Software for Dynamics GP & BC
Customization VT1125
Customer Additional Fields
Description of Need:
ACME needs to capture and report additional information about its customers.
Description of Solution:
The Consulting Toolkit Virtual Triggers and Virtual Fields modules will be used to add the following functionality to … more...
Customization DS0720
Update SOP Accounts
Problem Definition:
ACME utilizes Dynamics GP in their Sales Order Processing. Standard Dynamics GP functionality allows the user to set the posting accounts for Sales Invoices and Sales Return documents to either pull from the … more...
Customization DS1142
COGS Allocation
Problem Definition:
ACME is a utility-scale manufacturer of tubular wind towers. They use GP Manufacturing in an actual cost environment. They record WIP Labor and actual material consumption. One MO produces one (and only one) serial-numbered … more...
Virtual Trigger VT1478
MFG Fulfillment Enhancements Scriptlet
Description of Need:
ACME uses the Sales Fulfillment History functionality provided by the Manufacturing module. ACME would like to improve efficiency by addressing the following needs:
#1 Item Maintenance – Fulfillment Detail: Although … more...
Customization DS1557
Extended Pricing Price Update Utility
Problem Definition:
ACME uses Extended Pricing with GP. They have both universal pricelists for items as well as customer specific pricelists. ACME often makes price increases or decreases for specific customers. These price … more...
Customization CR1527
New Customer/Vendor Security
Description of Need:
ACME needs to prevent associates from creating new customers and/or vendors, but still need the ability to make changes to existing records.
Description of Solution:
Navigation: Tools >> Setup >> Company >> … more...
Customization DS1011
SOP Pricing by Zone
Problem Definition:
ACME is a non-profit who business is primarily Governmental Set Aside contracts in the state of Texas. They sell copy paper. They manually enter the Ship To Address on each Sales Transaction … more...
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...
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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 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 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 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
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 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...
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...
DS1036
SOP-RMA Link for Core Required Parts
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...
DS1041
Fulfill SOP on MO Receipt
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...
DS1007
Consignment Inventory
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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: