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.
