Customization DS1214
SOP Fulfillment Bin Transfer
Problem Definition:
ACME uses Panatrack and Dynamics GP with Multi-bins enabled. Panatrack is used to pick inventory for a Sales Order and it updates fulfillment on the Order. During this process inventory is physically moved to a staging area in the warehouse, but in GP the inventory still appears to be allocated in its original Bin.
To improve inventory accuracy, and facilitate accurate cycle counts, ACME would like to have the inventory that is selected by Panatrack to fulfill an Order, moved from the Bin in which it was picked into the generic FULFILL bin (it is called FULFILL). The Inventory and Sales modules should be updated accordingly to accommodate moving the inventory.
ACME has both Serial Tracked and Non-Tracked inventory. Any given sales line may be fulfilled over multiple partial fulfillments.
Solution Overview:
Normally in Dynamics GP when inventory is allocated for a Sales Line out of “Bin-A”, that information is used to record on the Sales Order where the inventory is coming from to fulfill the Sales Line. In other words, when you select inventory out of Bin-A, Dynamics GP records that bin on the Sales Line. In reality, the inventory has been physically picked out of Bin-A and placed in a “staging bin” until the Order is packed and shipped. This makes it difficult to take a physical inventory count because Dynamics GP still thinks the inventory is in Bin-A.
Using Dynamics GP transactions to perform the task of putting inventory into a staging bin would require first transferring all needed inventory from storage bins into a staging bin, THEN picking inventory for SOP fulfillment out of the staging bin.
WilloWare will create a SQL stored procedure that Panatrack can execute AFTER picking inventory from storage bins. The stored procedure will update the Sales Order, and other tables in GP, so that it appears that all the selected inventory has been transferred from storage bins into a single staging bin called FULFILL and that the Sales Order was fulfilled out of the FULFILL bin.
Design Features:
Panatrack Post Fulfill Procedure
Panatrack can execute a custom “Fulfill Order” “PostSubmitStoredProcedure”. WilloWare will create a SQL stored procedure that Panatrack can execute after SOP fulfillment has been performed that will make it appear in GP “as if” all of the selected inventory that will perform the following:
- Create an Inventory Bin-To-Bin Transfer transaction to account for moving inventory from the Picking Bin into the Staging Bin (FULFILL).
- Update the Item-Site-Bin Quantity Master table to reduce inventory (and allocations) in the original bin and increase inventory (and allocations) in the staging bin.
- If the Item is Lot Numbered: Update the Lot Master.
- Decrease the original Lot record. If Qty Sold = Qty Received, delete the record
- Create a new Lot Receipt record
- Update the SOP Bin Work/History table with the new Bin
- If the Item is Lot Numbered: Update the SOP Serial/Lot Work/History Table with the new Bin and Date Sequence Number
For information on this design, or any other WilloWare customization or product, please contact us: