Customization

WilloWare Inc. specializes in providing high quality custom development services to Dynamics GP Resellers.

We strive to deliver a custom project that has the same look and feel as a 3rd Party Product. This includes such features as using automated installers and detailed PDF user documentation.

Our developers have passed Dynamics GP certification tests, and have hands-on experience working with end-users deploying and supporting Dynamics GP. We have the software and business background to understand why a request is important, how it impacts the system and end-users, and can work with you to design the best solution.

Below is a selection of design specifications from some of our custom projects. We are providing this as a resource to give you ideas on what can be done with Dynamics GP, and to help others benefit from existing solutions. For more information about any of these projects, or to discuss pricing, please contact us.

DS0002: Enhancements to POP, SOP and Inventory to handle inventory where the dimensions of each piece vary. Stone slabs, leather, and meat distribution a few examples of industries that might have this requirement. | DS0002: Instructions
DS0003: SOP and Receivables Enhancements to support businesses that act as sales representatives for manufacturer’s. The business takes sales orders which are invoiced and fulfilled by a 3rd party. The 3rd party pays the rep company a commission for the sale. | DS0003: Instructions
DS0006: SOP Enhancements to support sales documents with multiple tax, duty, tariff, and subtotals lines. Also adds multiple language printing of Invoices that translates field labels, column headers, and item descriptions. | DS0006: Instructions
DS0012: Customer/Vendor Unit of Measure Conversions for SOP and POP. Provides the ability to keep inventory using an internal Unit of Measure, such as an EACH with zero quantity decimal places, while converting to a Vendor or Customer U of M, such as Linear Feet, that may not convert evenly to the internal U of M. | DS0012 Instructions
DS0014: Bill of Lading. A custom Bill of Lading application for a fertilizer distributor. | DS0014 Instructions
DS0016: Customer frequently uses drop-ship Purchase Orders generated from Sales Transaction Entry. Vendor provides tracking number information for the shipment, and references the Purchase Order Number. A user enters the PO Number and tracking number from the Vendor, and the system adds the tracking number to the linked Sales Transaction. An email is automatically generated to the Customer notifying them of the shipment. | DS0016 Instructions
DS0017: A modification to GP Manufacturing’s MOP-POP linking, where the default PO Line information created by GP Manufacturing is replaced with the Item Description of the Made Item, and the Vendor Item is populated with the Vendor Item linked to the Made Item.
DS0018: An enhancement to the AP Void process. Normally voiding a check and the voucher it is applied to is a two step process: void the check, then separately locate and void the voucher. Although the documents are retained in GP history, the original apply information is lost when the check is voided. With this enhancement, after voiding one or more checks, a new window opens showing all vouchers that can also be voided that had been paid by the checks. The original apply-to information is retained and visible through a new transaction inquiry zoom.
DS0020: System-generated Lot Numbering sequences by Product Group (Item Class). This modification generates a unique Lot Number (or range of lot numbers) using a Company Code, Product Code, and six-digit incrementing number. All Item Numbers within the Item Class are covered by the same Lot Number Format established at the Item Class level.
DS0023: Enhancements supporting SOP-POP drop-ship sales orders. PO Invoice Freight is automatically added to the linked Sales Order. Posting the PO Invoice moved the linked Sales Order to a “Ready To Invoice” Batch. A custom Profit Margin window in PO Invoice Entry helps spot errors in the vendor cost and/or sales order price.
DS0027: A metal pipe distributor codes material properties into the Item Number, where each segment of the item number denotes a property of the pipe. Pipe is stored in inventory Bins by Material Type and Pipe Size. With over 600 bins, the bin lookup was cumbersome to use, and prone to user error by entering or selecting the wrong bin. This project controls which bins appear in the lookup, or can be entered by the user, based on the coding of the item number so that only valid bins are used.
DS0030: A distributor and broker of steel products for the oil drilling industry needs to track a large number of material properties for each lot of steel. The material data is provided by the manufacturer (mill), and in turn needs to be provided to the customer in a Material Test Report. MTR Screen Caps | MTR Sample Report
DS0032: Item Class Serial Numbering ensures that all items within an Item Class have a unique serial number for that class with no overlap with items from other product groups.
DS0036: SOP Modification enables one to split large sales order lines into multiple shipments based on freight container size and requested ship dates. A pro forma invoice is produced for the customer of the shipment and a receipt of payment is recorded against the pro forma invoice.
DS0038:When an MO is created the PickList shows which materials need to be issued to a work center on a specific day for all components with Lead Times and down days taken into consideration for each .
DS0048: The customization provides the ability to link a GL Natural Account Segment override with a SOP Document Type ID, which creates the ability to have different Sales Accounts depending on the Document Type.
DS0052: Price Sheet Utility is an enhancement to GP Extended Pricing Price Sheets to handle constantly changing combinations of price changes, introduction of new products, customer updates while generating a report on the history of all these changes.
DS0060: Enhancements to the CTE Window giving you the ability to build a query to create a list of manufacturing orders from which you can multi-select from the results to choose which MOs to add to a pick document.
DS0062: STARS : Store Transfer and Replenishment System- is designed to work with multi-bin functionality to transfer inventory from one central location to multiple stores in three steps.
DS0066: A Bill of Materials report that shows first level components, the reference designators and the manufacturer’s part numbers for each component.
;DS0067: A BOL Report Option to Dynamics GP using your pre-printed BOL form. It provides a place to add,maintain and modify records with an area for a “Notice to Drivers”.
DS0068: Please see SOP-POP Multi-Link
DS0070: The customization allows the user to take a complete order without generating an MO per line, then create all MO’s for the sales document after the order is complete. It also provides a method to execute a batch process that will examine all open sales documents and create manufacturing orders as needed.
DS0072: A BOM Import Utility that allows a user to import into Manufacturing BOM a flat file containing a list of components . This process will also import Reference Designators and create a Routing.
DS0074: SOP-POP Link Modification is for Contract Orders only to “lock in”/”contract” for a certain amount of units at a “locked in” price. The units will not be shipped at the same time, but drop shipped when a customer actually wants them and in the amounts requested. The PO and Sales Order will also be recalculated so that extended costs, price, subtotals and document totals are correct. If any taxes or commissions exist, those will also be recalculated as well as GL distributions.
DS0075: A customization to the Sales Entry Window where the end-user can associate SOP Document Type ID’s with a Natural Account Override. The user can specify a SOP Type (Quote, Order,Invoice, Return,Backorder) and then select the Document ID.
DS0085: In Dynamics GP there are several areas where the multi bin functionality requires manual selections from the user, and/or does not print the bin selections when a transaction posts, and/or does not keep a record of the bins used in the transaction. The Multi-Bin enhancements will automatically do these functions for you.
DS0088: Mass Bin Transfer is a new window created to allow the user to pull in all of the items on a Picklist, set the quantity to transfer and indicate the From and To bins for one big bin transfer transaction.
DS0092:A large International distributor experiences a high volume of sales transactions, many orders having a large number of lines( a 6000 line order is common). Inventory is allocated to Sales Orders for each prioritized Customer Class. A “Threshold” dollar value is established to determine which documents are fulfilled. The user then has the ability to further restrict the list of possible orders to be fulfilled based on several restriction criteria. When finished, the system will print a report showing the Sales Orders and Lines that were included in the Fulfillment and how much was allocated to each of the included lines.
DS0097: SOP Fulfillment is a modification to Dynamics GP that provides the following functionality. During order entry (Sales Orders) if the quantity entered is greater than the quantity available, the system will automatically default to the Quantity Shortage Option. The software will check available inventory and present the user with a dialog box of options. If all lines are fully allocated the Pick Ticket will automatically be printed. If it cannot Allocate All, it will Backorder All and a report will print showing which lines would have been partially allocated.
DS0099: The Contract Pricing Utility creates new Price Books where needed by allowing you to enter the criteria to be considered, to set the Base Price and update existing Price Books.
DS0101:ACMECO. has a very high volume of sales transactions with many repeat customers. If orders, or lines on orders, cannot be fulfilled, they are moved to Backorders. Document Merger combines multiple documents together from a customer into a single document. Features include the ability to indicate multiple selection criteria used to identify a set of documents to merge; maintain complete history of the documents so that the user can trace any document back to the originating document. When finished the system will print a report showing Sales Orders and Lines that were included in the merge, show new SOP Numbers and then list details about each of the merged lines.
DS0102: Scan bar coded item numbers and component part serial/lot numbers into Dynamics GP Manufacturing. A new window will automatically generate links between the made item and the components and its serial numbers.
DS0105: The new BOM Import Utility performs the following functions: allows user to select a spreadsheet (CSV) for import; validates the item numbers in the import to ensure they already exist in the Item Master; validates sub-components to ensure that sub-component BOMs already exists prior to importing a parent BOM; creates a new BOM and replaces an existing BOM with a new import.
DS0107: Be able to select a number of documents to transfer at one time from Backorder to Order, while keeping the line quantities as Backordered. The user will be able to generate a query to identify a set of documents to transfer.
DS0108: ACMECO brings Sales Orders into Dynamics GP with eConnect and needs a way to generate manufacturing orders (MO) linked to the imported sales orders. MO Generator performs the following functions to handle new orders according to set criteria; a Picklist is build, the order scheduled and the new MO’s will be created in a Released status. Existing orders will be analyzed for changes,ie. if a line is cancelled, quantity changed, or a change in ship date. After the MO Generator runs, a report will print showing information about the Sales Order, New MO’s and/or changes.
CR0109: The modification allows you to print the item numbers and the serial numbers for the components of the finished item on the Sales Order and the Picking Ticket.
CR0103: A modification to the Equipment Configuration Builder Module gives you the ability to assign a Warranty code to a Customer Class, and have that assigned to ERs (equipment records) and calculate the Start/End dates accordingly. The top-level ER is created when the Invoice posts. The modification will loop-back after creating the component ER’s and update the top-level ER with new Warranty Code information, if needed.
CR0120: Time Sheet Entry; a modification to the GP Manufacturing Data Collection window allows you the simultaneous entry of Labor and Machine time within a single transaction. You will also have the ability to capture “Shift” during each transaction. An electronic copy of the “Daily Sheet” will also be stored automatically.
CR0133: Contract Line Quick Entry provides traceability back to original purchaser and allows individual piece part pricing for multiple parts in redundant systems.
DS0134: MFG Integration is a new window that imports “raw” data from iTrax into SQL tables in GP. It automatically links raw materials to serial/lot numbers to the finished item serial number. It records all of the components used, as well as labor, so that correct costing can be applied to the finished items.
DS0146: BOM Import Utility transfers Bills of Materials from a non GP engineering software into Dynamics GP BOM. It allows you to select a spreadsheet (XLS) for import. It validates the item numbers in the import to ensure they exist in the Item Master. It will also validate sub- components, create a new BOM and checks the manufacturers Part Number(s).
DS0154: Do you have a high volume of sales transactions, do not accept returns, but would like to apply credits to an unposted invoice? Auto-Apply Credit Module provides you the ability to “pre-apply” credits to unposted invoices, prints on the Invoice information about which credits were applied so that credit can only be used once and the customer will know which credits were applied.
DS0157: SOP Security; Sales Person Security restricts access to Sales and Customer Information. It displays only information that belongs to a given salesperson. The information that users can see in different windows will be restricted. They will see only records pertaining to their accounts. From the user’s perspective it will appear as if their transactions are the only ones in the system.
DS0159: Serial Numbering Module. A manufacturer of serial numbered printed circuit boards would like to have more than one segment in the serial number increment each time a new serial number is generated. This module allow you to indicate which segments should be “multi-incrementing” segments. By clicking an “Auto-Generate” button, the system will generate the correct number of new serial numbers.
CR0168: A new window is added to GP, Freight Calc, that will allow the creation and maintenance of a freight charge matrix based on a combination of Shipping Method and UPS Zones. The Freight Calculation will execute automatically on Orders and Invoices before the document is saved, transferred or printed. The Freight field is editable and can always be changed by the user is needed.
DS0170: The CLIP– Contract Line Import Program will import a list of service contract items, automatically create Item Maintenance and Equipment records when needed and add the items to a contract.
DS0174: ACMECO provides inspection and maintenance of fire and safety equipment. The frequency, lists of assets and locations that need to be inspected and/or maintained can vary. A new Inspection Maintenance Window will enable the user to track the assets at each customer location, the inspection frequency and the Route and Technician assigned to the location. A new Work Order Generator will provide the ability to query the database sites needing inspection during a given time frame, and to generate all of the work orders(Sales Order) needed to provide those inspections. The Route Maintenance Window will be used to create and maintain Routes and assign a Tech to a Route.
DS0175:The Pick Order Processing System automatically generates picking orders based on currently available inventory and business rules for What Gets Filled Next. When Orders are entered into the system the entire order will always default to QTY. Backorder. This prevents a new order from grabbing inventory that should be going to a different order that has a higher priority. When the Maximum Data Hand held records the pick, the information is stored in a table in the company database. POP will use this information to find any discrepancies between what should have been picked according to the Pick Order, and what was physically picked. The actual quantity picked will be used to create an Invoice for the Pick Order, and to update fulfillment on the originating sales orders. The software will figure out which Customer’s order(s) are next in the queue to be picked, and generate a Pick Order. The OPS will print at the same time.
CR0177: A large distributor of individually numbered components for kits would like to have a bar code for the Parent Part member on the bin containing the components. When the container is empty the Materials Department would scan the bar code and GP would automatically create a PO for all the kit components that need to be ordered.
DS0179:PRICE LIST UTILITY gives one the ability to store pending price changes, automatically apply the pending changes on the appropriate date, and store pricing history so that reports can be generated showing a customer’s pricing on an item over item.
DS0180:Disassembly Utility will provide a new window that will be used to perform disassembly of finished good items made using Inventory Assembly Transactions (ATrx). The Item Disassembly window will locate the ATrx that made a Serial Number entered by the user. The user will see an exploded Bill of Material view of the item that shows only the serial/lot numbered components and sub assemblies. The user will be able to mark which items they want to remove (disassemble) from the finished good. During disassembly the cost of the made item will be allocated to the components based on a ratio of the component item(s) cost. The Disassembly Process will create an Inventory Adjustment to add the “extracted” components into inventory.
DS0185: Signal Extraprise has a full POS system for the tire industry, which uses GP for the accounting back end. Some vendors offer split terms. This information must be entered into GP manually. If multiple invoices are required a rounding variance is applied to the final invoice. The New Split Terms Wizard gives you the ability to “split” an existing Payables Transaction into equal parts. Before creating the new documents, the window will display the calculated Split Document Numbers and Due Dates. The user can edit the dates. The new documents will be created in the same Batch as the source document, so there will be no effect on the Batch Total, the Transactions count will increase.
CR0189: PO RECEIPT to QUICK MO LINK : When a PO Receipt is posted with a “build item” the Quick MO Link will locate the Parent Item and add them to the MO Generator window. The Quick MO window will pop-open with the MO Number, Item Number and End Quantity populated. The user will perform steps needed from that point to process the MO.
CR0190: LEAD TIME INQUIRY is an improvement to CRITICAL PATH INQUIRY. The CP calculation will give you the option of calculating based on Item Resource Planning lead time values (initial values or primary site), or the routing times. You will also have the option to use Average Quantity from Item Engineering, or a user entered quantity.
DS0191: MASS APPLY AR CREDITS UTILITY allows you the ability to link credits to invoices and to mass apply a large number of documents based on user entered restrictions (such as specific customers). A credit document will be applied, oldest to first by Document date, until the credit is completely applied. A Preview Window will open to the user to preview the proposed application of documents, and print/export reports. The user will be asked to confirm they are ready to apply the selected documents.
DS0194: BLANKET PO contains multiple item numbers, control lines with the ability to create a “release” in a manner that is tracked, so that a specific release can be viewed and reprinted. Blanket PO’s will have a document numbering sequence separate from regular purchase orders. The Blanket PO will be entered using the normal Purchase Order Entry Window through a new navigation.
DS0199: PO DEPOSITS ACMECO frequently makes a deposit on a PO. This is currently done manually creating and posting a payment, manually tracking that a deposit has been made and remembering to apply the deposit to the Invoice once the PO is received. This is a time consuming and potentially error prone process. PO DEPOSITS allows you to “pre-apply” a deposit to a PO in a manner similar to how SOP Payments are recorded. When the PO is invoiced, and the invoice is posted, the system will auto-apply the deposit to the invoice.
CR0206:BAR CODE SCAN MFG WIP Scan bar codes to record manufacturing progress, and make data available in GP for reporting. Users will scan the manufacturing order numbers, serial numbers completed and work center locations at regular intervals, such as at the end of each shift. The imported data will be made available through a Smart List. Another utility inside of GP will clear scanner data for old and/or closed manufacturing orders.
CR0212: LOANER EQUIPMENT TRACKING The Equipment Wizard provides a quick method for tracking demo and loaner equipment that is out at a customer’s location.
DS0219: WAREHO– USE SYSTEM INTEGRATION A vendor of educational materials, such as, workbooks, Cd’s, teaching guides etc. uses a Third Party warehouse to store, assemble and ship kits. The current system is based on inventory having a standard cost valuation method, so any differences between component costs and made (Kitted) items is a variance. The vendor is moving to actual costs and needs the integration to accurately calculate the cost of the made item based on the components. Occasionally kits are disassembled. The cost of the made item needs to be distributed across the components so that the overall inventory value does not change as a result of the disassembly. The solution requires a dedicated GP client to be logged-in so that transactions can be processed in real-time whenever import files are available. It will watch for pending transactions coming from the warehouse. When an assembly is received the processor will: (1) Create and post an “input” inventory adjustment (2) Calculate the total actual cost (3) Create and post an “output” inventory adjustment. The core concept of the integration is the automatic creation and posting of two inventory adjustments; the first to “consume” raw materials, and the second to “produce” finished goods into inventory. Tear downs, or disassembly will work in a similar fashion. Before Processing, error checking will be performed and the results recorded in an Error Log Table. Any error will cause the transaction to fail. Assembly info is transmitted from the Warehouse daily.
CR0234: MULTI-LEVEL MO GENERATOR. Do your manufactured items have a multi-level BOM containing multiple made-to-order stock items? The Multi-Level MO Generator will create a MO for a selected upper level item, and all Make to Stock sub-components in its BOM.
CR0235: SPREADSHEET PLAN IMPORT. An Excel button allows user to import a production schedule from an Excel spreadsheet into the Multi-Level MO Generator (CR0234). The spreadsheet contains the following columns: A- Item Number; B- Quantity to Make; C- Due Date.
DS0243: MRP PO ALTERNATE ITEMS: When MRP sees a shortage for a primary component item, it suggests a PO for the needed quantity, but does not consider using available inventory of the alternates. MRP PO ALTERNATE ITEMS MODULE adjusts the suggested PO based on the available inventory of assigned Alternate Items. It also tracks its usage of Alternate Items and records each change it makes to an MRP PO in a SQL Table. You also have the ability to cross reference a MRP PO to the applied Alternate Item Info.
DS02044:SHIPPING DATE CALC MODULE . The module calculates the day by which an order must be shipped so that it reaches a customer by the Customer’s Requested Delivery Date. It takes into consideration weekends, holidays, customer location and delivery method.
CR0246: POP CONFIGURATION BUILDER: A new window is added to Dynamics GP to record the components within a purchased, serial numbered assembly. When the Assembly is sold ( the Item & Serial Number appear on a Sales Invoice created by Service), the service module will automatically create an Equipment Record for the top-level Assembly. The customization will then look-up the linked components which were entered on the PO Receipt, create Equipment Records for those components and link all of the records together in a Service Configuration.
DS0253: KITS with DECIMALS: A modification to the Item Maintenance window allows you to enter a Kit item with Quantity Decimals greater than zero.
CR0254: SALES FORECASTING MODIFICATION: The modification looks at each forecasted item, calculates the units sold, calculates the difference between forecast and units sold. If the item was under-sold, the difference will be added to the Current Period. The system keeps track of when it has moved a historical quantity and prints a report.
DS0258: MANUFACTURING ENHANCEMENTS addresses Palletized Inventory and Pick-list Alternate Items. The system has the ability to auto-generate a Pallet ID. The following transactions will have the ability to use Pallet ID’s : Inventory Adjustments, Inventory Transfers and MO issue. The Pick-List alerts the user to which items have shortages, the alternates for the shortages and how much inventory is available for the alternates.
DS0270: PRE-ENTER LOT NUMBERS: The modification will enable pre-entry of a Lot Number per Purchase Order Line. When a PO Receipt is entered for the PO Line, and there is a pre-entered Lot Number, the Lot will be automatically entered for the receipt.
DS0274: MULTIPLE COPY SOP PRINTING. The customization allows you to print three copies of an Invoice, each copy with a different footer such as: Client Copy, Accounting Copy, Internal/Operational Copy and each can be printed on a different color paper.
DS0283: SOP DEFAULT BINS: Dynamics GP Sales Transaction Entry Window is customized to auto-allocate inventory by considering the Default Bin first and then automatically proceeds to allocate inventory as needed from other bins by their alphanumeric order.
DS0289: LOT U of M: The main transaction windows in GP can use any unit of measure from the Items’s Unit of Measure Schedule. The Lot Number selection windows are all in the base unit of measure. The LOT U of M modification gives the user the ability to select/enter lot quantities in the transaction unit of measure. This modification applies to the following windows: PO Receipts, Sales Transaction Entry, Inventory Adjustments and Stock Count Entry.
DS0290:DATE ROLL DOWN & PO INQUIRY: A new window, Date Rolldown, is added to Sales Transaction Entry and Purchase Order Entry. It will display all of the lines from a selected document (SOP or POP), provide the ability to manually edit each line, or set a new date and rolldown to all lines or to mark specific lines to which the new date will be applied.
Another new window, PO Inquiry provides the user the ability to perform a purchase receipts history inquiry directly from the PO Line facilitating cost estimating.
DS0301: COPPER SURCHARGE: A manufacturer of wiring harnesses and lamps uses copper that has a fluctuating base price. This results in a surcharge/credit per invoice situation. Most customers accept this, but some want it calculated on a monthly basis. A customer may also change the configuration of the harness which may change the amount of copper it contains resulting in a new invoice. A new window is used to store key information needed when invoices are generated. The system auto-calculates the surcharge/credit.
CR0302:COST ROUNDING MODIFICATION: Currently Dynamics GP rounds the cost of an inventory receipt to the nearest $0.01, collects all of the rounding differences and posts the last piece at a different cost that is +/- the total rounding difference. It also sets the “actual cost” field on the Item Master based on the actual cost of the last unit received into the system, which can be significantly different if the unit was affected by rounding. The Cost Rounding Modification calculates an Average Cost for an output item (component in a dis-assembly). The Inventory Purchase Receipts Table records all transactions that bring inventory into the system.
DS0312: MULTI BIN/MO RECEIPT ENHANCEMENTS: This GP implementation uses multi-bins where each bin represents a different physical location representing multiple processing sites. Bins are being used in this manner so that MRP will plan for all sites. The BIN ADDRESS MAINTENANCE is used to record the physical location information for a bin ie: Site ID, Address, City, State, ZIP Code, Phone Numbers, etc. It also gives one the ability to assign a Bin to a PO Line and have that bin used as the PO Receipt Location. The Manufacturing Process uses two types of components: Process Components and Packing Components. THE MO RECEIPT function is modified so that upon “Final” receipt of the MO, the Process Components are consumed based on the MO Start Quantity and the Packaging Components are consumed based on the sum of the MO Receipts including the Final Receipt Qty. Clicking the Recalc Final Receipt button will recalculate the process components on the Pick List so that the Qty. to Back Flush will consume the entire Pick List Qty. of the component.
CR0359: PAYMENT HOLD: You can now ADD an Option to the Apply Sales Documents Window labeled “Apply Hold”. This allows you to hold a customer payment so that it will not be available for the Pre-Apply process that is executed from the SOP Entry window for invoices.
CR0364: SOP HOLD REMOVAL/AUTO-ALLOCATE: The module leverages existing functionality in GP (the ability to Fulfill All) while reducing the amount of work the user has to do to allocate and fulfill all sales lines after removing a Hold.
CR0369:MRP-PO & MRP IV SNAPSHOT: The new control prevents a PO from being saved or printed on the PO Entry Window until all inventoried items have a Bin Assignment. Each time MRP is run the following information will be captured: On Hand QTY, Order Point QTY and Bin QTY.
CR0376: SOP UNIT MODIFICATION: When you enter a line item in the Sales Transaction Entry the SOP UNIT MODIFICATION allows you to enter the pricing in the base unit of measure for that item (i.e. lbs.) . The modification will automatically calculate the “unit price” for one “bag”.
CR0377: INTER COMPANY IV TRANSFER : Inter-company IV transfers Databases used for production (manufacturing planning, forecasting and production) to other Databases – for example, Sales. You can transfer inventory from a specific bin in the Production Company, to a site ( or site-bin) in the Sales Company.
CR0380: PRO FORMA ENHANCEMENTS: The following changes have been made to the Pro Forma Module: ( 1.) Item Extended Price from Pro Forma added to the Customer load plan. (2) Pro Forma number added to the 3PL load plan and summarize by PF Inv, Item Number, Lot Number. (3) Changed the source of the Country of Origin. (4) Allow a PF Payment to be posted without being completely applied and create only one Cash Receipt during the posting. (5) PF invoices can be applied or unapplied as required. (6) Auto-apply the sales invoice based on the applied credits to the Pro Forma Invoice. (7) Default all reports to a “Print to Screen”. (8) The option to only select from the lot that is labeled as a direct ship lot.
CR0381: ORDER MANAGEMENT MODULE ENHANCEMENT: The enhancement allows you to change from a make-to-order system to a make-to-stock system.
CR0399: BOM IMPORT CHANGE: BOM Software is currently restricted to using Sales Inventory type items only. Now you will be able to enter non-inventory type items into BOM, i.e. Service Items.
CR0401: LINK CAP QUOTE TO ORDERS: The Sales Document Detail Entry Window allows you to link and view all sales orders generated from a repeating original quote. The system will find the linked orders by finding sales transactions (both open and historical) where the original transaction is the quote. The window will display the documents in order of Document Date.
CR0408:INTEGRATE WORLD-SHIP INTO BATCH PROCESSOR: The Pick Order Processor includes logic that changes the Shipping Method to the “highest priority” of all picked orders and uses that shipping method on the invoice. This same functionality is now built into the Batch Processor Window as well.
CR0439: ASSEMBLY SERIAL LINKING ENTRY: Improvements to the MO Serial Linking Window allows you to include serial numbered components from a purchased assembly. The user will specify the MO number, top-level serial numbers and then populate a list of non-GP components that require linking. The system is set up to allow for an efficient use of a scanner.
CR0443: EXT. PRICING PROFIT MARGIN IN SOP AUTOMATION: This utility calculates the Replacement Costs for all items within a user selected range. You can view the margin calculation on a per-line basis, as well as for the document as a whole. Unit Replacement Cost, Extended Replacement Cost, Gross Margin (dollars) and Gross Margin % for the line that is captured. Reports can be run on a historical basis. ENHANCEMENTS TO THE SALES TRANSACTION ENTRY PROCESS include: Shipping Methods,Ship to Addresses, Payment Terms Controls, Customer Note and Sales Returns.
CR0460: FULFILLMENT PLAN: Offers the following features: (1) Identifies the open orders that need available inventory (2) Figures out how to distribute the available inventory to the different Distribution Centers (3) Provides the ability to assign the allocated quantities to one or more Ship Numbers (4) Creates new sales orders per Ship Number, showing the inventory assigned to that Ship Number (5) Updates the original Sales Orders to show the “remaining quantity” ordered after the allocated quantities are put onto the new sales orders (6) Changes the Batch ID on the new orders to the “Released ” Batch so that they are picked up by the SOAP Module. You will also have the ability to set up an unlimited number of Distribution Centers and assign Customer ID’s to each as needed. This will provide the flexibility to add/remove/rename/change Distribution Centers as needed in the future.
CR0463: AUTOMATED QA LOT TRANSFERS: The QA Lot Transfer utility will “WATCH” a specified set of Bins for the presence of “released” inventory. If it finds released inventory, it will automatically transfer it to a destination site.
DS0375: SOP-MOP ENHANCEMENTS: The following are addressed with these enhancements: (1) Sales Document Holds (2) Sales Line Holds (3)Requested Ship Date Audit Trail (4) Customer Assigned Serial Numbers (5) MO Holds – ability to control if the hold removes the MO from MRP,CRP, both or neither (6) Depot WO to MFG MO Integration.
DS0431: LONG KEYS: Do you receive items with long Serial or Lot Numbers, up to 40 characters in length ? The LONG KEYS WINDOW allows you to enter such numbers. You will be able to cross-reference them to GP Serial/Lot numbers and vice versa. The LONG KEYS will also be printed on Sales Documents.
DS0432:ASSEMBLY SERIAL ENTRY & SVC ENHANCEMENTS: Serial Number Linking will link a manufactured finished item to a GP Kit item. The Kit will be created to include the serial numbered sub-assemblies that need to be linked to the finished good. At any time during the manufacturing process, a window will be used to record the serial numbers of the sub-assemblies. The serial numbers will be able to be modified up to the time the finished item is shipped. SVC ENHANCEMENTS INCLUDE: (1) Return and Repair of Serialized Equipment (2) RMA Serial Number Swapping (3) Service Type Default Markdown Acct.(4) Auto-Generate Component Equipment Records and Configurations (5) Service Records Audit Trail.
DS0444:AP ALLOCATION: A property management company receives Bills that need to be allocated in different ways to the properties they manage. The properties have a hierarchical structure linking groups of them together. The relationship is: Federation-Association-Condo-Corporation-Buildings. New windows are added to GP to manage and maintain the entity – relationships, and to make the selections needed to perform the allocations on a AP Transaction. The system will then automatically redistribute the AP Transaction to the correct entities.
DS0482: AGILE TRANSPORTATION INTEGRATION: An electronics manufacturer sells their products worldwide, and some of the products are considered hazardous material. These two characteristics (international shipments of hazardous materials) create unique requirements for shipping. They looked at many of the common freight rate calculation packages that integrate with GP, such as Starship and vShip, but none of them could fully support their needs. Agile Network’s Transportation Management Solution (www.agile-network.com) has software that meets all of their needs, but Agile did not have an integration to GP, and there is additional information Agile needs about a shipment that GP does not currently have the ability to store. New windows are added to store required shipping information on the order and an integration from Agile to GP was designed.
DS0487: REPLACE SOP LINE ITEM NUMBER WITH CONFIGURED BOM NAME: When printing a SOP Order or Invoice, the Configuration BOM Name will print in place of the Item Number if the item has a configuration BOM. If the MOP-SOP linked MO is not for a configured item, the SOP Line prints the normal GP Item Number.
DS0489: MFG PICKLIST REBUILD: After an update to a MFG Bill of Material is imported, the enhancement alerts the user to all Manufacturing Orders that have the updated component(s) on its MFG Picklist. A new window allows the user to view the MO’s and open the MO Entry window so that the MFG Picklist may be rebuilt.
CR0496: UPDATE WORKING ROUTING UPON MO RELEASE: MO’s are placed months in advance for planning purposes. Updates to the Planning Routing may occur prior to the MO being released. When the MO is moved to Released Status, rebuild the MO’s Routing from the current Item Routing.
DS0498: AUTOMATED SOP FREIGHT CALCULATION: Calculate the Freight Charge for a Sales Document based on 1.) The location of the customer and distance from the facility 2.) Average weight of the load 3.) Cost per mile to transport a given weight 4.) Average load capacity of a truck
DS0499: SOP LOAD PLANNING: Calculate the number of pallets per Sales Document during Sales Order Entry. Alert the user when a full truckload has been reached.
DS0516: INVENTORY TRANSFER — USER-SITE SECURITY: Users are only allowed to transfer material in to and out of Inventory Sites which they have been granted authorization.
DS0523: MASS BATCH SOP ALLOCATION (WITH MULTI-BINS ENABLED): A SOP Batch Allocation utility that can automatically allocate/fulfill from multiple bins, and apply business specific rules for selecting the order in which Sales documents should be fulfilled. The enhancement includes logic for allocating/fulfilling quantities in multiple bin locations and allocating/fulfilling Kit Components.
DS0548: ITEM-COUNTRY SHIPPING RESTRICTION: Track which countries are prohibited for an item to be sold to and prevent use of that item in Sales Transaction Entry if it is prohibited based on the Customer’s Ship To Address.
CR0561: SOP ORDER TO SOP ORDER TRANSFERS FOR B/O QTY’s: Utility to transfer backordered quantities of an Item on a standard Sales Order (SORD) to another Sales Order Doc ID designated for backorders (BORD).
DS0564: TRACK AND DISPLAY DETAILED INCOTERMS ON SOP DOCUMENTS: Track and display the 3-digit Incoterm Acronym, Incoterm Name and the Detailed Description on Sales Invoices.
DS0591: COMPONENT LOT NUMBER TO FG LOT NUMBER AUTOMATION: The Finished Good Item’s Lot Number is automatically set to the Component’s Lot Number during the MO Receipt process.
CR0595: TRACK VENDOR DIVERSITY: Provides the ability to track a Vendor’s Diversity such as if the Vendor ID is minority owned, women owned, minority women owned, non-minority owned or excluded.
DS0602: HISTORICAL INVENTORY VALUATION AND HISTORICAL LOT NUMBERS REPORTS: This enhancement creates two historical reports. 1.) Historical Inventory Valuation Report – allows the user to run a historical inventory valuation report as of a certain date. The report includes Inventory transactions that have been back dated. 2.)Historical Lot Report – allows the user to run a historical lot report as of a certain date. The report includes Lot Numbered Items with on-hand quantities as of the date specified.
CR0607: SOP TRANSFER SHIPPING METHOD: When transferring a Sales Back Order Document to a Sales Order Document, if multiple Shipping Methods exist, create one Sales Order Document per Shipping Method.
CR0610: PRINT QTY REMAINING ON PO DOCUMENT: The enhancement allows the user to print Purchase Orders with the Qty Remaining per PO Line.
DS0624: PURCHASING QUANTITY AND COST TOLERANCES: The enhancement restricts users from over-receiving Purchase Order Quantities (including UOM conversions) and also from updating the Receipt Cost based on the set system tolerances.
DS0625: AUTOMATED MONTH END ALLOCATION JOURNAL ENTRIES: The enhancement allows the user to set up and maintain allocation accounts each with its own allocation percentage. An allocation processor allows the user to run the allocation process as part of month-end activities.
CR0629: SERVICE CALL MANAGEMENT PARTS DEMAND VISIBLE TO MRP: The enhancement makes demand for items in the Service Call Management module visible to MRP allowing the company to plan appropriately for all areas of the business.
CR0632: SYNC ITEM RESOURCE PLANNING TO ITEM ENGINEERING REPLENISHMENT METHOD: The enhancement syncs the Item Resource Planning Method for all Item/Site combinations with the “BOM Should Treat As” field on the Item Engineering Data Card.
DS0635: AUTOMATICALLY UPDATE PO PROMISED SHIP DATE AND PROMISED ARRIVAL DATE: The enhancement automatically updates the Purchasing Line Item’s Ship Date and Promised Arrival Date based on the Requested Ship Date and assigned Transit Days per Ship Method.
DS0647: AUTOMATED PRODUCT AND FREIGHT DISCOUNTS: The enhancement automatically calculates Product and Freight Discounts. For a Sales Document to receive either discount, eligible Items and/or Price Levels must be entered on the Sales Document and the Sales Document must meet a Discount Threshold.
DS0655: ADVANCED MFG DATA COLLECTION: The enhancement provides the ability to view and edit MFG Data Collection records prior to submitting them.
DS0658: AUTOMATED MO GENERATOR: The enhancement will automatically generate MO’s for any Sales Line entered for a Make Item. The MO Quantity will be for the full Sales Order Line Quantity, regardless if available quantities exist in stock. In addition, the MO Routing utilized on the Manufacturing Order will correspond with the Site ID entered on the Sales Line.
DS0660: UPDATE COGS, REVENUE, AND MARKDOWN ACCOUNTS WHEN POSTING SALES DOCUMENTS: The enhancement will update the COGS, Revenue and Markdown Accounts when either a Sales Invoice or Sales Return is posted based on the SOP Type/Document ID. This enhancement will also update the COGS accounts utilized when posting in a Manufacturing environment with a Periodic Valuation Method.
CR0663: SALES ORDER LINE FULFILLMENT UPON MO RECEIPT: Standard Dynamics GP functionality will allocate the Sales Document Line when a linked MO is received. This enhancement will also fulfill the Sales Document Line when a linked MO is received. This enhancement was designed to work with non-tracked, Lot-Controlled Items and Serialized Items.
DS0668: AUTOMATED SALES DOCUMENT ALLOCATIONS BASED ON PRE-DEFINED PRIORITY: This enhancement provides a utility which will automatically allocate available quantities of Items to Sales Documents based on user defined priorities. The enhancement also includes a way to automatically unallocate one or more Sales Documents in a batch.
DS0671: AUTOMATIC BACKORDER, ALLOCATIONS AND FULFILLMENT: This enhancement provides 3 utilities which will automatically backorder, allocate or fulfill quantities of Items on a Sales Document.
DS0676: QUICK MO AUTOMATION: This enhancement provides a utility which will automatically create Quick MO’s and run the Quick MO process. It provides functionality to use the standard MFG Pick List or create one from scratch. Additionally, the primary Routing can be used to backflush each sequence or actual time per sequence can be provided.
DS0680: ITEM STOCK INQUIRY: This enhancement defaults the quantities displayed in the Item Stock Inquiry window into the Primary Vendor’s Default Purchased UOM.
DS0683: SELECT CHECKS AUTOMATION: This enhancement provides a utility to import a .csv file directly into GP to auto-create the weekly PM check batch. This utility works with the WilloWare GP PowerPack Select Checks product.