PanatrackerGP extends Dynamics GP to mobile devices for capturing inventory transactions. Understanding GP's inventory features enhances your PanatrackerGP implementation.

Multiple Bin Tracking

Multiple bin tracking requires bin selection for every inventory transaction once enabled in GP. This feature assigns multiple bin locations under each Site, with every Site requiring at least one bin.

Planning Your Implementation

Enable this feature first in a GP test environment. Plan bin numbering based on warehouse pick paths and design physical space accordingly.

Bin Numbering Tips:

• Avoid starting bin numbers with 0
• Avoid spaces—use dashes instead
• Use descriptive naming (Aisle/Row and Section/Shelf position)

Conversion Process

Coordinate multi-bin tracking enablement with a full stock count. Before enabling:

1. Post all inventory transactions (including invoices) in GP
2. Enable the feature (all items assign to bin named AUTOCREATE)
3. Run reconcile and check links
4. Complete bin setup for each site

Stock Count After Enablement

Complete counts using bin move transactions or put away:

1. Move items FROM AUTOCREATE TO actual bin locations
2. Review remaining items in AUTOCREATE bin (represents variances)
3. For serial or lot tracked items with insufficient quantities, use Adjustment Add to add additional inventory
4. Optional: Set up stock count schedule for verification count after moves

Default Bins Setup

Define default bins at the Site level or Item+Site level:

• Purchase Receipts — Use Site level for general Dock/Staging bins; use Item+Site level for single stock locations or items put away during receipt
• Purchase Returns — Return processing default location
• Sales Order Fulfillment — Typically Item+Site level for primary pick location
• Sales Returns — Return processing default location
• Assembly Receipts — Similar to Purchase Receipts logic (Site level for general bins, Item+Site for finished goods)
• Materials Issue — Default bin for component/ingredient items (required at Site level when GP manufacturing is installed)
• Manufacturing Receipts — Apply same logic as Assembly Receipts (required at Site level when GP manufacturing is installed)
• Repair Issues — Repair transaction default location

Priority Bins Setup

Define priority bins at the Item+Site level to add logic rules:

• Restrict put-away locations
• Set min/max levels per item per site per bin
• Set Sales Order Fulfillment bin as Priority 1 for sales items

Multiple bin setup provides a detailed map of exactly where inventory is located and the quantity in each bin location.

Dynamics GP Bin Quantity Inquiry displaying item quantities across multiple bin locations

Bin priority configuration screen

Sales Order Fulfillment

Sales order processing requires a separate fulfillment process to use PanatrackerGP. The fulfillment process updates sales orders with actual quantities picked, lots, and serial numbers.

Multiple Bin Integration

Multiple bin tracking enables:

• Pick list sorting based on Sales Order Fulfillment bin default (Item+Site)
• Default next available bin to direct pickers to overstock locations
• Automatic invoice transfer when "To Invoice" quantity matches fulfilled quantity (Order type)

Accurate Quantity Available

Sales order allocation applies to Site-level quantities, calculating Available quantity from On Hand minus Allocated. When orders are picked, bin quantities are allocated with the submitted pick, updating bin available quantities in real-time.

Process Holds

Use Sales Process Holds to apply restrictions:

• Apply hold at sales order pick start, remove at end (restricts document transfer during picking)
• Restrict fulfillment for orders on credit hold

Alternative Site Uses

Sites provide flexibility beyond physical locations:

• Quarantine Inventory — Create sites to segregate unavailable inventory (filtered out when sites are set on sales orders or manufacturing orders)
• In-Transit Inventory — Represent transfer status with 'VIA' or 'IN-TRANSIT' sites: 1. Transfer TO in-transit site 2. Second transfer verifies first, moving FROM in-transit site TO destination site 3. Consider Panatracker Directed Transfer infrastructure for transfer functionality
• Consignment Tracking — Associate sites with customer address locations and set as default Site for customer address sales orders

Stock Count Schedules

PanatrackerGP's Stock Count functionality uses the GP Stock Count infrastructure.

Best Practices

• Create multiple stock counts — Define by site and bin range for manageable processing and faster activity resumption
• Post all transactions before counting — Ensure On Hand quantities are current (Stock Count logic uses On Hand, not Available)
• Account for unposted fulfilled orders — Record items and quantities from fulfilled but unposted sales orders when multiple-bin tracking is enabled
• Exclude staging bins — When moving items from stock bins to staging bins during Order Fulfill, exclude staging bins from stock count schedules
• Use cycle counts — Count smaller groups of items to limit operational downtime

Spot Count Transaction

The Spot Count transaction allows single counts against specific item+bin combinations:

• Count against On Hand or Available quantities
• Variance submits to GP as Transaction Entry (positive or negative)
• Note: Serial tracked items are not supported for this count