Customization DS1394
PO Generator Enhancements
Problem Definition:
ACME would like to add the following functionality to the PO Generator windows:
- They need to add a Note to some lines and have the Note added to the PO Line Comment when
Category: Purchase Order Processing
Customization DS1150 PO Release Utility
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...
Customization CR1102- POP Order Multiple Warning
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 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 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 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...
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...
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...
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...
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...
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...
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
Pre-Enter Lot Number in PO Entry
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...
Enhanced SOP-POP Linking
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...
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...
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...
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...
