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Inventory allocation for now-in-stock items

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Posted on by 815

 

I’m having a hard time working out the best practices with Dynamics GP for SOP Order Allocation when items weren’t previously available, and I hope that someone can provide insight for me.

First, we’re using GP 10.

We take orders for products that we manufacture ourselves, and for products that we buy-and-re-sell (we’re a distributor for some partner manufacturers)

When we take an order for a product that’s not in stock, we rightfully, can’t allocate the stock, because it’s not here. 

  1. If it’s a manufactured item, the manufacturing group gets the information that there’s a shortfall, and they should schedule an assembly. 
  2. If it’s an item that we re-sell, we issue a PO to the partner/supplier, and ‘link’ it to the Sales Order.  (Those PO’s are rarely drop-ship – typically, we bring the material to our facility and forward it on)


So, in case b), when the stock is received on the PO, it’s allocated to the Sales Order.  Good.

In case a) though, when the Assembly is posted, the stock isn’t automatically allocated to the Sales Order(s).  Instead (right now) we have someone run a Crystal report that shows all unallocated orders and backorders in the system for which there is stock available.  Seems manually intensive to me, hence my question about best practices.  This is a manufacturing need, and it can’t be unique to us... 

I hope I’ve communicated the issue reasonably – if not, I can clarify.  Does anyone have any thoughts or advice?

-D


*This post is locked for comments

  • Dee Bee Profile Picture
    Dee Bee 815 on at
    Re: Re: Re: Re: Re: Re: Inventory allocation for now-in-stock items

     Rama-  No worries.  I appreciate your having taken the time, and am less confused now.

     -Dee

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Re: Re: Re: Re: Inventory allocation for now-in-stock items

    Hi Dee Bee,

     Sorry . My Solution is for Dynamics AX 2009. I didn't verify that the thread is related to GP.

    Regards..

    Rama.

  • Dee Bee Profile Picture
    Dee Bee 815 on at
    Re: Re: Re: Re: Inventory allocation for now-in-stock items

    Bron-

    Thanks, I didn't see your reply, I was responding to the first responder, who suggested something else. (can't quote it now, though, because I can't see it while replying to you)

    The Automatic Sales Allocation appears to be what we're looking for, however, it's not there either - but I see that's because the docs say "This window is available only if you’re using sales fulfillment workflow." which we're not.  I think we're going to have to get there - the Sales Workflow appears to be offering a series of things that we need.

    Thanks,

    -Dee

  • Bron Profile Picture
    Bron 2 on at
    Re: Re: Re: Inventory allocation for now-in-stock items

    Dee Bee -

    I am suggesting Automatic sales allocation.

    Path to try this would be:

    Transactions > Sales > Automatic Sales Allocation

    A typical GP window will open - you should be able to figure out how to complete - if not let me know and I'll walk you through it.

    Regards,

    Bron 

     

  • Dee Bee Profile Picture
    Dee Bee 815 on at
    Re: Re: Inventory allocation for now-in-stock items

    Uh, where's that now? Inventory Management?

    I have Tools -> Setup -> Inventory (but no 'Parameters' under that)

    Are you talking about Dynamics GP v10 ?

  • Bron Profile Picture
    Bron 2 on at
    Re: Inventory allocation for now-in-stock items

    I'm not familar with the 'reserve' orders setup mentioned in previous post.

    Most of my clients use GP manufacturing modules and would link a GP manufacturing order to the sales order. This works just like SOP > POP link. when MO (FG posted) is received - inventory is allocated.

    However, since you are using assembly orders, you might try out the 'Automatic Sales Allocation' routine.

    Transactions > Sales > Automatic Sales Allocation. This approach might be easier than the crystal report approach.

    Good Luck.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Inventory allocation for now-in-stock items

    Hi,

    Pls try with
    Reserve ordered items check box is selected. With this, items that are ordered but

    not yet received can be reserved.

    Path: Inventory management > Setup > Parameters.

     Here ordered means purchase order generated or Production order generated. With this set up. once u post the production it will get reserved automatically against the sales order where u reserve the items manually in the slaes order. ( We have to reserve items manually in sale sorder after generating production order).

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