GP PowerPack Login Monitor

Price $2000

Login Monitor has several features to help improve security and make full use of Dynamics GP user licenses.

Login Monitor can remove ‘inactive’ users either on an as-needed basis, or when they have been inactive for a certain amount of time.  In the first method, when a new user attempts to log-in, if there is not an available user seat, Login Monitor will check for inactive users and remove one from the system so the new user can get in.  In the second method, security is enhanced by automatically removing users once their ‘inactivity time’ has exceeded a threshold and closing the GP client.

Login Monitor supports a system-wide inactivity time, which can be superseded by user-specific inactivity time settings.  Additionally, individual users can be excluded from the inactivity control.

Reserved Seats provides control over a number of users seats set aside for groups of users (by User Class).  For example, an ADMIN could be assigned 2 seats, which can then only be consumed by users in the ADMIN User Class.  If there are 30 user licenses, reserving 2 for ADMIN will make Dynamics GP behave as if there are 28 seats available for all other users.

GP PowerPack IV Mass Transaction

Price $2000

IV Mass Transaction creates an Inventory Transfer or Adjustment of all inventory in a selected “From Site” and “From Bin”.

IV Mass Transaction

Create an Adjustment to remove everything from a specified Site/Bin (it works with or without Multi-bins enabled).

IV Mass Transaction

The IV Mass Adjustment utility creates the Inventory Adjustment by selecting all available inventory in the From Site/Bin.  Serial/Lot controlled inventory is also added to the Adjustment.

IV Mass Adjustment can be used, for example, to quickly remove all inventory from a Returns-Rejects Site/Bin.

IV Mass Transaction

IV Mass Transfer can be used together with WilloWare’s Bin-to-Bin Transfer enhancement (as shown above).  The IV Mass Transfer utility adds all inventory from a selected From Site/Bin to the Inventory Transfer.

The To Site is either entered by the user, or in the case of Bin-to-Bin Transfers it is automatically set to match the From Site.  In either case, the To Bin can either use a Default Bin entered by the user, or a To Bin assigned to the Item-Site in the Item Site Default Bins window.

As shown above, the Default To Bin is “TEST”, and the To Bin Source is the Purchase Receipts Bin.  With these options, the transfer will pull all inventory from WAREHO– USE Bin A, and put the inventory into each Item’s respective Purchase Receipts Bin (if there is one), or into TEST.

IV Mass Transaction

In this example, the Transfer allocates all inventory in the From Site/Bin, including serial/lot controlled inventory, and adds it to the Transfer.  The To Bin is retrieved from the Item’s Purchase Receipts Bin.

IV Mass Transfer can be used to support an incoming inspection routine where PO Receipts initially go into a Pending Inspection Bin.  After Inspection the inventory is moved into a Released Bin, and from there the Mass Transfer can create a “directed put-away” transfer pulling all inventory from the Released Bin and placing it into each Item’s Stocking Bin.

GP PowerPack idModifier

Price $1500

idModifier is a utility for updating ID fields (strings) in the Dynamics GP Company database.  idModifier takes a novel approach in that it can be “trained” to update ANY string field, so it can handle updates beyond just the core Dynamics GP tables.  It can handle Field Service, Manufacturing, Human Resources, and Project Accounting.  It can also update 3rd Party Products and customizations.

The first step is to “training” idModifier by providing it sample data.  For example, to develop an Item Number modifier profile, you would have it search for representative samples such as “128 SDRAM”, “256 SDRAM” and “100 XLG”.  It searches ALL string fields in ALL tables in the company database looking for the sample data.

The ID Add window provides 1-click access to view data in a selected table.

When the update profile is complete it is ready to be used in idModifier.

The update process first confirms that the target new value (i.e. the “new” Item Number) does not exist in any of the update tables.  If it does not, the update proceeds, and if not, all errors are reported.

GP PowerPack GPTalk

Price
$0

GPTalk is a free text messaging utility that runs securely inside of Dynamics GP. Enable quick communication between users, or send a broadcast message to all users. The broadcast function is password controlled. GPTalk is free! Just register and then download the software.

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GP PowerPack Extended Lot Attributes

Price $2000

Extended Lot Attributes track an unlimited number of user-defined lot attributes beyond the normal five provided by Dynamics GP.   The ELA fields are “attached” to the Lot Number, so they are available no matter where the Lot Number is used.  The ELA fields can be of any datatype, have one or more set as required and have pre-defined values accessed from a Lookup.

Create an unlimited number of Lot Attributes using string fields, dates, numbers, checkboxes and lookups.

The ELA Lot Attribute Entry window shows required fields with a Red Dot.

 

GP PowerPack Color Settings

Price
$0

Color Settings is a free utility for tweaking the GP user interface.  Color Settings provides a very detailed level of control over the appearance of the line color on scrolling windows, text, window backgrounds, buttons, column headings, tools bars, and more.  Some uses for Color Settings are:

  • Make the windows different colors in different companies (i.e. so you do not forget you are logged into a test company)
  • Simplify scrolling window colors so they work better onCitrix and Terminal Server remote sessions (i.e. eliminate the “invisible line” syndrome)
  • Create high-contrast displays for difficult viewing environments, like a shop floor.
  • Provides access to change the color on 26 user interface elements using 17 different colors.  That provides nearly 6000 unique combinations!
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GP PowerPack Client Version Tracking

Price
$0

Client Version Tracking is a free utility for managing the configuration of every Dynamics GP client in your system.  When each client connects to the server, Client Version Tracking records the version information of every dexterity product installed on the client.  Version information for all clients can be viewed in the Client Version Information window, where the view can be restricted by client computer or module, or a “Conflicts Only” view that just shows client/modules with version conflicts.  An optional setting prevents GP clients with conflicts from logging-in to GP until the conflicts are resolved.

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GP PowerPack Bin-to-Bin Transfers

Price $1000

The GP PowerPack Bin-to-Bin Transfers module creates a regular inventory transfer transaction to move inventory between bins.  Unlike the bin-to-bin functionality provided with out of the box Dynamics GP, the WilloWare Bin-to-Bin Transfer can be saved in a batch, posted as a batch, have posting security applied, and it appears in all normal GP Inventory Transaction inquiries and reports.  Please see the chart below for a full comparison.

 

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Compare WilloWare Bin-to-Bin vs GP
Compare WilloWare Bin-to-Bin vs GP

GP PowerPack Banking Enhancements

Price $1500

GP PowerPack’s Banking Enhancements for Dynamics GP add a number of features to several areas of the GP Banking functionality which make it quicker and easier to use.

  • Advanced Filters add additional methods for sorting and restricting data in the Banking windows.
  • Additional information about transactions is displayed on the Banking windows to reduce the time it takes to locate specific documents.
  • The Document Type columns display additional codes to provide a more detailed categorization
  • Auto-Zoom automatically refreshes zoom windows

Bank Deposit Entry

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Advanced Filters provide several additional methods for searching, sorting, and restricting the list of deposits.  You can quickly sort deposits by dollar amount (as shown above), or display only AMEX deposits with the Credit Card restriction.

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To help find a specific deposit, when a document is selected in the scrolling window, the Transaction Description will display in the title bar.

 

Bank Reconciliation

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The number of codes displayed in the TYPE column is expanded to provide more detail about deposits.  Rather than simply showing DEP for each deposit, the Type field contains a code indicating the type of cash receipt(s) contained in the deposit.

K = Checks

S = Cash

C = Credit Cards

When a deposit contains only credit cards, the first letter of each Card Name will be displayed, up to three cards.  As shown above, using the Fabrikam data, the code BGP indicates a deposit containing:

Bankcard

Gold Credit

Platinum Credit

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Advanced Filters provide the ability to restrict the Bank Rec window by any of the Type codes.  Use Filter to quickly restrict the window to show only credit card deposits.

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To speed research, selecting a document in the scrolling window displays the Transaction Description in the title bar.

Auto-Zoom automatically refreshes an open zoom window when you click on a new document.  For example,  once the Bank Deposit Entry Zoom window is open, each time you click on a deposit in the Bank Rec window, the zoom window will re-display to show the newly selected deposit.  This saves a lot of clicks over having to repeatedly select a document then click the Zoom button.

The Excel Solver integration provides a solution for a very complicated problem–how to find a set of deposits which total a specific amount.  You might have individual Credit Card deposits recorded in GP, but the bank reports a single deposit amount.  The Excel Solver integration sends the contents from the Bank Rec window out to a Solver template, and launches the Excel Solver Add-In.  Solver examines all of the documents to find a combination which totals the amount you specify.

 

Checkbook Register Inquiry

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The number of codes displayed in the TYPE column is expanded to provide more detail about deposits.  Rather than simply showing DEP for each deposit, the Type field contains a code indicating the type of cash receipt(s) contained in the deposit.

K = Checks

S = Cash

C = Credit Cards

When a deposit contains only credit cards, the first letter of each Card Name will be displayed, up to three cards.  As shown above, using the Fabrikam data, the code BGP indicates a deposit containing:

Bankcard

Gold Credit

Platinum Credit

be_ckbkinq2

Advanced Filters provide the ability to restrict the Checkbook Register Inquiry window by any of the Type codes.  Use the Filters to quickly restrict the window to show only credit card deposits.  Additional filters provide the ability to perform a “contains search” on the Paid To/Receive From and Description fields.

To speed research, selecting a document in the scrolling window displays the Transaction Description in the title bar.

Auto-Zoom automatically refreshes an open zoom window when you click on a new document.  For example,  once the Bank Deposit Entry Zoom window is open, each time you click on a deposit in the Checkbook Register Inquiry window, the zoom window will re-display to show the newly selected deposit.  This saves a lot of clicks over having to repeatedly select a document then click the Zoom button.

 

 

 

GP PowerPack Alerts

Price $1500

Sticky Notes for GP! Add a pop-up sticky note to many master records (items, vendors, equipment, etc) and transactions (sales transactions, service calls, etc). An Alert attached to a Customer will pop-up wherever the Customer ID is used in GP.  Use Alerts to remind users to include additional items on a sale, suggest add-ons, or to order a specific revision level of a part from a Vendor, or to provide special customer requests. Now with Alert Builder you can create new alerts attached to any GP window, or 3rd party or custom window.

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GP PowerPack General Ledger Tweaks

 GP PowerPack Tweaks includes enhancements for all parts of Dynamics GP.  The General Ledger Tweaks are:

  • Account Copy/Paste: copy-and-paste an Account Number from one line in a distributions window into a new line.  Works on the distribution windows in GL, PM, POP, RM and SOP.
  • Auto-Fill Distribution Reference: copies the Reference field from the GL Transaction header to each new distribution line.
  • Copy UDF’s During Mass Modify-Copy: The Financials Mass Modify Chart of Accounts utility copies two of the four User Defined fields when copying existing accounts to new accounts  This Tweak ensures all of the UDF’s are copied.
  • Reconcile to GL Date Validation: when changing dates in the Reconcile to GL window, this Tweak  automatically sets the End Date equal to the Start Date to prevent the GP warning that that the Start Date must be before the End Date.

GP PowerPack Inventory Tweaks

 GP PowerPack Tweaks includes enhancements for all parts of Dynamics GP.  The Inventory Tweaks are:

  • Allow IV Discontinue: Enables setting the Item Type to Discontinued for all Item Types.
  • Item Class User Defined Fields: GP provides 6 “Item Category” fields that are defined at the Company level.  Item Class User Defined Fields enables set-up of the six Item Category fields on an Item-Class level so that different groups of items can have different Item Category fields with different sets of lookup values for each field.  GP provides Item User Category definition at the Company level, so all Items must have the same 6 User Defined Fields.  With Item Class UDF each Class of Items can have its own set of User Defined Fields.
  • Lock Item History Fields: normally the fields on Item History are editable, which would allow an accidental change to historical inventory information.
  • Remove Bins Utility Fix: The GP Remove Bins utility is supposed to check if a bin is assigned as a Default Bin at the Item-Site level, and not remove the bin if it is a default bin. The utility does not perform this check, and removes bins assigned as default. The Remove Bins Utility Fix ensures the default bin check is performed.
  • Set IV Batch Post to GL checkbox: automatically sets the Post to GL checkbox on Inventory Batch Entry to ensure that batches are always posted through to GL by default.

GP PowerPack Purchasing Tweaks

 GP PowerPack Tweaks includes enhancements for all parts of Dynamics GP.  The Purchase Order Processing Tweaks are:

  • Auto-Close Child Windows: no more playing “Where’s Window” after clicking Save on a PO. GP will tell you which window is open, but will does not bring it forward, requiring the user to hunt for and close the window before being allowed to save the document. This Tweak will close open child windows automatically.
  • Calculate Release Date: Purchasing Setup has an option to calculate the Release Date based on the Required Date but it only works when entering a new line.  This Tweak ensures the Release Date is recalculated if the Required Date is changed.
  • Duplicate Items Warning: warns user when the same Item Number is added more than once to the same Purchase Order.
  • Lock PO Costs (view demo): prevent editing of the Unit Cost and Extended costs on PO Invoice Entry and PO Receivings Entry.
  • Lock Last Cost (view demo): Prevents posting PO Receipts from updating the Last Invoice Cost on Item-Vendors.  Also has an optional control on the Item Cost in PO Entry to prevent changing the cost outside of a predefined Allowable Variance.
  • Non-Inventory Unit of Measure: override Dynamics GP’s default use of “Each” on non-inventory items with your own Unit of Measure, such as LB, KG, Pack, etc.
  • Password to use Non-Inventory Items (view demo) : prevent accidental use of non-inventory items on Purchase Orders by requiring a password.
  • PM Inquiry-Bank Rec Link: Displays an indicator in Payables Transaction Inquiry-Document and Payables Transaction Inquiry-Vendor when the document has been Cleared in Bank Rec, or Marked in a Bank Rec reconciliation.
  • PO Receipt Type Control (view demo): allows you to assign User IDs to have access to only Shipment, or Shipment/Invoice. This setting controls the options available on the PO Entry “Actions” button, and on the Receivings Transaction Entry window. It also supports Vendor ID level setup so that the PO Receipt Type defaults based on the Vendor setup.
  • Post Check – Relabel Process Button as RUN: The Post Checks window has a “Process” drop-down list, which is easily confused with the two “Process” buttons (Process and Process Later).  The two buttons are relabeled “Run” and “Run Later” to help avoid user confusion.
  • Prompt to Add Non-Inventory Items (view demo): when an Item Number (or Vendor Item Number) is entered that does not exist in the Item Master (or Vendor Item Master), the user is prompted to Add the item number to Item Maintenance.
  • Prompt to Add PURCH Acct to Vendor: When a PURCH account is selected on the PM Transaction Entry Distributions window, if it does not already exist on the Vendor’s Accounts page or Additional Accounts, the user will be asked to add it.
  • Prevent use of Non-Inventory Items in POP (view demo): makes sure that all items entered in POP exist in your Inventory Master
  • Purchasing Distributions By Line: Splits the POP Shipment/Shipment-Invoice, and POP Invoice PURCH distributions so that there is line PURCH distribution per line item.  PLEASE READ THIS IMPORTANT STATEMENT.
  • Purchasing Distributions Override: a Dynamics GP Version 10 service pack disabled the ability to change the PURCH account in Receivings Transaction Entry.  This tweak re-enables the ability to add/edit/delete the PURCH distributions.  PLEASE READ THIS IMPORTANT STATEMENT.
  • Require PURCH Acct in PO Entry: Makes the Inventory/Purchases/Drop-Ship Account a required field in Purchase Order Entry.
  • Select Checks Defaults: control the Select Payables Checks options (such as the “Apply Existing” checkboxes) based on the Checkbook assigned to the Batch ID used for the check run.
  • Select Checks Status Message: eliminate the need to check the Process Monitor to see if the Build Check Batch process is still running!  This Tweak displays << Building Batch >> in the Title Bar of the Select Payables Checks window while a check batch is being built.
  • Sync PO Lines to SOP: reorders PO lines so the Items appear in the same order as they do on a linked Sales Order.  POs created from Sales Transaction Entry will be automatically reordered as they are created.
  • Unmark Select Checks Apply Boxes: normally the three options to apply un-applied credit documents (credit memos, payments, and returns) are always marked by default. If you un-mark them the automatically re-mark. This feature will force the boxes to be un-marked by default.
  • Vendor Approvals (view demo): apply a “hard” Hold to a Vendor. Normally Dynamics GP will prompt that a Vendor is on Hold, but allow the user to continue with a Purchase Order. With Vendor Approvals enabled, when the Hold box is marked Vendor Maintenance, a PO cannot be created using the vendor. Vendor Approvals also makes sure that new Vendors are automatically placed on Hold. Specify which users are authorized to remove the Vendor Hold.

GP PowerPack Payroll Tweaks

 GP PowerPack Tweaks includes enhancements for all parts of Dynamics GP.  The Payroll Tweaks are:

  • Print/Post Checks-Relabel Process Button as RUN: On both the US Payroll Print Checks and Post Checks windows there is a Process drop-down list and a Process button. The Process Buttons are relabeled “Run” to avoid confusion with the Process drop-down lists .

GP PowerPack System Tweaks

 GP PowerPack Tweaks includes enhancements for all parts of Dynamics GP.  System Tweaks covers a wide range of enhancements to GP, such as Note Locking, SmartList Tools, Cache System Password, and more.  The System Tweaks are:

  • Auto-Fill Distributions: Auto-fills the credit or debit amount with the remaining balance when entering a new distribution line.  Auto-Fill Distributions is available on GL Transaction Entry, Payables Transaction Entry, Payables Manual Payment Entry,   Payables Edit Payables Checks, Purchasing Invoice Entry, Receivings Transaction Entry, Purchasing Returns Transaction Entry, Receivables Transaction Entry, Receivables Cash Receipt Entry, and Sales Transaction Entry.
  • Cache System Password: Once a user has entered the System Password, it is remembered so that other system-level windows can be opened without having to re-enter the system password for each window.
  • Dynamics GP User Setup: Version 9 removed the ability to create User IDs that exist only in Dynamics GP. Some 3rd party products need Dynamics GP users, but the users do not need to exist on the SQL Server. This window returns the ability to create Dynamics GP users only.
  • iNet Info Button Highlight: Adds a visual indicator to iNet Info buttons to alert users when internet information exists.  The buttons turn yellow where there is internet information.
  • Login Controls: Set which Datasource a user can select, and lock it. Includes several other login related controls including defaulting the company in a multi-database environment.
  • Note Activity Locking: adds record-level locking and activity tracking to Notes.  When a second user attempts to open a note which is being edited by another user, they will receive a warning that the note is locked by another user, and the Notes window will be put into a “display only” mode.
  • SmartList Tools:YouTube_WatchADemo
    • SmartList Favorite Lock: adds the ability to lock, and password protect, any user created SmartList Favorite.  Prevents accidental changes to important SmartList Favorites, such as those used for exports.
    • SmartList Hide Treeview: toggles the treeview (navigation pane) in the SmartList window on or off so that the results pane can expand to take-up the entire SmartList window.
    • SmartList Favorite Keep Open: Keep multiple SmartList Favorites open at the same time.
    • SmartList Resize: create System-level and User-defined sizes which resize the SmartList window in a way that maximizes the results-pane while keeping the Treeview compact.
  • Window Note OLE Container: Attach documents, such as User Instructions, to each window in GP using the same OLE functionality available on Record Level Notes.

GP PowerPack Receivables Tweaks

 GP PowerPack Tweaks includes enhancements for all parts of Dynamics GP.  The Receivables Tweaks are:

  • Applied Status: adds a status code indicating Complete (fully paid/applied), Partial (partially paid/applied), or Unapplied/Unpaid to the scrolling windows in Receivables Transaction Inquiry-Customer and Receivables Transaction Inquiry-Document.
  • Cash Receipt Report: print a Cash Receipt for your customers to provide documentation of the receipt. Sample Report: CashReceipt
  • Customer Address UDF Labels: override the default, generic “User Defined-1″ and ‘User Defined-2” labels with labels meaningful to your company.

GP PowerPack Sales Tweaks

 GP PowerPack Tweaks includes enhancements for all parts of Dynamics GP.  The Sales Order Processing Tweaks are:

  • Auto-Apply Return to Copied Invoice: Make ‘voiding’ a SOP Invoice easier with this Tweak.  When an Invoice is copied to create a Return, the credit from the posted Return will be applied automatically to the Invoice.
  • Auto-Close Child Windows: No more playing “Where’s Window” after clicking Save on a Sales Transaction. GP will tell you that a window is open, but does not bring it forward, requiring the user to hunt for and close the window before being allowed to save the document. This Tweak will automatically close open child windows automatically.
  • Auto-Fill GL Reference: populates the GL Reference fields on the Sales Document Detail Entry window with the SOP Number.
  • Auto-Open Customer Detail Entry: There are a number of fields and buttons on the Customer Detail Entry window that provide access to information about a customer that you do not see on the main SOP Entry window.  When creating a new transaction, rather than selecting a Customer then clicking the expansion button to open Customer Detail Entry, this tweak will open the window automatically after the SOP Number is generated.  You can select the customer directly on the Customer Detail Entry window and have direct access to different views of customer sales and payment history, along with Ship To Address fields, payment terms and so on.
  • Auto-Set Quantity To Backorder: calculates and updates the Quantity to Backorder field when the Quantity Fulfilled is set to a value less than the Order Quantity or Invoice Quantity.
  • Cancel Drop Ship: Cancels the remaining quantity on a drop-ship line while keeping the SOP-POP Link.  The SOP-POP Link and PO are also updated to reflect the canceled quantity.
  • Clear Sales Default Site: the Sales Transaction Entry window normally remembers the last used Site ID. This feature will automatically clear the Default Site when a document is saved.
  • Credit Limit Alert: sets the background color of the Customer Number field to red when the Customer is above their credit limit.
  • Customer PO – Check for Duplicate (view demo)if a duplicate is entered the Customer PO Inquiry window opens showing the SOP Documents that have the same number, but user can continue with the duplicate.
  • Customer PO – Require Unique (view demo):if a Customer PO Number is used on Sales Transaction Entry, this feature ensures that duplicates are not allowed. If a duplicate is entered, the Customer PO Inquiry window opens showing the duplicate documents.
  • Customer PO – Required (view demo): allows you to make the Customer PO Number field required on Sales Transaction Entry. The setup allows you to specify whether the Customer PO Number should always be required for all Customers, or required only for certain Customers.
  • Display Shipping Weight in Title Bar: calculates the total Shipping Weight for the transaction and displays it in the Title Bar of the Sales Transaction Entry window.
  • Document Detail Inquiry Zoom-to-Document: the Document Detail Inquiry window shows linked documents (such as the Quote from which an Order was created), but it does not provide a way to open the document. This Tweak opens the document in the Sales Inquiry window.
  • Document Detail Voids Asterisk: the Document Detail Entry and Document Detail Inquiry window will show voided documents with an asterisk in front of the SOP Type.
  • Duplicate Items Warning:  presents a warning if the user enters an Item Number that already exists on the sales transaction.
  • Email History: adds a confirmation to the Email Documents button so you have a chance to cancel before sending an email, and tracks who sent the email, the date sent, and provides a place for the user to record a comment.  Email History works on Sales Transaction Entry and Sales Transaction Inquiry Zoom.
  • Freight Field Controls: makes the Freight field on Sales Transaction Entry un-editable. The lock can be by Customer (the Freight field is locked for all documents for a Customer), or by Document (the Freight field lock can be enabled or disabled per document). The document-level locks follow the document as it is transferred between statuses.
  • Non-Inventory Default U of M: Dynamics GP normally uses “Each” as the Unit of Measure for Non-Inventory items. The SOP Non-Inventory Default U of M feature allows you to provide your own U of M to use for Non-Inventory items (such as Gallon or Unit).
  • Non-Tracked Item Serial/Lot Entry: provides a way to record serial or lot numbers on non-inventory type items, non-serial/lot tracked items, and for all item types on Drop-Ship orders.  Normally GP allows entry/selection of serial or lot numbers only if the item is set up to track serial/lot numbers.  However you may have serial/lot tracked items in inventory and need to provide that information to your customer.  Another use of this Tweak is to record serial/lot numbers for Drop-Shipped items.  Regardless of how the item is set up in GP (i.e. it may be serial tracked), GP does not allow recording serial numbers on drop-shipped lines.  The serial/lot numbers print on existing GP SOP Forms just like they do with serial/lot controlled inventory items. This Tweak also integrates with the serial/lot tracking windows so inquiries can be performed to locate transactions by serial or lot number.
  • Payment Zoom: adds a payment status indicator (Unpaid, Paid, Partially Paid) to Sales Transaction Inquiry Zoom, and provides an Additional menu to view applied documents.
  • Quick Print Mailing Labels: Print Customer Mailing Labels directly from Sales Transaction Entry for the displayed Customer. Eliminates the time consuming task of creating or modifying a Mailing Label Report Option just to print a single label.
  • Require Customer Item: Prevents using an Item in Sales Transaction Entry if a Customer-Item record does not exist.  This tweak can be used to enforce a rule requiring customers to be approved to purchase Items, or to ensure a customer only has access to certain Items, such as private-label inventory.
  • Requested Ship Date Auto-Calculate: Enables system calculated Ship Dates based on a combination of Shipping Method and UPS Zone. The calculation can also be based on Zip Code, or either of the Address User Defined fields.
  • Requested Ship Date Rolldown: A change made to the Requested Ship Date on Sales Date Entry will roll down to all sales lines. It also will update linked Purchase Orders, and reschedule linked Manufacturing Orders.
  • Requested Ship Date MOP & POP Link:
  • Reset Document Date: when the Save button is clicked the Sales Transaction Entry window normally remembers the last used date. This feature will automatically reset the Document Date to the User Date.
  • Reset Pack Slip Num on Transfer: causes GP to generate a unique Packing Slip Number for each partial fulfillment.
  • Reset Pick Ticket Num on Transfer: causes GP to generate a unique Picking Ticket Number for each partial fulfillment.
  • Sales Doc Print Options Defaults: save default settings for all of the checkboxes and drop-downs on the Sales Document Print Options window so when it opens to print a Sales Document (or Batch), settings like “Reprint Previously Printed” or “Print Customer Item” will be marked by default.
  • Trade Discount Calculation: Automatically calculate the Trade Discount based on your own custom business rules.
  • Transfer Document Auto-Mark Options: the “transfer to order/invoice/backorder” and “include totals and deposits” boxes will auto-mark when the window opens.  Depending on the SOP Line quantities, the system will decide, for example,  if you are transferring an Order to Invoice, an Order to Backorder, or both.
  • Use Item’s Default Site: The SOP line Location Code will be set to the Item’s Default Site (assigned on Item Quantities Maintenance).
  • SOP Rules: a “sub-set” of Tweaks containing a number of small SOP Entry controls:
    • Batch ID Change on Fulfillment: When the quantity fulfilled is updated on any of the lines on an Order or Invoice, the Batch ID will change automatically.  Use this Rule to send transactions into a “Ready To Invoice” Batch.
    • Batch ID Default by User ID: Sets the Batch ID based on a default assigned to the User. The Batch ID field can also be locked to prevent changes.
    • Document ID Default by User ID: Sets the Document ID (which controls the document number sequence) based on the User ID. The Document ID can be locked to prevent changes.
    • Document ID Required SOP User Defined Fields: for each Document ID (such as STDORD or PHNORD) different SOP User Defined Fields can be set as Required Fields.  If the Document ID has required fields, the User Defined Field Entry window will open automatically, show the required fields, and require entry.
    • Location Default by Customer: Set the Default Site assigned to the document, and the lines, based on the Customer ID. The Location Code can be locked to prevent changes.
    • Location Default by Document ID: Set the Default Site assigned to the document, and the lines, based on the Document ID. The Location Code can be locked to prevent changes.
    • Location Default by User ID: Sets the Default Site assigned to the document, and the lines, based on the User ID. The Location Code can be locked to prevent changes.
    • Secure Batch by User: Prevents users from accessing Sales Transactions in a “Secure Batch” that belongs to another user.  Only the owner(s) of the “Secure Batch” can edit transactions in the batch, or assign new transactions to their Secure Batch.
    • Transfer to Batch by Document ID: Link a Transfer To Batch ID to each SOP Document ID, then have that Batch ID automatically fill in the Transfer To Batch ID on the Sales Document Detail Entry window.  Normally GP transfers an Order to Invoice and keeps the document in the same Batch.  With this rule enabled, the document will transfer into a new batch assigned to the Invoice ID.