Author: admin

GP Stock Count Ends in 2020

17-NOV-2020 / Updated 5-JAN-2021

The Dynamics GP Stock Calendar Maintenance window has a “year” dropdown list that contains years only up to 2020. If you are using the Dynamics GP cycling counting functionality you will not be able to extend your Stock Count Calendar beyond the end of 2020, which means you will not be able to schedule a count that takes into consideration company down days or perform cycle count assignment.

 

The most recent releases of CompleteCount and GP PowerPack contain a fix for this issue that will extend the Calendar to 2094.

 

Download the update for CompleteCount and GP PowerPack from www.willoware.com/downloads

 

Engineer to Order Release 2020-11-04

Release Date: 4-NOV-2020
GP Versions: 12/14/16/18
ETO Build: 2.37

  • Updates for GP18.3 compatibility
  • ME Copy: (1) fixed issue that caused “This is not a made Item” warning when the ME is linked to a SOP Line and the Quoted Item Number already exists in GP so it does not have a Source Item Number. (2) added check that the ME does not already have Components and/or a Routing. Having either will now prevent using Copy.
  • ME Accept: If the ME is linked to a SOP Line, the Accept process will automatically create an MO for the Item and link it to the SOP Line.
  • Sales Link: When an ME is created from Sales Transaction Entry, the Sales Line Quantity will automatically be added to the Estimation Quantities and marked as Accepted.

SpellCheck Release 2020-10-30

Release Date: 30-OCT-2020
GP Versions: 12/14/16/18
SpellCheck Build: 1.27

  • This release uses a new Microsoft Cognitive Services Spell Check API that replaces the previous Bing Spell Check API. Microsoft will discontinue the Bing API on October 30, 2023. If you are using the GP Web Client with our SpellCheck, or use the web-based spell checking with the desktop GP client, you must update WilloWare SpellCheck prior to October 30, 2023.
  • Updates for GP18.3 release

MFG PowerPack Release 2020-10-21

Release Date: 21-OCT-2020
GP Versions: 12/14/16/18
MFG PowerPack Build: 4.164

  • Capable To Promise (CTP): Added options to control whether Unmet Demand is subtracted from the Available Inventory calculation, and whether On Order is added to it. Both options affect both the calculations in the Finished Goods window, as well as the Components window and the Max Build calculation. The new checkboxes are saved per User ID so that when the window is opened again they are still marked/unmarked.

LeanMFG Release 2020-09-14

Released: 14-SEP-2020
Dynamics GP Versions: 12/14/16/18
LeanMfg Build: 3.46
* GL Posting journals now use the posting journal setup options to control whether they print to screen, printer, file, etc.
With the release LeanMFG will uses the same build number (i.e. 3.46) for all supported versions of Dynamics GP. For example, the complete release number for LeanMFG on GP2013 is 12.3.46, and for GP2018 it is 18.3.46. The unified build numbering helps make more clear that the functionality in LeanMFG is the same across all supported versions of Dynamics GP.

Customization CR1069- Auto-Fulfill SOP Line from MO Receipt

Customization CR1069

Auto-Fulfill SOP Line from MO Receipt

Description of Need:

The normal Manufacturing Receipt posting process detects when an MO is linked to a Sales Line, and does the following:

  • It increases the Qty To Invoice on the sales line
  • It allocates the inventory in the GP Inventory tables

Additionally, ACME has Inventory Control set up to allow Adjustment, Variance and Transfer overrides, and SOP Setup allows Quantity Shortage overrides.

This leads to the following situation with serial numbered finished goods:

Sales Order 1 is entered before Sales Order 2. The MO for Order-1 is generated from SOP, and the MO Receipt is posted. This allocates inventory to Order-1, but does not FULFILL the line, so Serial #1 is still available.

When Sales Order 2 is entered, the shortage can be overridden, and Serial #1 selected for Order #2.

Even without the override scenario, if both MOs have been received, Order #2 can select the inventory produced for Order #1.

ACME would like the serial numbered inventory produced for a Sales Line to be both allocated AND fulfilled, so it is not available to other transactions.

Description of Solution:

There is no user-interface for this enhancement.

When an MO Receipt is posted, it will allocate inventory at the Item Number level, and will also fulfill each SOP Line with the Serial Number(s) produced by the MO linked to the SOP Line. This will:

  • Update the Qty Fulfilled on the sales line
  • Populate the SOP Serial/Lot table
  • Update the Qty Sold in the Serial Master table

The auto-fulfillment will ONLY occur when the MO Receipt is for a serial numbered finished good.

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

www.willoware.com/contact-me/

MFG PowerPack Release 2020-08-14

V12/14/16/18 build 4.160 14-AUG-2020
* Sales Forecast Integration: Fixed issue with reading dates from Excel that caused SFI to not see dates in the excel column headers resulting in SFI reporting that the import spreadsheet has fewer dates than the forecast.

Customization CR0996 Return Caps

Customization CR0996

Return Caps

Description of Need:

ACME needs to place a cap on dollar value of product a customer can return in a set period. No automation is required to enforce the cap values.

Description of Solution

Navigation: Tools>>Setup>>Sales>>Return Cap Setup

Field Function
DONE Closes the window
Setup Option There are two Setup Options

  1. Excluded Customer ID’s– Customer entered here will not be evaluated for a potential return cap.
  2. Included Return ID’s– Return ID’s entered here will be used to determine if the customer on the return should have a cap.

A return or customer can be deleted from this window as long as there are no pending or posted returns within the cap period for the selected return or customer.

CAP Transactions

Pending and Posted Returns will not be tracked within the enhancement, rather the transaction amounts are to be queried on demand using the open/historical SOP header table. A Field Service RMA will be recorded against the cap once the RMA is received and the GP Return has been created. The SOP Returns that are linked to the SVC RMA module must be entered in the Return Cap Setup window to be considered in the calculation. This enhancement does not consider SVC RMAs not yet received against the cap.

A SQL View will be included as part of this enhancement so ACME can use it for SSRS reports and Smartlists. The view will contain the following fields:

Customer ID

Cap Amount

Pending Transactions

Posted Transactions

Customer CAP Summary

Navigation: Customer Maintenance>>Additional>>Return Cap Summary

Field Function
OK Closes the window
Customer ID Displays the Customer ID from the Customer Maintenance window
Cap Amount Displays the Cap Value from an Extender window maintained by ACME. Upon project approval, ACME will supply WilloWare with the window and field IDs so it can be retrieved by the enhancement. This field is not editable from this window, and is not saved in the customization.
Pending Amount Displays the unposted document amounts for all Returns that belong the Customer ID.
Posted Amount Displays the posted document amounts for all Returns that belong the Customer ID. A posted Transaction will only be considered if it’s document date falls within the current calendar year.
Remaining Cap Displays the cap room left. If the customer has more returns than cap amount, this value will be negative. It is calculated as:

Cap Amount – (Pending Amount + Posted Amount)

Assumptions/Requirements:

  1. The functionality described above is intended for the GP Desktop client.
  2. Unless otherwise noted in this document, reporting is not included in this estimate.

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

www.willoware.com/contact-me

Customization CR1181 Default Price to Lower Quantity Price Break

Customization CR1181

Default Price to Lower Quantity Price Break

Description of Need:

When a Purchase Order line is entered and the quantity is not set up as a price break, ACME would like to remove the warning message “No Vendor Pricing exists. Add it to the list or select an existing price break.” In its place, the cost of the of the break lower than the quantity to be used.

Description of Solution:

Solution as described above. For example, if the vendor is setup with the following price breaks:

And the user enters 15, the line unit cost would default to $1,000.

Note: If the user enters 5, then there will be no cost to use, so in this case, the warning message box WILL appear.

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, the enhancement will not integrate with 3rd party products. Some examples of 3rd 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:

-Copy functionality found in SOP, POP, and Inventory

-Field Service

-Extended Pricing

-Manufacturing

For Information about this Design Spec, or any other WilloWare customization or product, please contact us:

www.willoware.com/contact-me

Customization CR1085 Sales Email & Print

Customization CR1085

Sales Email & Print

Description of Need:

ACME always emails an Order from Sales Transaction Entry, but sometimes they also need to print a copy for internal use. Since GP clears the window after emailing (or printing), doing both requires re-loading the document. ACME would like a way to more easily email & print an Order.

Description of Solution:

When a user clicks the Email button on Sales Transaction Entry, and they are viewing an Order, they will be prompted:

Do you want to also PRINT this document?

If they answer YES, the system will automatically open and populate the Print Sales Documents window.

The window will be set up to print the same Order that was just emailed. GP becomes “frozen” while the email is sending, but as soon as GP becomes available again, the user can client the PRINT button on Print Sales Documents to send the Order to a printer.

If they do not want to print, the Print Sales Documents window can just be closed.

Users must have security access to the Print Sales Documents window. If they do not, they will still be asked if they want to print, but then they will receive a warning that they do not have access to the window.

For more information about this design spec, or any other WilloWare customization or product, please contact us:

www.willoware.com/contact-me

Customization CR0883 Social Security Number Security

Customization CR0883

Social Security Number Security

Problem Definition:

ACME records Social Security Numbers (SSNs) in the GP database and needs to tighten security on who can see those numbers. Since they have two employees with the same First and Last Names, users do need to see the last 4 digits of the number to help identify the employee.

Only two users should have access to change and view the entire SSN.

The SSN controls need to be applied to the Employee Maintenance SSN field, and the Vendor Maintenance Options Tax ID field.

Description of Solution:

Navigation: Tools >> Setup >> Company >> SSN Security

Users in this list will be able to view the complete SSN, and edit the SSN field, on the windows where the SSN controls are applied.

SSN Control will be applied to:

  • The SSN field on Employee Maintenance
  • The Tax ID field on Vendor Maintenance Options

In Employee Maintenance, for users who are not in the SSN Security list, the SSN field will be hidden (red box, above), and the SSN will be displayed in the Title Bar of the window. Only the last 4 digits will be displayed.

In Vendor Maintenance Options, for users who are not in the SSN Security list, the Tax ID field will be hidden (red box, above), and the SSN will be displayed in the Title Bar of the window. Only the last 4 digits will be displayed.

For information on this Design Spec, or any other WilloWare customization or product, please contact us at:

www.willoware.com/contact-me

MFG PowerPack Release 2020-07-28

V12/14/16/18 build 4.159
* Tweak Unlink MO from SOP: added support for unlinking Split MOs
* Tweak Purchase Request Resolution GoTo MRP Workbench: this tweak was assigned an incorrect internal ID which caused it to enable/disable in conjuction with BOM History Inquiry. PRR to MRP Workbench now has a new internal ID so you will have to re-enable it in the MFG PowerPack Setup window.

NOTE: with the 28-JUL-2020 release of MFG PowerPack we are changing our release numbering scheme to use a common build number for the product regardless of the GP Major Version. The current build for GP2013 to GP2018 is 4.159 (as in 12.4.159 or 18.4.159). The functionality in our software is the same across all supported GP versions, which is better indicated by using a common build number. So if you are on GP2013 or GP2018 using build 4.159 of MFG PowerPack you can expect the same functionality.

GP PowerPack Release 2020-07-22

V12/14/16/18 build 4.144 Changes 22-JUL-2020
* NEW Tweak: RM Short Pay Alert – when applying a Customer’s payment, if it is short, an alert is presented.

NOTE: with the 22-JUL-2020 release of GP PowerPack we are changing our release numbering scheme to use a common build number for the product regardless of the GP Major Version. The current build for GP2013 to GP2018 is 4.144 (as in 12.4.144 or 18.4.144). The functionality in our software is the same across all supported GP versions, which is better indicated by using a common build number. So if you are on GP2013 or GP2018 using build 4.144 of GP PowerPack you can expect the same functionality.

MFG PowerPack Release 2020-07-14

V12.4.158 / 14.4.105 / 16.4.71 / 18.4.32 / “GP Next” 13-JUL-2020
* PowerATP: addressed issue in MFG Picklist requirements calculation that incorrectly calculated quantity in base (#20204564)
* Vendor Pricing: added check for Inactive items to prevent Vendor Pricing Inquiry from attempting to display & set pricing in PO Entry.
* Installation: addressed “cannot find object” error when installing into environments that do not have GP Manufacturing installed (#20202938)
* NEW TWEAK: BOM Entry GoTo Standard Cost Changes. This tweaks adds a new menu option to the GoTo button on BOM Maintenance to access the Standard Cost Changes window.

Read more about MFG PowerPack here

Consulting Toolkit Release 2020-06-20

V12.2.26 / 14.2.20 / 16.2.16 / 18.2.8 / “GP Next” Changes 22-JUN-2020
* NEW: Virtual Fields- Add fields to any dexterity based window without using Modifier.
* FULL INSTALL REQUIRED: This release contains new tables to support Virtual Fields. Running the full installation process with all users out of GP will be required.

GP PowerPack Release 2020-06-12

V12.4.143 / 14.4.86 / 16.4.54 / 18.4.26 / (GP Next)
* Tweaks: (1) Remove “GL Reconcile to GL Date Validation”. This was addressed by Microsoft in GP2013. (2) “IVN Item Class User Defined”-made Class UDF Labels display on the Item Class window in addition to Item Maintenance (3) Remove “INV: Set IV Batch Post To GL Checkbox”. This was added by Microsoft in GP2010. (4) Relabeled the three “Select Checks” tweaks to “Select Checks/Build Pay”. (5) “PM: Vendor Approval” controls now applied both Payables Entry and Purchase Order Entry (6) Removed “RM: Customer Address UDF Labels”. This was added by Microsoft in GP2013. (6) “SOP: Cancel Drop Ship” tweak–addressed issue in the SOP-POP Cancels window that prevented deleting lines.
* idModifier: added option to bypass duplicates check

Customization DS1075 Secondary Vendors

Customization

DS1075 Secondary Vendors

Problem Definition:

ACME enters Payables invoices and checks in Dynamics GP. The invoice and check will both be entered for the Vendor (the “Primary”) but a second vendor needs to be associated with the invoice (the “Secondary”). The relationship

The Secondary vendor needs to be referenced on the check stub that is send to the Primary vendor. ACME uses Mekorma to print checks.

ACME would also like the ability to display the Secondary Vendor ID and Name on Edit List and Posting Reports

When ACME displays a vendor in the PM Transaction Inquiry – Vendor window, the scrolling window must display the invoices where the displayed vendor is the Secondary Vendor.

Controls need to be added to Payables Transaction Entry to prevent a Vendor Invoice (Document Number field) from being reused. GP currently has controls to prevent this on a per vendor basis, but ACME needs to consider by Secondary Vendor too.

Design Features:

Secondary Vendor

Navigation: Transactions >> Purchasing >> Transaction Entry >> Additional >> Secondary Vendor

Field

Function

SAVE

Saves the Secondary Vendor to the transaction.

DELETE

Deletes the Secondary Vendor from the transaction.

Vendor ID

Enter or select a Vendor ID to assign as the Secondary Vendor. The Secondary Vendor cannot be the same as the Primary Vendor.

Name

Displays the name of the Vendor ID

The Secondary Vendor window will be accessed from the Additional menu on the Payables Transaction Entry window. When a Secondary Vendor has been linked to the Payables Transaction, the Secondary will be displayed in the Payables Transaction Entry header (NOTE, it will not be in red in the enhancement):

The Secondary Vendor will also be visible from the title bar on the Payables Transaction Entry Zoom window, but the Secondary Vendor window WILL NOT be accessible as to prevent changing the vendor after the invoice has been posted.

Report Modifications:

Check Printing

ACME uses Mekorma for their check printing and would like the Secondary Vendor Name to print on the check stub. Mekorma will provide the customization of the check stub. The following is the table format that will store the Secondary Vendor.

Table: wSecVendor

Field

Function

VCHRNMBR

*Key Field. The PM Transaction Voucher Number.

DOCTYPE

*Key Field. The PM Transaction Document Type.

VENDORID

The Primary Vendor ID of the transaction.

SecVendor

The Secondary Vendor ID linked to the transaction

* wSecVendor table will need to be joined to the Vendor Master table (wSecVendor.SecVendor to PM00200. VENDORID) in order to retrieve the Vendor Name of Secondary Vendor for the required Voucher and Document Type.

** The table name is for illustrative purposes to assist Mekorma in producing and estimate of work. Actual table name must be confirmed after project approval. Upon project approval WilloWare has agreed to provide Mekorma with a SQL CREATE and SELECT statement to use for their development and testing.

Batch Edit and Posting Reports

WilloWare will add a report writer function to the enhancement that will allow ACME to include the Secondary Vendor ID and Name to any GP report that has access to the Payables Voucher Number and Document Type via a calculated field, such as when printing an edit list or posting journal.

WilloWare will provide the report writer function as well as instructions on its use. ACME will perform all report modifications. This estimate does not include time to modify GP reports.

Payables Transaction Inquiry- Vendor

Navigation: Inquiry >> Purchasing >> Transaction by Vendor

The window will function as normal, meaning when a Vendor ID is entered, all documents (INV, PMT, etc.) that were entered into GP for the vendor will display in the scrolling window.

The enhancement will ADD INV transactions where the Vendor ID was selected as the Secondary Vendor. The added INV transactions must also meet the restrictions as entered. (Document Number, Date or Type From/To as well as the Include checkboxes). The Document Number and Voucher/Payment Number hyperlinks will take the user to the inquiry window for the transaction, as normal.

The enhancement will not display applied primary vendor PMT transactions but applied PMTs can be viewed by clicking the Unapplied Amount hyperlink to open the Payables Apply Zoom.

Payables Transaction Entry Controls

Navigation: Transactions >> Purchasing >> Transaction Entry >> Document Number field

Note: The functionality described below will NOT be active if the Payables Setup Option ‘Allow Duplicate Invoices Per Vendor’ is set to YES.

Standard GP functionality will prevent the user from entering a value in the Document Number field if it previously on another voucher for the same vendor. For our purposes, GP validates the Document Number on Current Voucher for Primary Vendor to Previous Vouchers where the same vendor was the Primary Vendor. The enhancement will add the following validations, looking for duplicate document numbers on vouchers where:

  1. Current Voucher Primary vendor was the Secondary Vendor on a previous Voucher
  2. Current Voucher Secondary vendor was the Primary Vendor on a previous Voucher
  3. Current Voucher Secondary vendor was the Secondary Vendor on a previous Voucher

If any of the additional validations fail, the user will be presented with the message:

Assumptions/Requirements

The functionality described in this document is intended for the Dynamics GP desktop client. Unless specified otherwise, all testing will occur in the desktop client only. Projects created in Dexterity should have a very high level of compatibility with the Web Client, but cannot be guaranteed without explicitly including additional time in the estimate for testing in the Web Client.

For information on this Design Spec, or any other customization or product, please contact us at:

//willoware.com/contact-me/

Customization DS1074 SOP Mass Update

Customization

DS1074 SOP Mass Update

Problem Definition:

ACME enters all Sales Order using a default site. The Order ID is set up to Allocate By = None. They have a large number of stores, and delivery personnel. To fulfill an order, it is transferred to invoice, and the Site (Store used to fulfill the order) and Shipment Method (Delivery person’s name) are changed on the Invoice.

ACME uses the Sales Orders Navigation List to select multiple Orders to transfer. The process of updating individual Invoices after the transfer is time consuming.

ACME would like a way to more easily and quickly change the Site (Store) and Shipment Method (Delivery person) during the transfer process.

Solution Features:

Update Sales Orders

After clicking the TRANSFER button in the Sales Orders Navigation List, the Sales Transfer Document window opens. The Update Sales Orders window will open automatically and position itself to the right of the Transfer window.

The window will display Orders where the Order ID has Allocate By = NONE. If any other documents are included in the transfer, they will not be displayed in this window.

Field

Function

Order

Displays the Sales Order Number

Customer ID

Displays the Customer Number

Site ID

Displays the currently assigned Site ID (Default Site) from the Sales Order Header.

This field is a drop-down list which contains all available Site IDs. A new Site ID can be selected by choosing an option from the dropdown list.

Ship Method

Displays the currently assigned Shipping Method from the Sales Order Header.

The field is a drop-down list which contain all available Shipping Methods. A new Shipping Method (Delivery person) can be selected by choosing an option from the dropdown list.

BUTTONS

Done

Closes the window and applies changes.

The changes made to Site ID and Ship Method are applied to the documents. The values will be updated on the Sales Order Header, and on all Lines.

If necessary, new Item-Site records will be created.

Cancel

Closes the window without making any changes to the Sales Orders.

Assumptions/Requirements:

  • The functionality described in this document is intended for the Dynamics GP desktop client. Unless specified otherwise, all testing will occur in the desktop client only. Projects created in Dexterity should have a very high level of compatibility with the Web Client, but cannot be guaranteed without explicitly including additional time in the estimate for testing in the Web Client.
  • Multi-Bins is NOT enabled
  • Inventory is not serial or lot tracked
  • ACME Overrides Shortages in SOP
  • Sales Kits are not used
  • Orders are set to Allocate By = NONE

For information on this Design, or any other customization or product, please contact us at:

//willoware.com/contact-me/

Customization CR1213 Add Terms and Conditions to Custom Report

Customization

CR1213

Add Terms and Conditions to Custom Report

Description of Need:

ACME would like their Terms and Conditions document automatically appended to their Custom SOP reports.

Description of Solution:

Appending large blocks of text to a Report Writer report is not possible. To overcome this, the custom reports will be converted to Word Templates. The report will be printed in the same manner, however when the destination dialogue box is displayed, Template will be the default Report Type.

The user will print the report to Screen, which launches the report in Word. The report will then automatically be printed to a PDF file. The original, Report Writer version can still be printed at any time by changing the Report Type back to Standard, however the T&C’s will not print.

This solution covers the initial development of the Word Template. Any future changes to the report layout will be handled at an additional cost. There will be no upgrade assurance on Word Templates. Any changes required due to GP or Word upgrades will be charged time and materials.

Assumptions/Requirements:

  1. Microsoft Word MUST be installed on the workstation that is printing the Sales Documents.
  2. The functionality described above is intended for the GP Desktop client.

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

//willoware.com/contact-me/

Customization DS1073 PO Entry Enhancements

Customization

DS1073

PO Entry Enhancements

Problem Definition:

ACME is using Dynamics GP Workflow in Purchase Order Processing. Once a PO has been approved, if any changes are made to the PO, it requires re-submission of the PO for approval.

ACME would like to alter the Workflow resubmission process, so it only occurs when:

  • Buyer ID is changed
  • Quantity on an existing PO Line is changed
  • Unit Cost/Extended Cost is changed
  • A new line is added
  • An existing line is deleted

This list is referred to below as Triggering Events.

Additionally, ACME needs to record when a PO has been sent (the PO Status of “Released” does not necessarily mean the PO has been sent to the Vendor), and, also a “Delivery Time” on each PO Line.

Design Features:

There is no user interface for this enhancement.

The normal Workflow processes (i.e. requiring resubmission) will only be activated when one of the Triggering Events occurs.

Any other change to a PO in the PO Entry window will not cause Workflow to require resubmitting the PO.

Delivery Time:

The Requested By field on the Purchasing Item Detail Entry window will be used to store the Delivery Time.

The field will be relabeled as “Delivery Time”. Direct entry into the field will not be allowed. When a user attempts to click into the field (or when tabbing through fields and the cursor moves into that field), the Enter Time window will pop open.

Time can be entered by typing into the Time field, or by using the mouse to click the buttons to select Hours and Minutes, and select AM or PM.

PO Sent:

When the PO Entry window opens, the PO Sent window will open automatically and position itself to the upper-right of the PO Entry window. The PO Sent window will close automatically when PO Entry is closed.

The YES/NO value will be stored in the Contract Number field on the Purchasing Vendor Detail window.

The field will be relabeled as “PO Sent”. Data cannot be entered or changed in the field. When a user attempts to click into the field, the PO Sent window will open/move/come forward and position itself over the “PO Sent” field.

When a new PO is entered, PO Sent will default to NO. If an existing PO is viewed where this field is empty, it will also default to NO.

NOTE: Prior to installing this software, the Contract Number field should be updated to YES for any PO that has already been sent. This will ensure that PO Sent does not default to NO for these PO’s.

Assumptions/Requirements:

The functionality described in this document is intended for the Dynamics GP desktop client. Unless specified otherwise, all testing will occur in the desktop client only. Projects created in Dexterity should have a very high level of compatibility with the Web Client, but cannot be guaranteed without explicitly including additional time in the estimate for testing in the Web Client.

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

//willoware.com/contact-me/

Complete Count Demo Video 2020

It has been 6 years since we created our CompleteCount demo video and there have been a lot of great additions to the software since then.  One of the most often requested newer features which wasn’t available for the original video is Excel Link.  Excel Link provides the ability to record a stock count in Excel and import it into GP.

The new CompleteCount demo video, released 5-MAY-2020, covers the entire module from front to back, including Excel Link, Tolerance Management, the Mass Add/Update Utility for assigning Values Codes and quickly adding Items to a Stock Count…and much more!

Please take a look at the new video here!

Customization CR1206- Lot Number Suffix by Receipt

Customization CR1206

Lot Number Suffix by Receipt

Description of Need:

ACME can receive multiple receipts of the same Lot Number over a period of time. They need to be able to select Lots for use in Manufacturing by the order of receipt so that the first received is consumed first.

The Lot Master table tracks a “receipt date”, but that records the date on which the lot hits a “site” in GP—so if a Lot is transferred between sites it gets a new “receipt date”.

The Lot Attribute table only has one Attribute Record per Lot Number, so multiple receipts of the same Lot Number would all use the same Lot Attribute record, making it impossible to record separate a “receipt date” in the Lot Attributes for each receipt of a Lot Number.

ACME manually creates PO Receipts in Dynamics GP (they are not imported or created by a WMS system). They enter the Manufacturers Lot Number in the Purchase Lot Number Entry window (they do NOT auto-generate Lot Numbers). ACME looked at their historical data and found that at most they had received 10 receipts of the same Lot Number, and that the longest lot number was 16-characters.

Description of Solution:

After entering the Manufacturer’s Lot Number in the Purchasing Lot Number Entry window, the customization will add a suffix to the Lot Number that denotes the “number of receipts” of that Lot Number. This will be added as a suffix in the format of “+nn”.

nn = 01 to 99. In the event there are more than 99 receipts, nn will become alphanumeric, starting with A1, then A2 up to A9, then B1 to B9, and so on. This allows for a total of 333 receipts of a single lot number. In the event that more receipts are needed, the suffix will stay at Z9.

The suffix separator is “+” because it is (1) recognized by the scanners ACME uses, and (2) is not used in any current Lot Numbers or as a special character by the scanners.

The suffix will cause multiple receipts of the same Lot Number to be unique (i.e. AHGL-01, AHGL-02), so that each one has its own Lot Attribute record. This will allow ACME to record the actual Date of Receipt in the attributes. Additionally, the suffix will cause the Lots to sort in order of date of receipt so that no changes are needed in the Lot Selection windows to identify which receipt of a Lot came before another receipt of the same Lot.

Since the Lot Number field can store 20 characters, the suffix above will work for Lot Numbers up to 17 characters. If a Lot Number is longer than 17 characters, the customization will not make any change to the Lot Number and will NOT provide any alert or warning to the user.

ACME discussed internally how to handle existing lot numbers and decided that those would be left as-is and that the customization would only apply to new receipts. This may mean that the “first” suffix on a receipt is larger than +01. If there have already been four receipts, the first suffix would be +05.

WilloWare discussed with ACME the other locations where Lot Numbers can be entered (such as an Inventory Adjustment). ACME decided that the PO Receipt is the only location where this control is needed.

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.

For Information on this customization, or any other WilloWare customization or product, please contact us at:

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Customization CR1204- RM Transaction Entry- Use Billing Address ID

Customization CR1204

RM Transaction Entry-

Use Billing Address ID

Description of Need:

The Receivables Transaction window defaults to use the “primary” address shown on the Customer Maintenance window. ACME needs to use the Billing Address ID instead.

cid:image002.png@01D5108A.8B621590

Description of Solution:

The Receivables Transaction Entry will be modified so that after selecting/entering the Customer ID, the Address ID will be changed to the Bill To Address ID from the Customer Maintenance 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.

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

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Customization CR1061 Change Orders

Customization CR1061

Change Orders

Problem Definition:

Acme uses GP Project Accounting, and Change Orders (CO) to make updates to the Baseline and Forecast Budget amounts.

When they enter a CO, the same updates need to be performed to BOTH the Baseline and Forecast. Since the CO window can only update Baseline OR Forecast, users often forget to create a second CO.

The initial request from Acme was to have the posting of a Baseline CO automatically update the Forecast. WilloWare investigated this approach and found that the CO transaction is quite complicated, and attempting to duplicate posting a “Forecast” CO would not be a cost-effective approach.

The preferred and cost- effective option is to provide a method of requiring the user to enter both CO’s so that Baseline and Forecast are always updated together.

Design Features:

The “Forecast CO” routine will be triggered when:

  • The PROCESS button is clicked
  • A Baseline CO is displayed
  • The Status = Approved

The Forecast CO routine will automatically start a new CO for a Forecast change. As shown below, the Contract Number from the Baseline CO will load automatically, a new CO Number will generate, and the Baseline CO Number will be entered in the Description field.

The DELETE button will be locked, and also the Description field. Locking the Description prevents accidentally changing the “linked” Baseline CO Number.

Additionally, a log table will track the following information:

  • Baseline CO Number
  • Created by User, Date & Time
  • Forecast CO Number
  • Created by User, Date & Time

Assumptions:

The functionality described above is intended for the GP Desktop client.

If you are interested in this customization, or any other WilloWare customization or product, please contact us at:

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Customization DS1045 Auto-set PO Buyer ID

Customization DS1045

Auto-set PO Buyer ID

Problem Definition

Acme needs to make the Buyer ID required on PO Entry. This requirement has been met by modifying the PO Entry window. However, that modification only applies when POs are created in the PO Entry window. Acme uses Dynamics GP Field Service.

Acme also needs the Buyer ID to be populated for PO’s coming from the Service Call Parts and Additional Charges windows.

Design Features

Acme’s Buyer IDs are always the same as the GP User ID.

When a PO is created from Field Service, the enhancement will:

  • Check that the GP User ID, in upper-case, exists as a Buyer ID in GP. If not, it will create a Buyer ID based on the User ID and User Name.
  • Update the Buyer ID on the PO Header created by Field Service

Assumptions/Requirements

The functionality described in this document is intended for the Dynamics GP desktop client. Unless specified otherwise, all testing will occur in the desktop client only. Projects created in Dexterity should have a very high level of compatibility with the Web Client, but cannot be guaranteed without explicitly including additional time in the estimate for testing in the Web Client.

If you are interested in this customization, or any other design spec or product, please contact us at:

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Customization DS1045

Auto-set PO Buyer ID

Problem Definition

Acme needs to make the Buyer ID required on PO Entry. This requirement has been met by modifying the PO Entry window. However, that modification only applies when POs are created in the PO Entry window. Acme uses Dynamics GP Field Service.

Acme also needs the Buyer ID to be populated for PO’s coming from the Service Call Parts and Additional Charges windows.

Design Features

Acme’s Buyer IDs are always the same as the GP User ID.

When a PO is created from Field Service, the enhancement will:

  • Check that the GP User ID, in upper-case, exists as a Buyer ID in GP. If not, it will create a Buyer ID based on the User ID and User Name.
  • Update the Buyer ID on the PO Header created by Field Service

Assumptions/Requirements

The functionality described in this document is intended for the Dynamics GP desktop client. Unless specified otherwise, all testing will occur in the desktop client only. Projects created in Dexterity should have a very high level of compatibility with the Web Client, but cannot be guaranteed without explicitly including additional time in the estimate for testing in the Web Client.

If you are interested in this customization, or any other design spec or product, please contact us at:

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Customization DS1068 Always Backorder

Customization DS1068

Always Backorder

Problem Definition

Acme would like to be able to enter a Sales Order, and always have the quantity backordered, even if there is availability.

When they are ready to ship an order, they allocate the order and use the Separate Order Fulfillment process.

Solution Overview

A new Setup window will be created where Acme can specify which Order Type IDs should receive the “Backorder All” treatment.

When one of these Order IDs is used in Sales Transaction Entry, the quantity of all line items will always be forced to Qty to Backorder.

Design Features

Setup

Navigation: Tools >> Setup >> Company >> Acme Setup


The Order IDS listed here will be forced to always backorder the quantity entered on the order, regardless of available inventory.

Field

Function

Order ID

Enter a SOP Order ID, or select one from the Lookup.

Sale Transaction Entry

When a Sales Order is created, or an existing order is viewed, which has an Order Type ID entered in the Setup window, the following changes will be applied to the Sales Transaction Entry window.

  • The Quantity entered will be immediately set to Backorder, regardless of the availability of inventory for the Item.
  • The Qty Invoiced and Qty Fulfilled fields will be locked. For the specified Order IDs, Sales Transaction Entry will behave as if there is not any available inventory of the item, so locking these fields simply prevents a user from attempting to use them and getting quantity shortage warnings.
  • The Quantity Available field will still display the correct/true quantity available.

Assumptions/Requirements

The functionality described in this document is intended for the Dynamics GP desktop client. Unless specified otherwise, all testing will occur in the desktop client only. Projects created in Dexterity should have a very high level of compatibility with the Web Client, but cannot be guaranteed without explicitly including additional time in the estimate for testing in the Web Client.

If you are interested in this design spec, or any other WilloWare customization or product, please contact us at:

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PO Receipt User-Site Restriction

Customization DS1184

PO Receipt User-Site Restriction

Problem Definition

At any given time, Acme, Inc. will have a large number of open Purchase Orders and In-Transit Transfers for each of their multiple locations. The large volume of open transactions makes using the “Select Purchase Order Items” window cumbersome because users need to scroll through so many documents to find the correct one. Additionally, users can mistakenly receive all POs/ITTs if they think they have already selected a single Purchase Order when they click the MARK ALL button.

Since most users only work with one of Acme’s sites, they would like a way to specify which sites a user works with and have the Select Purchase Order Items window display ONLY lines for the user’s site (or sites). Acme would like this set up to be at an “admin” level. It does not need to be changed by the user when creating a PO Receipt.

Solution Overview

WilloWare will add a new window to Dynamics GP to assign Sites (Location Codes) to User IDs. These site assignments will be used to restrict which PO Lines/ITT Lines appear in the Select Purchase Order Items window.

Design Features

PO Receipt User-Sites

Navigation: Tools >> Setup >> Purchasing >> PO Receipt User-Sites

Field Function
User ID Enter a User ID or select one from the Lookup.
Site ID Enter a Site ID or select one from the Lookup.

This window is used to create a link between a User ID and the Site (or Sites) that the User will see in the “Select Purchase Order Items” window. A User ID with NO Site ID assignments will not see any PO Lines on the Select Purchase Order Items window.

Each row must have both a User ID and Site ID.

Select Purchase Order Items

The Select Purchase Order Items window will be restricted automatically based on the relationships in the PO Receipt User-Sites window. There will be no indication that the restriction has occurred other than the “disallowed” sites not being shown in the 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. Word Template functionality is not addressed in this document.

If you are interested in this customization, or any other WilloWare customization or product, please contact us at:

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Customization DS1261 Historical Stock Status with Lot Numbers

Customization DS1261

Historical Stock Status with Lot Numbers

Problem Definition

Acme, Inc uses Microsoft Dynamics GP. Dynamics GP provides a Historical Stock Status Report by Item Number, but Acme needs Lot Number level detail.

Solution Overview

A new Historical Stock Status-Lot Number report (a Report Writer report) will be created within Dynamics GP.

The details of the report can be found in the Design Features section.

Design Features

Historical Lot Report

Navigation>>Reports>>Inventory>>Historical Inventory Reports

This window will be used to enter restriction criteria and print the report.

Field

Function

Report Selection

Currently there is only one option:

  • Historical Lot Number Report

As of Date

The user will enter the “As of Date”. The report will pull through both Quantity On Hand and Standard Cost based on the “As of Date”. This is a required field and will default to the current user date.

Item Number From

The user will enter an Item Number or select it from the lookup to start the Item Number range.

Item Number To

The user will enter an Item Number or select it from the lookup to end the Item Number range.

Site From

The user will enter a Site or select it from the lookup to start the Site Range.

Site To

The user will enter a Site or select it from the lookup to end the Site Range.

Sort By

The user will select to sort the report by Item Number or Site ID. This selection only changes the Sort Order of the Historical Inventory Valuation Report.

Print Button

The user will select the PRINT button to print the selected report.

Done Button

The user will select the DONE button to exit the window.

The user does not need to enter an Item Number or Site Range. Selecting the PRINT button with these fields blank will print the report for all Item Numbers in all Sites. Item Numbers with ZERO on hand quantity will NOT print. Items with positive and/or negative quantities will print.

When the PRINT button is selected, the user will be prompted to either print the report to:

  • Screen
  • Printer
  • File

The report fields are listed below:

  • Date
  • Item Number
  • Item Description
  • Site
  • Lot Number
  • Date Received*
  • Quantity on Hand
  • Days Aged*
  • Manufacture Date
  • Expiration Date
  • Standard Cost
  • Extended Cost (Standard Cost x Quantity on Hand)

The Total Inventory Value will be printed at the bottom of the last page.

PLEASE NOTE:

  • The column Date Received will display the most recent Date Received prior to the As of Date as there is the potential within Dynamics GP for multiple Receipt Dates per Lot Number
  • The column Days Aged will equal the (As of Date – Date Received)

Calculations

There is no user interface for this part of the enhancement. SQL queries and/or DEX calculation routines will be utilized to determine reporting quantities and costs. The basis for the calculations will be the “As of Date” entered in the Historical Inventory Reports window. The enhancement will begin with the current On Hand Quantities for all Items/Sites selected in the range. The enhancement calculation code will then “reverse” all Inventory Transactions which have a Document Date after the “As of Date” entered.

Backdated transactions MUST have their Document Date backdated prior to posting. It is the Document Date that will determine whether a transaction should be included or excluded from the on-hand calculation.

Once the enhancement has determined the accurate on-hand quantities based on the “As of Date,” it will determine the appropriate Historical Standard Cost per Item. The Historical Standard Cost will also be based on the “As of Date.” All historical on-hand quantities of an Item will be valued at the same Standard Cost. For example:

On hand balance of item 123 as of 12/31/2012 is zero.

100 pieces of item 123 received on 01/01/2013 @ standard cost $1.00

101 pieces of item 123 received on 01/15/2013 @ standard cost $2.00

99 pieces of item 123 received on 1/20/2013 @ standard cost $1.25

No quantities have been “sold” or “used”.

If the Historical Inventory Valuation Report is run with an As of Date of:

  • 01/31/2018 – 300 pieces on hand @ 1.25 per unit = $375.00 total
  • 01/16/2018 – 201 pieces on hand @ 2.00 per unit = $402.00 total
  • 01/01/2018 – 100 pieces on hand @ 1.00 per unit = $100.00 total

Sample Report

Assumptions/Requirements

  1. Multi-Bin is NOT enabled.
  2. Multi-Currency is NOT enabled.
  3. Inventory Quantity Types other than On Hand are NOT required to print on either Historical report.
  4. All Inventory Items with an Item Type of Sales Inventory or Discontinued must have a Periodic Valuation Method. (Items must be set to Standard Cost.)
  5. Maintain Transaction History must be selected for all Items.
  6. This report will not necessarily tie to the General Ledger.

If you are interested in this customization or any other project or product, please contact us at:

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MFG PowerPack Release 2020-03-30

V12.4.157 / 14.4.104 / 16.4.70 / 18.4.31 / “GP Next”
* Proposed Cost Update: (1) added update options for “Last Cost”, “First Cost” and “Custom”. The last option uses new stored procedures that can be modified to add any desired custom business logic to return the Proposed Cost, Fixed Overhead Cost and Variable Overhead Cost. (2) Added a GoTo button to open the Manufacturing Standard Cost Changes window directly from Proposed Cost Update.

Automatic Update Labor and Cycle Time on Routing Sequence

DS0784

Automatic Update Labor and Cycle Time on Routing Sequence

Problem Definition

Historically, Acme has setup item routing values for Labor Time and Cycle Time in Dynamics GP when a product is commercialized. The Senior Cost Accountant at Acme has received numerous requests to troubleshoot cost/margin issues and improve overall accuracy of the cost to manufacture.

Over the past year, she has rolled out Data Collection in GP to track time to complete manufacturing orders, which she then uses to calculate actual labor values. The calculation and reentry process for labor values has been a tedious process, and is generally only executed when there is a problem.

As a proactive approach, Acme would like to invest in a customization/product that could aid in generating regularly updated labor costs. This application would pull a given set of data collection information for the prior 12 months, calculate, assess and either apply the update to each routing sequence or flag the routing sequence to review based on a threshold.

Design Features

Update Routing Sequence Utility

Navigation: Utilities-Manufacturing-Update Routing Sequence Utility

This window is used to view and update Routing Sequences’ Labor Time and Cycle Time as well as its Work Center ID. The scrolling window will automatically populate when the window is opened. Only Item Number/Routing Name/Sequence combinations that match all of the following criteria will be displayed in the scrolling window:

  1. At least one Manufacturing Order (MO) exists with a Due Date in the last 12 months for the Item Number/Routing Name combination.
  2. The MO status is Complete or Closed.
  3. Actual Labor Time was entered for the MO/Routing Sequence combination.

For instance, if the Update Routing Sequence Utility window was accessed on August 4, 2018, the scrolling window would automatically populate with detail from Complete and/or Closed MO’s with a Due Date from August 4, 2018 through August 4, 2019.

C:\Users\Karen\Documents\Clients\ALTICO\Nye\Update Routing Sequence Utility.jpg

Field Function
Process Button The user will click the PROCESS button to update all marked records in the scrolling window.

  • The enhancement will update the Labor Time, the Cycle Time on the Item Number/Routing Name/Sequence combination with the time entered in the Average Labor Time field.
  • The enhancement will update the Work Center ID on the Item Number/Routing

Name/Sequence combination with the value entered in the Work Center ID field.
Cancel Button The user will click the CANCEL button to exit the window.
Clear Button The user will click the CLEAR button to clear the Item Number filter and refresh the scrolling window.
Mark All The user will click the MARK ALL button to mark all records displayed in the scrolling window.
Unmark All The user will click the UNMARK ALL button to unmark all records displayed in the scrolling window.
Item Number From To filter the scrolling window on an Item or range of Items, the user will enter or select an Item Number from the lookup. This is the beginning of the Item Number range.
To The user will enter or select an Item Number from the lookup. This is the end of the Item Number range.
Show The user will select an option from the dropdown. The dropdown will default to “All.” Options include:

  • All
  • Delta less than or equal to 25.00%
  • Delta greater than 25.00%

If records are marked, and the user changes the Show dropdown, all work will be lost. The user will be warned prior to updating the scrolling window.
X This is a checkbox. The user will mark a record by checking the checkbox.
Item Number The Item Number will display. This field is not editable.

This field is a hyperlink. Clicking on the Item Number will open the MO Detail Inquiry window.

Them MO Detail Inquiry window is described in detail in the next section of this document.
Routing Name The Routing name will display. This field is not editable.
Sequence The Sequence Number will display. This field is not editable.
Work Center ID The current Work Center ID entered on the Item Number/Routing Name/Sequence combination will display. The user may enter or select a different Work Center ID from the lookup.
# of MO’s The Number of MO’s that have had Labor Time captured for this Item Number/Routing Name/

Sequence for the last 12 months will display. This field is not editable.
Average Labor Time The Average Labor Time will display. This is a weighted average. The enhancement will calculate Average Labor Time using the following methodology:
MO Number Item Number Routing Name Sequence Total Labor Time per MO Total MO Receipt Qty Time per Unit
MFG01122 100XLG PRIMARY 100 1.5000 5 0.30000
MFG01124 100XLG PRIMARY 100 2.0000 4 0.50000
             
  1. Sum the Total Labor Time per MO to calculate the Total Labor Time for the Routing Sequence.

(1.5000 + 2.00000) = 3.50000

  1. Sum the Total MO Receipt Qty for all MO’s with entered Labor Time.

(5 + 4) = 9

  1. Divide the Total Labor Time by the Total End Quantity to calculate the Average Labor Time.

(3.50000) / 9 = 0.38889

Average Labor Time, continued This field is editable. The user may enter a new Average Labor Time to use in the Update Process.
Current Labor Time The current Labor Time entered on the Item Number/Routing Name/Sequence combination will display. This field is not editable.
Delta % The Delta will be displayed as a percentage. The Delta is calculated as:

(Average Labor Time – Current Labor Time/

Current Labor time

Audit Trail

An Audit Trail SQL table will be provided to capture the following detail of each Update:

  • Item Number
  • Routing Name
  • Sequence
  • Labor Time Before
  • Labor Time After
  • Work Center Before
  • Work Center After
  • Change Date
  • User ID

PLEASE NOTE:

Acme only enters WIP Entry transactions for Labor Time. Setup Time, Machine Time, and Indirect Labor

time are NOT captured in Dynamics GP.

MO Detail Inquiry

Navigation: Utilities-Manufacturing-Update Routing Sequence Utility-Select a Record in the scrolling window-Item Number Hyperlink

This window is used to view the MO Detail that used to calculate the Average Labor Time in the Update Routing Sequence Utility scrolling window.

C:\Users\Karen\Documents\Clients\ALTICO\Nye\MO Detail Inquiry.jpg

Field Function
Done Button The user will click the DONE button to exit the window.
Item Number The selected Item Number will display. This field is not editable.
Routing Name The Routing Name display. This field is not editable.
Sequence The Sequence will display. This field is not editable.
MO Number The MO Number will display. This field is not editable.
Total Labor Time The Total Labor Time will display. This field is not editable.
End Quantity The MO End Quantity will display. This field is not editable.
Time per Unit The Time per Unit will display. This field is not editable. Time per Unit is calculated as:

(Total Labor Time)/End Quantity = Time per Unit.

 

Assumptions/Requirements:

Unless otherwise noted in this document, reporting is not included in this estimate.

Outside Processing Work Centers are NOT used within the Manufacturing Module.

If you are interested in this or any WilloWare design spec, please contact us at this link:

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Item Process Tracking Release 2020-03-16

V12.1.15 / 14.1.10 / 16.1.6 / 18.1.3 / “GP Next” Changes 16-MAR-2020
* Updated WW Internal Resources

Read about Item Process Tracking

What is an update to “WW Internal Resources”?  All of our software has a large amount of reusable code modules.  For example, the About Window, the Installer, Error Reporting, and much more.  Sometimes we encounter an unusual situation that causes a problem in something, so we’ll fix that and roll it out to all of our products.  Another example is a change we recently made to a module that handles SQL Server queries where we made a small change to improve performance.  A new release that contains only updates to “Internal Resources” is not critical, but should install it the next time you are doing updates to Dynamics GP.

LeanMFG Release 2020-03-11

V12.3.44 / 14.3.33 / 16.3.23 / 18.3.15 / “GP Next”
* Addressed issue in the posting routine that left records stranded in the IV Transaction Bins Work table.
* Addressed issue in MO Inquiry window that could cause the Costing Tab to display Non-Inventory Costs as $0 for MOs posted using a LeanMFG release on or before the 26-JUN-2019 release (#20201686)
* Full Install Required: a new routine in the installation process will check for and remove any records stranded in the IV Transaction Bins Work table

LeanMFG Product Info