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Microsoft Dynamics GP (Archived)

How do I process a Sales Order when there is insufficient inventory on the system but the there is physical inventory

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Posted on by Janelle Bartholomew... 42

I am new to Dynamics and we are processing back sales orders.  The situation is we are processing old orders that were fulfilled.  While the company has installed the inventory modules the available quantities are not uptodate and the system does not have the recorded inventory quantities to complete the sale.  Is there an overide entry that I can use to do a blanket amended inventory to cater for the sales for the period?

I hope I am clear on what I am trying to achieve.

Regards

Janelle 

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  • 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: How do I process a Sales Order when there is insufficient inventory on the system but the there is physical inventory

    Ok,

    So you'd have to start from scratch and enter your actual on-hand inventory..

    this can be achieve by starting a stock count schedule, do a physical inventory count, and then post the adjustments into the stock count schedule to update all your inventory to proper quantities..

    Inventory >> Transactions >> Stock Count Schedule

    Inventory >> Transactions >> Stock Count Entry

    If your Sales Order already fulfilled need to be accounted for, print a list of all the items included in those SO's and add the quantity to your stock count posting, so your current on-hand quantity will be higher then physical, but will then be correct once all your SO's are posted to an invoice and the quantity fulfilled.

    Does that make sense ?

  • Tami Farrelly Profile Picture
    Tami Farrelly 5,080 on at
    RE: How do I process a Sales Order when there is insufficient inventory on the system but the there is physical inventory

    Put the inventory in and invoice it out?

    If you override it will create negative values

  • Tim Wappat Profile Picture
    Tim Wappat 5,701 on at
    RE: How do I process a Sales Order when there is insufficient inventory on the system but the there is physical inventory

    As with any new system, we have to make certain we are all using the same vocabulary to mean the same things. I think you are saying that...

    you are at day zero regarding inventory and orders and you have some orders that you have already dispatched  (fulfilled) from the beginning of the month, while you were transitioning to GP - and you now want to account for them on the system to start building your history?

    If this is the case, then really you need to adjust in your beginning item stock levels that I would have thought should have been in the scope of the GP implementation.

    Its a while since I've done a clean install like this- so others here may be better placed to explain, but I would be taking to my GP partner for help on this as there are choices to be made on the approach.

    Tim.

  • Janelle Bartholomew-Miller Profile Picture
    Janelle Bartholomew... 42 on at
    RE: How do I process a Sales Order when there is insufficient inventory on the system but the there is physical inventory

    Basically the inventory module has not been updated with stock on hand.  I want process the sales orders which are old orders filled.  I want to be able to look at the total quantity sold for a month and update the inventory quantity to cater for those sales orders.  This is old information I am trying to load onto the system.  I hope this clarifies my question.

  • 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: How do I process a Sales Order when there is insufficient inventory on the system but the there is physical inventory

    Hi Janelle,

    I'm not quite sure if I understood your question correctly.. Did your company install the inventory after those SOP's were created ? or was the inventory module already in use for those SOP's, but the quantity didn't update to reflect the true status ?

    I'd try to run an Inventory reconcile on the items from those SOP's and see if the quantities gets adjusted.

    If those Sales order have been fulfilled, why are they still open in the system ?

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