Available Quantity on the Handheld Doesn't Match Dynamics GP

Available Quantity on the Handheld Doesn't Match Dynamics GP

Available Quantity on the Handheld Doesn't Match Dynamics GP

Sometimes the available quantity for an item shown on a handheld is lower than what Dynamics GP reports — or the two inquiry screens on the handheld (for example Item Inquiry and Item Bin Move) show different amounts. This is almost always caused by a PanatrackerGP transaction that has been started but not yet submitted to GP. This article explains why that happens and how to clear it.

The short version: The missing quantity is not lost. It is being held aside for an unfinished transaction. Once that transaction is submitted or discarded, the quantity returns and the numbers line up.

Why This Happens

The handheld's available quantity starts from the available quantity in GP, then subtracts any quantity already committed to another PanatrackerGP transaction that has not yet been submitted to GP. This prevents two people from committing the same stock to two different transactions at once.

PanatrackerGP treats these unfinished transactions as a soft allocation — it knows the transaction exists and expects it to be submitted, so it holds that quantity out of “available” until the transaction is either submitted to GP or discarded. GP remains the system of record; nothing is actually missing from inventory.

NOTE: PanatrackerGP cares only about whether a transaction has been submitted to GP — not whether GP has posted it. Posting is a separate step inside Dynamics GP; a submitted PanatrackerGP transaction no longer holds a soft allocation whether or not the GP batch has been posted.

A common example: a picker starts fulfilling a sales order on a handheld, which soft-allocates the stock, but then leaves the transaction without submitting or discarding it. That quantity stays held until the unfinished transaction is dealt with.


Two Things That Trip People Up

  • It may not be a “Verify Order” transaction. The transaction holding the quantity can be any type — most often an Order Fulfillment / Order Picking. Look at all unfinished transactions in the Portal, not just one screen or transaction type.
  • Restarting the handhelds does not help. The unfinished transaction lives in the PanatrackerGP database on the server, not on the handheld. Rebooting a device never clears it — which is why the discrepancy survives a restart.

How to Fix It (in the Portal)

The unfinished transaction is visible and manageable in the PanatrackerGP Portal:

  1. Open the PanatrackerGP Portal and go to the transaction list / dashboard.
  2. Look through the transactions that are In Progress, Queued, Failed, or Pending until you find one that includes the affected item.
  3. Decide what the transaction should be:
    • If it is real work that should go through — finish and submit it.
    • If it was abandoned or is a duplicate — discard it.
  4. The held quantity returns to available immediately. No handheld restart is needed.
IMPORTANT: An in-progress Order Fulfillment is not always abandoned. Unlike most transactions, fulfillment lets a picker leave a pick and resume it later, so an in-progress fulfillment may be someone's paused work. Before discarding, confirm the order has already been handled — discarding active work will cause a different problem.

Transaction Status Reference

Every PanatrackerGP transaction carries a status. These are the statuses that hold a soft allocation (and therefore reduce available quantity), and the ones that release it:

Status Effect on available quantity
In Progress Being entered on a device — holds the quantity
Queued Saved to send, not yet transmitted — holds the quantity
Failed GP rejected the submit — holds the quantity until resolved or discarded
Pending Awaiting approval in the Portal — holds the quantity
Succeeded Submitted to GP — releases the hold
Discarded Voided / ignored — releases the hold

So the goal is simple: get each transaction holding the item into either Succeeded (submit it) or Discarded (void it).


Advanced: Locating the Transaction with SQL

If you have SQL Server Management Studio (SSMS) access to the PanatrackerGP company database, this read-only query lists the unfinished Order Fulfillment transactions that are holding stock, and the exact item, bin, and quantity each one holds. It changes nothing.

SELECT  h.SalesOrderCode,
        h.TransactionStatus,          -- In Progress / Queued / Failed / Pending all hold stock
        h.CreateUserName,
        h.CreateDeviceName,
        u.ItemCode,
        u.SiteCode,
        u.BinCode,
        u.FulfilledQuantity,
        u.UnitOfMeasure
FROM    PanatrackerGP7_TrxFulfillOrder     h
JOIN    PanatrackerGP7_TrxFulfillOrderUnit u ON u.TrxFulfillOrderOid = h.Oid
WHERE   h.TransactionStatus IN (0, 1, 5, 8)      -- 0 In Progress, 1 Queued, 5 Failed, 8 Pending
ORDER BY u.ItemCode, h.CreateUserName;
NOTE: Newer installs prefix every table with PanatrackerGP7_ (as above). Older installs use the bare table name (TrxFulfillOrder). If the query reports an “invalid object name,” remove the prefix. To check other transaction types, the same pattern applies to their tables (for example TrxSiteTransfer, TrxAdjustment, TrxReceiving) joined to their …Unit table.
IMPORTANT: Once you have identified the transaction, clear it from the Portal (submit or discard) rather than changing the database by hand. If a transaction cannot be cleared from the Portal, contact Panatrack Support before making any change in SQL — and always take a full backup of the PanatrackerGP database first.

If You Can't Find an Unfinished Transaction

If there are no unfinished PanatrackerGP transactions holding the item, the difference you are seeing may simply reflect Dynamics GP's own allocation on an already-submitted order (GP reduces available for allocated orders as well). In that case there is nothing to clear on the handheld side — contact Panatrack Support and we will help you reconcile the two systems.


Questions? Contact Panatrack Support.

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