Software for Dynamics GP & BC
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...
Customization DS1248
Certificate of Insurance
Problem Definition:
ACME needs to track which vendors must have a Certificate of Insurance and the Expiration Date of the Certificate. Additionally, when the Certificate expires, they need to have the Vendor automatically put on … more...
Customization DS1320
Vendor Contract Pricing
Problem Definition:
While testing WilloWare’s Vendor Pricing module prior to purchasing and implementing it, ACME uncovered several requirements that could not be met by the module, and WilloWare determined that it would not be cost … more...
Customization DS1394
PO Generator Enhancements
Problem Definition:
ACME would like to add the following functionality to the PO Generator windows:
Customization DS1438
SOP Invoice Lines from List
Problem Definition:
ACME is using WilloWare’s SOP-POP Multi-Link module. (SOP-POP MultiLink (willoware.com)
They have Sales Orders with several lines, and as the sales lines are received, SOP-POP Multi-Link automatically moves the quantity … more...
DS1333
ATP Demand Planning
Problem Definition:
ACME uses WilloWare’s PowerATP window and MRP. The approach with MRP is that it detects a shortage and suggests creating a new supply (i.e. a PO) or changing the date/quantity of an existing supply … more...
DS1173
Rental Inquiry
Problem Definition:
ACME provides floral arrangements and event planning services. An important aspect of planning an event is managing their rental equipment inventory. This is currently a paper process which does not provide good visibility into the … more...
DS0852
Sales Entry Enhancements
Problem Description:
Drop-Ship
ACME brings Sales Orders into Dynamics GP via EDI. It is not known when the order is integrated whether or not it will be processed as a Drop-Ship. When ACME manually reviews Orders … more...
Customization DS1360
MO Receipt: Import Finished Good Lots
Problem Definition:
ACME produces bales of non-wood ag-based fiber using Microsoft Dynamics GP Manufacturing to record the manufacturing activities. Each Manufacturing Order can produce 30-50 bales, each of which is recorded with … more...
Customization
CR1407
ITT Visibility to MRP
Description of Need:
ACME uses Dynamics GP Manufacturing.
They need to have full visibility to inventory balances, supply/demand and movements throughout the system. They use In-Transit Transfer documents.
In-Transit Transfer documents are not visible … more...
Customization DS1150
PO Release Utility
Problem Definition:
ACME uses Dynamics GP with Nolan’s Intercompany POP-SOP module. Currently they automatically create PO’s which then need to be manually printed, which Releases the PO and triggers Nolan’s POP-SOP to create a Sales … more...
CR0701
MO Number Creation Update
Description of Need:
Currently, the MO Number that is auto-generated from the Sales Order is created as SOPNUMBE_LNITMSEQ. ACME would like the MO Number to also include a prefix which will represent the Site which … more...
Customization DS0798
SOP Display Customer-Friendly Description
Description of Need:
ACME utilizes Dynamics GP to enter its Sales Documents. They would like to provide their Sales team with an alternate, more customer-friendly, Item Description during Order Entry.
The customer-friendly Item Description … more...
CR1111
Customer PO and SOP Order Lookup by Customer ID
Description of Need:
Acme would like the following enhancements to the SOP Update Utility:
Customization CR1172
Billing Entry Enhancements
Description of Need:
ACME would like to add the following enhancements to the billing entry process. These automations are intended to make Billing Entry more efficient.
#1: Allow entering the Project Number before entering the … more...
Customization CR1102
POP Order Multiple Warning
Description of Need:
ACME would like a warning message in Purchase Order Entry when the Quantity entered is not an even multiple of the Item-Site Order Multiple (from Item Resource Planning).
Since the Item-Site … more...
Customization CR0716
SOP User Defined Modifications
Description of Need:
ACME requires the ability to track additional Lead Source information during Sales Document Entry. ACME would like two fields added to the Sales User-Defined Fields Entry window:
Customization CR0457
Automated Forecast
Description of Need:
ACME Would Like:
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:
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
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
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
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
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
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
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
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
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
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
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
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
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...
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...