Small and medium business | Business Central, N...

Sales Order Agent is always checking Inventory availability

(6) Share

Report

Posted on by NB-15011357-0

We are doing some testing on the Microsoft Business Central Sales Order Agent. We are a make to order business, so we do not have stock of our finished goods.

We currently have select only available items "off", which I believe according to documentation should bypass the availability check, however on all the orders we are testing on it is still checking for item availability. Is there something that we are missing with needing to bypass inventory availability checks?

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

YUN ZHU 97,897 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hi, According to Microsoft's docs, inventory checks are still in place; the control is whether creating a quote is still possible when inventory is insufficient.

https://learn.microsoft.com/en-us/dynamics365/business-central/sales-order-agent-setup?wt.mc_id=DX-MVP-5004336&tabs=inquiries%2Csoaconfig#configure-and-activate-sales-order-agent

Thanks

ZHU

Thanks.

ZHU

1 people found this reply helpful.

Was this reply helpful? Yes No
Suggested answer

Khushbu Rajvi. 21,573 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

Hope this helps too:https://learn.microsoft.com/en-us/dynamics365/business-central/sales-order-agent-item-availability

https://community.dynamics.com/forums/thread/details/?threadid=653104cf-2bca-f011-bbd3-0022482c1fca

1 people found this reply helpful.

Was this reply helpful? Yes No
Suggested answer

OussamaSabbouh 10,840 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

Hello,

Even with “Select only available items” turned OFF, the Sales Order Agent still performs a basic availability validation when it actually creates quotes/orders, and for true make-to-order items with zero on-hand and no existing supply, it will still flag them as unavailable. That toggle mainly affects item search/suggestion logic, not the hard availability check at document creation, and the agent also does not automatically create MTO supply (production/assembly/planning demand). As of now, the agent is effectively biased toward sell-from-stock or pre-planned supply scenarios, so pure MTO flows without prior supply are a known limitation rather than a missing setup on your side.

Regards,
Oussama Sabbouh

3 people found this reply helpful.

Was this reply helpful? Yes No
Suggested answer

Jeffrey Bulanadi 9,106 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!
Hi,

You’re not missing a setup, this is by design.

In the Sales Order Agent, turning “Select only available items” OFF does not disable availability checks entirely. It only controls whether the agent filters out unavailable items when searching. The agent still validates item availability when creating quotes or orders. This behavior is documented by MS.
Key points relevant to make-to-order scenarios:

The Sales Order Agent always evaluates availability before creating sales documents, even when Select only available items is turned off.

That setting only affects item selection, not order validation.

If finished goods have zero inventory and no supply, the agent will still flag them as unavailable unless future supply is considered.

For make-to-order businesses, MS recommends enabling Capable to Promise (CTP) so the agent considers production or purchase supply instead of on-hand stock.

What to do:

Enable Include Capable to Promise in the agent configuration.

Ensure production orders or purchase orders exist so future supply can be promised.

If you need to fully bypass availability logic, the Sales Order Agent is not currently designed to support that, manual order creation or customization is required.

Helpful References
Set up Sales Order Agent - Business Central | Microsoft Learn
Item availability in Sales Order Agent (preview) - Business Central | Microsoft Learn
Set up Sales Order Agent - Business Central | Microsoft Learn

If you find this helpful, feel free to mark this as the suggested or verified answer.

Cheers
Jeffrey

2 people found this reply helpful.

Was this reply helpful? Yes No