Software for Dynamics GP & BC
Customization VT1265
Display Vendor Info
Description of Need:
ACME has a modified Payables Transaction Entry window that is no longer working after a recent Dynamics GP upgrade. The purpose of the modification was to display vendor address information on the … more...
Customization VT1125
Customer Additional Fields
Description of Need:
ACME needs to capture and report additional information about its customers.
Description of Solution:
The Consulting Toolkit Virtual Triggers and Virtual Fields modules will be used to add the following functionality to … more...
Customization RE0738
MFG Costing Report
Description of Report:
ACME needs to report Material and Labor separately for their parent company in Japan. There are several make-to-stock subassemblies which are consumed to make the finished good. All of the made items … more...
Customization VT1270
Bypass BOM Entry “Buy” Check
Description of Need:
ACME needs to create BOMs for thousands of items that are set up as “Make” items. They currently use PO Generator to create “production POs” so the items must be … more...
Customization DS1496
Fund Accounting
Problem Definition:
ACME is a municipal wastewater treatment authority servicing several counties in Virginia. They have an existing fund account system outside Dynamics GP, and similar functionality needs to be provided inside GP.
ACME will use … more...
Customization DS1493
PO Entry User Control
Problem Definition
ACME is a privately owned mental health facility in the United States. As part of a requirement to increase controls in Dynamics GP, ACME would like to add the following functionality to … more...
Customization DS1280
PM-RM Consolidation Automation
Problem Definition:
Auto-create Vendor for Customer
ACME uses the Refund Checks module in Dynamics GP. After creating a Customer they would like to automate the steps of creating a Vendor and linking the Customer ID … more...
Customization DS0720
Update SOP Accounts
Problem Definition:
ACME utilizes Dynamics GP in their Sales Order Processing. Standard Dynamics GP functionality allows the user to set the posting accounts for Sales Invoices and Sales Return documents to either pull from the … more...
Customization DS1535
Additional GL Entry Fields
Problem Definition:
ACME needs to track two additional fields to GL transactions. These fields need to store at least 16 character string values. They will be imported via SmartConnect and displayed and editable on … more...
Customization DS1512
MO Manager
Problem Definition:
ACME produces large Design to Order/Configure to Order/Engineer to Order equipment for the horticulture industry. They use Dynamics GP Manufacturing with WilloWare’s MO Generator. A “Master Assembly” (top level item) may be made from … more...
Customization DS1142
COGS Allocation
Problem Definition:
ACME is a utility-scale manufacturer of tubular wind towers. They use GP Manufacturing in an actual cost environment. They record WIP Labor and actual material consumption. One MO produces one (and only one) serial-numbered … more...
Customization DS0253
Kits with Decimal Quantities
Problem Definition:
ACME sells Aggregate and Ready Mix, and is using Kits. Inventory is sold in tons, but GP forces the Kit item to have zero quantity decimals. ACME needs to be able to … more...
Virtual Trigger VT1268
Create and Post Bank Transactions for RM Entry
Description of Need:
The Church of ACME has a customization that ties to their Parish website which shows the AR amount and Bank information. If they do an NSF … more...
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...
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
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
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
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
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...
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
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
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 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
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
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
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
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
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
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
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
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
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: