The Add Inventory transaction creates a Dynamics GP Inventory Transaction Entry for positive adjustments to add inventory. Use this transaction to add inventory outside of manufacturing or PO receiving, or to record inventory returns from jobs or services (integrated with WennSoft).
Site — The site can be defaulted based on a profile level setting. Otherwise, the user selects the site where items will be added.
Bin — When using multiple bin tracking, identify the bin to add inventory to. The bin lookup list is filtered based on the selected site.
Item — Scan or select the item to add. The item must be set up for the site in Dynamics GP to be available.
UOM — The base unit of measure for the item is defaulted. The UOM field can be enabled through a setting to support adding inventory in a different unit of measure. The transaction is created in GP in the entered UOM, and posting in GP handles the calculation back to the base UOM.
Quantity — Enter the quantity to add when the item is quantity-tracked.
If the item is LOT tracked, enter the Lot and Lot Quantity to add. Additional enabled lot attributes will be presented, including: - Manufacturer Date - Expire Date - 5 user-definable lot attributes configured in GP
If the item is SERIAL tracked, capture the corresponding serial numbers.
Reason Code — Can be enabled for the transaction. To use reason code assignment, at least one reason code must be set up in GP for an adjustment type that increases quantity.
Item Class Code — Enables filtering items based on an item class code. Originally designed to support scanning a manufacturer's item number stored against the GP Item Code when multiple GP items exist under different class codes. Used for managing customer-owned inventory.
Job Tracking Add In — Under Job and Project Settings, enables fields to capture WennSoft Job and Service data, which is then populated on the modified Transaction Entry in GP when WennSoft is installed.