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Item Allocation

Posted on by 5

Hello,

We are seeing an item quantity allocation discrepancy in GP and can't seem to resolve. For example, if I go to Inquiry>Inventory>>Item and look at an item. I can see that there is a quantity of "8" in the Allocated field. if I clicked on the linke for Allocated, it brings me to the Item allocation window but there are no transactions for that item. I do a have a few open sales order in the work table for that item, but they are not allocated nor invoiced.

I ran Inventory reconcile a few times but it cannot resolve.

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  • Tami Farrelly Profile Picture
    Tami Farrelly 5,080 on at
    RE: Item Allocation

    Do you use Manufacturing?

  • Nicole Hellerud Profile Picture
    Nicole Hellerud 1,712 on at
    RE: Item Allocation

    Hello Melodia,

    Thank you for your post. 

    Thank you Beat Bucher for your great feedback. This is where I start for allocation issues. You could also within a test system update the IV00102s allocated amount to be 0 for that item and then run IV Reconcile. 

    Please give this a try and let us know how it goes.

    Wishing you and yours healthy and happy days ahead!
    Nicole Fiskum
    Support Engineer
    Microsoft Dynamics GP

  • Suggested answer
    Beat Bucher  GP Geek  GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Super User 2024 Season 1 on at
    RE: Item Allocation

    HI Melodia,

    This is something that happens quite frequently (believe it or not) with Inventory, due to various reasons (one being possible transactions entered from external processes, or interrupted postings).

    There is a simple way to fix this by running an Item reconcile in GP. I'd suggest to run this against the specific item your allocation is incorrect, as if you have a lot of items in the system, running the reconcile against all items can take hours.. and it shouldn't be run during office hours.

    Single item reconcile can be done anytime, as long as no user is sitting on a transaction that affects this particular item (i.e. open POP or INV form).

    Inventory >> Utilities >> Reconcile

    Uncheck the 'History' to not slow down the process un-necessarily.

    If you have to run a reconcile to all your inventory, look for the PSTL inventory reconcile function, as it's 'smarter' and faster than the regular process.

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