Allocating Inventory

Recently I have run across customers that have several sales orders in Dynamics GP that will not be fulfilled and shipped for a few weeks or months. They are having problems with their inventory because the sales orders already have inventory allocated to the order eventhough the inventory is still on the shelf.



I have recommended that they look at creating a new Order Type. The new order type would not automatically allocate inventory items as they are entered on the order. Once the order is ready to ship you could then go into the Order and allocate and fulfill the items or you can allocate and fulfill when you transfer the Order to an Invoice.



I find many people forget about this setting in Sales Order Processing.


Tools - Setup - Sales - Sales Order Processing - Orders

Account Rollups

• Do you need to know the total of all of your salary accounts?
• Do you need a quick look at all of your travel accounts against budget?
• Would you like to get a quick look at your net income without running a report?

Account Rollups might be your answer!!!!

• Account Rollups let you consolidate information from various accounts and then be able to drill down into the account details.
• Useful for things like departmental totals with drilldowns.
• Accounts do not have to be consecutive.
• Rollups can include Actual, Budget and Calculated information

How to inquire on multiple accounts

Inquiry – Financial – Account Rollup
Step 1 – Enter an Option ID (if you enter a new name you will be prompted to create the new Option)
Step 2 – Select
· Account Segment to sort by,
· Select Number of Columns in inquiry
Step 3 – Setup Columns
· Enter Header Name (for example: Actual, Budget, Historical)
· Select Type
· Enter Selection for data
Step 4 – Select Accounts
· By Segment
· From Range – To Range
Step 5 – Save Option
Step 6 - Redisplay

Upcoming Webinars at Collins Computing

Are you looking to learn more about Dynamics GP? Well Collins Computing is offering our customers the opportunity for some free training and information.

All webinars are at 10:00am Pacific Time and require preregistration. Collins Computing customers should contact their account manager or Analisa at 949-457-0500 to register.

04/22/09 Report Writer
05/28/09 Collections Management
06/24/09 Forecaster Overview
07/23/09 eBanking
08/27/09 Security Tips and Tricks
09/24/09 Intercompany
10/28/09 Rockton Software enhancements
11/19/09 Analytical Accounting
12/16/09 Analysis Cubes
01/27/09 Excel Report Builder