GP PowerPack Sales Tweaks

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

  • Auto-Apply Return to Copied Invoice: Make ‘voiding’ a SOP Invoice easier with this Tweak.  When an Invoice is copied to create a Return, the credit from the posted Return will be applied automatically to the Invoice.
  • Auto-Close Child Windows: No more playing “Where’s Window” after clicking Save on a Sales Transaction. GP will tell you that a window is open, but 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 automatically close open child windows automatically.
  • Auto-Fill GL Reference: populates the GL Reference fields on the Sales Document Detail Entry window with the SOP Number.
  • Auto-Open Customer Detail Entry: There are a number of fields and buttons on the Customer Detail Entry window that provide access to information about a customer that you do not see on the main SOP Entry window.  When creating a new transaction, rather than selecting a Customer then clicking the expansion button to open Customer Detail Entry, this tweak will open the window automatically after the SOP Number is generated.  You can select the customer directly on the Customer Detail Entry window and have direct access to different views of customer sales and payment history, along with Ship To Address fields, payment terms and so on.
  • Auto-Set Quantity To Backorder: calculates and updates the Quantity to Backorder field when the Quantity Fulfilled is set to a value less than the Order Quantity or Invoice Quantity.
  • Cancel Drop Ship: Cancels the remaining quantity on a drop-ship line while keeping the SOP-POP Link.  The SOP-POP Link and PO are also updated to reflect the canceled quantity.
  • Clear Sales Default Site: the Sales Transaction Entry window normally remembers the last used Site ID. This feature will automatically clear the Default Site when a document is saved.
  • Credit Limit Alert: sets the background color of the Customer Number field to red when the Customer is above their credit limit.
  • Customer PO – Check for Duplicate (view demo): if a duplicate is entered the Customer PO Inquiry window opens showing the SOP Documents that have the same number, but user can continue with the duplicate.
  • Customer PO – Require Unique (view demo):if a Customer PO Number is used on Sales Transaction Entry, this feature ensures that duplicates are not allowed. If a duplicate is entered, the Customer PO Inquiry window opens showing the duplicate documents.
  • Customer PO – Required (view demo): allows you to make the Customer PO Number field required on Sales Transaction Entry. The setup allows you to specify whether the Customer PO Number should always be required for all Customers, or required only for certain Customers.
  • Display Shipping Weight in Title Bar: calculates the total Shipping Weight for the transaction and displays it in the Title Bar of the Sales Transaction Entry window.
  • Document Detail Inquiry Zoom-to-Document: the Document Detail Inquiry window shows linked documents (such as the Quote from which an Order was created), but it does not provide a way to open the document. This Tweak opens the document in the Sales Inquiry window.
  • Document Detail Voids Asterisk: the Document Detail Entry and Document Detail Inquiry window will show voided documents with an asterisk in front of the SOP Type.
  • Duplicate Items Warning:  presents a warning if the user enters an Item Number that already exists on the sales transaction.
  • Email Editable In History: Enables use of the Email Detail Entry window from historical documents so that historical documents can be resent to different email addresses.
  • Email History: adds a confirmation to the Email Documents button so you have a chance to cancel before sending an email, and tracks who sent the email, the date sent, and provides a place for the user to record a comment.  Email History works on Sales Transaction Entry and Sales Transaction Inquiry Zoom.
  • Freight Field Controls: makes the Freight field on Sales Transaction Entry un-editable. The lock can be by Customer (the Freight field is locked for all documents for a Customer), or by Document (the Freight field lock can be enabled or disabled per document). The document-level locks follow the document as it is transferred between statuses.
  • Non-Inventory Default U of M: Dynamics GP normally uses “Each” as the Unit of Measure for Non-Inventory items. The SOP Non-Inventory Default U of M feature allows you to provide your own U of M to use for Non-Inventory items (such as Gallon or Unit).
  • Non-Tracked Item Serial/Lot Entry: provides a way to record serial or lot numbers on non-inventory type items, non-serial/lot tracked items, and for all item types on Drop-Ship orders.  Normally GP allows entry/selection of serial or lot numbers only if the item is set up to track serial/lot numbers.  However you may have serial/lot tracked items in inventory and need to provide that information to your customer.  Another use of this Tweak is to record serial/lot numbers for Drop-Shipped items.  Regardless of how the item is set up in GP (i.e. it may be serial tracked), GP does not allow recording serial numbers on drop-shipped lines.  The serial/lot numbers print on existing GP SOP Forms just like they do with serial/lot controlled inventory items. This Tweak also integrates with the serial/lot tracking windows so inquiries can be performed to locate transactions by serial or lot number.
  • Payment Zoom: adds a payment status indicator (Unpaid, Paid, Partially Paid) to Sales Transaction Inquiry Zoom, and provides an Additional menu to view applied documents.
  • Quick Print Mailing Labels: Print Customer Mailing Labels directly from Sales Transaction Entry for the displayed Customer. Eliminates the time consuming task of creating or modifying a Mailing Label Report Option just to print a single label.
  • Require Customer Item: Prevents using an Item in Sales Transaction Entry if a Customer-Item record does not exist.  This tweak can be used to enforce a rule requiring customers to be approved to purchase Items, or to ensure a customer only has access to certain Items, such as private-label inventory.
  • Requested Ship Date Auto-Calculate: Enables system calculated Ship Dates based on a combination of Shipping Method and UPS Zone. The calculation can also be based on Zip Code, or either of the Address User Defined fields.
  • Requested Ship Date Rolldown: A change made to the Requested Ship Date on Sales Date Entry will roll down to all sales lines. It also will update linked Purchase Orders, and reschedule linked Manufacturing Orders.
  • Requested Ship Date MOP & POP Link:
  • Reset Document Date: when the Save button is clicked the Sales Transaction Entry window normally remembers the last used date. This feature will automatically reset the Document Date to the User Date.
  • Reset Pack Slip Num on Transfer: causes GP to generate a unique Packing Slip Number for each partial fulfillment.
  • Reset Pick Ticket Num on Transfer: causes GP to generate a unique Picking Ticket Number for each partial fulfillment.
  • Sales Doc Print Options Defaults: save default settings for all of the checkboxes and drop-downs on the Sales Document Print Options window so when it opens to print a Sales Document (or Batch), settings like “Reprint Previously Printed” or “Print Customer Item” will be marked by default.
  • Trade Discount Calculation: Automatically calculate the Trade Discount based on your own custom business rules.
  • Transfer Document Auto-Mark Options: the “transfer to order/invoice/backorder” and “include totals and deposits” boxes will auto-mark when the window opens.  Depending on the SOP Line quantities, the system will decide, for example,  if you are transferring an Order to Invoice, an Order to Backorder, or both.
  • Use Item’s Default Site: The SOP line Location Code will be set to the Item’s Default Site (assigned on Item Quantities Maintenance).
  • SOP Rules: a “sub-set” of Tweaks containing a number of small SOP Entry controls:
    • Batch ID Change on Fulfillment: When the quantity fulfilled is updated on any of the lines on an Order or Invoice, the Batch ID will change automatically.  Use this Rule to send transactions into a “Ready To Invoice” Batch.
    • Batch ID Default by User ID: Sets the Batch ID based on a default assigned to the User. The Batch ID field can also be locked to prevent changes.
    • Document ID Default by User ID: Sets the Document ID (which controls the document number sequence) based on the User ID. The Document ID can be locked to prevent changes.
    • Document ID Required SOP User Defined Fields: for each Document ID (such as STDORD or PHNORD) different SOP User Defined Fields can be set as Required Fields.  If the Document ID has required fields, the User Defined Field Entry window will open automatically, show the required fields, and require entry.
    • Location Default by Customer: Set the Default Site assigned to the document, and the lines, based on the Customer ID. The Location Code can be locked to prevent changes.
    • Location Default by Document ID: Set the Default Site assigned to the document, and the lines, based on the Document ID. The Location Code can be locked to prevent changes.
    • Location Default by User ID: Sets the Default Site assigned to the document, and the lines, based on the User ID. The Location Code can be locked to prevent changes.
    • Secure Batch by User: Prevents users from accessing Sales Transactions in a “Secure Batch” that belongs to another user.  Only the owner(s) of the “Secure Batch” can edit transactions in the batch, or assign new transactions to their Secure Batch.
    • Transfer to Batch by Document ID: Link a Transfer To Batch ID to each SOP Document ID, then have that Batch ID automatically fill in the Transfer To Batch ID on the Sales Document Detail Entry window.  Normally GP transfers an Order to Invoice and keeps the document in the same Batch.  With this rule enabled, the document will transfer into a new batch assigned to the Invoice ID.