Over-Under Delivery Tolerance

Seamlessly manage over- and under-shipments and receipts with flexible, multi-level tolerance controls across sales, purchasing, and warehousing in Microsoft Dynamics 365 Business Central.

Delivery Tolerance fills critical functional gaps in standard Business Central by providing unified, configurable rules for handling quantity variances in both sales and purchase transactions — including full warehouse management support.

Standard Business Central provides Over-Receipt Codes for purchase orders, which allow receiving a quantity of goods higher than the ordered quantity based on a user-definable tolerance percentage. However, it does not support over-shipping on sales orders, does not support over-picking on warehouse picks (which enforce exact quantities from source documents), and does not include native under-delivery tolerance handling that would automatically close lines when minor shortfalls occur. Additionally, standard Business Central does not include functionality to automatically initiate the financial administration of over-receipts — the vendor invoice must be manually handled.

This application eliminates those limitations by providing a single, integrated solution that covers all order-to-fulfillment scenarios: sales orders, purchase orders, sales invoices, purchase invoices, warehouse shipments, warehouse receipts, warehouse picks, and return documents.

Features

• Multi-Level Tolerance Definitions: Define over- and under-delivery tolerances at four levels — global defaults, per item, per customer, and per vendor — with a deterministic priority hierarchy that automatically selects the most specific applicable rule.

• Tolerance as Percentage or Absolute Quantity: Choose whether tolerance limits are expressed as a percentage of the order line quantity or as a fixed number of units, accommodating both bulk-commodity and discrete-unit scenarios.

• Sales-Side Over/Under Delivery Support: Ship more or fewer units than ordered — within defined limits — without manually reopening the sales order or adding new lines.

• Purchase-Side Under-Receipt Handling: Accept partial vendor deliveries within tolerance and automatically close purchase order lines, eliminating leftover backorder quantities for minor shortfalls.

• Warehouse Document Integration: Tolerance rules apply at the warehouse pick, shipment, and receipt level so that warehouse staff using scanners or documents can process variances without stopping to modify source orders.

• Configurable Enforcement: Choose whether tolerance breaches produce blocking errors or overridable warnings, balancing operational speed with policy control.

• Automatic Order Line Adjustment: Optionally adjust the original order line quantity to match the actual delivered quantity when the variance falls within tolerance, preventing residual backorders from small shortfalls.