How to Perform an After-Hours Inventory Reconcile in Microsoft Dynamics GP

by | Updated July 25, 2018 | Dynamics GP

In order to perform an inventory reconcile in Microsoft Dynamics GP, users cannot be processing inventory transactions. Thus, the best time to have this process take place is after hours. This way the event can work overnight without interruptions. In the event that someone is processing a transaction when the scheduled job occurs, the automation will exit the system gracefully. Otherwise, a reconcile happens and reports will be archived in a text file. Here are the steps for performing an after-hours inventory reconcile in Dynamics GP.

Prerequisites

  • Dynamics GP
  • Microsoft SQL Server
    • SQL Server Agent
    • SQL Server Integration Services
  • Visual Studio 2017 with SQL Server Data Tools Addin
  • SQL Server Agent

Step 1

Use these automation macros to perform the operations needed to reconcile inventory.

Stoneridge_Login.mac – Log into the system

Stoneridge_Startup_Exit_Without_Reconcile.mac – Removes the startup macro, then exit the system

Stoneridge_Startup_Exit_After_Reconcile.mac – Reconcile, remove the startup macro, exit the system

Step 2

Use a three-step SSIS package to archive reports, execute a sql statement and run Dynamics.

Inventory Reconcile

Archive_Report.bat – Rename the files at the archive location

T-SQL_Statement.sql – Add the startup macro for %USERID%

Execute Process – Start Dynamics

Step 3

Use SQL Agent to run the package from above.

Inventory Reconcile Job – Blank job scheduled to run at 2:00 am each evening

Inventory Reconcile

Script for Proxy and Job Step execute SSIS package – Proxy credentials with job step assigned

Conclusion

When the SQL agent job runs the SSIS package at 2:00 am and there are no users currently processing inventory transactions, the previous reconcile reports at the location are archived, then the inventory reconcile runs to produce new reports. In the case that someone is inside a transaction, no action is taken.

 

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2 Comments

  1. Nancy Sparks

    Where do I store the login macro?
    Thanks.

  2. Leah Baker

    Hi Nancy, Here is Rob’s response:

    Thanks for reaching out here. This particular example stores the macro at the following location.

    C:\AutoReconcile\Macros\Stoneridge_Login.mac

    You could use the same location or make the updates to the macro that will match your environment.

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