GP PowerPack Purchasing Tweaks

 GP PowerPack Tweaks includes enhancements for all parts of Dynamics GP.  The Purchase Order Processing Tweaks are:

  • Auto-Close Child Windows: no more playing “Where’s Window” after clicking Save on a PO. GP will tell you which window is open, but will does not bring it forward, requiring the user to hunt for and close the window before being allowed to save the document. This Tweak will close open child windows automatically.
  • Calculate Release Date: Purchasing Setup has an option to calculate the Release Date based on the Required Date but it only works when entering a new line.  This Tweak ensures the Release Date is recalculated if the Required Date is changed.
  • Duplicate Items Warning: warns user when the same Item Number is added more than once to the same Purchase Order.
  • Lock PO Costs: prevent editing of the Unit Cost and Extended costs on PO Invoice Entry and PO Receivings Entry.
  • Lock Last Cost: Prevents posting PO Receipts from updating the Last Invoice Cost on Item-Vendors.  Also has an optional control on the Item Cost in PO Entry to prevent changing the cost outside of a predefined Allowable Variance.
  • Non-Inventory Unit of Measure: override Dynamics GP’s default use of “Each” on non-inventory items with your own Unit of Measure, such as LB, KG, Pack, etc.
  • Password to use Non-Inventory Items: prevent accidental use of non-inventory items on Purchase Orders by requiring a password.
  • PM Inquiry-Bank Rec Link: Displays an indicator in Payables Transaction Inquiry-Document and Payables Transaction Inquiry-Vendor when the document has been Cleared in Bank Rec, or Marked in a Bank Rec reconciliation.
  • PO Receipt Type Control: allows you to assign User IDs to have access to only Shipment, or Shipment/Invoice. This setting controls the options available on the PO Entry “Actions” button, and on the Receivings Transaction Entry window. It also supports Vendor ID level setup so that the PO Receipt Type defaults based on the Vendor setup.
  • Post Check – Relabel Process Button as RUN: The Post Checks window has a “Process” drop-down list, which is easily confused with the two “Process” buttons (Process and Process Later).  The two buttons are relabeled “Run” and “Run Later” to help avoid user confusion.
  • Prompt to Add Non-Inventory Items: when an Item Number (or Vendor Item Number) is entered that does not exist in the Item Master (or Vendor Item Master), the user is prompted to Add the item number to Item Maintenance.
  • Prompt to Add PURCH Acct to Vendor: When a PURCH account is selected on the PM Transaction Entry Distributions window, if it does not already exist on the Vendor’s Accounts page or Additional Accounts, the user will be asked to add it.
  • Prevent use of Non-Inventory Items in POP: makes sure that all items entered in POP exist in your Inventory Master
  • Purchasing Receipt Distributions Override: a version 10 service pack disabled the ability to change the PURCH account in Receivings Transaction Entry.  This tweak re-enables the ability to add/edit/delete the PURCH distributions.  It also adds the ability to create Default Distributions where there is one PURCH line for every line item received. PLEASE READ THIS IMPORTANT STATEMENT.
  • Require PURCH Acct in PO Entry: Makes the Inventory/Purchases/Drop-Ship Account a required field in Purchase Order Entry.
  • Select Checks Defaults: control the Select Payables Checks options (such as the “Apply Existing” checkboxes) based on the Checkbook assigned to the Batch ID used for the check run.
  • Select Checks Status Message: eliminate the need to check the Process Monitor to see if the Build Check Batch process is still running!  This Tweak displays << Building Batch >> in the Title Bar of the Select Payables Checks window while a check batch is being built.
  • Sync PO Lines to SOP: reorders PO lines so the Items appear in the same order as they do on a linked Sales Order.  POs created from Sales Transaction Entry will be automatically reordered as they are created.
  • Unmark Select Checks Apply Boxes: normally the three options to apply un-applied credit documents (credit memos, payments, and returns) are always marked by default. If you un-mark them the automatically re-mark. This feature will force the boxes to be un-marked by default.
  • Vendor Approvals: apply a “hard” Hold to a Vendor. Normally Dynamics GP will prompt that a Vendor is on Hold, but allow the user to continue with a Purchase Order. With Vendor Approvals enabled, when the Hold box is marked Vendor Maintenance, a PO cannot be created using the vendor. Vendor Approvals also makes sure that new Vendors are automatically placed on Hold. Specify which users are authorized to remove the Vendor Hold.