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Microsoft Dynamics GP (Archived)

Sites vs. Bins ... Inventory Allocation & Costing Conundrum

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Good Afternoon

I apologize for the length but wanted to give you a full spectrum of my world as it is.

I am quite familiar with various aspects of GP with my current Employer using GP 2010 SP3 in which we will be upgrading in the coming months to GP 2015.  My workplace is a non-regulated trade to which we have Technician which are both employees and sub-contractors with various stock on their truck.

With our fiscal year end approaching in May and the change in the works I had voiced a possible solution to our ongoing problem in knowing at a glance what Technician has what product on their truck and dispatch accordingly without having to call them all.

My suggestion was creating bins; in which I have since found out that is NOT the solution but perhaps creating SITES may be the solution.

Although I am affluent in the system I am no expert with this inventory aspect.  I have tried my methods using GP 2015 as it is a test base currently; however I am finding that I am perhaps missing something when setting up the mock inventory item and such for the applicable sites. (Any tips on such would be lovely). I am pulling the data from our current system and duplicating accordingly.

So I would truly appreciate your help:

Inventory; Item OEC-LYX-120 (lets say); can you receive and allocate this said part in the MAIN & then 9 SITES? (With various levels: eg. 1000 in Main, 10 in Site 1, 5 in Site 2 ... etc)

In Sales Transaction Entry; when creating an Order; and selecting inventory 'item numbers' can you define at that point which site this inventory comes from?

Any insight and suggestions would be greatly appreciated.


Thank you all in advance for your help.

 

 

 

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  • Suggested answer
    Gerbear Profile Picture
    Gerbear on at
    RE: Sites vs. Bins ... Inventory Allocation & Costing Conundrum

    In Purchasing, Sales and Inventory transfers you select a site by line.

    But you can select multiple bins for a single line.  

    For example:

    For a P.O. where you bought a single item you could receive that item for a  single line to as many Bins as you want.

    But if you use Sites you would need to create a line per site/item combination.

    Inquiries by site or bin are fairly simple to setup in smart list.

  • Suggested answer
    MattPaulen Profile Picture
    MattPaulen 6,912 on at
    RE: Sites vs. Bins ... Inventory Allocation & Costing Conundrum

    "Inventory; Item OEC-LYX-120 (lets say); can you receive and allocate this said part in the MAIN & then 9 SITES? (With various levels: eg. 1000 in Main, 10 in Site 1, 5 in Site 2 ... etc)

    In Sales Transaction Entry; when creating an Order; and selecting inventory 'item numbers' can you define at that point which site this inventory comes from?"

     

    What you've described is pretty much how GP works.  One item number can be assigned to many sites.  When you receive in the inventory, you'll specify the site it is being received in to.  It can be received in to the MAIN site and then afterwords the quantities can be distributed to the various 9 sites through Item Transfer Entry.  Then when you are ready to sell the inventory on the Sales Transaction Entry screen, you specify the site the quantities should be allocated from on the order and then when the order is transferred to invoice and posted those quantities from that site will be adjusted out.

    Bins are typically used for organizing inventory in a large warehouse (site) so you know the location of the inventory in that warehouse (site).

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