as available. In the Inventory tab, click a warehouse to see per location and status what is actually usable.

Show in list (Alt+L) jumps back to the item in the list. The Auto-open detail button decides whether a click in the list opens the panel.

The tabs

Tab What you see
Info General details and the packaging
Pricing Prices per company and the cost build-up, with Open in DynCost Calculator
Inventory Stock per site, company and warehouse, across all companies. Click a warehouse for locations and status.
Coverage & ordering The coverage settings (min, max, reorder point, lead time) and the default order settings for inventory, purchase and sales
Units The unit conversions and a calculator
BOM The BOM as a tree. Per line the stock and how many you can make from it.
Routes The operation routes
Where Used The active BOMs that use this item, up to four levels deep
Production, Purchase, Sales, Transfer The orders for this item, by default only the open ones. Filter by date, status or text.
Purchase Agreements The agreements for this item
QMS The quality orders
Attachments The attachments from D365
Vault The drawings and files from Vault
Transactions The warehouse work for this item

Your administrator can hide tabs for you.

How many can I make?

The BOM tab works out per line how many finished products you can make with the available stock, including scrap. At the top, Total can make: × N is the line that runs out first. Services and vendor lines don't count. With the warehouse picker you calculate with each line's default warehouse, or with one particular warehouse.

More actions

Right-click an item in the list for, among others:

  • View details;
  • Open in D365: opens the item in D365. For a configured item you choose the base product or the configuration;
  • View article forecast (the Article Forecast) and View article mutations;
  • DynCost Calculator: calculate the cost price;
  • Print… with a template from Document Designer (up to 50 rows at a time);
  • Copy and Copy row as text;
  • Refresh inventory.

Which actions you see depends on the pages enabled for you.

Clicking the item number opens the article forecast by default. You can change that per column with Hyperlink in the column menu.

Tip

The page has no export to Excel. To use data elsewhere, copy cells or rows, or print with a template.

Messages

Message What to do
Waiting for D365 session… Sign in to D365; the page loads by itself once you are connected.
No products found. Check the search term, the filters and the company.
No orders found. Widen the status or dates in the tab.
No Access (on purchase agreements) Your D365 account lacks the right to read purchase agreements. Ask your administrator.
No detail tabs are available for your account. Your administrator has hidden all tabs.
You do not have the rights to see the cost build-up. The cost build-up needs the right See cost prices.

If your administrator has switched off seeing prices or cost prices for you, those amounts and columns disappear from the page.