Inventory Management
GP Inventory module, PanatrackerGP barcode scanning, NiceLabel, stocktake procedures, and GRNI management across Aidacare's 5 distribution centres.
GP Module
PanatrackerGP
NiceLabel
Source: Panatracker@Aidacare.docx · Aidacare ERP MS-GP Infrastructure Details.docx · GP Tech Support SOP Documents / Events / StockTakes · GP Functional Module SOPs / Finance / GRNI
5
Distribution Centres (DCs)
v7.11.0.0
PanatrackerGP Build 216
AIDABCODE01V
PanatrackerGP Server
FIFO
Inventory Costing Method
8
Stocktake SOPs
MicroChannel
PanatrackerGP Support
Inventory Module Overview
GP Inventory Configuration
GP ModuleInventory Management (GP Series)
GP Version18.0.1739.000
DatabaseHANDR (primary GP company database)
Costing MethodFIFO (First In First Out)
Scanning LayerPanatrackerGP v7.11.0.0 (Build 216)
Label PrintingNiceLabel (on-premises, AIDABCODE01V)
Rental InventoryWennSoft tracks hire/rental equipment stock separately
GRNI DB TableGP GRNI reconciliation via SmartList / SSRS reports
Distribution Centres
Total DCs5 distribution centres using PanatrackerGP scanning
ConnectivityAll DCs connect to AIDABCODE01V (PanatrackerGP server)
DC NamesIndividual DC names — requires Aidacare validation
StocktakeEach DC performs periodic stocktakes using handheld scanners
Transfer TrackingGP Transfer Linking Enhancement — links inter-DC transfers to sales orders
Key Integrations
SmartConnectInventory sync jobs (CMP, CRM, ECHIA channel)
ECHIA / EDINDIS/BUPA orders trigger inventory allocation via SOP
FreightMasterDispatch/pick triggers from inventory allocation
WennSoftRental equipment tracked in WennSoft — separate from consumable inventory
Inventory Business Processes Supported by PanatrackerGP
Receiving
- Scan barcodes at goods receipt
- Match PO to received quantities
- Post receipt to GP Purchasing (POP)
- Generate GRNI automatically
Picking & Dispatch
- Scan items for Sales Order pick lists
- Process inter-DC stock transfers
- Track serialized medical equipment
- Dispatch confirmation to FreightMaster
Stocktake & Adjustments
- Scan-based stock count via handheld devices
- Count sheets generated from SSRS
- Variance investigation and adjustment
- Rental stock take via WennSoft
PanatrackerGP — Barcode Scanning System
Source: Panatracker@Aidacare.docx — Application documentation
ApplicationPanatrackerGP v7.11.0.0 (Build 216)
App ServerAIDABCODE01V
Admin Web Apphttp://10.26.21.85:81/
Database ServerAIDASQL01P (GP SQL Server 2019)
DatabasePanatrackerGP (dedicated DB on AIDASQL01P)
Label ManagementNiceLabel (on-premises, AIDABCODE01V)
SupportMicroChannel (product support vendor)
IntegrationOut-of-the-box GP integration (no custom SmartConnect required)
CriticalityTier-1 — critical for all DC warehouse operations
Architecture
PanatrackerGP is a warehouse mobility/scanning layer that sits on top of Microsoft Dynamics GP. Warehouse staff use handheld barcode scanners at all 5 DCs — instead of manually entering data into GP screens, they scan barcodes and the data posts directly to GP via the PanatrackerGP integration.
Device TypeHandheld barcode scanners (wifi-connected)
GP Write MethodOut-of-the-box integration — posts to GP directly
NiceLabel RoleLabel printing for barcoded items and dispatch labels
Supported Operations
- Scan barcodes for receiving inventory
- Pick orders from Sales Order pick lists
- Process stock movements between bins/locations
- Process inter-DC inventory transfers
- Track serialized medical equipment
- Process rental equipment movement
- Dispatch shipment confirmation
- Stock count / stocktake via handheld
- View item details and stock on hand
- Print NiceLabel labels from scanner workflow
Stocktake Procedures (SOP-008 to SOP-015)
Source: GP Tech Support SOP Documents / Events / StockTakes — 8 SOP documents
1Pre-Validation (SOP-009): Run stock pre-validation — freeze stock movements, identify items with on-hand discrepancies before count begins
2Count Sheets (SOP-010): Generate SSRS count sheets for each DC location — sorted by bin/location for efficient scanning
3Panatracker Count (SOP-011): Warehouse staff scan all items using PanatrackerGP handheld devices — counts post to PanatrackerGP database
4SSRS Verification (SOP-012): Run SSRS stocktake comparison reports — compare scanned counts against GP book quantities
5Variance Investigation (SOP-015): Investigate count variances — recount disputed items; confirm serial/lot numbers for medical equipment
6Missing Stock Adjustment (SOP-013): Process stock adjustment entries in GP for confirmed variances — Transactions → Inventory → Adjust Quantities
7Rental Stocktake (SOP-014): WennSoft rental equipment stocktake run separately — equipment tracked by serial number in WennSoft HRE module
8Close & Report: Post all adjustments; run final SSRS inventory valuation report; sign off stocktake with DC manager
Stocktake SOPs Reference
| SOP | Title |
|---|---|
| SOP-008 | Stock Take Checklist & Process |
| SOP-009 | Stock Take Pre-Validation & Data Preparation |
| SOP-010 | Creating Count Sheets for Stock Take |
| SOP-011 | Panatracker-Based Stock Counting Process |
| SOP-012 | SSRS Reports Usage for Stock Take |
| SOP-013 | Missing Stock Adjustment in Stock Take |
| SOP-014 | Rental Stock Take Process |
| SOP-015 | Stock Variance Investigation |
Stocktake Tips
- Schedule stocktakes outside business hours or on low-activity days
- Freeze all SOP/POP transactions during count period
- Serialized medical equipment must be verified by serial number individually
- Rental equipment in WennSoft requires separate WennSoft stocktake run
- Run SSRS pre-count and post-count reports to document variance
- All adjustments require Finance team sign-off before posting
- Take full GP database backup before posting mass adjustments
GRNI — Goods Received Not Invoiced
Source: GP Tech Support SOP Documents / GP Functional Module SOPs / Finance / GRNI
What is GRNI?
GRNI (Goods Received Not Invoiced) represents stock that has been physically received into Aidacare's warehouses via PanatrackerGP scanning but for which the corresponding supplier invoice has not yet been processed in GP Accounts Payable.
The GRNI balance is a key balance sheet accrual account. It must be reconciled regularly — particularly at month-end — to ensure financial accuracy.
GRNI Process
1PanatrackerGP scans goods receipt → posts POP Receiving in GP → GRNI GL account debited
2AP Invoice arrives (Docuphase OCR or manual) → matched to POP receipt → GRNI cleared
3Month-end: Run GRNI reconciliation report (SSRS or SmartList) → identify unmatched receipts
4Chase outstanding supplier invoices; accrue for confirmed receipts without invoices
Resolution when GRNI balance does not reconcile to inventory receiving transactions:
1Run GRNI Reconciliation report from SmartList or SSRS — identify unmatched PO receipts
2For each unmatched receipt — confirm physical stock was received (PanatrackerGP scan record)
3Match AP invoice in Docuphase/GP to the relevant PO receipt — clear the GRNI accrual
4For old unmatched receipts — raise a credit note or journal to clear the GRNI balance
5Review GP POP setup — confirm auto-receipt against PO is correctly configured for all DCs
Source: GP Tech Support SOP Documents / Finance / GRNI
Inventory & Related SOPs
| SOP ID | Title | Category | Type |
|---|---|---|---|
| SOP-008 | Stock Take Checklist & Process | Events / StockTakes | Procedure |
| SOP-009 | Stock Take Pre-Validation & Data Preparation | Events / StockTakes | Procedure |
| SOP-010 | Creating Count Sheets for Stock Take | Events / StockTakes | Procedure |
| SOP-011 | Panatracker-Based Stock Counting Process | Events / StockTakes | Procedure |
| SOP-012 | SSRS Reports Usage for Stock Take | Events / StockTakes | Reference |
| SOP-013 | Missing Stock Adjustment in Stock Take Process | Events / StockTakes | Troubleshooting |
| SOP-014 | Rental Stock Take Process | Events / StockTakes | Procedure |
| SOP-015 | Stock Variance Investigation | Events / StockTakes | Troubleshooting |
| SOP-040 | GRNI — Inventory Mismatch | GP Functional / GRNI | Troubleshooting |