Customization CR1666
Change Item Standard Cost from Excel List
Description of Need:
ACME does not use GP MFG, and can use the GP Change Item Standard Cost window to update an individual item standard cost. Doing so will update the … more...
Category: Development
Customization DS1238: PO Invoice Non-IV Item Lookup
Customization DS1238
PO Invoice Non-IV Item Lookup
Problem Definition:
ACME imports PO Receipts (Shipments) without a Purchase Order. The PO Receipts are for non-inventory items. When they enter the PO Invoice, because there is not a Purchase Order, the Receipts … more...
Customization DS1307- Update PPV for TAX Lines
Customization DS1307
Update PPV for TAX Lines
Problem Definition:
ACME needs a way to update their distributions for a non-inventory line on a PO Invoice. The line would have the word “TAX” in it and would be for $0.00. They … more...
Customization DS1510: Coupa-GP Apply PM Credits
Customization DS1510
Coupa-GP Apply PM Credits
Problem Definition:
ACME is implementing Coupa’s Spend Management software, with an integration into Dynamics GP.
The SmartConnect integration creates and posts PM Credits in GP, and also PM Invoices and Payments and applies the … more...
Customization CR1397: Picking Ticket by Bin-Zone
Customization CR1397
Picking Ticket by Bin-Zone
Description of Need:
ACME stores some products inside the building, and others are kept outside. To make Sales Fulfillment more efficient, they would like the SOP Picking Ticket to group bins by inside vs. … more...
Virtual Trigger VT1600: Set Default Sort for PM and RM Transaction Inquiry Windows
Virtual Trigger VT1600
Set Default Sort for PM and RM Transaction Inquiry Windows
Description of Need:
ACME wants to change the default sort order for the Payables Transaction Inquiry and the Receivables Transaction Inquiry windows from the “Document Number” to … more...
Add Any Field To Any GP Report
Have you ever needed to add a field to a GP report but the table links are not there to allow it?
Our GP Report Extender tool allows adding any field from any table to any GP report. Below we … more...
Customization DS1560- External Component Selection App
Customization DS1560
External Component Selection App
Problem Definition:
ACME needs a simple barcoded component picking solution that is outside of GP. The picking of the components does not need to update the MO in GP. Rather, it should save the … more...
Customization DS0901- Pick Ticket Resorting
Customization DS0901
Pick Ticket Resorting
Problem Definition:
ACME has multi-bins enabled in GP, but finished good inventory is all in one bin. To make it more efficient to pick inventory during order fulfillment, ACME would like to arrange the lines … more...
Virtual Trigger VT1478- MFG Fulfillment Enhancements
Virtual Trigger VT1478
MFG Fulfillment Enhancements Scriptlet
Description of Need:
ACME uses the Sales Fulfillment History functionality provided by the Manufacturing module. ACME would like to improve efficiency by addressing the following needs:
#1 Item Maintenance – Fulfillment Detail: Although … more...
Customization DS1469: Purchasing Account Allocation
Customization DS1469
Purchasing Account Allocation
Problem Definition:
ACME needs the ability to split a purchase order expense among several accounts. Currently, GP only allows the selection of one purchasing account per PO line item. All PO line items are non-inventory … more...
Customization DS1557- Extended Pricing Price Update Utility
Customization DS1557
Extended Pricing Price Update Utility
Problem Definition:
ACME uses Extended Pricing with GP. They have both universal pricelists for items as well as customer specific pricelists. ACME often makes price increases or decreases for specific customers. These price … more...
Customization DS1552- Mass Import AP Apply Records
Customization DS1552
Mass Import AP Apply Records
Problem Definition:
ACME issues pre-payments in GP to Vendors. After the payables invoices are posted in GP, users need to apply them to the pre-payment. The list of invoices are in an Excel … more...
Virtual Trigger VT1533- Prevent Payables Posting if Vendor is Missing Fields
Virtual Trigger VT1533
Prevent Payables Posting if Vendor is Missing Fields
Description of Need:
ACME needs to ensure that all Vendors have information in the Tax ID field and a UDF 1 field prior to any payables transactions being posted.… more...
Customization DS0945- Apply Cash – Sort by Customer PO
Customization DS0945
Apply Cash – Sort by Customer PO
Problem Definition:
ACME uses Dynamics GP. They have a high volume of Receivables and Cash Receipts, and use Customer PO Number to identify how to apply payments.
They have modified the … more...
Customization CR1006- Parts List Utility
Customization CR1006
Parts List Utility
Description of Need:
ACME needs to report on components within a top-level item, in the manner shown below. Rather than an “Exploded BOM,” this is more of a “Parts List.”
ACME will need to run … more...
Customization CR1527- New Customer/Vendor Security
Customization CR1527
New Customer/Vendor Security
Description of Need:
ACME needs to prevent associates from creating new customers and/or vendors, but still need the ability to make changes to existing records.
Description of Solution:
Navigation: Tools >> Setup >> Company >> … more...
Customization DS1011- SOP Pricing by Zone
Customization DS1011
SOP Pricing by Zone
Problem Definition:
ACME is a non-profit who business is primarily Governmental Set Aside contracts in the state of Texas. They sell copy paper. They manually enter the Ship To Address on each Sales Transaction … more...
Customization DS0690: Drop Ship PO Enhancement
Customization DS0690
Drop Ship PO Enhancement
Problem Definition:
ACME currently utilizes Dynamics GP to manage and support Inventory Control. They do not maintain inventory in-house, but supply customers with products directly from vendors via Drop Ship Sales Transactions and Drop … more...
Customization DS1352- Site Specific SOP & POP Posting Accounts
Customization DS1352
Site Specific SOP and POP Posting Accounts
Problem Definition:
ACME is using the site swapping functionality within GP. This works fine for Sales and CoGS in the SOP module, and also the IV account in POP. ACME needs … more...
Customization DS1516- Print MC Misc Checks
Customization DS1516
Print MC Misc Checks
Problem Definition:
ACME has its functional currency setup as CAD for their GP Company. They have a Checkbook setup with USD as the Currency assigned.
They want to be able to use the “Miscellaneous … more...
Customization DS0448- Return Authorization
Customization DS0448
Return Authorization
Problem Definition:
ACME supplies flowers to retail outlets. Expired product is collected from the retail outlets and recorded on a Return Authorization (RA) form. The RA form is then used to create a Return in GP.… more...
Customization CR1532- Consolidated Customer Name
Customization CR1532
Consolidated Customer Name
Description of Need:
ACME needs to group customers for reporting. GP does not offer an existing field that will serve this purpose. ACME would like this field added to the Customer Maintenance window and have … more...
Customization DS0978- Miscellaneous Charge Detail
Customization DS0978
Miscellaneous Charge Detail
Problem Definition:
ACME is one of the world’s largest manufacturers of quality canoe, kayak, and stand-up paddles. They conduct both direct to consumer sales, and sales to resellers/distributors. The B-to-C line is handled through a … more...
Customization DS1413- Auto-Create POs and Link to Sales Orders
Customization DS1413
Auto-Create POs and link to Sales Orders
Problem Definition:
ACME uses True Commerce EDI and imports an 850 PO Document. This creates a batch of Sales Orders each day. ACME needs to create POs for each sales order … more...
Customization DS1576- Minimum Order Fee
Customization DS1576
Minimum Order Fee
Problem Definition:
ACME needs to implement a rule on sales orders where if an order subtotal is below a specified threshold amount, a fee will be added to the order. This fee needs to be … more...
Customization DS0927 Prevent Duplicate Lot Numbers
Customization DS0927
Prevent Duplicate Lot Numbers
Problem Definition:
ACME makes stents for cardiac surgery. When they receive a shipment of a product, all units received will be assigned to one lot number. ACME needs controls added to GP to prevent … more...
Customization CR1508: MFG Allocation Settings
Customization CR1508
MFG Allocation Settings
Description of Need:
ACME has GP Manufacturing set to allocate the picklist when the MO Status is changed to Released. Due to the length of the manufacturing process, they would like to have control over … more...
Customization CR1107: Retainage Tracking
Customization CR1107
Retainage Tracking
Description of Need:
ACME needs to track and report on Retainage applied to certain Accounts Receivable documents.
Description of Solution:
Navigation: Transactions>>Sales>>Retainage
Customer Number: Enter a Customer Number or select one from the Lookup.
The scrolling … more...
Customization CR1292: Lock Site ID for New PO Req Entry
Customization CR1292
Lock Site ID for New PO Req Entry
Description of Need:
ACME would like to lock the Cost Center field from being changed AFTER the first line has been entered.
Description of Solution:
The enhancement will require ACME … more...
Customization CR1327: Fuel Surcharge
Customization CR1327
Fuel Surcharge
Description of Need:
ACME needs to apply a fuel surcharge to sales orders and invoices. This fuel surcharge will be a percentage of the sales subtotal.
Description of Solution:
Navigation: Tools>>Setup>>Sales>>Surcharge Setup
| Field | Function |
| Fuel Surcharge |
Customization DS1262: Discontinued Inventory
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 … more...
Customization CR1348: Kit Window Security
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 … more...
Customization DS1497: Revenue Recognition
Customization DS1497
Revenue Recognition
Problem Definition:
ACME creates receivables invoices for estimated profit sharing to accrue the revenue. When the actual profit sharing amount is determined, ACME needs to back out the estimated invoice and enter the actual profit sharing … more...
Customization DS1177: SVC Preventative Maintenance Service Type Swap
Customization DS1177
SVC Preventative Maintenance Service Type Swap
Problem Definition:
ACME is using Dynamics GP Field Service Preventative Maintenance. When generating Service Calls from Preventative Maintenance, they need to change the default Service Type, depending on a couple of rules … more...
Customization DS1330: Transfer Credits from National Accounts Child to Parent
Customization DS1330
Transfer Credits from National Acct Child to Parent
Problem Definition:
ACME uses the National Accounts functionality in Dynamics GP. The Parent Account gets invoiced for Child orders. However, the Child receives rebates (which are Credit Memos in GP). … more...
Customization DS1293- MO Receipt Entry- Bin Selector Override
Customization DS1293
MO Receipt Entry – Bin Selection Override
Problem Definition:
ACME uses Dynamics GP Manufacturing. MO Receipts are performed on handhelds using Accellos.
Pertinent configuration:
- Inventory multi-bin is enabled
- Inventory is set to allow adjustment overrides. They frequently drive
Customization CR0971 Consignment Transfer
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 … more...
Customization CR0276 Bank Rec Stop Payments
Customization CR0276
Bank Rec Stop Payments
Description of Need:
ACME needs to track payments for which a Stop Payment has been issued, and the date when it occurred. This is informational only and should have no effects on the normal … more...
Customization DS1214- SOP Fulfillment Bin Transfer
Customization DS1214
SOP Fulfillment Bin Transfer
Problem Definition:
ACME uses Panatrack and Dynamics GP with Multi-bins enabled. Panatrack is used to pick inventory for a Sales Order and it updates fulfillment on the Order. During this process inventory is physically … more...
Customization CR1017 Write Off Small Balances
Customization CR1017
Write Off Small Balances
Description of Need:
ACME would like to automate the process of small document write offs for the following documents:
- Invoices with the amount remaining of $15.00 or less, unless:
- The document is on a
Customization DS1382 SOP Shortage Override
Customization DS1382
SOP Shortage Override
Problem Definition:
Currently, ACME’s Sales Entry personnel are entering Orders without allocation/fulfillment. The Orders are processed by a second user who then performs fulfillment by line. If shortages exist, it requires the user to make … more...
Customization CR1196 – MFG Auto-allocation from Multiple Bins
Customization CR1196
MFG Auto-allocation from Multiple Bins
Description of Need:
When Manufacturing Allocates inventory it does so only from the Default Material Issue Bin set up on the Item-Site. If there is not enough inventory in that bin, the user … more...
Customization DS1115- WIP Cost Reversal
Customization DS1115
WIP Cost Reversal
Problem Definition:
ACME builds water dispensers. Some units contain high value assemblies which are treated as capital equipment, so the value is not in an inventory account. When these assemblies are used on a manufacturing … more...
Customization DS1452 Lot Adjustment
Customization DS1452
Lot Adjustment
Problem Definition:
ACME uses Dynamics GP lot tracking on their inventory items. Sometimes during stock counts they will find that a Lot Number is incorrect in GP for the physical inventory counted, so they need to … more...
Customization DS1446 Add Rebuild Kits to Sales Quotes
Customization DS1446
Add Rebuild Kits to Sales Quotes
Problem Definition:
ACME makes engines. After the sale, ACME generates a quote for service packages that contain one or more rebuild kits. Each kit could include up to 20-30 parts, and not … more...
Customization DS1422 Autofill Lot Numbers in MFG PowerPack/Quick Disassembly
Customization DS1422
Autofill Lot Numbers in MFG PowerPack/Quick Disassembly
Problem Definition:
ACME manufactures airplanes. They package the various assemblies of a plane into kits that will be shipped to the customer. At times, ACME needs to disassemble the kits in … more...
Customization DS0835 Return Item Number Swap
Customization DS0835
Return Item Number Swap
Problem Definition:
ACME has a Salesforce.com integration into GP. When a piece of equipment is pulled from a customer‘s home and returned, it is currently coming back into the system as the same Item … more...
DS1114 Time & Materials Billing Entry Enhancement
Customization DS1114
Time & Materials Billing Entry Enhancement
Problem Definition:
ACME needs to see the Cost Owner Name, not just the ID, when working in the Project Time & Materials Billing Entry window.
Design Features:
T&M Billing Entry Enhancement
When … more...
DS0709 Lock Payables Account
Customization DS0709
Lock Payables Account
Problem Definition:
ACME does not want users to be able to change the Payables Account on the Payables Transaction Entry Distribution window. They would like to lock the Account Number for any PAY line in … more...