Quick Disassembly uses the GP Manufacturing Bill of Materials, or the Picklist from a Manufacturing Order, to disassemble finished good items into component parts. This tool creates a simple disassembly transaction based on an Inventory Adjustment, and is ideal for manufacturers needing an easy method to take apart an item and put components back into inventory.
When disassembling using a BOM, and of the BOM Types can be used as a source of components.
When disassembling from an MO, the Quick Disassembly window will show only MOs that made the finished good, and if the finished good is serial or lot tracked, it will show only the MO (or MOs) that made the selected serial or lot numbers.
Reverse Issue Date Override changes the date on which inventory is re-added to the system when posting a Reverse Issue Transaction.
The normal behavior of GP is to put the inventory back on the Original Receipt Date, which can cause problems with inventory usage reports because it overstates the amount of inventory received on the Original Receipt Date, and overstates the amount of inventory consumed on the Issue Date.
To address this, Reverse Issue Date Override adds several other options for the “return to inventory date”, such as Reverse Issue Transaction Date, Issue Transaction Date, User Date and System Date.
PO Revision Levels tracks a Revision Level for each PO Line, and automatically adds that information to the Purchase Order so it can be sent to your Vendor. The PO Rev Level is visible on all Purchase Order and Receiving windows and reports.
PO Revision Levels maintains a change history of Item Engineering Rev Level, and a history of Rev Levels assigned to each PO Line.
You can select a prior rev from Rev History when creating a PO it a part needs to be re-ordered at an earlier rev.
Since the Rev Level is attached to each PO Line, a reprinted Purchase Order will show the historically correct Rev Level, rather than the current Item Engineering Rev.
Proposed Cost Update automates setting a new Standard Cost for Buy Items. Proposed Cost Update provides several methods for calculating a new Standard Cost for a range of Items or Item Classes.
Update methods include setting the new Standard equal to the Current Cost, the Average/Mode/Minimum/Maximum of the Receipt Cost over a range of dates, and increasing/decreasing by a fixed percent.
The new cost can also be imported from an Excel spreadsheet.
Fixed Overhead and Variable Overhead can be updated/imported too.
Support picking inventory for specific Work Cells by quickly updating the Issue From and Issue To Bin for all items on a Picklist to match the Bin(s) assigned to the Work Cell.
Outsourced Purchase Order Enhancements (OPOE) modify the Outsourced Purchase Order so that the Description, Quantity Ordered and Cost provide more meaningful information to the Vendor, rather than reflecting “internal” information from the manufacturing routing.
OPOE adds an Outsourcing Description to the Manufacturing Routing, as shown below. The Outsourcing Description is used to record a description of the service that will be meaningful to your vendor. Rather than the PO showing your internal Routing Sequence Description (i.e. “Paint Chair”), it might say “Ultra Hard Enamel, Fabrikam Color #227”.
OPOE changes the Quantity and Cost to be per-unit shipped to the Vendor, rather than reflecting the hours and labor cost of the routing sequence. As shown below, an MO has an outsourced routing sequence for a Painting Service provided by an external supplier. Manufacturing is set up to use Machine Variable Overhead as the Outsourcing Cost Bucket, and the PAINT Machine assigned to this routing sequence has an Overhead cost of $15.30 per hour. Painting takes two hours.
GP Manufacturing’s suggested Outsource PO is for Item SERVMO0026-200 (a combination of “SERV”, plus the MO Number and the Routing Sequence), for a quantity of 2. The Extended Cost is therefore $30.60.
OPOE changes the PO so that Quantity to Order is 1 (because 1 CHAIR is being sent for painting), at a total cost of $30.60, and the Item Description is changed to the Outsourcing Description.
OSRC (Outsourced PO) Add To PO enables adding lines for outsourced services to an existing Regular PO. Often a single vendor is used for many processes across multiple Manufacturing Orders, and GP will create separate POs to the vendor. The Add To PO feature enables consolidation of purchasing so that then vendor receives one PO.
OSRC Add To PO can also add a new Release Line to a Blanket PO.
Lead Time Inquiry calculates the minimum time needed to produce a specified quantity of a made item considering manufacturing and vendor lead times and inventory shortages. It calculates a “mini-MRP” on the entire exploded Bill of Materials to arrive at an accurate assessment of how long it will take to make the top-level finished good given the time required to make sub-assemblies and purchase raw materials.
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The lead time calculation can be performed either including, or ignoring, available inventory. If you include available inventory, LTI tracks the total requirement of each item as it works its way up from the lowest level of the BOM to the top, and subtracts that from Available Inventory for each part.
For example, if a screw is needed at multiple levels in the BOM, LTI subtracts from the Available Inventory the required quantity needed at the lowest level. If there is a shortage at that point, it calculates how long it will take to order the screw.
However, if there is enough inventory, it moves up to the next level. Perhaps the screw is also needed at this level, and since we already used some screws at the lower level, there would now be a shortage. Purchasing the screw for use at this level may, or may not, affect the overall lead time. If it takes 10-days to make the lower level sub-assembly, but only 3 days to receive a Purchase Order for screws, the shortage does not affect the lead time for the top-level item.
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At any level, the lead time to make a sub-assembly is the time required to make the item, plus the longest lead time for its components. As shown above, the lead time to make BA100G is 4.656 days. The total lead time is:
3.376 days to make CBA100
1.25 days of Manufacturing Variable Lead Time (BA100G)
0.03 days of Manufacturing Fixed Lead Time (BA100G)
Other components, such as FTRUB have zeros days lead time because there is not a shortage of those items (or no Lead Time is specified).
Lead Time can also be calculated without considering available inventory, which results in a calculation of the maximum finished good lead time that would be needed to order all raw materials and build all sub-assemblies.
Item Valuation Update sets the Valuation Method of non-Sales Inventory type items so they can be used on the GP Bill of Materials for a Standard Cost item.
For example, some items may be have so little value that you do not want to track inventory, but they do need to be recorded on the BOM. As shown above, and item for WASHERS is set up as the “Services” type item so that GP does not track inventory quantities of Washers, but using the Item Type of Services causes the window to blank-out the Valuation Method. All three non-inventory Item Types (Misc Charges, Services and Flat Fees) all behave the same way.
When you attempt to add WASHER to the BOM for 100XLG (a Standard Cost item), GP presents the warning message shown above. It will only allow Standard Cost components on the BOM of a Standard Cost parent.
Item Valuation Update is used to set the Valuation Method of WASHERS to FIFO Periodic (Standard Cost), which allows the WASHERS item to now be added to the BOM.
WilloWare’s Item Copy provides for quick setup of new inventory items by copying all of the setup from an existing item to a new item. Our Item Copy includes Manufacturing and Field Service tables, which are not copied by the regular Dynamics GP Copy utility, and it can also copy Notes (creating a new copy of the Note attached to the new master record).
The Item Copy utility in GP covers 16 tables, while the WilloWare Item Copy covers more than twice that.
Among the records copied by the WilloWare Item Copy are:
Item Class Serial/Lot Mask supports defining a single serial or lot number mask which applies to all serial or lot numbers generated for the items with an Item Class. Each serial number generated will be unique for the entire class of items. One item in the Item Class is selected as the Master Item. Its Serial/Lot Number Mask is used as the Mask for all Serial/Lot Numbered Items in the Class. An Item Class can have either Class-level serial numbering, or lot numbering, but not both.
Configured BOM Auto-Naming automatically generates a BOM Name in Sales Configurator based on the SOP Number and SOP Line Number (such as STDORD2234-02, where 02 is the second line on the order). This tool provides an automated naming convention for Configured BOMs that ties the BOM and the MO back to the sales line.
Require Included Configuration Options (part of MFG PowerPack) prevents unmarking configuration options in Sales Configurator that have been set as “Included” options. Normally Configurator will “include” items marked as Included in the default configured BOM, however the user can easily unmark these items and remove them from the configuration. By making these items “Required”, they are both included in the Configuration and cannot be removed from the Configuration.
Options Category Maintenance is used to specify the relationship between the various Cofiguration Otptions. As shown above, the 40XIDE CDROM option “includes” the 2GPROC option.
When the Manufacturing Configurator is launched from Sales Transaction Entry, the 40XIDE CDROM option is selected.
Since 40XIDE “includes” the 2GPROC option, that Computer Processor is selected automatically.
Require Included Configuration Options prevents changing the Processor option. As shown above, if you attempt to select 1GPROC, you receive a warning explaining why it cannot be selected, and the original Processor selection remains marked.
Commodity Surcharge tracks the spot price of commodities, and adds surcharges during invoicing to cover the difference in the spot price between the date on which a price was quoted and the date of invoicing.
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Create an unlimited number of Commodity records, and track the spot price of each commodity. A predefined Threshold determines the price variance which triggers the module to add a surcharge, so that minor variations in price do not result in adding a surcharge for an insignificant dollar amount.
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An Item in GP is assigned one or more commodity codes, and the amount of the commodity contained in the item. A single item can contain an unlimited number of commodities, such as copper and gold in a wiring harness.
During transfer of a sales document to an invoice the Commodity Surcharge module examines each document for items containing commodities. If the difference in spot price between the quote date and the invoice date for the commodities in the item result in a price difference which exceeds the predefined threshold, the Commodity Surcharge module will add a surcharge to the document.
Capable To Promise Inquiry calculates the maximum quantity of an item that could be made immediately given available inventory, and ranks the component items based on inventory availability to give the user a quick overview of which components are build-limiting factors. CTP can use the Manufacturing Bill of Materials, Inventory Assembly Bill of Materials, or Inventory Kit Components.
BOM Type Security provides control over access to Bills of Material at the User ID – BOM Type level. Restrict access to Engineering BOMs to engineering users, and Manufacturing BOMs to production users. If a user attempts to access a restricted BOM in Bill of Materials Entry, they will be switched automatically into the Bill of Materials View window, where they can VIEW any BOM Type. The control is also applied to the Manufacturing BOM Copy window, and our own BOM Archive window.
BOM Archive creates a snapshot of the entire, exploded, Bill of Materials structure (the top level of the BOM, and also the Bills of allsubassemblies), and stores it as a series of named Archived BOMs. The archival process can also capture a similar snapshot of all associated Routings (the parent routing, and all subassembly routings).
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The image above shows 100XLG archived by BOM Archive. It creates an ARCH BOM named 100XLG160722 for 100XLG, and each of its subassemblies. The result is a complete copy of the entire exploded BOM at the moment the snapshot is taken. Since it is an active, ARCH BOM, it can still be used on an MO to create an assembly at a specific revision level.
This contrasts to the BOM Copy or BOM Revisioning in GP Manufacturing which capture only the top-level components.
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The BOM Revision functionality in GP Manufacturing captures only the top-level BOM. As shown above, both Rev 1 and Rev 2 for 100XLG still link to the current MFG BOM for BA100G, so any changes in BA100G are incorrectly shown in this historical Rev 1 BOM.
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BOM Archive can auto-generate an Archive Name using several different naming methods (such as YYYYMMDD), or you can manually enter one.
Batch Processing adds the ability to record routing steps based on batch size or processing capacity of a machine. A process which can handle a certain quantity, such as an oven being able to handle 200 bricks per cycle, can now be recorded and correctly scheduled in GP.
Without Batch Processing, routings must be set up based on a “full cycle”. For example, if the oven can handle 200 bricks, and a brick needs to be dried for 10 hours, this would be recorded as 0.05 hours of machine time. When exactly 200 bricks are made, this results in the correct machine time calculation of 10 hours. However, if the batch size is not always the same, this calculation does not result in the correct machine time—for 1 brick or 200 bricks you still need 10 hours.
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Batch Processing supports recording batch time/capacity for both labor and machine. Since GP Manufacturing ‘thinks’ in terms of per-piece labor and machine time, when an MO is scheduled the Batch Processing enhancement recalculates the per-piece time based on the quantity being made and the capacity per cycle for the labor and machine. So if the Batch Time is 10 hrs in the Kiln for each batch of 200 bricks, and you make 500 bricks, that is a total of three batches (one is partial) for 30 hrs of Kiln time. That works out to a per-piece time of 0.06 so that 500 x 0.06 causes GP to schedule 30 hrs in the Kiln.
SpellCheck for Dynamics GP provides spell-checking on any Note, Comment, Text or String field in GP and 3rd party products. SpellCheck can be attached to any text entry field in the application.
Preactor Integration is a flexible integration utility which connects Preactor’s finite manufacturing scheduling software to Dynamics GP Manufacturing.
Define unlimited export formats to support multiple planners, or multiple facilities
Include additional information in the export that is useful for planning, such as Item Class, Item User Defined Fields, Routing Sequence Notes, and much more.
Create unique restriction criteria on for the export, such as restrictions by MO Status, Priority, Planner ID, and more.
MO Generator provides integration utilities for building systems which connect Dynamics GP Manufacturing to external applications.
The Suite of utilities contains:
MO Generator Core: provides a set of utilities for creating MOs, creating sub-assembly MOs, and rescheduling MOs, creating MOP-SOP Links, and updating fields on an MO.
MO Receipt Integration: provides auto-posting of MO Receipts.
MFG Data Archive is a utility that moves historical Dynamics GP Manufacturing data to an archival company database.
A typical Advanced Management installation with GP Manufacturing will have about 2000 SQL database tables in a company database. Nearly 25% of all GP company database tables are for manufacturing data, with over 20% of those directly related to Manufacturing Orders.
LeanMFG is a complete manufacturing suite for Dynamics GP specifically designed for smaller manufacturers, and those whose processes include disassembly, batch, and multi-product production. Targeted for the Business Essentials customer, LeanMFG provides flexibility and ease-of-use that appeals to all users. It does not require Dynamics GP Manufacturing, and can be used alongside it to provide disassembly.
LabelLink provides a connection between Dynamics GP and Bar Code Printing software so you can automatically print to a bar code label printer from inside of Dynamics GP.
LabelLink prepares data from Dynamics GP so that it can be easily read by the labeling software. It simplifies the process of designing the label reports by pre-loading the required data from several locations in Dynamics GP into a single label table that is used by the label printing software. LabelLink also formats field data to so it displays nicely on the labels.
Item Process Tracking (IPT) is a configurable data collection template which can be attached to any Item-Transaction combination in Dynamics GP.
IPT is designed to address the need to record specific information about an item, or a process on or with the item, when that item is used on a specific type of transaction. For example, it can be used when receiving an item on a Service RMA to record the condition of the returned item and several return process steps. Or, IPT might be used when receiving an item on a Manufacturing Order to record a post-production checklist. IPT could also be used during Sales Invoicing to record that packing/prepping steps were completed.
EZImport solves the problem of how to retain data from a legacy system so it can be referenced from within Dynamics GP, while avoiding the time and expense to import “real” historical transactions.
While it is possible to convert legacy data and migrate it into GP, this can be very time consuming and expensive. To ensure a migrated transaction is accepted by GP, many key fields need to be mapped from the old system to the new system.
Engineer to Order (ETO) produces a Manufacturing Estimation (ME), which is the estimated cost to produce an item to a customer’s specifications. The ME is comprised of an Estimation BOM, Routing and list of Miscellaneous Costs. A tight integration to GP Manufacturing allows the ETO module to begin an estimate by importing an existing GP Manufacturing BOM and Routing, and when the ME is accepted, the ETO module transfers the ME BOM and Routing into GP Manufacturing, and creates new part numbers as needed. If the ME is linked to a Sales Quote Line, Accepting the ME can also update the Cost and Price on the sales line and change the item from a non-inventory item to a Sales Inventory item.
Consulting ToolKit is a suite of powerful tools designed to help consultants and power users. It contains Stored Queries, which allows end-users to securely execute ad-hoc tSql queries created by an admin, and Virtual Triggers, which provides the ability to quickly enhance GP functionality with small bits of dexterity code, Virtual Fields, which can add new fields to GP windows without using Modifier, and GP Report Extender, which can add nearly any field from any table to any GP report. Additionally, it contains a number of Free Tools, including a complete set of SQL Server management tools written in Dexterity and a set of GP Tools to help locate data and find resources inside GP.
CompleteCount provides the tools needed to perform a controlled cycle count in Dynamics GP using stock tags. The stock tag method of conducting a physical count provides for an audit trail of the count, ensures a higher degree of accuracy, and keeps to a minimum the downtime required to conduct the count.
CompleteCount works together with the Dynamics GP Stock Count module.
MFG Import for Dynamics GP Manufacturing contains integration utilities for Bills of Material and Routings. The utilities are designed to make it easy to perform regular imports and updates from an external file (Excel).
The Import Mapping utility allows mapping all of the Bill of Materials fields, or Routing fields, to columns in a source file. Bill of Material or Routing fields and also be populated with predefined Constants, or system provided Defaults.
During the import existing BOMs can either be revisioned (which makes a copy of the existing BOM and moves it into BOM History tables), or replaced by the imported BOM.
Existing routings are replaced by the imported routing.
Void Open Payables Transactions Filters provides a number of search/query fields to quickly locate a payables document. Saves a significant amount of time over scrolling through thousands of documents to locate the correct one.
Void Historical Payables Transactions Filters provides a number of search/query fields to quickly locate a payables document. Saves a significant amount of time over scrolling through thousands of documents to locate the correct one.
Enables changing a U of M Schedule for an item and automatically updating all affected master record and transaction tables throughout Dynamics GP, Manufacturing and Field Service. The utility automatically maps Units of Measure between the old Schedule and the new Schedule, which can have the same or large Quantity Decimals. For example, if the old Schedule has a conversion of Case = 10 Each, and the new Schedule has a conversion of CA = 10 EA, all transactions with Case will be updated to CA. Normally GP does not roll changes through the system, requiring a manual fix to the Unit of Measure on each transaction or master record. The utility also keeps the Purchasing Options, Price List, and Extended Price List by converting it to mapped units of measure. See more about how it works.
Quickly lock all users out of one or more company databases during closing procedures or maintenance. Display a custom warning message if users attempt to log-in to a locked company. Specify which users are allowed to log-in during the lock out.
System Access Lock has been part of GP PowerPack since GP version 8. Recently (GP2013) Microsoft added a utility called “Take Company Offline”:
The primary difference between the two is in how each permit or prevents user access to the Offline/Locked company.
WilloWare’s System Access Lock gives access to SA and DYNSA, and allows granting access to specific User IDs.
The GP “Take Company Offline” utility gives access to SA, all Power Users, and a single user with “Offline Access” specified on the Company Setup window.
Enables tracking customer requested product revision levels in Sales Transaction Entry. Track initial requested level, changes, and reasons for the change. Add Revision Level to any existing core GP report, or modified SOP Report.
Eliminates the need to manually select bins in Sales Transaction Entry by automatically fulfilling an order from available inventory across multiple bins. If Bin Priorities are specified for an item, bins will be used in order of priority, otherwise they are used in alphanumeric order.
The bin information on Item Site Default Bins determines how SOP Auto-Select Bins will move through the bins to allocate inventory.
If a Sales Order Fulfillment bin is present, that will always be used first for non-Serial/Lot controlled inventory. For serial/lot controlled inventory SOP Auto-Select Bins will use only the Bin Priority list, or Bins in Alpha-Numeric order.
If no Bins are entered into the Priority List, bins will next be selected in alphanumeric order.
If Bins are entered into the Priority List, bins will be selected in the order presented in the list (the #1 bin is selected first).
SmartList Analyzer adds mathematical and statistical functions to SmartList. Perform quick count on the number of invoices created this week, or add a calculated column to find the total value of inventory in a site. Functions include:
Average – adds the values in a column and divides by the number of values in a column
Frequency – counts how often each value occurs in the selected column
Mode – finds the most frequently occurring value
Standard Deviation – calculates the standard deviation of values in a column
Site To Bin Migration is a tool to aid in quickly making a transition from multiple Location Codes to Multi-Bins. Site to Bin Migration allows mapping of the AUTOCREATE bin in source Sites, to destination Bins in a master site. It then creates an inventory transfer to move all inventory out of AUTOCREATE into the target bins.
Shortage Inquiry provides a consolidated view of inventory shortages for an Item from Sales Backorders, Manufacturing Picklists, and Service Call Parts. When receiving inventory know immediately where that inventory is needed. For Manufacturing Shortages, immediately see the MO Status and Work Center requiring the inventory.
Add multiple Batch selection criteria to the Series Post windows in Financials, Receivables, Payables and Inventory. Quickly locate a sub-set of Batches, such as all Financials Batches originating in Manufacturing, so that they can be marked and posted as a group. Series Filter Post saves a significant amount of time over manually marking batches to post one at a time.
Dramatically reduce the time it takes to build a Check Batch by identifying the documents to include in the Batch with Select Checks Filters. The sophisticated query builder window can store an unlimited number of Filter Criteria and save the Filter for repeated use.
Import documents to pay from Excel or SmartList.
Create and save complex Filters with unlimited search criteria:
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Find which documents to pay using searches on:
Batch ID
Current Trx Amount
Discount Date
Distribution Account
Document Currency
Document Description
Document Number
Due Date
Payment Priority
PO Number
Vendor Class
Vendor ID
Vendor Name
Voucher Number
Plus more…and all of the POP Receivings User Defined Fields
Preview the documents returned by the Filter, and manually add single documents to the Filter before creating the Check Batch:
SalesPro provides order entry personnel with quick access to the information they need to identify sales patterns, suggest up-sells and add-ons, and quickly answer customer inquiries. The SalesPro Item Lookup is a turbo-charged Item Lookup for Sales Transaction Entry which provides easy access to:
Customer Order History (Items previously purchased by the Customer)
Customer-Item Analysis (Min/Max/Avg quantity ordered, Min/Max price paid, Date First order/Most recently ordered, etc)
Item Availability in multiple sites
Co-buy List (Items previously purchased together by the Customer)
Filtered item lists using wild-card searches (i.e. quickly find items where the Item Description contains “blue”)
Control posting throughout GP with an allowed maximum dollar amount that a user is allowed to approve/post. Posting Controls are set on a per-user, per-document basis, and are available for virtually every window in Dynamics GP with a Post button. For example, set a dollar amount limit for a User on transaction level posting of Invoices, then any transaction above that amount must be saved into a batch for manager approval.
Create an unlimited number of PO Document IDs with associated numbering sequences (similar to SOP Document IDs). Use different, system incremented PO Numbers to easily track orders for special projects. Integrates with PO Entry, SOP PO Preview, PO Generator, Manufacturing MRP Planned Orders (POs generated from MRP), and Manufacturing MOP-POP Link (Outsourcing POs).
Enables locking of all Notes in Dynamics GP, including Form-level and Record-level notes. Use a “soft lock” (no password) to prevent accidental changes to or deletion of a record-level note on a Sales Transaction. Or, use a “hard lock” (requires system password to unlock), on a Customer Note that should never be changed. When a note is locked, the text field is disabled, as are the Attach and Delete buttons.
Create system maintained numbering sequences for ID fields in GP and 3rd Party Products. When creating a new master record, create the ID by selecting the Next Number from the Next Number Lookup. Next Number Generator supports an unlimited number of ID sequences, so you could have one numbering sequence for Office Supply items, one for Samples, and another for Raw Materials.
