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...
Category: Development
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...
Automated Lot Transfer
Summary of Requirement
ACME Co. needs to prevent accidental transfer of inventory from a QA location into “released” inventory. The need the following:
- Users should have the ability to indicate the status of a Lot is “released”.
- Once a Lot
SOP-to-MOP Enhancements
Summary of Requirement
The following requests are addressed:
- Sales Document Holds
- Sales Line Holds
- Requested Ship Date Audit Trail
- Customer Assigned Serial Numbers
- MO Holds- ability to control if the hold removes the MO from MRP, CRP, both or neither
Long Serial Numbers
Summary of Requirement
ACME Co. has some items with Manufacturer’s Serial Numbers (or Lot Numbers) up to 40- characters in length. These Ser/Lot Numbers need to be printed in Sales Transaction Entry.
When the long Ser/Lot items are received in … more...
Assembly Serial Entry & Field Service Enhancements
Summary of Requirement
ACME Co. produces serial numbered units with several serial numbered subassemblies. Many of these items are from subcontractors and never go through ACME inventory.
GP Manufacturing is used to produce the complete unit, and many of the … more...
Accounts Payable Allocation for Property Management
DS0444
Property Management AP Allocations
Problem Definition
ACME Co. is a property management company. Bills received by the management company need to be allocated in different ways to the properties they manage. An existing software package that handles this resides … more...
Agile Transportation Software Integration
Summary of Requirement
CME Co. sells interconnecting materials for the semiconductor and electronics industry. Their products are sold worldwide, and some of the products are considered hazardous material.
These two characteristics (international shipments of hazardous materials) create unique requirements for … more...
Replace SOP Line Item Number with Configured BOM Name
Summary of Requirement
When printing a SOP Order or Invoice, ACME Co. would like to use the Configuration BOM Name in place of the Item Number if the item has a configuration BOM.
If the MOP-SOP linked MO is not … more...
Manufacturing Enhancements
Summary of Requirement
ACME Co. requires the following enhancements to GP Manufacturing:
1. BOM Import / BOM Change – trigger Picklist Update: when WilloWare’s BOM Import utility imports an update to an existing BOM, if there are any MOs using … more...
Update Working Routing Upon MO Release
Summary of Requirement
ACME Co. places MO’s in the system with an Open status many months before production begins so that the MO can drive MRP and scheduling.
During the time between when the MO is first created and when … more...
Sales Freight Calculation
Summary of Requirement
ACME Co. has 17 locations across the state, and a manufacturing facility which produces electrical poles.
When poles are sold, a user manually calculates the estimated Freight Amount and Number of Loads based on knowing:
1) The … more...
Sales Shipment Load Planning
Summary of Requirement
ACME Co. currently enters Sales Orders into spreadsheets, before re-keying them into GP, because they need to calculate full pallets and truckloads and split orders, if needed, if the load for the order would exceed one full … more...
Inventory Transfer User-Site Security
Summary of Requirement
ACME Co. develops and manufactures molecular diagnostic tests.
When QA controlled material is received, it is put into a QA site in GP. Since there are no restrictions on which sites users have access to, and different … more...
Sales Batch Allocation from Multiple Bins
Summary of Requirement
ACME Co. is using GP with multi-bins enabled, and SOP Order Numbers are set up to allocate by document/batch. Sales transactions are saved in a batch, and any given batch may contain Orders, Fulfillment Orders, or both.… more...
Item-Country Shipping Restriction
Summary of Requirement
Some ACME Co. 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 that item … more...
Transfer Backordered Quantities from Order to another Order
Track & Display Incoterms on SOP Documents
Summary of Requirement
ACME Co. has the need to display Incoterms on all invoices created in GP. This includes the 3 digit Incoterm acronym, Incoterm Name and the Detailed Description.
A sample of the fields and data required are as … more...
Assign Finished Good Lot Number based on Component Lot Number
Summary of Requirement
ACME Co. is currently utilizing Quick MO’s with the setting “Manually select serial/lot numbers in Quick MO” selected. To create efficiency in closing Quick MOs, and improve trace-ability, they would like the MO’s Finished Good to have … more...
Vendor Diversity Tracking
CR0595
Vendor Diversity
Problem Description
The ACME Co. needs to track Vendor Diversity information.
Solution Description
Navigation: Purchasing>>Cards>>Vendor Maintenance
The Vendor Diversity ID window will open automatically and position itself along the bottom edge of the Vendor Maintenance window.
| Field |
Historical Inventory Valuation and Historical Lot Numbers Reports
Summary of Requirement
ACME Co.’s activities include fishing, trading, processing and marketing with offices and operations in strategic locations around the world. Their customer base includes famous brands, tuna processing plants and fishing companies.
They currently utilize Dynamics GP with … more...
Transfer Sales Order Processing Shipping Method
Summary of Requirement
During the SOP Transfer process from Sales Backorder to Sales Order, the Shipping Method of each Sales Line is transferred properly. However, often Sales Lines have a different Shipping Method than the Sales Backorder Header. ACME would … more...
Add Qty Remaining to POP Documents
Commodity Purchasing Tolerances
Summary of Requirement
ACME Co. is a global leader in animal health and nutrition providing research-based products worldwide to owners and producers of various animal species. Their employees are experienced with emerging technologies, livestock production and grain merchandising and they … more...
Automated Month-End Allocation Journal Entries
Summary of Requirement
ACME Co. deals with government contracts. Accordingly, they require the ability to allocate certain administrative expenses, such as salaries. The allocation percentage can vary from year to year; therefore, they also require the ability to set the … more...
Service Call Requirements Visible to MRP
Summary of Requirement
ACME Co. utilizes the Service Call Management Module. Demand for Service Call parts does not appear as demand within the MRP module. ACME would like the Service Parts Requirements to show in MRP.
Design Specification
View design … more...
Sync Item Resource Planning Replenishment Method to Item Engineering
Summary of Requirement
ACME has found that their Item Engineering Data and their Item Resource Planning records are not in sync. ACME would like the Item Engineering Data window “BOM Should Treat As Field” to be the master control for … more...
Automatically Update PO Promised Ship Date and Arrival Date
Summary of Requirement
ACME Co’s Purchasing department procures material both domestically and internationally. They require the ability to update the Purchasing Line Item’s Required Date and have the system automatically update the Promised Ship Date and Promised Arrival Date. The … more...
Automated Product and Freight Discounts
Summary of Requirement
ACME Co. has an existing Sales Discount module which calculates Product Discounts and limits customers receiving Product Discounts unless a dollar threshold has been met on the Sales Document. They would like to add additional functionality, including … more...
Advanced Manufacturing Data Collection
Summary of Requirement
ACME Co. is a leading manufacturer of custom engineered mechanical seals and welded metal bellows. ACME has a full line of component and cartridge seals that have been sealing the industry’s most basic and challenging applications for … more...
Automated Sales-MO Generator
Summary of Requirement
ACME Co. is implementing SalesPad to be used in conjunction with Dynamics GP. Users will be entering Sales Orders directly into SalesPad. SalesPad does not have a link to the Manufacturing Module. Creation of Manufacturing Orders direct … more...
Update COGS, Revenue, and Markdown Account when Posting Sales Documents
Summary of Requirement
ACME Co. utilizes Dynamics GP as their ERP system. They currently have many legal entities maintained in the same database. In addition to the core GP Modules, they also utilize the Manufacturing Module. Sales Invoice and Sales … more...
Sales Order Line Fulfillment Upon MO Receipt
Summary of Requirement
ACME currently has an enhancement that generates Manufacturing Orders for Sales Lines created through SalesPad and creates the MO to Sales Order link. When the Manufacturing Order is received, standard Dynamics GP allocates the newly available inventory … more...
Automated Sales Document Allocation Based on Predefined Priority
Summary of Requirement
ACME Co. utilizes Dynamics GP as its ERP system. They are using GP with multi-bins enabled and SOP Documents are set up to allocate by document/batch. Sales Documents are saved in a batch, and any given batch … more...
Automatic Backorder, Allocation and Fulfillment
Summary of Requirement
ACME Co. utilizes an EDI system to import the majority of their Sales Order Documents into Dynamics GP. Based on the rules of their EDI system, all Order ID’s have been set up to “Allocate by Line” … more...
Quick MO Automation
Summary of Requirement
ACME Co. currently utilizes Dynamics GP to manage and support Inventory Control. In conjunction with the Inventory Control module they also use Manufacturing. The manufacturing process handles make to stock counter tops (a.k.a. Granite Slabs) and sinks … more...
Item Stock Inquiry
Summary of Requirement
ACME Co. is a Contract Research Organization (CRO) who utilizes Dynamics GP as its ERP system. ACME’s Supply Chain group frequently utilizes the Item Stock Inquiry window. The Item Stock Inquiry window defaults the quantities displayed to … more...
Select Checks Automation
DS0683
Select Checks Automation
Problem Definition
ACME Co. is a Connecticut-based ticket software company which connects thousands of live entertainment fans to the vast network of independent sellers that list tickets for sale on the TicketNetwork Online Exchange.
ACME Co. … more...
