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...
Category: Development
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...
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...