Negative allocations 1

[Eyespi20]

We recently began using our inventory management module in Dynamics version 8.0.

In order to load our inventory (which existed in another database), we did a table import function which pulled in all stock on-hands for each location and part number.

Some of our locations had negative inventory quantities on hand due to allocations. We did not pull those allocations over because we did not want to hit our gl twice. We also did not set up beginning quantities through oversight.

Would these two things cause the negative allocations?

What steps would you recommend we follow to correct those?

Thanks!

Margaret

 

[btamulis]

Margaret,
The recommended way to bring on hand quantities into GP is to use integration manager. Generally, user creates an inventory batch, creates an integration, the integration creates inventory transactions - these transactions when posted populate the correct history tables. The problem with a direct table import is the system will reconcile inventory on hand - by matching historical transactions to qty on hand and correcting if necessary. Since you now have inventory on hand without corresponding transactions -the system is out of whack.

Are you certain you used direct table import?

If you did - you should consider taking a mulligan - since no matter what action you take to temporarily correct the negative allocations - if you need to reconcile - you might lose your fine effort.

Bron Tamulis, CPIM
Great Plains Mfg Consultant

 

[Eyespi20]

I'm 99% sure we used the table import feature to do this, but either way, we have zero beginning quantities and negative allocations in a multitude of locations.

What actions do you recommend we take to correct the situation?

Thanks!

Margaret

 

[jazgeek]

first thing I would do is run checklinks on the inventory tables to make sure you got everything proper

second thing I would do is run an inventory reconcile to get the rest of the information updated properly

third thing I would correct the negative on hand values with an inventory adjustment and have the batch not to post to the gl

fourth thing I would do is run an inventory year end to update your starting inventory value.





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and they wonder why they call it Great Pains!

jaz

 

[Eyespi20]

Thanks -- I've already done the first two steps. Will go to work on the others.

Our Logistics group has taken to referring to it as "Great Pains" <VBG>

Margaret