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
Category: Development
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 … more...
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 … more...
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 … more...
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 … more...
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 … more...
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 … more...
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 … more...
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 … more...
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 … more...
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.
Description of Solution:… more...
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 … more...
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 … more...
Customization DS1068 Always Backorder
Customization DS1068
Always Backorder
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 … more...
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 … more...
Customization DS1261 Historical Stock Status with Lot Numbers
Customization DS1261
Historical Stock Status with Lot Numbers
Acme, Inc uses Microsoft Dynamics GP. Dynamics GP provides a Historical Stock Status Report by Item Number, but Acme needs Lot Number level detail.
A new Historical Stock … more...
Automatic Update Labor and Cycle Time on Routing Sequence
DS0784
Automatic Update Labor and Cycle Time on Routing Sequence
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 … more...
Price List by Store
VT1257
ACME sells landscaping products, such as stones and pavers. They have numerous stores in their State. Due to the difference in the cost of transport to get materials from the manufacturer or quarry to the different stores, each store … more...
SOP-RMA Link for Core Required Parts
DS1036
SOP-RMA Link for Core Required Parts
Problem Definition
ACME Co sells and services fire, sprinkler and security systems. Repair is an important part of the business. With some items, sale of a new part requires return of an old … more...
Fulfill SOP on MO Receipt
DS1041
Fulfill SOP on MO Receipt
Problem Definition
ACME Co uses CRM to bring sales orders into GP, and if necessary, the process also generates a manufacturing order to produce the sales item. Currently, the standard MOP-SOP linking is used … more...
Consignment Inventory
DS1007
Consignment Inventory
Problem Definition
ACME Co makes generator powered lighting units used on construction sites. Each unit is lot numbered, and there is a quantity of 1 for each lot number (the lot numbers are effectively serial numbers). The … more...
Cash Payables Transaction Thru AP Account
DS0684
Cash Payables Transaction Thru AP Account
Problem Definition
ACME Co is a focused network of community and social websites that include G*****.com, T*****.com, A*****.com, and L*****.com. They use Dynamics GP as their ERP system.
To support a reporting requirement … more...
Pro Forma Invoicing
Summary of Requirement
ACMECO makes innovative carrying solutions for the imaging world. These are specialized backpacks, shoulder bags, camera pouches, rolling cases, etc., designed specifically for the needs of photographers and videographers.
Their worldwide distributors place orders on Business Portal, … more...
Material Test Report
Summary of Requirement
ACMECO manufactures equipment for Oil and Gas drilling. The materials used (steel) in the manufacturing process have a large amount of testing data associated with each Lot Number that need to be tracked from purchasing through to … more...
Smart Bin Lookup
Summary of Requirement
ACMECO manufactures forged steel pressure flanges. The materials used include alloys, stainless, and carbon. The material in stock has a wide range of physical attributes, some of which are coded into the Item Number. To fulfill customer … more...
POP to SOP Freight
Summary of Requirement
ACMECO creates drop-ship purchase orders from sales order processing. When the PO invoice is received, the freight charges need to be passed along to the customer. Currently this is a manual process that requires locating the linked … more...
One Step Void Check and Voucher
DS0018
Void Check Enhancement
Problem Definition
ACMECO is a company that handles property foreclosures. They print checks in advance to be executed during the foreclosure sale. Often the sale is canceled and the checks and associated vouchers in AP … more...
Bill of Lading
Summary of Requirement
ACMECO distributes agricultural chemicals, pesticides and fertilizers. They are currently using Dynamics GP, and are looking for a way to eliminate some manual record keeping by the Traffic Department and Scale Operators, by bringing this external data … more...
Tracking Eaches Selling Feet
Summary of Requirement
ACMECO sells drywall and other building materials. The products are purchased from vendors in many different units of measure, but are always treated as “eaches” by ACMECO.
For example, drywall is purchased per Thousand Board Feet, but … more...
International Shipping
Summary of Requirement
ACMECO is an exporter. They need to have a specific format to Quotes, Orders and Invoices to capture insurance and freight/shipping related costs. These details should appear in an extended “subtotals” sections on the sales documents.
ACMECO … more...
Manufacturer Representative
Summary of Requirement
ACMECO sells direct (where they act as a distributor), and also as a representative of a manufacturer. In the rep sales, ACMECO receives a commission from the manufacturer for the sale, but manufacturing, order fulfillment and invoicing … more...
Granite and Marble Slabs
Summary of Requirement
ACMEco imports and sells granite slabs. Granite is shipped in a Bundle, which contains a number of Slabs granite where the total square footage contained in the Bundle is about 300 square feet. A Slab is approximately … more...
Auto-Calculate Shipping Date
Summary of Requirement
The purpose of this modification is to calculate the day by which an order must be shipped (Required Ship Date, RSD) so that it reaches a customer by the customer’s Requested Delivery Date (RDD). The ship date … more...
Trade Discount GL Account Per Customer
Summary of Requirement
ACME Co. currently must update the Trade Discount GL Account manually for each Customer, on each Sales Transaction, as Dynamics GP provides only one Trade Discount Acccount for Sales Transaction Entry. ACME would like to be able … more...
Internal Inventory Sales Transactions
Summary of Requirement
ACME Co. uses Sales Transactions to record internal transfers of material between facilities, however the process is highly manual and time consuming.
Their current process entails the following:
- A Sales Order is entered into the System.
- The
MFG and RMA Item Revision Levels
Summary of Requirement
ACME Co. plans to purchase two WilloWare products:
- Purchase Order Revision Levels
- Sales Order Revision Levels
In addition to the functionality that these two products provide, ACME requires additional features:
- ACME would like the current Item Revision
Current Costs By Site
DS0796
Item Current Cost by Site
Problem Definition
ACME Co utilizes Dynamics GP with a multi-Site environment. Dynamics GP stores each Item’s Current Cost at the Company level. ACME Co requires the ability to track an Item’s Current Cost by … more...
Revenue Deferral on Imported Transactions
Summary of Requirement
Brief Background on Analytical Accounting (AA)
AA refers to Analytical Accounting in the rest of this document.
AA setup consists of creating Transaction Dimensions and Codes.
A Transaction Dimension is set to have a data type of … more...
Pre-Enter Lot Number in PO Entry
Multiple Copy Sales Form Printing
Summary of Requirement
ACMECO prints multiple copies of Sales Invoices, each having a different footer.
The footer indicates the person or department which receives that copy. For example:
- “Copy #1 – Client Copy”
- “Copy #2 – Accounting Copy”
- “Copy #3
Lot Number Selection In Alternate U of M
Summary of Requirement
ACMECO uses lot numbered inventory in Dynamics GP. While the main transaction windows in GP can use any unit of measure from the Item’s Unit of Measure Schedule, the Lot Number selection windows are all in the … more...
SOP & POP Date Rolldown and Purchase Receipts Inquiry
Summary of Requirement
Changing the Requested Ship Date (RSD) in Sales Transaction Entry, and Current Promise Date (CPD) in Purchase Order Entry, can be tedious if the documents have multiple lines. There is no ability to view the RSD/CPD for … more...
Multi Bin & MO Receipts
Summary of Requirement
ACME Co. makes nutritional supplements and drinks. There are two areas of need.
Multi-Bin Enhancements
GP is being implemented with multi-bins where each bin represents a different physical location. Bins are being used in this manner so … more...
SOP Hold Removal Auto-Allocation
Summary of Requirement
ACME CO. uses a Sales Process Hold ID that prevents Fulfillment. This hold is used while final determination is made of the quantity the customer will order. The hold also prevents allocation.
When ACME removes the Hold, … more...
Enhanced SOP-POP Linking
Link All Orders Created From Repeating Quote
Summary of Requirement
When GP processes a repeating quote, it generates the next available Master Number each time the quote is transferred to a new order. The user has no way of viewing all the orders generated from that quote … more...
UPS Worldship Integration
Summary of Requirement
ACME Co. is using UPS Worldship. They need the UPS Worldship integration points from SOP Entry built into the Batch Processor window. Any shipping charges will be evenly distributed amongst all invoices.
The original Pick Order Processor … more...
Assembly Serial Linking
Summary of Requirement
ACME Co. has a new product being released that is going to affect how they create configurations in service. Currently they are using the MO Serial Linking to build configurations. This new product has serial numbered components … more...
Extended Pricing & SOP Automation
Summary of Requirement
ACME Co. is using Extended Pricing (with Myridas Extended Pricing Enhancements) to calculate a “replacement cost” for items. Multiple price sheets, using the “uplift” pricing methods added by Myridas, are used to build upon the Base Cost … more...
Order Fulfillment Utility
Summary of Requirement
ACME Co. is a white label manufacturer supplying nutritional products to a large, national retail supplement chain. The retailer places orders for a large amount of inventory to be fulfilled out of dedicated distribution centers. There are … more...
