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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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 Selection Override
Problem Definition:
ACME uses Dynamics GP Manufacturing. MO Receipts are performed on handhelds using Accellos.
Pertinent configuration:
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
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
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
Description of Need:
ACME would like to automate the process of small document write offs for the following documents:
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
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
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
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
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
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
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...
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...
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...
Customization DS1192
Inventory Adjustment Number in
GL Header Reference
Problem Definition:
When Dynamics GP posts an Inventory Transaction to the General Ledger, the GL Transaction Header “Reference” field contains “Transaction Entry”, as shown below:
ACME would like the Reference Field … more...
Virtual Trigger VT1427
Auto-fill Payables Transaction Description
NOTE: Virtual Triggers is a module from the WilloWare Consulting Toolkit. Virtual Triggers provides the ability to quickly enhance GP functionality with small bits of Dexterity code.
Description of Need:
When creating a … more...
Customization DS1310
Add Text Field to RM Transaction Entry
Problem Definition:
ACME needs a 50 character text field attached to Receivables Transactions. This field needs to be displayed from Receivables Transaction Entry and Receivables Transaction Inquiry zoom.
Design Features:
Receivables … more...
Customization DS1457
Routing Sequence OSRC Address Info
Problem Definition:
ACME uses Dynamics GP Manufacturing and creates Outsourcing POs from Manufacturing. Several of their Vendors have multiple locations, and ACME has multiple facilities. Because the PO created from MFG defaults to … more...
Customization CR1143
SOP Entry Discounts
Description of Need:
ACME provides per-sales-line discounts based on the Payment Terms. (Discounts are taken up front, per line, rather than at the time of payment.)
Payment Terms are not changed after lines have been … more...
Customization CR1449
POP Receipt Post SN Performance
Description of Need:
ACME has some serial numbered items in Dynamics GP that are purchased in very large quantities (such as 100,000). During PO Receipt Entry the window verifies that each serial number … more...
Customization DS1257
List Price Per Site
Problem Definition:
ACME sells landscaping products, such as stones and pavers. They have numerous stores. Due to the difference in the cost of transport to get materials from the manufacturer or quarry to the … more...
Virtual Trigger VT1151
Assembly Transaction- Change Assemble Quantity
Note: Virtual Triggers is a module from the WilloWare product Consulting Toolkit.
Virtual Triggers provides the ability to quickly enhance GP functionality with small bits of dexterity code.
Description of Need:
ACME … more...
Customization DS1455
National Account Customer Transfer
Problem Definition:
ACME is a real estate company that manages brokers and agents. It is not
uncommon for an Agent to change from one Broker to another. In Dynamics GP, ACME manages the Broker-Agent … more...
Customization CR1350
Rolldown PO Required Date
Description of Need:
ACME often changes the required date on the purchase order header. When they do so, they need to manually update the required date on each line. Purchase orders can have up … more...
Customization CR0955
Picklist PO Gen
Description of Need:
ACME can have several hundred new Manufacturing Orders at any given time. Some inventory replenishment is planned via MRP, but other items are purchased as needed when MOs are released and the … more...
Customization DS0803
Auto-create PO from MO Pick List
Problem Definition:
ACME requires the ability to auto-generate Purchase Orders direct from Manufacturing Order Pick Lists for Buy Items with shortages that are not MRP planned for the Item/Site combination.
Purchase Order … more...
Customization CR1191
Project Maintenance- CRM Opportunity ID Control
Description of Need:
ACME stores a “CRM Opportunity ID” (CRMOID) in an Extender field on the Project Maintenance window. If the user has not already entered this value, the user should not … more...
Customization DS1358
Contract Number Additional Field
Problem Definition:
ACME needs a Contract Number field added to the Receivables Transaction Entry and Bank Transaction Entry windows. The field needs to hold 50 characters that is not connected to another ID field … more...
Customization DS1070
Item-Country Security
Problem Definition:
Some ACME products are restricted by federal law from being sold to certain countries. ACME needs a way to track in GP which countries are prohibited for an item, and to prevent use of … more...
Customization DS1020
Sort RM Cash Apply by Document
Problem Definition:
ACME enters an Invoice (i.e. 001234), and then may also add Debit Memos and/or Finance Charges using the Invoice Number as a prefix (i.e. 001234DM, 001234FC, etc.)
When they receive … more...
Customization DS1417
Additional Description Field on RM Transaction
Problem Definition:
ACME needs a second Description field added to the Receivables Transaction Entry. This field also needs to be accessible via SmartConnect.
Design Features:
WilloWare will use Virtual Fields to add … more...
