Customization DS1352
Site Specific SOP and POP Posting Accounts
Problem Definition:
ACME is using the site swapping functionality within GP. This works fine for Sales and CoGS in the SOP module, and also the IV account in POP. ACME needs … more...
Category: Sales Order Processing
Customization DS0448- Return Authorization
Customization DS0448
Return Authorization
Problem Definition:
ACME supplies flowers to retail outlets. Expired product is collected from the retail outlets and recorded on a Return Authorization (RA) form. The RA form is then used to create a Return in GP.… more...
Customization CR1532- Consolidated Customer Name
Customization CR1532
Consolidated Customer Name
Description of Need:
ACME needs to group customers for reporting. GP does not offer an existing field that will serve this purpose. ACME would like this field added to the Customer Maintenance window and have … more...
Customization DS0978- Miscellaneous Charge Detail
Customization DS0978
Miscellaneous Charge Detail
Problem Definition:
ACME is one of the world’s largest manufacturers of quality canoe, kayak, and stand-up paddles. They conduct both direct to consumer sales, and sales to resellers/distributors. The B-to-C line is handled through a … more...
Customization DS1413- Auto-Create POs and Link to Sales Orders
Customization DS1413
Auto-Create POs and link to Sales Orders
Problem Definition:
ACME uses True Commerce EDI and imports an 850 PO Document. This creates a batch of Sales Orders each day. ACME needs to create POs for each sales order … more...
Customization DS1576- Minimum Order Fee
Customization DS1576
Minimum Order Fee
Problem Definition:
ACME needs to implement a rule on sales orders where if an order subtotal is below a specified threshold amount, a fee will be added to the order. This fee needs to be … more...
Customization CR1327: Fuel Surcharge
Customization CR1327
Fuel Surcharge
Description of Need:
ACME needs to apply a fuel surcharge to sales orders and invoices. This fuel surcharge will be a percentage of the sales subtotal.
Description of Solution:
Navigation: Tools>>Setup>>Sales>>Surcharge Setup
| Field | Function |
| Fuel Surcharge |
Customization DS1214- SOP Fulfillment Bin Transfer
Customization DS1214
SOP Fulfillment Bin Transfer
Problem Definition:
ACME uses Panatrack and Dynamics GP with Multi-bins enabled. Panatrack is used to pick inventory for a Sales Order and it updates fulfillment on the Order. During this process inventory is physically … more...
Customization DS1382 SOP Shortage Override
Customization DS1382
SOP Shortage Override
Problem Definition:
Currently, ACME’s Sales Entry personnel are entering Orders without allocation/fulfillment. The Orders are processed by a second user who then performs fulfillment by line. If shortages exist, it requires the user to make … more...
Customization DS1446 Add Rebuild Kits to Sales Quotes
Customization DS1446
Add Rebuild Kits to Sales Quotes
Problem Definition:
ACME makes engines. After the sale, ACME generates a quote for service packages that contain one or more rebuild kits. Each kit could include up to 20-30 parts, and not … more...
Customization CR1143 SOP Entry Discounts
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 DS1257 List Price Per Site
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...
Customization DS1324 Automatic Price List Update
… more...
Customization DS1070 Item-Country Security
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 DS1320 Vendor Contract Pricing
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 DS1438 SOP Invoice Lines from List
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...
DS0852 Sales Entry Enhancements
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 DS0798: SOP Display Customer-Friendly Description
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...
Customization CR1111- Customer PO and SOP Order Lookup by Customer ID
CR1111
Customer PO and SOP Order Lookup by Customer ID
Description of Need:
Acme would like the following enhancements to the SOP Update Utility:
- A Lookup on the Customer PO field that will only show Customer POs on SOP orders
Customization CR1172 Billing Entry Enhancements
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 CR0716 SOP User Defined Modifications
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:
- Lead Source
- Lead Source
Customization CR1069- Auto-Fulfill SOP Line from MO Receipt
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
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 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 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 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...
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...
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...
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
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...
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...
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...