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Microsoft Dynamics GP (Archived)

Need Help with Allocation of Inventory linked by MO's & PO's

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Was hoping someone can offer some suggestions or solutions for the issue we are having.  I have been told this is a common pain point for others but I have yet to find any workarounds or fixes.

We are using MS Dynamix GP 2013  V12.00.1745 and Salespad GP

Problem:  A backordered line item exists on a sales document.  A PO or MO is created and linked to that sales line.  If the PO or MO receipt is posted while that sales document happens to be locked for any reason, the inventory does not allocate. We have Salespad GP as well which features an automation agent that performs rule checks throughout the day attempting to allocate inventory to backordered sales lines, splitting orders, etc.  Whenever that agent runs, it temporarily locks each sales document (Same as if a user has the sales document opened on their screen).  If it so happens that the sales document is locked at the time that the MO or PO receipt is posted, the linked inventory never allocates to the sales order and instead the inventory is released into regular inventory and allows other sales documents to allocate against it. Even if no other sales documents exist for the same inventory, GP will not allow the inventory to be allocated to the originally linked order because the allocation failed on the first attempt.  The only way we can get it to allocate is by breaking the MO link and manually allocating the inventory to the sales line. Obviously the purpose of having a linked MO or PO is that it reserves that inventory for the specific sales document it is linked to so we want to maintain that functionality.  

Can anyone offer any suggestions on how to fix this?  Basically, we need a way to allow additional allocation attempts for linked MO & PO inventory without breaking the MO/PO link as well as preventing other, non-linked, sales orders from being able to "steal" the inventory.

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  • Community Member Profile Picture
    on at
    RE: Need Help with Allocation of Inventory linked by MO's & PO's

    Hello Tim,  I sincerely appreciate your taking the time to respond.  See my comments below:

    Response on Suggestion 1:  

            We cant do this because then the inventory would never allocate unless we manually went through each order and allocated it ourselves. We have hundreds of orders in the workflow and this would not be realistic.

    Response on Suggestion 2:

            Believe me, we have tried this.  Salespads response is always "We follow GP logic and system rules".  THey know this is a problem but there is nothing they can do about it because it is a "GP function"

    Response on Suggestion 3: This was what Salespad suggested we do but unfortunately this is also not an option because we receive throughout the day and a lot of times we receive product today that needs to ship out later that same day so we cant necessarily hold the posting of receipts until after hours.

  • Suggested answer
    Tim Foster Profile Picture
    8,515 on at
    RE: Need Help with Allocation of Inventory linked by MO's & PO's

    Suggestion 1:  Find a way to exclude these types of orders (Linked to MO or PO) from the "auto-Allocate" routine of SalesPad (Doc Type, batch, etc.)

    or

    Suggestion 2: Contact SalesPad and get them to stop blocking the default GP allocation behavior.  If this is a known issue as you say, why hasn't SalesPad properly addressed it?

    or

    Suggestion 3: Only receipt linked PO or MO at some time of day when the SalesPad auto-allocate is not running.

    Tim

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