Inventory Level Alerts

  • Inventory Level Alerts

    Posted by DSC Communities on December 21, 2016 at 10:59 am
    • Cassandra Byrd

      Member

      December 21, 2016 at 10:59 AM

      Hi. Is there a way to set up an alert for when inventory is below a specific quantity in GP?

      ——————————
      Cassandra Byrd
      Cleva North America, Inc
      Greenville SC
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    • Steve Burney

      Member

      December 21, 2016 at 11:37 AM

      Hello Cassandra,

      Here are a couple of things for you to look at for starting this process.

      Inventory – Cards – Item Resource Planning is the place to go to for setting up a Reorder Variance for items that you want to track.

      A way for you to report on items will be to go to Inventory – Reports – Analysis – Purchase Advice Report to get information based on Qty Requisitioned, Aero Order Point Qty, and other information.

      I hope this helps you get started.

      Steve

      ——————————
      Steve Burney
      Senior Financial Systems Administrator
      Correct Care Solutions
      Nashville, TN United States
      sburney@correctcaresolutions.com
      615-312-7272
      Twitter @SteveBurney
      ————————————————————————-

    • Andrew Kennedy

      Member

      December 22, 2016 at 8:15 AM

      Hi Cassandra,

      A couple of other options to consider.  After setting up the Order Point Quantity on the Item Resource Planning you can use the “Items Below Order Point Quantity” smartlist in the Inventory Item Quantities folder to get a list of all items who’s Qty Available is less than the reorder point.  You could also save this as a Reminder so that it shows on your home page.

      When you add the Order point quantities you should do this by site.

      You may also want to consider setting the Order Policy to “Use PO Gen”.  This would allow you to use the Purchasing Order Generator to come up with the same list.  This has the advantage of listing the Primary Vendor, Cost, and Buyer ID and gives you the option of creating the PO directly from this window.

      Good Luck

      ——————————
      Andrew Kennedy
      Principle Consultant
      Socius
      Brecksville OH
      ————————————————————————-

    • Beat Bucher

      Member

      December 22, 2016 at 9:51 AM

      Hi Cassandra,

      I believe that you could also use Business Alerts to get a notification when inventory level is low.. I’ve never used it, but you could check here :

      ——————————
      Beat Bucher
      Business Analyst, Dynamics GP MVP
      Ultra-Electronics Forensic Technology Inc.
      Montreal QC/Canada
      +1-514-489-4267
      @GP_Beat http://dyngpbeat.wordpress.com/
      Montreal QC GPUG Chapter Leader
      GP2013R2 / MR2012 CU14
      ————————————————————————-

    • Eric Torrison

      Member

      December 22, 2016 at 5:56 PM

      We go into Item Resource Planning as already mentioned in this thread and set up reorder points and target inventory levels (by entering the target number into either Fixed Order Qty or Order Up-To Level, we’re not sure which). Our system is set up so we enter item number – click Site ID – click Main (we have only 1 location) to get to the right screen to populate the qty’s. Then we print a smart list showing what needs to be ordered: GP – Smart List – Inventory – Item Quantities – Items Below Order Point Quantity – Print. Our report shows item number, description, qty available and on hand, reorder point, qty ordered, and target qty we want to have on hand.

      Also, when entering purchase orders, we always fill in the expected delivery date for each line item on the PO – and are sure to update it if there is a supplier backorder. Then we print a daily report showing PO, item number, item description, qty ordered and promised date. This prints all items on all POs not received.

      We print these reports daily. Any team member can look at both reports and get an ETA for backordered items. We used to pepper our ordering person with questions regarding ETA for items, and having these reports has saved all of us significant time.

      Hope this helps!

      ——————————
      Eric Torrison
      VP Operations
      Business Telecom Products, Inc.
      Carnation WA
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    • Gerald Clement

      Member

      December 22, 2016 at 10:46 AM

      We have a simple dexterity and report writer based addon that runs by item class.

      The first line shows each inventory item and its balance.

      Then we show all unposted Sales orders, purchase orders and inventory adjustments with a running total by date.

      Everything is flagged in red when you run out and its all updated automatically as you create and post transactions.

      ——————————
      Gerald Clement MBA
      Dynamics GP 1993, Dexterity 1995
      Computer Productivity Services Inc.
      cps@cpsinc.ca
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    DSC Communities replied 7 years, 4 months ago 1 Member · 0 Replies
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