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[Cassandra Byrd]

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

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Cassandra Byrd
Cleva North America, Inc
Greenville SC
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[Steve Burney]

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

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

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

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Andrew Kennedy
Principle Consultant
Socius
Brecksville OH
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[Beat Bucher]

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 :

Administration >> Setup >> System >> Business Alerts

Check the option for Item Master Quantity..

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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
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[Eric Torrison]

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!

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Eric Torrison
VP Operations
Business Telecom Products, Inc.
Carnation WA
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[Gerald Clement]

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.

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Gerald Clement MBA
Dynamics GP 1993, Dexterity 1995
Computer Productivity Services Inc.
cps@cpsinc.ca
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