Customization DS1262

Discontinued Inventory

Problem Definition:

ACME uses Dynamics GP. When they discontinue an item, they need to ensure they sell the remaining inventory of the item before transitioning to its replacement, and they need to ensure the replacement item is purchased rather than the discontinued item.

GP supports some of this process, but other aspects of ACME’s requirements cannot be met with standard GP functionality.

• ACME will list one or more replacements for a discontinued item using the Manufacturing Module’s “Alternate Items” window.

• Items can be marked as Inactive and/or Discontinued

• When a user changes an Item to be Discontinued on Item Maintenance, ACME would like the user to be prompted: Sell remaining inventory? YES/NO. If the user answers YES the Item Engineering “Use Up Part” checkbox will be marked automatically. ACME can mark/unmark the “Use Up Part” checkbox manually as needed.

• Purchase Order Entry will alert the user that the Item is Inactive and cannot be purchased. It will also prevent purchasing a Discontinued item. ACME requires that if an Inactive or Discontinued Item is entered on a Purchase Order, in addition to being alerted about the status of the item (Inactive/Discontinued) the user needs to be shown the replacement item(s) for the discontinued/inactive Item.

• Sales Order Entry will allow selling Discontinued items. It will not allow selling Inactive items. ACME requires that Sales Order Entry ONLY allow selling Discontinued Items if the Use Up Part checkbox is marked.

• ACME requires that when the remaining inventory of a Discontinued Item is sold, the Item should automatically be marked as Inactive. This will prevent any more sales of the item.
• In Sales Order Processing, if a Discontinued Item is sold for which there is not enough inventory to meet the Customer’s order quantity, the Shortage Quantity Options window should only allow “Sell Balance”. The user should be alerted that the Item is Discontinued and shown the available replacement items.

Design Features:

Item Maintenance

When a user changes the Item Type to DISCONTINUED, they will be prompted:

Sell remaining inventory? YES/NO

If the user answers YES, the “Use Up Part” checkbox on Item Engineering will be marked.

Purchase Order Processing

The messages normally presented by the PO Entry window for discontinued/inactive items will be suppressed and instead the user will see the new Alternate Items window:

The discontinued/inactive Item will be shown at the top. One or more Alternate Items will be shown in the scrolling window at the bottom. This window will function like a “lookup” window, so that the user can double-click on one of the rows to use that Item Number on the Purchase Order.

Sales Order Processing

If an Item is Discontinued and “Use Up Part” is marked, and there is a quantity shortage, the Sales Quantity Shortage Options window will show only “Sell Balance.”

The Alternate Items window (below) will also open automatically and position itself to the right-side of the Shortage Options window. The window has a couple of modes, and the mode below is Display Only. The user will continue, clicking OK on the Shortage Options window to sell the balance. The Alternate Items window will close automatically.

The user can then open the Alternate Items window in Lookup Mode by pressing CTRL+Z, (or Additional>>Alternate Items.)

Enter the Discontinued Item in the Item Number field. The scrolling window at the bottom will display the available alternate items. Double-click on an alternate to select it and use it in the Sales Transaction Entry window.

Assumptions/Requirements

1. The functionality described above will not work with eConnect, any software that uses eConnect, or any software that directly writes to, updates, or deletes from SQL tables.
2. The functionality described above is intended for the GP Desktop client.
3. Unless otherwise noted in this document, Word Template functionality is not addressed.
4. The enhancement may not work with Rockton SmartFill.

For information about this design, or any other WilloWare customization or product, please

Contact us:

www.willoware.com/contact-me/

Customization CR1348

Kit Window Security

Description of Need:

ACME uses Inventory Kits. In addition to users who create/edit/maintain the Kit setup, there are other users who need to view the Kits. Since Dynamics GP does not have a Kit Inquiry window, these “view only” users must access the Kit Maintenance window.

ACME would like a way to “lock down” the window for “view only” users.

Description of Solution:

NOTE: a report, and using SmartList, were also considered, but ACME felt those options did not provide the same usability as a Kit Inquiry window. The approach described below, “locking down” the Kit Maintenance window, is significantly less costly than creating a new Kit Inquiry window.

Navigation: Tools>>Setup>>Inventory>>Kit Security

Once the customization is installed it will immediately apply security to the Kit Maintenance window. Users who have not been granted Full Access in the Kit Security Setup window will have READ ONLY access to the Kit Maintenance window (i.e. Kit Maintenance will behave as-if it is an Inquiry window). Users with Full Access will be able to use the Kit Maintenance window normally (i.e. create new kits, change components, delete kits, etc).

Assumptions/Requirements:

1. The functionality described above will not work with eConnect, any software that uses eConnect, or any software that directly writes to, updates, or deletes from SQL tables.
2. The functionality described above is intended for the GP Desktop client.
3. National Accounts functionality is NOT used.
4. Advanced Distribution functionality is NOT used.
5. Unless otherwise noted in this document, reporting is not included in this estimate.
6. Unless otherwise noted in this document, Word Template functionality is not addressed.
7. Unless otherwise noted in this document, the enhancement will not integrate with 3^rd party products. Some examples of 3^rd party products would be:

• An ISV plug-in product including WilloWare products
• A dexterity customization designed by another developer
• Dynamics GP Modules including, but not limited to:
• Project Accounting
• MDA
• Analytical Accounting
• Copy functionality found in SOP, POP and Inventory
• Field Service
• Extended Pricing
• Manufacturing

For information on this design, or any other WilloWare customization or product, please contact us:

www.willoware.com/contact-me/

Customization CR0971

Consignment Transfer

Description of Need:

ACME sells/fulfills inventory out of Consignment Sites. When an Order is entered it allocates inventory in the primary site called ITASKA. When the order ships, they unallocate each line, transfer the inventory to the CONSIGNMENT site, and then change the site on the Order Lines to CONSIGNMENT so that inventory is allocated in consignment.

As inventory is used out of CONSIGNMENT, they post the Invoice, which consumes the inventory out of CONSIGNMENT.

This process is time consuming, and they sometimes run into the situation where inventory is over allocated in ITASKA, so when they unallocated an Order the inventory is still not available to transfer to consignment.

ACME does not use serial or lot numbers, multi-currency, or multi-bin.

ACME would like to automate the process of transferring consignment inventory.

Description of Solution:

WilloWare will add “Consignment Transfer” functionality to the GP Sales Transaction Entry window. It will be initiated when the Default Site ID is changed:

When the Site ID on an Order or Invoice is changed (i.e. from WAREHOUSE to SOUTH), and there are lines on the document which allocate inventory out of WAREHOUSE, the user will be asked: “Do you want to transfer inventory to SOUTH?”.

NOTE: WAREHOUSE and SOUTH are examples. The Consignment Transfer will use the Original Site and New Site entered on the window.

If the user answers YES:

1. The Consignment Transfer enhancement will perform the following checks before attempting to transfer inventory. If any check fails, the user will be warned and the process will abort.
   1. It will check that the Original Site has enough inventory On Hand for each Item on the Order to allow transferring the full order quantity to the New Site. Sales Lines will be skipped (and no warning presented) if…
      1. it has a Quantity Backordered
      2. it does not have inventory allocated in the Original Site
      3. it is for a serial or lot numbered item
      4. it is a Kit Item
      5. it is a non-inventory Item
   2. It will check that the Inventory Fiscal period is open for the current date (GP User Date).
   3. It will check that each Item on the Order, which is not skipped by the checks in #1, is assigned to the New Site.
2. If the checks all pass:
   1. Inventory will be unallocated from the Original Site
   2. That inventory will be added to an Inventory Transfer moving the inventory from the Original Site to the New Site
   3. The Inventory Transfer will be posted
   4. Site New Site will be rolled-down to each Sales Line that has the Original Site, and re-allocated in the New Site

The process will mimic the manual process. If the Inventory Transfer fails to post for some reason, the user will need to address the posting issue, complete the posting process, then manually change the Site ID on the sales lines and re-allocate inventory.

For information on this design, or any other WilloWare customization or product, please contact us:

www.willoware.com/contact-me/