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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Questions about reconc...
Microsoft Dynamics GP (Archived)

Questions about reconciling inventory

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Posted on by j w 215

I am concerned about the need to reconcile inventory.  I don't understand why the numbers stop matching.  My warehouse will show 2 allocated, but the summary shows 0 allocated.  That's just one example of many products that have incorrect totals vs warehouse level amounts. 

Is it normal to have to run Inventory -> Utilities -> Reconcile.  Are there any negative ramifications?  How often should this be run? 

I'm not a GP guru, but I'm the best we have in our org, so sorry if I'm asking questions about something that is obvious to others.  FWIW, I did do a pretty good search online, and didn't find much. 

Thanks.

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  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

    I have clients that run the Reconcile utility for Inventory daily.  There are no negative ramifications, as long as you reconcile these series in the correct order -

    1.  Sales Order Processing

    2.  Purchase Order Processing

    3.  Inventory

    4.  Project Accounting (if used)

    5.  Field Service (if used)

    Running Reconcile in this order is important because of the interaction between the modules  affecting Item Quantities.  Running Reconcile in a different order can result in incorrect Item Allocation Quantities.

    Hope this helps,

  • Lisa Fechtman Profile Picture
    Lisa Fechtman 45 on at

    Is there any way to automate this process to run nightly when everyone is out of the system?  (Reconciling inventory for example takes quite a while for us and locks out all inventory transactions while it does).

  • Dan Liebl Profile Picture
    Dan Liebl 7,320 on at

    I know there is an ISV that has an add on.   It is pretty reasonable, but I cannot find it now, nor can I remember the name.   I was thinking it was MC2 (2 squared), but I cannot find their website.

    Dan Liebl, CMA CPIM | Senior Consultant | OTT,Inc | DLiebl@OTT-inc.com

  • PROY Profile Picture
    PROY 450 on at

    Why would you need to reconcile on a daily basis?  What causes the allocations to be incorrect?

  • Suggested answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at

    I have seen businesses with huge inventory size with no need to reconcile on a daily base. In my opinion, inventory allocation and quantities may be corrupted in case of incorrectly customized solutions related inventory module. Prior to e-connect, those issues used to occur quite often.

    Although, I am a supportive of modules reconcile on a routine base in order to get rid of such allocated problems.

    I don't see any negative side of the reconcile process and you don't need to worry about the process either if if it is run on a daily base.

  • Suggested answer
    Richard Whaley Profile Picture
    Richard Whaley 25,195 on at

    Why am I seeing every issue two times today.....

    Some of the applications allow items to be allocated and used later.  If you allocate 100 pieces in manufacturing by allocating on release of the MO then only issue 98 of the parts, the remaining 2 pieces will remain allocated.  This is not just a manufacturing issue but occurs throughout the system.

    Yes, it needs to be cleaned up but until then (a) examine your business practices to try to limit pre-allocation and (b) run reconcile.  There are cases where even the reconciliation will not release allocated items.  I will be hanging a script on our web site under Free Stuff over this weekend if you want a copy of that.

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