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

by | Jul 24, 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.

 

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

july

16jul11:00 am12:00 pmConfab with Stoneridge - Livestream - Business Intelligence Power Hour

22jul10:00 am10:30 amOn the Job with Dynamics 365 - Manufacturing Material Handler

22jul12:00 pm1:00 pmImprove Field Service Delivery and Increase Customer Satisfaction

30jul11:00 am12:00 pmConfab with Stoneridge - Livestream - Power Apps Power Hour

august

03aug(aug 3)8:00 am07(aug 7)5:00 pmMicrosoft Dynamics GP Core Financials Bootcamp

05aug10:00 am10:30 amOn the Job with Dynamics 365 - Manufacturing Shipping / Receiving Department

05aug12:00 pm1:00 pmHow Ag Retailers Can Simplify Processing Equity Payments using Levridge

12aug10:00 am10:30 amWhy Levridge Grain? How to Achieve Efficient and Accurate Scale Tickets

12aug12:00 pm1:00 pmThe Three Paths to Dynamics 365 Finance and Supply Chain from Dynamics AX

13aug11:00 am12:00 pmConfab with Stoneridge - Livestream - Dynamics 365 2020 Wave 2 Preview

19aug10:00 am11:00 amWhat is Levridge? An Overview of the Ultimate Ag Solution

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X