Dynamics GP Item Manager

 

Copy Inventory Items in Dynamics GP - Item Manager

The Trinity Item Manager module from Dynavistics takes existing Microsoft Dynamics GP Item maintenance a step further. It allows not just the copying of GP data, but also any item data associated with Trinity modules when creating a new item based on an existing one.

Video Transcript

Copy Inventory Items in Dynamics GP - Item Manager

The Item Manager module takes existing Dynamics GP item maintenance a step further. It allows not just the copying of GP data, but also any item data associated with Trinity modules when creating a new item based on an existing one.

Item Manager contains two features: the Copy Item Wizard and the Assign/Unassign Sites Wizard.

With standard Dynamics GP, the creation of new items, no matter how similar, must be performed individually.  Here, the copy item wizard allows you to choose one existing item as a template and then copy selected information from this item to generate unlimited new item master records.  Let's look at it in action.

Firstly, I have selected an item to copy from.  The wizard will allow me to confirm the standard GP options I want to copy, as well as any installed Trinity data, such as Catchweights, Vehicle Load Planning, Vendor Pricing, Duty Processing or Advanced Inventory Planning.  If I wish to use a selection in the future, I can store as a template to recall at a later date.

I have the option to either enter new item code descriptions manually or take them from a flat file.  The flat file should contain a list of item numbers, descriptions, and short names.  However, for this example I will go back one screen and select manual.  

All I have to do is supply the new item code description and short name.  I can review the verification screen and then finally, once the item has been created, I have the option to immediately view it in item maintenance.

The Assign/Unassign Sites Wizard allows the user to perform mass assigning of items to and from sites.  So, rather than removing obsolete stock from the site one item at a time, you can now remove a whole range of items from a site.

So to summarize, Item Manager allows the user to copy item details to create a new item which will include Trinity specific information and perform mass allocation or removal of items from a selection of sites.

I hope you found it interesting. If you’d like to know more, please schedule your free demonstration today.

You may also like

How to Improve Stock Take Process ...
on August 27, 2019
business software

  Learn how to improve your stock take process as well as managing sales batches with our Trinity ...

commentIcon 0 Comments
Staff Author
Overview of Distribution ...
on August 27, 2019
business software

  The Distribution Enhancements Module for Dynamics GP is a toolbox that contains several areas of ...

commentIcon 0 Comments
Staff Author
Managing Inventory Margin and ...
on August 27, 2019
business software

  See how Trinity Distribution Enhancements for Dynamics GP enables better sales order margin ...

commentIcon 0 Comments
Staff Author
Advanced Customer Item Management ...
on August 27, 2019
business software

  Learn how to control which inventory items customers can and cannot buy using advanced settings ...

commentIcon 0 Comments
Staff Author
How to Manage Inventory Allocation ...
on August 27, 2019
business software

  For some companies, balancing demands of customers when inventory stocks are limited is ...

commentIcon 0 Comments
Staff Author
Solving Challenges Challenges of ...
on August 27, 2019
business software

  Video Transcript Challenges of Speciality Foods Hello, and thank you for joining me.  Today we're ...

commentIcon 0 Comments
Staff Author