Bin Tracking Release Notes

Bin Tracking 2021 is compatible with Sage 300 2021 (September 2020).

Bin Tracking 2020 is compatible with Sage 300 2020 (September 2019).

Bin Tracking 2019 is compatible with Sage 300 2019 (September 2018).

Improvements to Bin Tracking Post Reconciliation process to:

• Only create the I/C Stock Adjustment/Update I/C Worksheet and create associated BT Transfer document if updates to both modules are successful. If errors are encountered to either documents, the documents will be rolled back, and the associated error message recorded on the BT Worksheet.
• Delete the BT Worksheet when both I/C and BT updates are created from Post Reconciliation process

Maximum Quantity field in the Bin Setup screen, Restocking quantity in the Bin Finder screen.

New customized PO Receipt form with Bin Allocation - POOYRCP01.rpt

Bin Tracking 2018 is compatible with Sage 300 2018.

* Bin Transfers - added 'Select All' button to the serial/lot window to pick/put away all rows. You can also press space /

delete on the quantity column on the main screen to pick all rows or set the quantity to 0.

* B/T Options - added "Include non-stock items" option. It defaults to Yes. If set to no then non-stock items are not copied to the Bin Transfer document.

Bin Tracking 2017 is compatible with Sage 300 2017.

• A new Periodic Processing option to make empty temporary bins inactive

• A new (faster) report showing the bin transfer history – limited to one location only

• A new tab on the Bin Tracking Options showing the installed product update and product updates released since the installed product update to allow for easier viewing/checking of the installed vs current product update

In Bin Transfer transaction if the item is serialized, when picking the quantity of the item, there is an option to allow to automatically allocate serial numbers

Previously you could set a bin to allow picking or not. You can now set it to allow picking, allow manual picking only (ie no autopick), give an error if the bin is chosen, or display a warning if the bin is chosen.

Added a "#Lots with non-zero quantity" to Bin Setup and Item and Bin Inquiry screens.

Optional Fields have been included in Bin Tracking 2014. Optional fields can be used at:

• Bin level

• Bin Transfer Header Level

• Bin Transfer Detail Level

Bin Tracking Optional Fields are integrated to OE/IC/PO Optional Fields.

• New document types added to the Bin Transfer Document Header to support VM Invoices, VM Credit Notes and VM Cost Only Transactions

• Drill down from the Bin Transfer to the associated VM transaction

• Drill down from the Pick Status screen to the associated VM Transaction

• VM transactions included in the Bin Transfer Reconciliation Report

• VM screens added to the BT Options screen\Processing tab for BT configuration

• When posting a Bin Tracking Physical Inventory count based on a bin number range (ie the Bin Tracking Physical Inventory worksheet was generated by Bin Tracking, not Inventory Control) you can optionally create the I/C adjustment with

• • the change in the quantities in the Bin Tracking Physical Inventory Worksheet – relative to the original Bin Tracking Worksheet quantity

  • the change required to adjust the original I/C Inventory quantity to equal the adjusted Bin Tracking Physical Inventory Worksheet quantity

• Added new check box on the finder for Lots in the Item and Bin Inquiry and on the Pick Lots on the Bin Transfer screen. This check box can be selected or de-selected per user, and allows for the suppression or inclusion of Lots with zero quantities.

• Added a new report Bin Transfer Reconciliation report to allow users to compare quantities on the Source document (eg OE Shipment, PO Receipt, I/C Adjustment etc.) against the quantities on the associated Bin Transfer document.

• Added new selection criteria to the Bin Transfer History report : From and To Status and From and To Source Document. These two new selection criteria will allow users to view only Completed documents, and/or Ready or in Progress documents, and/or all documents. Similarly users will be able to select all Bin Transfers for all source documents, for OE Shipments only, for PO Receipts only, for I/C Adjustments only etc.

• Allows support for multiple users to enter stock take information into the Bin Tracking Inventory Worksheet at the same time

• Allows support for configuring the Bin Transfer document to be auto-opened the AutoSimply source transactions