Adding and subtracting inventory

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Posted on by azaterol

Hello everyone,

I'm currently in the process of creating a model driven app.

I have two tables Items and Inventory In the app for both pages forms can be found.
I have now finished it so far that when you go to the "Inventory" page, you select an item (solved with lookup to item), then enter a stock (Bestand) for the previously selected item. So far so good!

Now to my problem:

I now want to be able to use two form fields (Input and Output) to change the stock that you previously entered. If an input is added, the stock is summed up with the current stock number. If an output is entered, the stock is of course subtracted.

This view i want at the end for the site: Inventory

#ID is autoincremt after submit the form of Inventory

#ID Item Stock Input Output

Does somebody has any idea?

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Microsoft Dataverse with Power Apps

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JonDoesFlow 1,304 on at

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Hey @azaterol

You will need to use Power Automate or a real time workflow process to achieve this requirement.

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ivan_apps 2,187 Moderator on at

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I believe you’ll want a third table of transactions (your input/output). Your items are simply a definition of a tracked item - in your example, bier - but maybe you want to add what type of beer, hefe, export, pils, etc.

Your Inventory table will be a container definition for the beer selected, and hold all the summary data, as well as each individual transaction (via 1:N relationship). Transactions should be a subgrid on the Inventory table.

Now your transactions should be a running count of Inputs/purchases or Outputs/sales. The very first entry should be your starting balance. You can have 2 separate fields here if you really want them in different columns but you don’t have to. If they are in the same column, just be sure to define outputs with a negative value.

now back on your Inventory table, create a ‘roll up’ field under a decimal or whole number. It will ask you to save and pop open a new window. Here you can define this roll up value to be the sum of all child transactions in the ‘inputs’ minus the sum of all ‘outputs’. This is your inventory count. When you add it to the form, there’s a little calculator in the field, you can click on it to calculate right now, otherwise it will run a system job periodically to calculate the value.

Last thing you need is to add the Rollup field to the Transactions subgrid view or default view, along with your input and output fields. This will be possible by adding a ‘related’ column in the view creation, and selecting the inventory relationship.

this should create your desired UI! I would recommend adding a quick create form for transactions to have a better experience quickly adding a transaction from within the inventory table.

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