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We are implementing right now. I would like to understand:
1. In what screen is lot-controlled inventory allocated?
2. In what screen are packing lists created and inventory actually decremented?
3. In What screen are sales invoices created?
4. Is there an easy way of inquiring on running general ledger activity for specific accounts?
Thank you.
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Hello Grocknkr
Lot number tracking process in Dynamics GP starts with the configuration of the item, when an item is set up to be tracked by "Lot Number", all inventory related transactions (in and out) will prompt a window either to enter a new lot, or to withdraw from a specific lot. Therefore, any out transaction which leads to "IV Allocation" will prompt a lot-related window in order to specify the lot number from which to withdraw.
Packing lists can be printed from Sales Transaction Entry window and has nothing to do with the decrement of inventory balance. When an inventory transaction is saved, inventory allocation is created to reserve the quantity. Once the transaction is posted, inventory balance is decreased accordingly.
Entering sales transactions can be done either on the SOP or AR module. Sales Order Processing (SOP) is designed to manage the sales transactions of inventory-related items (Transactions > Sales > Sales Transaction Entry). As for service, Receivable Management module (Transactions > Sales > Transaction Entry)
General Ledger activity have multiple reporting methods which are primarily divided among the following categories:
Please never hesitate to share any further inquiries,
1. While creating Sales Transaction for lot items, the Sales Lot Number Entry window will pop up to enter the inventory allocation for lot numbers.
2. I think no separate window available for inventory picking list. But, you can view the report for sales inventory picking list after saved the Sales orders by clicking print button from SOP entry window or Sales Batch window.
3. Sales Transaction Entry window(Transactions-->Sales-->Sales Transactions Entry)
Note: This window is also used for creating Quote, Order, Fulfillment Order, BackOrder and Return. So, choose invoice as a SOP type while creating Sales invoices.
4. Go Financial Trail Balance reports(Reports-->Financial-->Trail Balance) and chose historical trail balance from option list and click new or modify to print the GL reports for specific account numbers.
Hope this helps!!!
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