How to Perform an Inventory Recalculation in D365

If there is an issue with an item/s cost that doesn’t appear correctly, often running an Inventory recalculation can true up the cost. Only run this process if Accounting agrees to it and only run it after-hours.

Navigate to

Inventory management >> Periodic tasks >> Closing and adjustment

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This will open the Inventory closing and adjustment page.

Click the “Recalculation” button at the top.

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This will open the Recalculate inventory flyover pane on the right side.

Specify the Recalculate inventory up to date. (Accounting will provide this, if they’re not sure, today’s date or the last date in the most recent period is probably the one to use) Period close is just another selector for this field.

Choose the Specification (You can run for every item, an Item group, or a specific Item number)

Enter a description in the Note field.

If you need to filter anything, use the Filter button in the Records to include fasttab.

If you need the recalculation to run on a regular basis, choose the “Recurrence” button.

Enter a unique Task description and click the “OK” button.

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The recalculation job will only run in Batch processing mode.

To see the job status, navigate to

System administration >> Inquiries >> Batch jobs

Where you can filter by your Task description.

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