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: Sales Order Processing
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...