Copyright

Manual copyright © 2019 WilloWare Incorporated. All rights reserved. Your right to copy this documentation is limited by copyright law and the terms of the software license agreement. Only the software licensee may use this documentation. Making unauthorized copies, adaptations, compilations, or accessing the web-based version by direct linking, or sharing the web-based version with unlicensed users, or making derivative works for commercial distribution or other use is prohibited, and constitutes a punishable violation of the law.

 

Trademarks

Great Plains, Dynamics, and Dynamics GP are either registered trademarks or trademarks of Great Plains Software, Inc. in the United States and/or other countries. Great Plains Software, Inc. is a wholly-owned subsidiary of Microsoft Corporation. The names of actual companies and products mentioned herein may be trademarks or registered marks – in the United States and/or other countries – of their respective owners. The example companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted herein are fictitious. No association with any real company, organization, product, domain name, e-mail address, logo, person, place, or event is intended or should be inferred.

 

Warranty disclaimer

WilloWare Incorporated disclaims any warranty regarding the examples contained in this documentation, including the warranties of merchantability and fitness for a particular purpose.

 

Limitation of liability

The content of this manual is furnished for informational use only, is subject to change without notice, and should not be construed as a commitment by WilloWare Incorporated.  WilloWare Incorporated assumes no responsibility or liability for any errors or inaccuracies that may appear in this manual. Neither WilloWare Incorporated nor anyone else who has been involved in the creation, production or delivery of this documentation shall be liable for any indirect, incidental, special, exemplary or consequential damages, including but not limited to any loss of anticipated profit or benefits, resulting from the use of this documentation or sample code.

 

License agreement

Use of this product is covered by a license agreement provided with the software product. If you have any questions, please call WilloWare Incorporated at 866-33-WILLO, or email support@willoware.com.

 

The installation process for all WilloWare products is identical.  Please review the general installation instructions at www.willoware.com/install.

All WilloWare software uses the same Registration window.  See the general Registration Window instructions here:

//willoware.com/online/registration-window/

Security

The Installation routine will automatically create a Security Task called MFGPP, and a Security Role called MFGPP.

The Task will have access to all windows in MFG PowerPack, and the Task will be assigned to the Role.

To give a user access to MFGPP you can either assign the Task to an existing Role, or assign the new MFGPP Role to a user.

Do NOT modify the MFGPP Security Task. Each time an update is installed for MFG PowerPack it will recreate the Task so it has access to everything in the suite, and any changes will be lost.

The About Window for all WilloWare products is identical.  Open the About Window by going to Help >> About Microsoft Dynamics GP.  From that window select Additional >> About {WilloWare Product/Customization}.

{WilloWare Product/Customization} = the installed product, such as GP PowerPack or LabelLink.

Please refer to the general About Window guide here: www.willoware.com/online/about-window

Help Button

Every WilloWare window has a special Help Button:

The button provides access to several different forms of help documentation. The PDF Manual and Local Help (CHM File) are installed with the product and can be found in the Dynamics GP “Documentation” folder. Since these files are installed along with the product, they are only updated when/if a new version of the WilloWare product is installed. The Web Manual and Web About This Window options both access an online version of the documentation from the WilloWare website. The web manual is updated as changes occur to the product or to add additional information, so it is the most current, correct and complete version of the documentation.

PDF Manual: Opens the PDF manual.

Local Help: Opens context sensitive help (CHM) to display information about the current window.

Web Manual: Opens the product documentation as a web-page on the WilloWare website.

Web About This Window: Opens a page of the online documentation from the WilloWare website pertaining to the current window. The “HelpID” located just below the Chapter Heading throughout the documentation is used by the software to locate the correct web-page on the WilloWare website.

Setup

HelpID: 497022020

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

The Setup Options are grouped by FEATUREs and TWEAKs.

The options displayed in this window are controlled by your registration key, so some options shown above may not be present on your system. If you do not see any options, make sure the registration key has been loaded. The Registration Key provides access to a feature, but does not automatically enable it. Use the Setup window to turn specific features on or off per company database.

The Suite License for MFG PowerPack provides access to all Features and Tweaks, but does not enable them. The Setup window is used to selectively enable/disable specific options. Even though your registration key provides access to all functionality, you must still enable a Feature or Tweak before it is active in GP.

To enable a Feature or Tweak, mark the box next to it (in the area shown with the small red box next to “FEATURE: MO Split”. The changes will be activated (or deactivated) for the current user (you) as soon as you close the MFG PowerPack Setup window. Other users will need to close GP and log-in again to activate the changes.

Enabling a Feature will add menu navigation to the item, and activate other functionality required for the selected module.

If the module has an asterisk after the module name (such as “Item Class SN Mask*”), there is additional setup required. Double-click the module name to open the setup window (i.e. double click on “Item Class SN Mask*” in the area shown with the red box).

Each module is described in detail in the following sections.

FIND: the Find box performs a ‘contains’ search on the Setup Options. For example, entering MO, will restrict the list of options to show only those containing “mo”. To use the Find box, enter one or more characters or words, then press the TAB key.

PRINT: the list of currently displayed Setup Options can be sent to a Report, or to a Text Box. If you use the Text Box option you will be able to copy-and-paste from the text box into another application, such as an email.

Batch Processing

HelpID: 497022071

Overview

Batch Processing adds the ability to record routing steps based on batch size or processing capacity of a machine.  A process which can handle a certain quantity, such as a kiln being able to handle 200 bricks per cycle, can now be recorded and correctly scheduled in GP.

Without Batch Processing, routings must be set up based on a “full cycle”.  For example, if the oven can handle 200 bricks, and a brick needs to be dried for 10 hours, this would be recorded as 0.05 hours of machine time (10 hrs / 200 bricks = 0.05 hrs per brick).  When exactly 200 bricks are made, this results in the correct machine time calculation of 10 hours.  However, if the batch size is not always the same, this calculation does not result in the correct machine time—for 1 brick or 200 bricks you still need 10 hours.

Batch Processing supports recording batch time/capacity for both labor and machine, and recalculates the per-piece time when an MO is scheduled based on the actual quantity being made and the capacity per cycle for the labor and machine.  In other words, it adjusts the per-piece time based on the quantity produced so it results in the correct Batch Time.  It also sets the Cycle Time for each sequence on the routing to the larger of Labor Time or Machine Time for the sequence.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Batch Processing”.

Restart Dynamics GP.

Using Batch Processing

Batch settings can be recorded on Work Center Operations, Planning Routing Sequences, and Working Routing Sequences.  Using Operations can save time because the settings on the Operation can be rolled-down to existing Planning and Working Routings.  Also, when a new Routing is created, selecting an Op Code will pull-in all of the settings from the Op Code onto the Routing Sequence.  The roll-down and defaulting functionality will include the Batch Processing information.

In a Standard Cost environment, Labor and Machine time are included in the standard cost rollup.  To ensure accurate costing, enter Labor and Machine Time based on the expected typical batch size.  For example, if a kiln can handle 200 bricks per cycle, but you might produce anything from 1-brick to 200 (or multiples thereof), pick a mid-point, such as 100, and base the “standard time” off that.  If the typical batch is 100, and each brick needs 10 hours of dry-time, the machine time = 10 hrs/100 bricks = 0.01 hrs.

If Machine Costs (or Labor Costs) are not needed for costing, you can leave these fields at zero.  Scheduling will be based on the actual quantity produced.

Open the Batch Processing window via Additional >> Batch Processing, or press CTRL+B.

When Labor or Machine Batch Processing information is recorded, the Labor/Machine fields on the related manufacturing window will turn yellow.

Record the total time, in hours, of labor and machine needed for a given quantity of product.  As shown above, the machine processes 80 units every 30 minutes.  If you make 1-unit, or 50-units, or 80-units, the MO needs to be scheduled for 30 minutes of machine time.   Likewise, for 81-160 units you need 1-hr of machine time.

If the Time and Quantity result in a per-piece time that extends beyond 5-decimal places, a yellow warning sign will appear.  Since GP Manufacturing thinks in terms of per-piece time, when an MO is scheduled the Batch Processing module will recalculate the per-piece time to arrive at the correct amount of machine time given the Start Quantity on the MO.  When the yellow warning sign appears, it means that the per piece time is slightly inaccurate (it is off in the 6^th decimal place), so the total machine time might be slightly off.  When doing small runs, this difference is negligible, however if the run is for 10,000+ pieces, the difference could become significant.

The per piece time is recalculated as follows:

B = Qty of Batches = MO Start Quantity / Batch Quantity.  This is rounded up to the whole batch.  So, 1.5 = 2 Batches.

T = Time per Batch

P = Piece Time = (B*T)/End Quantity.

For example: An MO is for 110 units, where the machine time required is 0.5 hrs, and the machine can handle 80-units per cycle.

B = 110/80 = 1.375, which is rounded up to 2-batches.

T = 0.5

P = (2 * 0.5)/110 = 0.00909.  110 pieces * 0.00909 = 1 hour

When using standard costing, and when there are Labor or Machine costs on a Batch Processing sequence, variances will result when producing above or below the “standard” batch size as a result of the Batch calculated machine/labor time being above or below the “standard” amount.

Work Center Operations

The Labor Time and Machine Time values on the Operation window are NOT used by Batch Processing.  You may need to provide a value for these fields to ensure correct standard costing.

Press CTRL+B to open Batch Maintenance (or select Additional >> Batch Processing).

Enter the desired values, then click SAVE.

To remove Batch Processing information, simply zero the fields.

The Labor/Machine Time fields on the Work Center Operations window turn yellow when Batch Processing information is present for the field.

Click INSERT to add the Op Code to the Work Center.  You will be prompted to roll-down the changes to Planning Routings, and then prompted to roll-down changes to Working Routings.  The Batch Processing information will also roll-down based on those selections.

Planning Routings

The Labor Time and Machine Time values on the Routing Sequence window are NOT used by Batch Processing.  You may need to provide a value for these fields to ensure correct standard costing.

Press CTRL+B to open Batch Maintenance (or select Additional >> Batch Processing).

Enter the desired values, then click SAVE.

To remove Batch Processing information, simply zero the fields.

The Labor/Machine Time fields on the Routing Sequence Edit window turn yellow when Batch Processing information is present for the field.

If Op Codes are used, selecting an Op Code will pull-in the Batch Processing information for the selected Op Code.

 

Manufacturing Order Routing Sequence Edit

The Labor Time and Machine Time values on the Routing Sequence window will be recalculated when the MO is scheduled.  If a value is manually entered, it will be overwritten when the MO is scheduled.

Press CTRL+B to open Batch Maintenance (or select Additional >> Batch Processing).

When an MO is created, Batch Processing information will be copied to the Working Routing from the Planning Routing.  The Batch values can be edited on the Working Routing if needed.

The Labor/Machine Time fields on the MO Routing Sequence Edit window turn yellow when Batch Processing information is present for the field.

If Op Codes are used, selecting an Op Code will pull-in the Batch Processing information for the selected Op Code.  Also, changes to the Op Codes in the Work Center Operations window can be rolled-down to the Working Routing.

BOM Alternate Items

HelpID: 497022102, 497022101, 497022103

Overview

The GP Manufacturing Bill of Materials supports assigning Alternate Items for a Component on a BOM, however that setup is informational only.  Enabling BOM Alternate Items in MFG PowerPack adds functionality to the MO Entry window that makes it easy to swap-in an Alternate when there is a shortage of the Primary Item, and it modifies Material Requirements Planning (MRP) to prevent ordering more of the Primary Item if there is inventory of an Alternate.

BOM Alternates supports to usages:

• Alternate Items. In this usage the Primary item is normally used, but the Alternate can be used if there is a shortage of the Primary. The Alternate can be used instead of the Primary, but is only used if there is a shortage of the Primary.
• Use Up Items. In this usage, the Primary item is a “new” item, and the Alternate is an “old” item, such as would occur when transitioning to a different part due to an engineering change. In this case the “Use Up” item should be used over the Primary Item until the former is used up. The Alternate Item is used preferentially over the Primary, even when the Primary is not short.

The MRP aspect of BOM Alternates modifies MRP Suggested POs to encourage usage of Use Up Items before ordering

Requirements

There are several important requirements for the successful use of BOM Alternates.

• The MRP aspect of BOM Alternates works only with BUY Items (Items at the lowest level in Bills of Material). The reason for this is that BOM Alternates must wait until MRP finishes before it can recalculate raw material requirements based on availability of alternates. For any level above the bottom, changing a requirement would necessitate re-running MRP to calculate the impact of the change on levels below the assembly. Since the MRP logic in contained in SQL stored procedures, there is no way to alter how MRP behaves without directly changing the MRP source code.

It works only with USE UP items. Review the BOM Alternate Items documentation for a complete explanation of the difference between Use Up and Alternate.

It works best when the Order Policy for items is LOT FOR LOT. That setting ensures that a suggested PO pegs directly to a picklist requirement so that changes to the suggested PO quantity impact only a single MO.

• The Picklist aspect of BOM Alternates requires ALLOCATING components. For BOM Alternates to be able to swap in an Alternate Item when there is a shortage of a Primary Item, it needs to know (1) how much inventory is available for both items, and (2) be able to immediately reflect in GP that a quantity of the Alternate Item has been allocated to the picklist.

Because of this, BOM Alternates does not work when Picklists are Backflushed.

Another scenario that drives the need to immediately allocate inventory, is there could be multiple source of demand for the alternate item. An Alternate Item on one BOM could be a Primary Item on another BOM, and, it could also be a Sold Item appearing on Backorders. If a decision is made to address a shortage by using an Alternate, that inventory needs to immediately be shown as allocated in GP so that other demands on the part see the inventory as allocated.

Additionally, if the Alternate Item is not allocated, it may cause MRP to recognize it as a shortage, thus creating a BUY recommendation for the Alternate Item.

• Alternates can only be 1-level deep. The Bill of Materials Entry window allows assigning “alternates” to an Item on a BOM that is itself an alternate for another item, in effect creating an alternate-alternate Item. The BOM Alternates functionality in MFG PowerPack will look only at first-level alternates.
• Edit MO Status cannot be used to Release MOs. BOM Alternates needs to address the shortages on a Picklist one MO at a time because the decisions made about Alternate Item usage on one MO will impact inventory availability for a second MO.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “BOM Alternate Items – Picklist” and/or “BOM Alternate Items – MRP”.

Enabling BOM Alternate Items for Picklist will enable just the functionality that supports swapping Primary Items for Alternate/Use Up Items when there is a shortage on the Picklist.

Enabling BOM Alternate Items for MRP will enable just the functionality that reduces MRP Purchasing Suggestions for a Primary Item when there is available inventory of a Use Up Item.

Bill of Materials

BOM Alternates makes several changes to the Manufacturing Bill of Materials Entry window.

When viewing an Alternate Item (left image), the field label for “Component” is changed to ALTERNATE, the “Alternate For” label is changed to PRIMARY ITEM, and the “Assigned Alternates” expansion button is locked. If the alternate item has the “Use Up” flag marked on Item Engineering, the field label will be changed to USE UP (bottom image).

When viewing a Primary Item (right image), the field label for “Component” is changed to PRIMARY, the “Alternate For” label is changed to PRIMARY ITEM and the field is locked, and the “Assigned Alternates” expansion button enabled and turned RED.

Steps to create a Primary-Alternate relationship:

• Add BOTH items to the BOM
• In the tree view, select the Component that will be the Alternate Item
• Mark the ALTERNATE checkbox
• Select the Primary Item from the Lookup
• Save the changes to the Component and return to the Tree View

To set a component as “Use Up”, open the Item in Item Engineering and mark the “Use Up Item?” checkbox.

BOM Alternates will also prevent removing a component from a BOM if it has Alternates assigned. In other words, Primary Items cannot be removed from a BOM. The Item must first be removed from the “Primary Item” field of any Alternates.

Alternate Item Example

In a Primary-Alternate relationship, you have a Primary Item that you want to use under normal circumstances, if it is available, and an Alternate than CAN BE used if there is a shortage of the Primary Item.

Setup for a Primary-Alternate relationship is shown above. LEG is normally used, but if there is a shortage, LEG-S can be used.

Note that it is the Alternate Item setup for LEG-S, shown on the right, that causes LEG to be recognized as a Primary Item.

Use Up Item Example

In a Primary-Use Up relationship, you have a “new” Primary Item that you are changing over to, and an “old” Item that is being replaced and needs to be Used Up.

Setup for a Primary-Use Up relationship is shown above. LEG-S is replacing LEG, however LEG should be used until it is gone from inventory.

Note that it is the Use Up Item setup for LEG, shown on the right, that causes LEG-S to be recognized as a Primary Item.

Comparing the Alternate scenario to the Use Up scenario, the key difference is that LEG is a Primary item in the first and Use Up item in the second. The role of the items is swapped.

Using BOM Alternate Items

BOM Alternates is activated when you create a Manufacturing Order and click the Schedule MO button (or Build Picklist). When Manufacturing builds the picklist, BOM Alternates performs a Shortage Check and a Use Up Check.

Shortage Check: (1) Are there shortages? (2) Do any of the shortages have Alternate Items? (3) Is there available inventory of any of the Alternate Items?

Use Up Check: (1) Do any of the Picklist Items have Alternates that are marked as Use Up on Item Engineering? (2) Is there available inventory of any of the Use Up items?

If it is possible/required to swap an Alternate/Use Up Item for a Primary Item, the Picklist Alternates window will open automatically.

The color-coded dot to the left of the Item Number indicates the type of shortage.

GREEN = There is a Primary-Use Up relationship. There is NO shortage of the Primary and there is available inventory of the Use Up item. You should use as much of the Use Up Item as possible.

YELLOW = There is a Primary-Use Up relationship. There is a SHORTAGE of the Primary and there is available inventory of the Use Up item. You should use as much of the Use Up Item as possible.

RED = There is a Primary-Alternate relationship. There is a SHORTAGE of the Primary and there is available inventory of the Alternate Item. You may use the alternate to replace some or all of the Primary item.

To swap an Alternate/Use Up item quantity for the Primary Item quantity/shortage, double-click on a row in the Picklist Alternates window.

For Use Up items, it will use as much of the Use Up item as possible in place of the Primary Item. If you need 8 of the Primary, and there are at least 8 of the Use Up, the Picklist will be changed to use ZERO of the Primary and 8 of the Use Up.

For Alternate items, it will use as much of the Alternate as needed to address the shortage of the Primary. If you need 8 of the Primary but only have 2, it will use 6 of the Alternate.

The process can be repeated if there are multiple alternates, using the available inventory of each Alternate until the total required quantity of the Primary Item is met.

Another option is to print the Picklist Alternates report and then refer to the report while making manual changes to the Picklist.  You may want to do this if specific quantities should be used of the Alternates rather than relying on BOM Alternates to use default quantities.

MFG PowerPack adds controls to the Picklist window to ensure that when making manual changes to the Primary and Alternate items the quantities are exchanged:

As shown above, if the quantity of LEG-S is increased, MFG PowerPack checks that the total quantity of LEG and LEG-S does not exceed the required quantity of 4.

When Picklist Alternates Closes:

These checkboxes default to marked, and should remain marked. The only reason to unmark them is if you have made a mistake and do not want to Release the MO.

Using MRP Alternate Items

Navigation: Transactions >> Manufacturing >> MRP Alternates

The MRP Alternates enhancement adjusts MRP’s Suggested PO’s if there is quantity available of USE UP Items.  The utility will run automatically if MRP is run from inside GP, but if MRP is run via a SQL Job you will need to manually run the MRP Alternates utility after MRP runs.

Note that MRP Alternates ONLY works with Use Up items.

The MRP Alternates window shows the Last MRP Run Number, and the last MRP Run Number for which MRP Alternates has been run.  If these numbers are the same, MRP Alternates has already run. If the numbers do not match, click the “Adjust MRP” button to manually run the MRP Alternates utility.

The MRP Alternates utility looks for Picklist shortages where the short Item has one or more Use Up Items specified on the Picklist.

It then looks for MRP Suggested POs that can be pegged to the Picklist shortage.  It will reduce the Suggested PO Quantity as much as possible given available inventory of the Use Up Item(s) and the shortage quantity.

MRP Alternates Inquiry

Navigation: Inquiry >> Manufacturing >> MRP Alternates Inquiry

MRP Alternates Inquiry shows the MRP Suggested POs that were modified by MRP Alternates. As shown above, MRP suggested a PO for 34 of the new Item LEG-S, but MRP Alternates found 2 units of the Use Up Item LEG, so it reduced the buy recommendation by 2.

Note that MRP Alternates does not take into consideration any of the Order Quantity Modifiers. It reduces the suggested buy quantity by the available inventory of a Use Up item.

Reducing MRP suggestions to account for consumption of Use Up Items can cause some of the MRP windows to show confusing values. For example, as shown above, since MRP Alternates reduced the Suggested PO by 2, the MRP Projected Available Balance window shows a shortage.

When the MPO is viewed in the MRP Alternates Inquiry window, it becomes apparent that the original quantity of 34 would meet the shortage, but that shortage should now be met by using LEG instead of LEG-S.

The MRP Alternates utility will attempt to drive inventory to zero of the Use Up Items.  It does not consider Safety Stock or Order Point Quantity.  It does keep track of the “planned consumption” it suggests, so that if multiple MOs all can use the same Use Up Item, as the MRP Suggestions are decreased the planned available inventory is also decreased.

If MRP Alternates can adjust the MRP suggested quantity down to zero, it will delete the MRP suggestion. Keep this in mind if there is an MRP number in the MRP Alternates Inquiry window that you cannot locate in the MRP Quantities Query window. Alternatively, if you cannot find a buy recommendation you expect to see in MRP Quantities Query, check the MRP Alternates Inquiry to see if a suggestion for the Item was deleted.

BOM Archive

HelpID: 497022111, 497022062

BOM Archive takes a snapshot of the entire Bill of Materials structure and saves it as a named Archive BOM.  This ensures you have a complete record of an entire multi-level BOM, which can be used on a Manufacturing Order to build an item using a specific revision of the Bill of Materials.

In contrast, the native BOM Copy and BOM Revisioning capabilities of GP Manufacturing capture only the first-level items in a BOM.  The components for any subassemblies are still derived from the live, current, manufacturing BOMs.  This means that when viewing a BOM Revision, it is accurate only for the first-level components.  If you drill into any subassemblies, those components are shown using the current BOM.  Additionally, a Revision Bill cannot be used on an MO.

As part of the BOM Archive process, an archive snapshot can also be made of the Routings for the parent item and all subassemblies.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “BOM Archive*”.

Perform the additional setup described below, then restart Dynamics GP.

Double-click on “BOM Archive*” to open the BOM Archive Setup window.

Archive Routing: the BOM Archive routine can also create a copy of the routing for the parent item, and all sub-assembly routings.  Marking this box will mark the same box on the BOM Archive window by default.  It can be marked or unmarked on the BOM Archive window, the Setup setting controls the default behavior (marked or unmarked).

Require Unique Archive Name: when marked, the BOM Archive utility will require that the Archive Name is unique in the system—it cannot exist as a BOM Name on any other Bill of Materials. For example, if the Archive Name is “Item Number + YYMMDD”, and you are archiving 100XLG, the BOM Name might be: 100XLG170412. That BOM Name would be used to create the archived BOM for BA100G, HA100G and CBA100. Marking this option would require that “100XLG170412” is not the BOM Name for ANY bill in the system.

This would be unlikely with “100XLG170412”, but the situation is different if the Archive Name is based on the date (such as 20170412). In this case you may have previously archived another item (i.e. 200XLG) that contains the same subassembly (BA100G), so there would be an archived BOM for BA100G called 20170412. If Require Unique Archive Name is marked, you could not archive 100XLG using “20170412” because it would conflict with an existing BOM Name. If you do NOT mark this option, you could create an archive for 100XLG using “20170412” and the archive process would use the existing subassembly archives that already exist with that BOM Name rather than attempting to create a new BOM.

Another way to think about this option is:

• Require Unique Archive Name-MARKED: the BOMs for all subassemblies within the parent will have a unique Archived BOM created that is contained ONLY in the archive BOM for the top-level parent item.
• Require Unique Archive Name-UNMARKED: common subassemblies may have an Archived BOM that exists in one or more top-level Archived BOMs.

Archive Name: there are several options for auto-generating the Archive Name:

• Manual Entry – no default will be provided, and the user must manually create an Archive Name.
• Item Number + DDMMYY – the first 9-characters of the Item Number are used, plus the date in DDMMYY format.
• User ID + DDMMYY – the first 9-characters of the User ID are used (in upper case), plus the date in DDMMYY format.
• DDMMYYHHMM – date (DDMMYY) plus time (HHMM).
• Item Number + Item Engineering Rev Level – the first 9-characters of the Item Number, plus the first 6-characters of the Item Engineering Rev Level, in upper case.
• Item Number + BOM Rev Level – the first 9-characters of the Item Number, plus the first 6-characters of the BOM Revision Level, in upper case.
• Item Number + YYMMDD – the first 9-characters of the Item Number are used, plus the date in YYMMDD format.
• User ID + YYMMDD – the first 9-characters of the User ID are used (in upper case), plus the date in YYMMDD format.
• YYMMDDHHMM – date (YYMMDD) plus time (HHMM).

Click SAVE when done.

All users must re-start GP to activate this feature.

Using BOM Archive

Navigation: Tools >> Utilities >> Manufacturing >> BOM Archive

Item Number: enter an item number that has a Manufacturing Bill of Materials.  After selecting the Item Number, the Archive Name will be populated automatically based on the option selected in Setup.

 BOM Type: Select the BOM Type.  Normally an Archive will be made of the Manufacturing BOM (MFG  BOM), but the utility can make an archive copy from any of the BOM Types.

BOM Name: if ARCH BOM is selected, a BOM Name is required.

Archive Name: accept the default name created based on the Setup option, or manually enter a different name.  NOTE: if the Archive Name is set to auto-generate, but the selected option for generating the Archive Name does not result in a unique name, the field will be left blank.

Archive BOM: this checkbox is always marked.

Require Unique BOM Name: see BOM Archive Setup for more detail about this setting.

Archive Routing: this checkbox be marked, or unmarked, by default based on Setup.

The archive process creates an ARCH BOM copy of the selected BOM.  If the parent BOM contains subassemblies, a named ARCH BOM will be created for the subassemblies also.

Notes on the parent or components are copied.  The archived BOM has its own copy of the original notes, so if changes are made to the live-BOM notes those changes are not reflected on the archived BOM.

If the Archive Routing box is marked, the primary routing is copied for the parent item, and all subassemblies.  The Archive Name will be used to create the new Routing Name for all routings that are copied in the archive process.

Example

If 100XLG has an Item Engineering Rev Level of “Rev2.A”, and the Archive Name is created using the Rev Level, the following BOMs will be created:

• Arch. BOM for 100XLG called “100XLGREV2.A”
  • Arch. BOM for BA100G called “100XLGREV2.A”
    • Arch. BOM for CBA100 called “100XLGREV2.A”
  • Arch BOM for HA100G called “100XLGREV2.A”

Another example is below, showing how the BOM Archive snapshot is built using Archive BOMs at all levels.  The components at the lowest level are correct for that version of the BOM even if a change has also been made to HA100G after the archive was made for 100XLG.

 

NOTE: The BOM Name must be globally unique.  This means that no other item can have an Archived BOM Name with that BOM Name.  Be sure to plan the Archive Naming convention to create a name that will be globally unique.  The Archive BOM Name must be globally unique because the same name will be used on ALL sub assembly snapshots in the entire Bill of Materials.

BOM Type Security

HelpID: 497022058

Overview

BOM Type Security provides user-level security on Bills of Material by BOM Type (Manufacturing BOM, Engineering BOM, etc.).  Use BOM Security to ensure that only Engineering can access the Engineering BOMs and that only production can access the Manufacturing BOMs.

If a user attempts to use Bill of Material Entry to access a BOM Type to which they do not have access, the BOM will automatically be opened in the BOM View window instead.

BOM Type Security also controls which BOMs can be selected in the Manufacturing BOM Copy window, and the MFG PowerPack BOM Archive window.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “BOM Type Security*”.

Double-click “BOM Type Security*” to open the BOM Type Security setup window.

BOM Type: select the BOM Type to which you want to grant access.

User ID: enter one or more users who can edit BOMs of the selected type.

If a user does not have access to any BOM Types they will not be allowed to edit or view any BOMs in the Bill of Material Entry window.

When done with setup, close the BOM Type Security window, then close the MFG PowerPack Setup window.

The security features will take effect immediately for the current user.  All other users must close GP, then log-in again to enable the feature.

Using BOM Type Security

When BOM Type Security is enabled a user must be granted access to a BOM Type to be able to view it or use it in the following windows:

• Manufacturing Bill of Materials Entry
• Manufacturing BOM Copy
• MFG PowerPack BOM Archive

In Bill of Materials Entry if a user attempts to access a BOM to which they do not have permission (such as viewing the 100XLG MFG BOM but the user has ENG BOM access), the window will default to show the ENG BOM.  If the user changes the BOM Type back to MFG BOM, the screen will clear and open the MFG BOM in the BOM Inquiry window instead.

In the BOM Copy window a user can select any BOM Type as a Source, but can only copy TO a BOM Type to which they have access.  So, a user with ENG BOM access could copy from ANY BOM, but only copy to a new ENG BOM.

BOM Archive will allow the user to only access BOM Types to which they have access.  A user with ENG BOM access will only be able to archive ENG BOMs.  NOTE: the BOM Archive tool creates a snapshot of the exploded BOM for the selected item by creating ARCH BOMs.  This will happen even if the user does not have access to the ARCH BOM Type.

Capable To Promise

HelpID: 497022033

Overview

The Capable To Promise (CTP) Inquiry window shows the maximum quantity of an item that could be built immediately given the available inventory.  Additionally it can calculate the net requirement for multiple items at the same time.

CTP is a combination of an exploded BOM View with Available Inventory for each item from one or more selected sites.  CTP provides a planner or salesperson with a quick assessment of how many units of an item can be produced quickly, and if there are inventory shortages, which component is the rate limiting item.

CTP will use the GP Manufacturing BOM, the Inventory BOM, or Kit Components depending on the type of parent item used.  If an item has both a Manufacturing BOM and an Inventory BOM, the Manufacturing BOM will be used.

Since CTP can use the Inventory BOM and Kit Components, CTP can be used without GP Manufacturing installed.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Capable To Promise”, then click DONE.

All users must re-start GP to activate this feature.

Using Capable to Promise

Navigation: Inquiry >> Manufacturing >> CTP Inquiry

By default, CTP Inquiry looks at inventory in the “All Sites” record (it looks at all inventory in the system).  You can restrict it to consider inventory in only selected sites.  The Site(s) restriction is stored per-user.  See Selecting Sites below.

The scrolling window at the top contains the Parent Item(s) and is called the Parent Items window.  The bottom window is the Component Items list.

The Component Items list refreshes automatically after making a change to Parent Items and or Sites.

The CTP calculation is based on infinite labor and machine capacity, which assumes that if enough material exists the item can be made, without considering whether or not labor and machine capacity exists to actually build the item.  This calculation is different than the Inventory Available to Promise window, which shows supply of and demand for the specified item.

When using Inventory Assembly BOMs, only Active Status BOMs are used, only Active Status Components are used, and only “Sales Inventory” type items are included.

Parent Items Window

Item Number: Enter a made Item (it has an Inventory BOM, or a Manufacturing BOM, or it is a Kit Item).

Quantity Quoted: Defaults to 1.  This is the quantity needed by your customer.  The CTP Components calculations will be based on the Qty Quoted multiplied by the BOM Quantity for each component.  So if your customer wants two 100XLG, the Components window will calculate requirements for building two 100XLG (i.e. instead of needing one CORDG-Green Cord you will need two).

Quantity on Hand: Total On Hand in the selected Sites, or All Sites if there are no Sites selected.

Quantity Allocated: Total Allocated in the selected Sites, or All Sites if there are no Sites selected.

Quantity on Order: Total On Order in the selected Sites, or All Sites if there are no Sites selected, plus Quantity on Manufacturing Orders (Open, Released, Partially Received).

Unmet Demand: The total quantity needed by transactions in GP which are not currently placing allocations on the inventory.  This includes:

• Unallocated Sales Orders and Invoices
• Unallocated Manufacturing Picklists from Manufacturing Orders in Open, Released, and Partially Received statuses
• Service Call and Depot Management Inventory Shortages

Required: The Required quantity is calculated as shown below:

Qty On Hand

– Qty Allocated

– Unmet Demand

– Qty Quoted

If the result is a NEGATIVE number (which means more inventory is needed than is available), then inventory is needed.  The required quantity is displayed as a positive number, so if the formula above results in “-7” the window will show “7”.

If the result is zero, or greater than zero, the Quantity Required is displayed as zero.

Promise Date: If the Required Quantity is greater than zero, the Promise Date will display an estimated earliest delivery date taking into consideration the time required to make the item (and subassemblies, if needed) and purchase components.  The calculation explodes the Bill of Materials and looks for shortages at every level.

Manufacturing Time is calculated as the quantity needed multiplied by the total Cycle Time on the routing.

Purchasing Lead Time is used from the Primary Vendor for the Item-Site combination used in CTP.  If a Primary Vendor does not exist, the item is excluded from the calculation even if it is needed.

The calculation also assumes manufacturing routing sequences run consecutively, and also that MO’s for child and parent subassemblies also run consecutively.  If your manufacturing process allows you to start a Parent MO after completing some of a Child MO, you may be able to produce the finished good more quickly that the Promise Date will calculate.

Component Items Window

• The subassembly icon indicates components of the Parent Item which have a bill of materials.  Double-click on a subassembly item to drill into its availability.

Once you drill down a level, the BACK button will become enabled.  Clicking BACK moves back up the bill of materials.

Phantoms are not shown.  The BOM is exploded for Phantoms and the display will include the components required to build the phantom.

Item Number: Component Item Number

Description: Component Item Description

BOM Quantity: Quantity of the Item specified on the MFG BOM, Kit or Inventory BOM.

Extended BOM Quantity:

For MFG BOM: Required Qty of the Parent multiplied by the BOM Per Piece Quantity, plus BOM Fixed Quantity.

For Kits and INV BOM: Required Quantity of the Parent multiplied by the BOM/Kit Quantity.

On Hand: Total On Hand in the selected Sites, or All Sites if there are no Sites selected.

On Order: Total On Order in the selected Sites, or All Sites if there are no Sites selected, plus Quantity on Manufacturing Orders (Open, Released, Partially Received).

Allocated: Total Allocated in the selected Sites, or All Sites if there are no Sites selected.

Unmet Demand: The total quantity needed by transactions in GP which are not currently placing allocations on the inventory.

This includes:

• Unallocated Sales Orders and Invoices
• Unallocated Manufacturing Picklists from Manufacturing Orders in Open, Released, and Partially Received statuses
• Service Call and Depot Management Inventory Shortages

Required: Calculated as:

Required Qty = Qty On Hand – Allocated – Unmet Demand – Ext BOM Qty

If the result is a NEGATIVE number (which means more inventory is needed than is available), then inventory is needed.  The required quantity is displayed as a positive number, so if the formula above results in “-7” the window will show “7”.

If the result is zero, or greater than zero, the Quantity Required is displayed as zero because there is enough inventory to meet the demand (no inventory is required).

Max Build Quantity: Max Build ignores Unmet Demand and assumes the Available Inventory will be used to build the Parent Item(s).  The calculation for Max Build is:

(Qty On Hand – Qty Allocated)/ BOM Qty

The result is rounded down to the nearest unit.  For example, if the result is 11.25, and the Parent Item has zero quantity decimals, the result is rounded down to 11.

The Component Items window sorts in ascending order by the Max Build field.  Max Build is the maximum quantity of the Parent Item (i.e. 100XLG) that you could build based on the available inventory of the part.

For example, if 100XLG needs one BELL100 and there are none in stock (or none available), the Max Build quantity will be zero.  When Max Build is zero (or less than zero), there is an inventory shortage of the item and none of the finished good can be made.

Since the window sorts on Max Build, whatever item is at the top of the list will be the limiting item.

Main Window

Exclude Floor Stock: items marked as Floor Stock on the MFG Bill of Materials will not be shown when this box is marked.

To select Sites, click the GoTo button >> Sites.

Enter one or more Sites.

 

Remove a Site: click into the line, then select Edit >> Delete Row.

 

Click the X to close the window.

 

The sites are saved per-user, and will be retained after you close the window, so the next time you open it the same sites are still selected.

 

Add SmartList Items: this utility will add Items and Quantities to the CTP Inquiry window from a SmartList Favorite.  The SmartList Favorite must have Item Number and Quantity as the first two columns.

To import Items from SmartList:

• Select the Favorite so it is displayed in the SmartList window
• Return to Capable To Promise, click the Add SmartList Items button

If the same Item Number appears multiple times in the SmartList, the quantity will be ADDED.  So, if there are three rows for 100XLG, with quantities of 5, 2 and 8, they will be added together for a single record of 15.

Commodity Surcharge

HelpID: 497022074, 497022110, 497022076, 497022075

The Commodity Surcharge module tracks the spot price of commodities, and automatically adds a surcharge to an Invoice when the spot price of the commodity changes between the date the Quote was provided and the date the Invoice is generated.

The module has two general areas of setup:

1. Commodity spot price: for each Commodity item the spot price is tracked by date and dollar amount.
2. Item-Commodity content: for made items you can record the type of commodity contained in an item, and the amount of the commodity. A surcharge for the made item is calculated based on the total charges for the commodities it contains.

Information from these two sources is used to calculate the surcharge amount when documents are transferred to Invoice.

For example, a commodity of COPPER might have a spot price of $3.80 per LB on 1-APR-2012, when a customer is given a quote for a wiring harness which has 1.125 LB of copper in each unit. By the time the invoice is generated copper is now at $3.90. The Surcharge Module will use this information to calculate the difference between the two prices, and the total quantity of copper in the unit(s) sold, to add a surcharge to the invoice to cover the difference.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Commodity Surcharge*”.

Double-click on “Commodity Surcharge*” to open the Surcharge Setup window.

Calculate Surcharge From: The two options are Quote Date and Order Date. If you normally provide customers with a Quote, then transfer the Quote to an Invoice, use Quote Date.

If you use Orders, you may user Order Date or Quote Date. Order Date will default to the Document Date, and Quote Date must be manually entered. However, you might create the Order and give the customer a “quote” as of a particular date, which is manually recorded on the Order.

When the Surcharge is calculated it will look at the spot price difference between the date you select here (Quote or Order date) and the “current date” when the document is transferred to Invoice.

Surcharge Method: The two options are:

• Add Surcharge Items to Invoice: this method add Service or Misc Fee items as additional lines to the invoice. For example, a COPPER_SURCHARGE item might be used to add the surcharge to an invoice.
• Add Surcharge to Item Price: the surcharge will be calculated ad added directly to the Price for the affected line items on the Invoice.

After performing this set, close GP, then log-in again to enable this feature. Other users will also need to restart GP.

Base Type Maintenance

Base Type Maintenance is used to define a commodity type. The Base Type is used to track the spot price at regular intervals.

Navigation: Cards >> Inventory >> Base Type Maintenance

A Base Type is a particular type of commodity. In the Item-Base Type Maintenance window you will assign one or more Base Types to each Item, and specify how much (quantity, weight) of the Base Type (commodity) is contained in the Item. It is important to decide in which unit of measure the spot price will be recorded, because that same unit must be used when specifying the amount of the commodity in each item.

For example, if the spot price of copper is recorded here in pounds, the quantity of copper in each item must be specified in pounds. In neither window is a specific unit of measure specified, so you must decide by convention how the price and quanity will be used.

Surcharge Threshold: when documents are transferred to Invoice, the Surcharge Module will calculate the applicable surcharge (plus or minus). If the surcharge for an item does not exceed the threshold no surchage will be assessed. See Adding Surcharges section for more details.

Surcharge Item: this must be a Service, Flat Fee, or Miscellaneous Charge item. If a surcharge needs to be added to an invoice, the Item specified here will be added to the invoice. See Adding Surcharges section for more details.

Scrolling Window: the commodity price can be recorded on a daily basis. When calculating surcharges, the system will locate the price that falls on the Quote Date, or the closest price on a date before the Quote Date, and then the price that falls on or before the Invoice Date.

Item-Base Type Maintenance

Item-Base Type Maintenance is used to assign one or more Base Types to an Item. The quantity of the commodity in the Item is recorded here, and used when assessing surcharges during invoice to determine the cost of the commodity contained in the item.

Navigation: Cards >> Inventory >> Item-Base Type Maintenance

Item Number: select an Item Number. The scrolling buttons at the bottom of the window scroll through all items (not just items with Base Types assigned).

Scrolling Window: assign a Base Type and specify the quantity of the commodity contained in the Item. It is important to decide what unit of measure will be used to record the spot price of the commodity (such as pound or ounce), and to specify the quantity in the item using the same unit of measure.

Surcharge Exclusions

Surcharge Exclusions records customers for whom no surcharges will be applied. Some customers may not accept surcharges, or there might be an alternative method used for these customers to calculate and assess surcharges.

Navigation: Cards >> Sales >> Surcharge Exclusions

Enter the customers for whom surchages should not be added during invoicing.

Adding Surcharges

When the Surcharge Module is installed, surcharges will be added automatically when documents are transferred to Invoice. This happens during transfer of a single document, or during a batch transfer.

The transfer of any document type (Quote, Order, Backorder) to Invoice triggers the Surcharge Module. The surcharge calculation depends on the difference between the Quote Date and the current date (it uses the date from the server, not the User Date).

If the document is a Quote, the Quote Date is the same as the Document Date. For other documents (Order or Backorder), the Quote Date is manually entered on the Sales Date Entry window. The Quote Date is also populated automatically when, for example, a Quote is transferred to an Order (or Invoice).

The surcharge calculation process when adding Surcharge Items to the invoice is as follows:

• Any documents for Excluded Customers will be ignored.
• Find an Item with one or more assigned Base Types
• For each Base Type assigned to the Item:
  • Find the price on a date equal to, or less than, the Quote Date (QuotePrice in the formula below).
    • NOTE: the price check must find a valid date-price record. If the Quote Date is before the earliest spot price, or the price on that date is $0, this will return a Quote Price of $0, and no surcharge will be calculated.
  • Find the price on a date equal to, or less than, the Invoice Date (InvoicePrice in the formula below)
    • NOTE: the price check must find a valid date-price record. If the Invoice Date is before the earliest spot price, or the price on that date is $0, this will return an Invoice Price of $0, and so surcharge will be calculated.
    • In Fabrikam (TWO) the Invoice Date will be use “User Date”. In a live company the actual date (date on the server) will be used as the Invoice Date. The User Date is used in Fabrikam to make it easier to test/train/demo the module using dates consistent with the demonstration database dates (i.e. 4/12/2017).
  • Find the invoice quantity in the base unit of measure: ItemBaseQty
  • Find the quantity of the commodity in the Item: CommodityQty
  • Surcharge = (InvoicePrice – QuotePrice) * ItemBaseQty * CommodityQty
  • The Surcharge is rounded to 2-decimals
  • If the absolute value of the resulting amount is greater than the Threshold Amount, the surcharge is added to the invoice.

The surcharge is accumulated if there are multiple items on the Invoice which contain the same commodity. For example, if multiple items contain copper, and all of them result in surcharges, there will be only one Copper-Surcharge line added to the invoice.

Since an item could contain multiple commodities, such as gold and copper, each Base Type could result in a separate line being added to the invoice. NOTE: each Base Type could use the same Surcharge Item. The total accumulated surcharge will be added using the single item.

The surcharge calculation method when adding the surcharge to the Item Price is the same as described above, except new lines are not added to the Invoice. The total surcharge amount for an Item is simply added to the Unit Price (and therefore the Extended Price).

Configurator—Require Included Items

Require Included Items prevents de-selecting configuration options in Sales Configurator that have been set as “Included” options. Normally GP will automatically add “included” items to the configuration, but it allows removing them from the configuration.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Configurator – Required Included Options”, then click DONE.

This feature will be enabled for the current user. All other users must close GP, then log-in again to enable this feature.

Using Require Included Items

Included options are set up in the Option Category Maintenance window (Cards >> Manufacturing >> Sales Configurator >> Options). “Included” items are included when another item is selected. As shown above, if the M1500 Monitor is selected, the A100 Audio System from the ACCESSORIES Category is “included”.

When building the Configuration in the Sales Configurator window(below), if the user attempts to unmark an “included” item, they will be prevented from doing so, and be warned: This item is a required, included, item.

If the Option Category is set to “Single Selection Required” and the user attempts to select another item from the same Category that has a “required, included item”, they will not be allowed to do so because it would force the “required” item to become unmarked. They will be warned: Selecting this Item would unmark a required, included item.

Configured BOM Naming

Configured BOM Naming automatically creates the Bill of Materials Name for a BOM generated from Sales Configurator. The BOM Name is created from the sales document number and the line number. This tool provides an automated naming convention for Configured BOMs.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Configured BOM Name”, then click DONE.

This feature will be enabled for the current user. All other users must close GP, then log-in again to enable this feature.

Using Configured BOM Naming

When you open the Sales Configurator window the Configured BOM Name will automatically be created.

The BOM Name is a combination of the SOP Document Number, a Dash, and the SOP Line Number (such as ORDST2232-01).

If the combination of the SOP Document Number and the line number exceeds 15-characters (the maximum length of the BOM Name field), you will receive a message saying that the auto-generated BOM Name will exceed the length of the field, and that the name must be manually created. The BOM Name will not automatically be generated.

In the event that the sales document has a large number of lines, the numbering sequence will continue and expand from a 2-digit number as needed to accommodate the number of lines (such as ORDST2232-103).

Edit MO Status Options

HelpID: 497022086

Overview

The Edit MO Status (EMOS) Options window provides access to “EMOS Tweaks” and “EMOS Query”.

The top half of the window is for EMOS Tweaks, which adds the following features to the GP Manufacturing Edit MO Status window:

• Select which Scheduling Preference to use when creating MOs
• Override the default MO Description (which normally is set to the MRP-MO Number) with a user entered value
• Restrict the display to show only MOs linked to SOs, and several MO selection options for MOP-SOP linked MOs.
• APS Integration: restricts the view to show only MOs scheduled by an external Advanced Planning & Scheduling software package, such as Planet Together.

The bottom half of the EMOS Options window belongs to EMOS Query, which is used to create, and save, queries that restrict the EMOS scrolling window. For example a query could select only MOs with Configured BOMs that include the Work Center SAW on the routing.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

To enable EMOS Tweaks, mark the box next to “TWK: Edit MO Status Options”.

To enable EMOS Query, mark the box next to “EMOS Query”.

Click DONE.

Enabling either module adds an Additional Menu option to the Edit MO Status window: Additional >> EMOS Options. The new navigation will be available for the current user when they open the Edit MO Status window. Other users will need to close GP, then log-in again to activate it.

Using EMOS Options

Navigation: Transactions >> Manufacturing >> Manufacturing Orders >> Edit MO Status.  Then Additional >> EMOS Options, or press CTRL+O.

The top section of the window belongs to the EMOS Options Tweak.  The bottom section belongs to EMOS Query.  One section may be disabled depending on whether it is registered and/or enabled.

Scheduling Preference: When creating MOs from MRP Planned Orders you can create them using a specific Scheduling Preference rather than the default.  One use for this is to ensure MOs are created with the desired Draw From Site.  When MRP Plans a multi-site environment, it will set the Post To site on an MO to meet the demand in a specific Site (i.e. to meet Sales Order demand in Site SOUTH), but since it uses the Default Scheduling Preference, the Draw From site might always be WAREHOUSE.  You can restrict the EMOS window by Post To Site (so it shows only SOUTH), and then use a Scheduling Preference that has the desired Draw From Site (i.e. SOUTH).  You must leave the Edit MO Status – Options window open while creating MOs.

Update Description: Clicking the Update Description button will update the Description in the scrolling window for the marked MOs (or MMOs).  If a “real” MO is selected, the Description on the MO will be updated at the same time.  If the MO Description field on MMOs is left blank, when MOs are created the Description will be set to the MRP-MO Number (which is normal GP functionality).

MOP-SOP Restriction Criteria

• Linked To Sales Transaction: mark this box and click refresh to make the EMOS window show only MOs linked to Sales Orders.
• SOP Number Contains: enter a SOP Number to see all MOs linked to it.
• Customer Number Contains: enter a Customer Number to see all MOs linked to SOs for a specific customer. In the example above “AA” would return all documents linked to Sales Order where the Customer Number contains AA.
• SOP Batch Contains: enter a SOP Batch Number to see all MOs linked to SOs in the specified Batch.

APS Integration: Mark this box to restrict the EMOS window so it shows only MOs that have been scheduled/planned by an external Advanced Planning & Scheduling software package, such as Planet Together.

When Planet Together updates the scheduling information in GP Manufacturing, it sets a flag on the MOP_Order_MSTR (WO010032):  WO010032.PLNNDSPPLID = 999.

The APS Integration option looks for MOs with this flag.  When the MO Status is changed to Released (or any Status above Open), the APS Integration will remove the 999 flag.  If an MO is changed back to Open and sent again to Planet Together, when its schedule is updated the flag will again be set to 999.

Using EMOS Query

Navigation: Transactions >> Manufacturing >> Manufacturing Orders >> Edit MO Status.  Then Additional >> EMOS Options.

EMOS Query is located in the bottom half of the EMOS Options window.  EMOS Options (the top half of the window) is a MFG PowerPack Tweak.  If part of the window is disabled, it is either not registered or not enabled in MFG PowerPack Setup.

Query ID & Description: A Query ID and Description are NOT required to run a Query.  Query ID is only needed to save a query.  To retrieve a saved query, enter the Query ID, or select one from the Lookup.

Table: EMOS Query uses the following tables.  Your query can be build using any fields from any of the tables.

Name	Technical	SQL	Comment
MOP Order Master	MOP_Order_MSTR	WO010032
MO-Item Master	IV_Item_MSTR	IV00101	Item Master is joined to the Item Number in WO010032
MO-Item Engineering	IV_Item_ENG	IVR10015	Item Engineering is joined to the Item Number in WO010032
Picklist	MOP_Item_MSTR	PK010033	Picklist is joined to Manufacture Order Number in WO010032
Picklist-Item Master	IV_Item_MSTR	IV00101	Item Master is joined to the Component Item Number in the Picklist table
Picklist-Item Engineering	IV_Item_ENG	IVR10015	Item Engineering is going to the Component Item Number in the Picklist table
Working Routing	MOP_Routing_Line	WR010130	Working Routing is joined to Manufacture Order Number in WO010032

Field: After selecting a Table, the Fields list will populate with the fields for the selected table.

Operator: The available operators (i.e. =, >=, <=, etc) will change depending on the datatype of the selected field.  For example, “is between” is not available if the field is a checkbox (boolean).

Values: Enter the desired value.  Value-2 will only be available when “is between” is the Operator.

ADD: Click the ADD button to add the criteria to the Query.  An unlimited number of criteria can be added to the query.  They are all joined with “and”, such as “where MO Description contains ‘b’ AND Manufacture Order Status >= 3”.

REFRESH: Click the REFRESH button to redisplay the EMOS window using the new criteria.  Note that the EMOS Query works together with the available selection criteria on the EMOS window as well as the sales restrictions and APS Integration option on the EMOS Options window.  You can use the “ranges” on the EMOS window, and mark the “APS Integration” option on EMOS Options, and use an EMOS Query all at the same time.

SAVE: Enter a Query ID and Description, then click SAVE to save the Query.

DELETE: To delete a query, select it in the Query ID field, then click DELETE.

CLEAR: Clears the query.

 

Item Class Serial/Lot Mask

HelpID: 497022061

Item Class Serial/Lot Mask applies a single serial or lot numbering Mask to all items in an Item Class.

See “Serial/Lot Mass Generate” for another serial and lot numbering option. “Serial/Lot Mass Generate” adds an “auto-generate” window to all transactions in Dynamics GP which can add inventory to the system (this is similar to the PO Receipt auto-generate functionality). “Serial/Lot Mass Generate” has optional functionality that can also apply a Global Lot Number to all Lot Numbered items, a Global Serial Number to all Serial Numbered Items, or a single Global Numbering Sequence to all serial AND lot numbered items. Item Class Serial/Lot Mask cannot be used together with the Global Serial/Lot Numbering functionality of “Serial/Lot Mass Generate”, and the software will provide a warning if an attempt is made to activate both. However, “Item Class Serial/Lot Mask” can be used with the “auto-generate” functionality of “Serial/Lot Mass Generate”.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Item Class Serial/Lot Mask*”.

Double-click on “Item Class Serial/Lot Mask*” to open the Template Item Setup window.

When done with the setup below, close Template Item Setup, then close MFG PowerPack Setup. Item Class Serial Numbering will be activated immediately for the current user. Other users will need to close GP, then log-in again to activate it.

Item Class Serial/Lot Mask uses one Item in an Item Class as the “Template Item”. This Item has the Serial/Lot Number Mask that will be applied to, and used by, all Items in the class.

IMPORTANT: If the Template Item is a Lot Numbered Item, then all Lot Numbered Items in the Class will use the same Mask and all increment as a group. It will NOT be applied to Serial Numbered items. An Item Class can have either Class-level Lot Numbering, or Serial Numbering, but not both.

Once the Item Class and Template Item are selected in this window, you will only be able to access the Serial/Lot Number Mask for the Template Item. You will not be allowed to open the Serial/Lot Mask window for other items in the class.

As soon as you select an item as the Template item, the Mask from this item will be rolled-down to all serial/lot items in the item class, and the Last Generated Serial/Lot Number for all of the items will be forced to the “maximum” value in the system.

Make sure the Serial/Lot Mask is set up correctly on the Template Item BEFORE adding it to this setup window. Once Class Serial Numbering is activated for an Item Class (by adding it to this window), any change to the Mask on the Template Item will reset the Last Generated Serial/Lot Number for all items in the class.

Using an Item Class Serial/Lot Mask places some restrictions on the construction of the Mask. The mask must generate serial/lot numbers which sort, alpha-numerically, from highest to lowest in the same order the numbers we generated. Since serial/lot numbers sort as strings the Date field can present a problem with sorting because all “01” days will sort together, then “02” days and so on.

• If DATE is the first segment, it must be YYMM, YYMMDD or YYYYMMDD.
• If DATE is any other segment, it must be preceded by an incrementing segment, and have the format shown above.

The Item Class Serial/Lot Mask module will not allow a mask to be used which fails to meet the rules above. If the mask is not valid you will not be able to select the item in the Template Items window, and when creating or changing the Serial/Lot Mask on the template item you will not be able to exit the Serial Mask Entry window if there are Date Segment errors.

Using Item Class Serial/Lot Mask

Once activated, Item Class Serial/Lot Mask enforces a single serial/lot numbering scheme for all items in the Item Class. Class-level numbering will be applied when auto-generating Serial Number from PO Receipts and MO Receipts.

WilloWare’s Serial/Lot Mass Generate module (in MFG PowerPack) also adds automatic serial/lot number generation to Inventory Transactions and Sales Returns. Class-level numbering will apply when generating serial or lot numbers with the Serial/Lot Mass Generate window. Serial/Lot Mass Generate supports a “global” serial/lot mask. This should NOT be used at the same time as Item Class Serial/Lot Mask. Both modules will check for this conflict and prevent both from being used at the same time.

Item Copy

HelpID: 497022112, 497022095, 497022012

Item Copy dramatically reduces the time it takes to create new inventory items, and ensures that the many aspects of inventory setup get completed in one quick step.  Item Copy creates a new Item by copying setup information from a source item.  The utility copies all core Inventory information as well as Manufacturing information, and Field Service Item Extension data.

Item Copy also provides two methods for mass import/update of Items.  With the Excel and Table Import utilities, a large number of new Items can be created at once, or as part of a regular integration to an external system.  The Import Utilities also provide an option to update existing records.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Item Copy*”.

This feature has additional setup.  Double-click on “Item Copy*” to open the Item Copy Security window.  After completing the Item Copy Security setup, all users must re-start GP to activate this feature.

Item Copy Security is OPTIONAL.  If security is NOT set, all users will be able to make changes to the options controlling what information is copied.

If one or more User IDs are entered into the Security window, the Options list in the Item Copy window will be editable by those users, but view-only for all other users.  If no User IDs are entered in the Security window, all users will be able to make changes to the Item Copy settings.  Using security allows you to provide access to Item Copy to more users while ensuring they cannot make changes to the copy options.

 

Options

Navigation: Tools >> Utilities >> Inventory >> Item Copy.  Item Copy is also available from the Additional Menu on Item Maintenance (Additional >> WW Item Copy), and by clicking the COPY button on Item Maintenance.

Item Copy will copy all of the selected setup from the Source Item Number to a new Destination Item Number.

Specific options can be turned on or off by marking/unmarking the checkboxes.  For example, if the Bill of Materials will be entered manually after the new Item is created, unmark “Manufacturing Bill of Materials”.

Item Copy will remember the settings the next time the window is opened.

The setup information for the Source Item Number can be viewed by double-clicking on any of the setup options.  For example, double-clicking on “Item Maintenance” opens the Source Item Number in the Item Maintenance window.

The nodes with plus signs have additional options.

For all Item-related records that have a Record-level Note, Item Copy provides the option to create the new Item Number with a blank note (the default setting), or to copy the note from the Source Item.

To change the Note Option, click on the Note Icon.  The image below shows how the note icon changes when the “Copy Note” option is set.

Click on the note icon to change the setting

The Manufacturing standard costing information is copied automatically when the Item Master record is copied.  The Zero Standard Costs option will clear (set to zero) all costing fields in the new item.  A standard cost rollup should be done on the new item to calculate the standard cost information.

When copying a made item, all Routings can be copied from the Source Item, but the Primary Routing is required.  After selecting the Source Item Number, click the Go To button and select Map Routing Names.

The Primary Routing must be mapped if (1) Copy BOM-Routing Links is marked and/or (2) Copy Routings is marked.

Enter a Destination Routing Name for each Routing you want to copy to the new item.

NOTE: when using Excel or Table import the Primary Routing is automatically mapped.  The Destination Routing Name will be the New Item Number.

 

Manual Item Copy

Source: Select Source = Manual

Source Item Number: Enter the Source Item Number, or select one from the Lookup.

There are two approaches to choosing a Source Item Number.  One option is to use an Item that is something your normally purchase or make.  A “normal” Item Number.  Another option is to create special “template” Items that are used only as Source Items for Item Copy.  With this approach, you can think of the Template Items as a sort of Item Class–you would create a Template Item that has the generic settings needed by a class of Items.

When creating Template Items, keep in mind that there are several settings that cannot be changed after an Item is created, such as Item Type, Valuation Method, Quantity Decimals, and Currency Decimals.  U of M Schedule can sometimes be changed, but when planning for Template Items treat this field as fixed.  At a minimum, one Template Item would be required for each variation your inventory will have of Item Type, Valuation Method, Quantity Decimals, and so on.

Destination Item Number: The Destination Item Number is the “new” Item.  It cannot exist in GP.

If you also purchased WilloWare’s SmartParts module, the blue expansion arrow will be enabled and provides access to the SmartParts ID Generator window.

Zero Standard Costs: If Manufacturing is installed, marking this option will clear costs from the Manufacturing Costing tables.  The new Item should then have a Cost Rollup & Revalue run on it.

Copy: Click the COPY button to create the new item.

The Item Copy process creates a new Item by copying the following data (depending on the marked options):

• Item Maintenance & Note.  It copies the Item Master, and if the Source Item is Serial Numbered or Lot Numbered, it will also copy the Serial/Lot Number Mask.
• Item Currencies
• Item Price List, and Price List Options
• Item Quantities includes Item-Site Assignment and Item Resource Planning
• Item Site Default Bin Quantities
• Item Purchasing Options
• Manufacturer’s Item Numbers
• Item-Vendor Assignment
• Kits
• Fulfillment Detail
• Item Engineering & Note
• Alternate Items
• Inventory BOM & Note. Includes options for Active, Pending, and Obsolete BOMs.
• Manufacturing BOM & Note. Includes options for MFG, ENG and SUPER BOMs.
• Routing & Sequence Notes. Includes the ability to copy the Primary Routing, and any number of alternate routings through Routing Name Mapping.
• Sales Configurator Item Option Assignments
• QA Item Procedure Setup & Note
• Field Service Item Extension
• Batch Processing (MFG PowerPack)

Excel Import

Item Copy can be used to create a large number of new Items by importing data from an Excel spreadsheet.  It can also update existing items.

The spreadsheet must have Columns A-E as shown below.

Columns A-E are required, and must be in the order shown.

Columns beyond E are used to update specific fields.

The example above shows both an “Add New” record (row 2) and an “Update” record (row 3).

Add New & Update Existing

When importing from Excel, mark one or both checkboxes (Add New, Update Existing).

Both can be marked at the same time.

Mark only one to prevent the import from accidentally Updating, or accidentally Adding New.

If Description, Short Name, or Generic Description are not provided for a NEW Item, they will be copied from the Source Item.

The Import can also update specific fields on existing records.  When creating a new Item, first the new Item will be created, and then the updates will run.  To update fields, the Column Header in the spreadsheet must contain the Table & Field Name.

For example:

IVR10015.MAKEBUYCODE_I

IV00101.USCATVLS_1

The column header must contain: Table.FieldName

The rows below the column header should contain the value you want to set in the specified field.  As shown above, the Item Master User Defined Field #1 will be set to “Rev 1” for 210XLG (a new Item), and “Rev 2” for CAP100 (an existing Item).

If a field is blank, no update will be performed.  This means that the spreadsheet can have multiple update columns which are NOT used for every item.  It also means that it is not possible to set a field to empty/blank because an empty field will prevent any update from occurring.

Note that for existing Item updates, both the New Item and Source Item columns MUST contain the Item Number to be updated.

The table to be updated must contain an ITEMNMBR column.  Also, if the table has many records for an item (such as the Item Quantity Master, IV00102), there is no way to update a single Item-Site record using Item Copy.  An update to IV00102 will update ALL site records for the specified Item.

Excel Import reads the Excel spreadsheet and populates the Item Copy staging table, and then executes the Table Import routine.  See the Table Import section for more details.

CAUTION! The updates are performed exactly as provided.  No data validation is performed by ItemCopy.  It is critical to test imports against sample data before running in a live environment.  Also consider that the update will be performed in the following manner:

update Table

set FieldName = Value

where ITEMNMBR = NewItem

 

Table Import

Item Copy can be used to create a large number of new Items by importing data from a SQL staging table.  It can also update existing items from the same table.

The staging table is in the company database: W4970ItemCopy

ITEMNMBR is the “new item”, and is also the key on the table.

After importing is complete, ItemCopy will clear the table so new records can be added.

The example above shows both an “Add New” record (row 1) and an “Update” record (row 2).

When importing from Table, mark one or both checkboxes (Add New, Update Existing).  Both can be marked at the same time.

Mark only one to prevent the import from accidentally Updating, or accidentally Adding New.

If Description, Short Name, or Generic Description are not provided when creating a new Item, they will be copied from the Source Item.

The Import can also update specific fields on existing records.  When creating a new Item, first the new Item will be created, and then the updates will run.  To update fields, populate the TXTFIELD with the Table, Field and Value to be updated. The data must be in the following format:

<Table.Field>NewValue</>

For example:

<IVR10015.MAKEBUYCODE_I>3</>

<IV00101.USCATVLS_1>Rev 2</>

The “new value” cannot be blank.  If a field is blank, no update will be performed.

Note that for existing Item updates, both the ITEMNMBR and Source Item Number columns MUST contain the Item Number to be updated.

CAUTION! The updates are performed exactly as provided.  No data validation is performed by ItemCopy.  It is critical to test imports against sample data before running in a live environment.  Also consider that the update will be performed in the following manner:

update Table

set FieldName = Value

where ITEMNMBR = NewItem

The table to be updated must contain an ITEMNMBR column.  Also, if the table has many records for an item (such as the Item Quantity Master, IV00102), there is no way to update a single Item-Site record using Item Copy.  An update to IV00102 will update ALL site records for the specified Item.

 

Import Errors

All errors are reported in a Company Database SQL table: W4970ItemCopyErr.

RNNMBR (Run Number) increments by 1 each time Excel or Table import runs.

The error list can also be viewed from inside GP.  On the Item Copy window, click the GoTo button, then select Import Errors.  DELETE clears all errors from the table for the selected Run Number.

Item Copy Tables

Physical Name	Descriptive Name	Technical Name
BM00101	Bill of Materials Header	bmBill
BM00111	Bill of Materials Component	bmBillComp
BM010115	MFG Bill of Material Line File	MFG BOM_Line
BM010415	MFG BOM Revision	MFG BOM_Revision
BM010200	MFG BOM-Routing Link	MFG BOM_Routing
CT00003	MFG IC Cost Standard Item Class Default	MFG IC_COST_IV_STD_Item_Class_SETP
CT00102	MFG IC Cost Item Master	MFG IC_COST_IV_Item_MSTR
ICIV0323	MFG IC_IV_STANDARD	MFG IC_IV_STANDARD
IV00101	Item Master	IV_Item_MSTR
IV00102	Item Quantity Master	IV_Item_MSTR_QTYS
IV00103	Item Vendor Master	IV_Item_MSTR_VNDR
IV00104	Item Kit Master	IV_Item_MSTR_KIT
IV00105	Item Currency Master	ivItemCurr
IV00106	Item Purchasing	ivItemPurch
IV00107	Item Price List Options	ivItemPriceListOpt
IV00108	Item Price List	ivItemPriceList
IV00109	Item Serial Number Mask	IV_SerialNumberMask
IV00112	Item Site Bin Master	ivItemSiteBinMstr
IV00115	Multiple Manufacture Items Master	IV_MFG_ITM_MSTR
IV00117	Item Site Bin Priorities	ivItemSiteBinPriority
IV10400	Extended Pricing Price Group Work	ivExtPricingGroupWork
IV10401	Extended Pricing Price Sheet Work	ivExtPricingPriceSheetWork
IV10402	Extended Pricing Price Sheet UofM Work	ivExtPricingPriceSheetUofMWork
IV10403	Extended Pricing Promotion Free Item	ivExtPricingPromoFreeItem
IS090000	MFG Manufacturing Fulfillment Item Master	MFG IC_SOP_Fulfillment_Item_MSTR
IVR10015	MFG Item Engineering File	MFG IV_Item_ENG
IVR10100	MFG Alternate Parts	MFG IV_Alternates
IVR50000	MFG Inventory Item Options	MFG IV_Item_Options
MN010000	MFG Notes	MFG_Notes
MP030000	MRP Exclusion List	MRP_Exclude
QA160032	MFG QA_Item_Procedure	MFG QA_Item_Procedure
RT010001	MFG routing_mstr	MFG routing_mstr
RT010130	MFG routing_line	MFG routing_line
SVC00951	Item Master Extensions	SVC_Item_MSTR_Ext
SY03900	Record Notes Master	SY_Record_Notes_MSTR
TARD1001	MFG TA_Reference_Designator_Line	MFG TA_Reference_Designator_Line
W4970BatchPlanRouting	wBatchPlanRouting	wBatchPlanRouting

Item Valuation Update

HelpID: 497022025

Item Valuation Update is intended solely for the purpose of setting the valuation method of Service items so that they can be added to a Bill of Material. When adding an item to a BOM the system checks the Valuation Method of the Parent Item, since Service items by default have no valuation method, Manufacturing will not allow the Service item to be added to the BOM.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Item Valuation Update”, then click DONE.

All users must re-start GP to activate this feature.

Using Item Valuation Update

Navigation: Tools >> Utilities >> Inventory >> Item Valuation Update

Select an Item Number, pick the new Valuation Method, then click Save.

Before After

Set the Standard Cost for the Labor item in Standard Cost Changes (Cards >> Manufacturing >> Inventory >> Standard Cost Changes):

Select the FG Item, then set the Proposed Standard for the Labor Item at $99.99, and Roll Up and Replace Costs.

Item Maintenance shows the new standard cost ($99.99) and the current cost ($50.00). Normally these should be close, if not the same, but are set differently to highlight the effect of the cost variance in the following examples.

A simple BOM using the Labor Item

The Routing has one step, with 1 HR of per-piece labor, with a labor rate of $10/hr (no overhead values). Backflush Labor and Machine.

An MO for 1 unit of FG was created. The MO Receipt is above.

There is no Component Transaction for this MO because

there are no Sales Inventory components to issue.

The FG posts at $109.99, which is the Standard Cost of the Labor item, plus 1-HR of Labor at $10/hr.

A Material Variance is created by the Labor Item posting because the Actual Cost is $50 and the Standard Cost is $99.99.

Lead Time Inquiry

HelpID: 497022080

Lead Time Inquiry (LTI) calculates the minimum time needed to produce a specified quantity of a made item considering manufacturing and vendor lead times.

LTI performs a “mini-MRP” on each item in the exploded BOM so it knows if a part will be short, by how much, and when.  For example, if a screw is used at multiple levels in the BOM, a shortage at the lowest level may impact lead time, whereas a shortage occurring later in production might not affect lead time because a PO could be placed and received before the screw is needed.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Lead Time Inquiry”.

Restart your GP client to activate this feature.

Lead Time Inquiry (LTI) depends on the Manufacturing Lead Time Calculation.  You must run Manufacturing’s Lead Time Utility in order to have correct lead time calculations.

See Tools >> Utilities >> Manufacturing >> Calc MFG Lead Times

The Manufacturing Lead Time utility calculates the time (in days) required to make one unit of the finished good.  It takes into consideration the number of hours worked per day specified on the Shop Calendar.

For example, without considering the Shop Calendar settings, if the total Cycle Time on a routing is 0.75 hours, simply dividing that by 24 hours = 0.03125 (or about 0.03 days per piece).

However, if the Shop Calendar specifies that there is one 8-hour shift per day, the MFG Variable Lead time is 0.75/8 = 0.09375.  This is the value that appears in the Item Resource Planning window for MFG Variable Lead Time.

Using Lead Time Inquiry

Navigation: Inquiry >> Manufacturing >> Lead Time

NOTE: The MFG Lead Time utility should be run after any changes to Bills of Material and or Routings.  See Lead Time Inquiry Setup (above) for more detail.

Item Number: Enter an Item Number or select one from the Lookup.

Planning Site: Enter a Location Code, or select one from the Lookup.  LTI uses the Planning Site to retrieve Item Resource Planning values used in the lead time calculation.  This site is used to retrieve MFG Fixed and Variable Lead Times, as well as Purchasing Lead Time.

Quantity: Enter the quantity required.  If the quantity available of the item is less than the quantity entered the difference between the two values will be shown in the Quantity Short.

Ignore Available Inventory: LTI can calculate lead time considering available inventory, or ignoring available inventory.  In the first case, it will check the Quantity you wish to build against available inventory.  For example, if you want to make 10, and you have 10 available in stock, the shortage is zero and the lead time is zero. This setting also affects the components, so that all calculations are done as if there is no available inventory.

Calculate with Unmet Demand: LTI normally subtracts Inventory Allocations from Quantity On Hand to arrive at the Quantity Available.  Unmet demand can also be subtracted from available inventory, for components only, by marking this option.  Source of Unmet Demand are:

• Manufacturing Picklists that are not allocated or issued
• Sales Order, Invoices that are not allocated or fulfilled, and Backorders
• Field Service Parts requirements from Service Calls and Depot Work Orders

Sort By: By default the treeview will be sorted with longest lead time components at the top.  The means that the “critical path” can be found by expanding the top-level subassembly.  The top-level made item cannot be made any quicker than the critical path.  In the example shown above, HA100G is not part of the critical path, so doing anything to expedite production of that subassembly will have no effect the delivery of 100XLG.

The treeview can also be sorted in BOM Order (the way the components appear on the MFG BOM), or in Alphanumeric order.

Draw Components From: List the Site or Sites that should be used as raw material supply sites.  These are the Sites where the subcomponents will be drawn from.  This list of Sites is used to determine the available inventory for components, and are also used when calculating Unmet Demand.

PROCESS: Click the PROCESS button to calculate the Lead Time.  Depending on the complexity of the Bill of Materials this may take several seconds.

 

Lead Time Calculation

Lead time for each component is calculated as follows, in the order shown below.

1. LTI explodes the MFG Bill of Materials until it reaches the lowest level
2. Using the Draw Components From sites, it calculates Available Inventory for all items in the exploded BOM.
3. It starts at the lowest level, calculating the required quantity of each component, which it deducts from Available Inventory.  If the same component appears multiple times in the BOM, it will draw down Available Inventory so that the first time the component appears there may be enough inventory, but the second time it appears there may be a shortage.
4. If there is a shortage, it determines if the part is a Make or Buy item.

Make Items

For Make items it calculates the Lead Time as:

(Qty Short * MFG Variable Lead Time)

+ MFG Fixed Lead Time

+ The Make Item’s Longest Lead Time Component

 

For example:

20 * 0.0625 (MFG Variable Lead Time in days)

+ 0.03 (MFG Fixed Lead Time in days)

+ 3.376 (Longest lead time component in days)

= 15.906 days

Note that the LTI window shows the TOTAL MFG Variable Lead Time.  As shown below on Item Resource Planning, the MFG Variable Lead Time for BA100g is 0.0625 days.  Since the shortage is 20 units, the total is 20 * 0.0625 = 1.25.

Buy Items

For Buy items it checks three locations for a Purchasing Lead Time value. It uses the first value it locates, in the following order:

1. Primary Vendor’s Lead Time
2. Purchasing Lead Time from Item Resource Planning, using the Planning Site
3. Last Purchase Vendor’s Lead Time

LTI repeats the process above, starting at the lowest level items, and working back up the BOM until it reaches the top-level made item.

The Lead Time for any part will be zero if there is no shortage of that part, or, no lead time is found (i.e. no Purchasing Lead Time has been entered).

When sorted by Lead Time, the Critical Path is defined by the Items at the top.  As shown above, the longest lead time at the first level is BA100G, and its longest lead time component is CBA100.

Note that the Lead Time shown in parentheses is cumulative: the Lead Time to make CBA100 is added to the Lead Time to make BA100G, which is added to the Lead Time to make 100XLG.

To shorten the Lead Time, focus only on the Critical Path.  Reducing the lead time of a non-critical-path item, such as HA100G, will not affect the time to produce 100XLG.

MO Document Types

HelpID: 497022006, 497022015

MO Document Types provides the ability to create an unlimited number of incrementing document numbers for Manufacturing Orders.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “MO Document Types*”.

Perform the additional setup described below, then restart your Dynamics GP client.

Double-click “MO Document Types*” to open the MO Document ID Setup window.

MO Document Types work like Sales Transaction Document Type IDs and Document Numbers. You can define an unlimited number of document number types that will increment individually.

MO Doc ID: a string identifier for the numbering sequence. For example, PROT for Prototype.

Next MO Number: start the MO Number with the MO Doc ID, then the number. For example: PROT0000001. Be sure to include enough zeros so the number can grow to cover future requirements.

Click DONE to close the MO Document ID Setup window.

Using MO Document Types

The MO Doc Type Lookup window is accessed from the Additional menu on:

• Manufacturing Order Entry
• MRP-Planned Orders
• Edit MO Status

From these windows select Additional >> Select MO Doc Type, or press CTRL+M.

Remember My Doc Type: mark this box to have the system remember your preferred MO Document Type ID. When the Lookup window opens again the “remembered” document type will already be highlighted, so it can be selected by just pressing the Enter key, or clicking the Select button. This box will be marked automatically when the window is opened from Edit MO Status or MRP-Planned Orders.

Use Default MO Number: this checkbox is only visible when MO Doc Types is opened from the Edit MO Status window or the MRP-Planned Orders window. If you mark the checkbox and click Select (or close the window) the default manufacturing MO Numbering will be used.

Select an MO Doc Type by double-clicking on it in the scrolling window, or click once on it then click the Select button.

MO Entry: The selected MO Doc Type MO Number will be entered into the Manufacture Order Number field on Manufacture Order Entry.

MRP Planned Orders: The selected MO Doc Type will be displayed in the Title Bar of the window.

To clear the selected MO Doc Type, open the MO Doc Types window and mark the “Use Default MO Number” checkbox.

Edit MO Status: The selected MO Doc Type will be displayed in the Title Bar of the window.

To clear the selected MO Doc Type, open the MO Doc Types window and mark the “Use Default MO Number” checkbox.

IMPORTANT: When using MO Doc Types from the Edit MO Status window to convert MRP Planned Orders into MOs, the system requires exclusive use of the manufacturing setup table which contains the “next MO Number.” If, after clicking Process on the Edit MO Status window, a second user opens MO Entry the MO Number will show “ERROR”. If you see ERROR you should close the Manufacturing window and try again. If it is likely in your environment that multiple users will be creating MOs at the same time, consider not using MO Doc Types on the Edit MO Status window.

MO Split

HelpID: 497022113, 497022008, 497022019

MO Split is a tool for splitting a large Manufacturing Order into any number of smaller orders. This is often used when Manufacturing Orders are being created from Sales Configurator. Sales Configurator will create one large MO linked to the Sales Order for the entire sales line quantity. If this quantity does not match to an efficient manufacturing quantity, you can use MO Split to break the single linked MO into several small orders that are still linked to the SO.

Another use for MO Split is to break off small quantities of a large “planning MO” or “placeholder MO”. Production planning may plan requirements down to a monthly level, but production is done on an “as possible” basis due to the need to address urgent customer needs over planned production for inventory. In such a scenario MO Split is used to break off small quantities from the planning MO, so that the MO can be completed quickly within available constraints. The parent MO is reduced by the split quantity.

MO Split also adds a new MOP-SOP Inquiry window so that Sales Lines with multiple MO links can be viewed.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “MO-Split – SOP Inquiry” to enable the MO Split SOP Inquiry window.

Mark the box next to “MO Split*” to enable MO Split. Perform the additional setup described below, the restart Dynamics GP.

Double-click “MO Split*” to open the MO Split Options window.

Disposition: When MO Split splits the parent MO it can either delete the parent, or keep it but change the MO Status to Canceled. MO Split ensures that the parent MO Number is not reused even if the parent is deleted. You may want to keep the parent MOs so you have a record of the original MOs, or you may want to reduce the amount of “clutter” and have the system delete the parent MOs.

Split MPS Orders: Marking this box enabables functionality which connects MO Split to the Master Production Schedule. When Manufacturing Orders are created from MPS they will automatically be split into smaller MOs based on the Order Multiple from Item Resource Planning. Order Multiple is pulled from the Item-Site record, using the Item Number and Post To Site from the MO. The Order Multiple must be less than the MO Start Quantity for the MO to be split.

If you enable Split MPS Orders, the Disposition will automatically set to “Cancel Original Order”. This is required. If the original order were deleted, the Quantity and Order would disappear from the MPS window.

Click SAVE on MO Split Options, then click DONE on MFG PowerPack Setup.

All users must restart GP to enable this feature.

IMPORTANT: Do not enable MO Split if your MO Number has a dash in it, such as MO-0000123. MO Split creates splits by adding a dash and a numeric suffix, such as MO00123-0001, MO00123-0002, MO00123-0003 and so on, for each split off MO00123. If the MO Number itself has a dash (MO-0000123), that will cause MO Split to see every MO as a split.

If your MO Number does have a dash you will need to:

1. Change Manufacturing Setup so the MO Number does not have a dash (change it from MO-000123 to MO00123).
2. Complete production of all of the “old” MOs that have the dash, while new MO are started that do not have the dash
3. Once all of the “old” MOs are complete and closed, enable MO Split

Using MO Split

Navigation: Transactions >> Manufacturing >> MO Split, or from MO Entry via Extras >> Additional >> MO Split.

When MO Entry is open, you can also access MO Split by pressing CTRL+S. The MO Split window will open and display the MO Number selected on the MO Entry window.

You can open MO Split at any time by pressing CTRL+SHIFT+S (the MO Entry window does not have to be open, and MO Split will open with the MO Number field blank).

Enter the MO Number to split.

Split Type: Select a Split Type.

• Single will create a new MO in the quantity specified, and reduce the original MO by that same quantity.
• Multiple deletes or cancels the original MO (see Setup), and creates a number of new MOs in the specified quantity (this would be used to split an MO for 100 into ten MOs of 10).

Qty per new MO / Qty per MO: Enter a quantity. This must be a number greater than zero, and less than the original MO’s End Quantity.

For a Multiple split, the New Qty Per MO does NOT have to divide evenly into the Ending Quantity. If the New Qty Per MO does not divide evenly into the Ending Quantity, the system will calculate how many MOs to create with the desired quantity, and then it will calculate one final MO with the remaining quantity. It will display a message providing information about the split, such as:

“Splitting MO0045 will delete it from Dynamics GP, and create new MOs. 500 does not divide evenly by 13. There will be 38 MOs of 13, and one MO for 6. Continue?”

The split process will create new manufacturing orders, and if SO-MO Links exist, the new orders will be created linked to the Sales Order.

Splits can only be done on MOs that are Quote/Estimate or Open. After the new orders have been created, the original MO may be deleted from Dynamics GP (depending on Setup).

If the original (or parent) MO is deleted, MO Split will prevent the parent MO Number from being reused.

There is a special restriction on Splits linked to SOP. While these Split MOs can be processed separately, they cannot be “transacted” simultaneously. Opening any of a series of splits (i.e. MO0001-01, MO0001-02, etc) will add an activity record for the group, thus locking all of the MO series when any one of them is in use. For example, posting an MO Receipt for MO0001-02 will lock both of the MOs, so you could not also open MO0001-01 in MO Entry at the same time. This special control is required due to the additional requirements of the MOP-SOP linking. This applies only to MOP-SOP linked Splits. If a regular (not linked) MO is split, those MOs are handled just like any regular MO.

MO Split Example

Create a Sales Order for 2-units of 100XLG, with the quantity backordered. Generate an MO.

An MO for 2-units of 100XLG is created, linked to the SOP Line.

Open the MO Split window (Additional >> MO Split)

Change the Split Type to MULTIPLE, and Qty Per MO to 1. Click PROCESS.

View the Sales Order in the MO Split SO-MO Inquiry window (Inquiry >> Sales >> SO-MO Inquiry), or from Sales Transaction Entry via Additional >> SO-MO Inquiry, or Sales Transaction Inquiry Zoom via Additional >> SO-MO Inquiry.

The single MO (MO0018) originally created by the MOP-SOP Link has been split into two. Both MOs are still linked to the SOP Line. Performing an MO Receipt of the split will update the Quantity Fulfilled and Quantity To Invoice on the SOP Line.

Split MPS Orders

Begin by creating a Master Production Schedule. In the example below, there is a forecast for 100XLG of 5-units in April and 6-units in May.

The Default Schedule Preference has WAREHOUSE as the Post To Site.

And the Order Multiple is 2 on Item Resource Planning for 100XLG in WAREHOUSE.

Mark the orders you want to release, the click SAVE.

MO Split will prompt you to print the Error Log report. Mark SCREEN and click OK.

The Split process may take several minutes depending on the number of MOs released from the MPS window. When the splitting process is complete, the Error Log will display.

The MOs will be split evenly based on the Order Multiple. If there is any balance, it will be on the final MO.

For example, the forecast for 5 in April is split as 2, 2 and 1, which the forecast for 6 in May is split 2, 2, and 2.

OSRC Add To PO

HelpID: 497022059

OSRC (Outsourced PO) Add To PO enables adding lines for outsourced services to an existing Regular PO. Often a single vendor is used for many processes across multiple Manufacturing Orders, and GP will create separate POs to the vendor. The Add To PO feature enables consolidation of purchasing so that then vendor receives one PO.

OSRC Add To PO can also add a new Release Line to a Blanket PO.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “OSRC – Add To PO”.

Using OSRC Add To PO

• When an out-sourced line is marked on the MOP-POP Linking window, Add To PO will check if there are existing, open purchase orders for the Vendor assigned to the outsourced line. If so, the Add To PO window will open.
• When working with Blanket POs, be sure you have made any changes to the Quantity and Cost before marking the line. At the time the line is marked, the line values will be captured and used when adding the new Release Line.
• On the Add To PO window, either enter an existing PO Number, or select one from the lookup. The lookup will show only POs for the outsourced vendor that are Regular POs, or Blanket POs that have not exceeded the control quantity/amount.
• Click ADD TO PO to add the selected Outsourced Sequence to the existing PO.

Rather than creating a new PO, the lines will be added to the selected PO.

Lines must be added one at a time.

If multiple sequences go to one Vendor, you can create one new PO to the vendor for the MO by:

• Select the first sequence. If there is an existing PO but you want to create a new one, close the Add To PO window and click Create PO.
• For subsequent lines, when you mark the Sequence the Add To PO window will open. Select the new PO, the click Add To PO.

OSRC Cost/Quantity Override

OSRC (Outsourced PO) Cost/Quantity Override converts the Quantity Ordered and Unit Cost on the MOP-POP Purchase Order so that it matches the quantity of inventory sent to the vendor. Normally GP orders a quantity of service in hours based on the routing.

For example, if the Routing requires 3 hours per unit at $10 per hour, and the Manufacturing Order is for 3 units, the PO will be for 9 hours at $10/hour.

The override will change the Quantity To Order and Unit Cost, so that the Quantity To Order is 3 and the Unit Cost is $30. The Quantity To Order will reflect the number of pieces sent to the vendor, rather than the number of hours of service required.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “OSRC – Cost/Quantity Override”.

Using OSRC Cost/Quantity Override

See the next section, OSRC Description Override, for an example of how these two OSRC enhancements work together.

OSRC Description Override

HelpID: 497022054

OSRC (Outsourced PO) Description Override provides a new Outsourced Description field for each routing sequence, and uses the Outsourced Description as the Item Description on the MOP-POP Outsourced Purchase Order. Normally GP will use the Routing Sequence Description (when Outsourced Items are not used).

The Routing Sequence Description may not be meaningful to the Vendor. Since the Outsourced Description is created on each outsourced routing sequence, a vendor-specific description can be defined, while leaving the Routing Description for internal use.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “OSRC – Description Override”. Close the Setup window.

This feature will be active for the current user, other users must restart their GP client.

Create Outsourcing Description

Navigation: Cards >> Manufacturing >> Routings >> Routing Entry

Select a routing, and an outsourced sequence.

Then select Additional >> Outsourcing Description.

Add the Outsourcing Description for the sequence, click SAVE.

Using OSRC Overrides

The Outsourcing Description is a description of the service to be provided using language meaningful to your vendor. This will be used when creating the Outsourced PO instead of the routing sequence description.

NOTE: Outsourcing has been set up to use Machine Variable Overhead. The sequence above requires 2 hours of PAINT at $15.30 per hour ($15.30 per hour is set on the Machine Definition window).

Without the OSRC enhancements, the PO will be created using the Routing’s Sequence Description (“Send Chair To Be Painted”), Quantity will equal the number of hours times the number of parts, and Unit Cost will be the Machine Variable Overhead amount. This is shown above.

With the OSRC enhancements enabled, the Item Description is populated with the Outsourcing Description, and the Quantity & Unit Cost are recalculated to be on a per-piece basis. So instead of Quantity To Order = 2 (for 2 hours of painting) and Unit Cost = $15.30, this is changed to Quantity To Order = 1 (for 1 Chair sent for painting) and Unit Cost = $30.60 (for the total cost to paint one chair).

Picking Bin Update

HelpID: 497022001

Manufacturing uses each component’s default Material Issue bin when creating the Component Issue Transaction, and when back-flushing components during an MO Receipt posting. Picking Bin Update allows the user to change the default bin used for all components on an MO so that the material can all be picked more easily a different bin.

This utility is often used in a work cell environment where each cell uses a different bin. Prior to creating the Issue transaction, the Material Issue Bin for all of the components is changed to the Bin the work cell uses for raw materials.

Another use of the utility is to facilitate easier selection of bins to handle shortages. If the default Material Issue bin for a component does not have enough inventory, the Bin Quantity Entry window will open and the user will have to select an alternate bin. Using one of the “Auto Select Bin” options will set the default bin for each component automatically.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Picking Bin Update”. Restart Dynamics GP.

Using Picking Bin Update

Navigation: Tools >> Utilities >> Manufacturing >> Picking Bin Update. Picking Bin update is also available from the Additional Menu on Manufacturing Order Entry, Manufacturing Component Transaction Entry, MO Receipt Entry.

MO Number: select the Manufacturing Order Number you want to update. When Picking Bin Update is opened from Manufacturing Order Entry, it will pull in the MO Number from that window. When opened from Component Transaction Entry, it will pull in the “Start MO Number”.

Site: select the Site ID (Location Code) from which you want to draw inventory. This should match the Issue From site on the MO. Selecting a different site here will only affect which Item-Site records are updated, but it will not change the Issue From site on the MO or Picklist.

Bin Option:

• Manual: select this option to manually choose which bin from which to draw inventory for all components.
• Automatic: select this option to have the system automatically set the Material Issue Bin based on one of two methods:
  • Bin with Max Avail: this method sets the bin to whatever bin has the most available inventory for each item in the selected site.
  • Bin with Min Avail: this method sets the bin to whatever bin has the least available inventory for each item in the selected site that is greater than zero. You might use this method if you want to always pick in a manner that depletes a bin before moving to another bin. When the component is selected to add to the Pick Doc, GP will auto-allocate from the default bin, then open the Bin Selection window if more quantity is needed. This way the low quantity bin is consumed first, then the user selects from a second bin for the remaining inventory (if needed).

Click PROCESS. You will be prompted to confirm you are ready.

NOTE: the utility switches the Default Material Issue bin in the Item Quantity Master table for the selected components (IV00102). This is information appears on the Item Site Default Bins window (Item Resource Planning >> Bins button). The utility can be used effectively if one MO is processed at a time. There should be only one person who posts Component Issue Transactions, and/or only one person posts MO Receipts (when using backflushing) at any given time. If multiple users perform these activities at the same time, the default bin update performed by one user could overwrite the update made by a different user before the user has a chance to complete the transaction.

Immediately after performing the Bin Update, complete the Component Transaction Entry transaction, or MO Receipt with backflushed components.

Power ATP

HelpID: 497022013, 497022007

Power ATP adds numerous enhancements beyond what is available in the standard Inventory Available to Promise window, such as:

• Can include MRP Planned Manufacturing Orders and Purchase Orders in the ATP calculation
• Can include Field Service inventory requirements from Service Calls and Work Orders
• Can include In Transit Transfer
• Can include Manufacturing Sales Forecasts
• Color coded ATP to makes it very easy to spot shortages
• Allows changing dates to see impact of moving an MO or PO
• Allows changing quantities to see impact of bumping up or down an MO or PO
• Can include multiple sites at one time in the ATP calculation
• Can create MOs and POs directly from the ATP window
• Includes Lot Numbers by expiration date in the ATP calculation

PowerATP includes the following transactions in the ATP calculation:

• Sales Transactions
• Purchase Orders
• Inventory Transactions
• Inventory Transfers
• Manufacturing Orders
• Manufacturing Picklists
• Manufacturing Sales Forecasts
• Service Calls
• Service Depot Work Orders
• Service In Transit Transfers
• MRP Suggested Manufacturing Orders
• MRP Suggested Purchase Orders
• Other sources of demand or supply (see Adding Custom Sources)

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Power ATP”. Restart Dynamics GP.

At least one Option Set must be created. The first time you open PowerATP, it will prompt you to create an Option Set if one does not exist.

The Option Set defines, among other settings, which sites to include in the ATP calculation.

Click the OPTIONS button to open ATP Setup to create a new Option Set.

At least one Option Set must be created for PowerATP to function.

User Default: an Option Set can be set as the Default Option Set for a User. The other Option Sets will still be available, but the window will open with the Default selected. Click the User Default button to open the User Default window.

Enter users for whom the selected Option Set should be the default.

Zoom Settings: ZOOM settings control how the ATP window will open source documents—either Inquiry windows or Transaction Entry/Maintenance windows.

Subtract Safety Stock: if marked, an extra “demand” line will be added as the top row of the ATP display to remove the Safety Stock Quantity (Safety Stock is subtracted from available inventory on date 0/0/0000, so that all future ATP calculations start from a lower starting inventory quantity). If all sites are included, Safety Stock will come from the Item Resource Planning Initial Values. If one or more sites are included, Safety Stock will be the sum of the Safety Stock values on Item Resource Planning for each of the included sites.

Use Order Up To Level: Order Up To Level is considered the maximum desired stock quantity. When inventory is above this level the ATP quantity will be highlighted with a Yellow bar.

Restrictions

• Item Number: if enabled, the scrolling buttons on the PowerATP window will scroll through just the specified item numbers. This is useful if a Planner works with only a small sub-set of items. Items can be added on at a time to the Item List, or via one of the mass-add options.

To mass-add items, click the “+” button.

The Add Items window integrates with SmartList. It will pull in all of the Items from a displayed SmartList Favorite. The only requirement is that the first column of the Favorite is “Item Number”.

Click Open SmartList. When SmartList is opened from the Add Items window, an Additional Menu item will be added to the SmartList window, such as “Add Items to DEFAULT”.

In SmartList, select the Favorite and make any necessary restrictions with the Search criteria. Then run the integration by selecting Additional >> Add Items to DEFAULT (it will display the name of the current Option Set).

After importing the list of items, SmartList will close automatically.

The “-“ (minus) button provides an option to Delete All Items from the list.

• INV Site: only include On Hand Inventory, Safety Stock, Order Up To Level, and Inventory Transactions from a list of sites. If sites are specified, all inventory values that come from Item Resource Planning will be the sum of the selected sites. For example, if Order Up To Level is used, the ATP will be flagged as exceeding Order Up To Level when the ATP quantity exceeds the sum of Order Up To Level from all selected sites in total. If no sites are specified the system will use the “Initial Values” settings. Click the Expansion button to open the Sales Sites Restrictions window. Enter the site/sites to include.

• MFG Site: mark to only include MOs and Picklists for specified sites. MOs will be selected when the “Post To” site on MO Entry in in the MFG Sites list. Picklist items will be included when the Draw From site is listed in the MFG Sites list.
• MFG Status: mark to only include MOs that have a specified status. Click the expansion button to open the MO Status Restrictions window (below). Mark which Status(es) should be included.

If Restrict By MFG Status is NOT marked, Manufacturing Orders and Picklists will be included when the MO Status is Open, Released or Partially Received.

If you want to include other statuses, or not include one of the default statuses, you must mark Restrict By MFG Status and select the statuses you want included.

• POP Site: mark to only include PO Lines for specified sites, otherwise all PO Lines are included regardless of Site.
• SOP Site: Include only sales orders from specific sites. Click the Expansion button to open the Sales Sites Restrictions window. Enter the site/sites to include.
• FCST Site: Include only Sales Forecasts for specific Sites. Click the Expansion button to open the FCST Sites Restrictions window. Enter the site/sites to include.
• Include Supply Sources: Mark which sources of Supply you want to include in the ATP calculation. “Supply” is a transaction which adds inventory.
• Include Demand Sources: Mark which sources of Demand you want to include in the ATP calculation. “Demand” is a transaction which removes inventory.

The Manufacturing and Service related options will only be available if those modules are installed.

Sales Forecasts are only included if Manufacturing’s Material Requirements Planning is being used, and has a current MRP Run that includes one or more selected forecasts. To make a forecast visible to MRP it must be added to Forecasting Selections.

Lookup the Forecast in the Sales Forecasting window. It must be assigned a Site ID. Click the GoTo Button and select Forecasting Selections.

Click the INSERT button to add the forecast to MRP Forecasting Selections.

Adding Custom Sources

Custom sources of inventory supply and demand can be added into PowerATP. For example, perhaps you have 3^rd Party Project Software or Manufacturing software. The inventory supply or demand from these sources can be included in PowerATP.

The installation process for MFG PowerPack creates two SQL stored procedures in the company database:

• wspATPSupply
• wspATPDemand

Each has two input parameters: Item Number, Plan ID (“Option Set”).

The output must be a results set with four columns:

• Date (i.e. Required Date/ Due Date)
• Document Number
• Quantity (in Base Unit of Measure)
• Date Label (i.e. ‘Required’ or ‘Due’)—this is custom label that will appear in PowerATP describing the type of date.

For example:

SELECT ReqShipDate, SOPNUMBE, (QUANTITY * QTYBSUOM), ‘Required’

from SOP10200 where ITEMNMBR = @ItemNum

This query would add “demand” from Sales Lines.

Modify the stored procedures to return data from your custom inventory supply or demand source.

Important Tables

ATP Sites (W4970713)

• Plan ID
• GPSource
  • 1 = INV Sites
  • 2 = MFG Sites
  • 3 = POP Sites
  • 4 = SOP Sites
• Location Code

ATP MO Status (W4970711)

• PlanID
• MOStatus

Setup Detail (W4970901) stores Checkboxes & Dropdown lists

• ProdID = 4970
• NodeID: Retreived from W4970900 where ProdID = 4970 and NodeLabel = PlanID
• ChildID:
  • 1 – Subtract Safety Stock
  • 2 – Use Order Up To Level
  • 3 – Restrict by Item Number
  • 4 – Restrict by Inventory Site
  • 5 – Restrict by MFG Site
  • 6 – Restrict by MFG Status
  • 7 – Restrict by POP Site
  • 8 – Restrict by SOP Site
  • 9 – Include Inventory Supply
  • 10 – Include In-Transit Transfer IN
  • 11 – Include MO Supply
  • 12 – Include MRP MO Supply
  • 13 – Include MRP PO
  • 14 – Include PO Supply
  • 15 – Include Inventory Demand
  • 16 – Include In-Transit Transfer OUT
  • 17 – Include MO Picklist Demand
  • 18 – Include MRP MO Picklist Demand
  • 19 – Include Field Service Demand
  • 20 – Include SOP Demand
  • 21 – Include Unmet Sales Forecast Demand
  • 22- Restrict by Forecast Site
  • 101 – INV Zoom Setting
  • 102 – MFG Zoom Setting
  • 103 – POP Zoom Setting
  • 104 – SOP Zoom Setting

Using Power ATP

Navigation: Inquiry >> Manufacturing >> Power ATP

Field	Information
On Hand	The starting On Hand inventory. Allocations have not been removed from this number.
Allocated	Quantity Allocated
Available	On Hand – Allocated
Free Forward	ATP quantity on the last calculation date
Open POs	Total quantity on POs
Unfulfilled Sales	Total quantity on unfulfilled sales lines
Released MOs	Total quantity on released MOs
Unfulfilled Picklists	Total quantity remaining on picklists
Purchasing Lead Time
Mfg Lead Time
Buyer ID
Planner ID
Scrolling Window Fields	Information
Date	Either the Date Required (i.e. Sales Requested Ship Date, or Start Date for Picklist), or the Date Due (i.e. MO Due Date), or PO Current Promise Date.
Type	INV OH = Inventory On Hand INV SS = Safety Stock IV Trx = Inventory Transaction or Transfer Mfg MO = Manufacturing Order Mfg PL = Manufacturing Picklist MRP MO = MRP suggested MO MRP PL = MRP MO Picklist MRP PO = MRP suggested PO POP = Purchase Order SOP = Sales Transaction SVC = Service Call or Work Order parts requirement SVC Trf = Intransit Transfer Unmet Fcst = Manufacturing Unmet Sales Forecast As shown below, the MRP lines will have a Black Dot to highlight that they are from MRP and represent Planned supply or demand vs. actual.
Document Number	The source document number
Quantity Out	Demand quantity (i.e. sales, picklists, service calls, etc).
Quantity In	Supply quantity (i.e. MOs, purchase orders).
ATP	Available To Promise. A running total of expected Available Inventory on that date.
Hold	Red Dot appears if the Sales Transaction is On Hold.
Date Type	A brief explanation of the date (i.e. Required Date, or Due Date).
Transaction Information	Displays additional information from the document: In-Transit Transfer: IO Site and Customer Name MO: MO Description POP: Vendor ID and Vendor Name SOP: Customer ID and Customer Name
Unit Price	From Sales Transactions
Yellow Box ATP	Indicates the ATP is above the Order Up To Level.
Red Box ATP	Indicates the ATP is below zero.

Black Dot highlights MRP lines.

The Quantity In and Quantity Out can be changed, and the window recalculated with the new values. You might do this to see the effect of changing a PO, or MO. Change the quantity to the desired value, then click the CALC button. Changing a value here does not change the actual document, it only changes it on the window.

REDISPLAY refreshes the window using unchanged data.

MRP lines (MRP MO and MRP PO) can be opened in the MRP-Planned Orders window. Select an MRP line then click the Document Number zoom. If you change the Quantity In first, the new quantity will appear on the MRP-Planned Orders window. This provides the ability to override an MRP suggestion and either increase or decrease it as needed.

Create MO

The first step to creating an MO from PowerATP is to add a Planning Line to the display.

Click the Add Planning Line Button, shown above.

If the selected item has a Manufacturing BOM, the Doc. Type will default to MANUFACTURING. Enter a Date and Quantity. The PowerATP functions in the Item’s Base Unit of Measure. NOTE: if the cursor is in an existing line in the ATP window, the New Document Entry window will pull in the Date and Quantity from that line as default values. Click SAVE to add the Planning Line.

Locate the Planning Line and confirm it has the desired effect on ATP for that date. Select the line, then click Create >> Create Manufacturing Order.

An MO will be created for the selected Item and Quantity, and will open automatically in the MO Entry window.

Create PO

The first step to creating a PO from PowerATP is to add a Planning Line to the display.

Click the Add Planning Line Button, shown above.

If the Item has a Manufacturing BOM, the Doc. Type will default to “Manufacturing” , otherwise it will default to “Purchasing”. You can change the Doc. Type as needed.

Enter a Date and Quantity. PowerATP functions in the Item’s Base Unit of Measure. NOTE: if the cursor is in an existing line in the ATP window, the New Document Entry window will pull in the Date and Quantity from that line as default values.

Click SAVE to add the Planning Line.

Locate the Planning Line and confirm it has the desired effect on ATP for that date. Select the line, then click Create >> Create Purchase Order.

The Create PO window will open. Review the information to be used to create the PO, or make changes as needed.

Unit of Measure: It will look for a default Purchasing Unit of Measure. If none is found, it will use the Base Unit of Measure. If the Purchasing U of M is not the Base U of M, the Quantity will be rounded up, if necessary, to the next whole unit of the Purchasing U of M.

If the Item allows quantity decimal places, but the Purchasing Options required WHOLE units, the quantity will be rounded up to the nearest whole unit.

Site ID:

• If no Inventory Sites are specified on the Option Set, it will look for a Default Site on the Item Quantity Maintenance window. If there is not a Default Site, the Location Code field will be blank and must be entered manually.
• If one site is specified in the Option Set’s Inventory Sites, that site will be used for the PO.
• If multiple sites are specified in the Options Set’s Inventory Sites, if the list of Sites includes the Item’s Default Site, the Default Site will be used. Otherwise the Location Code will be blank and must be entered manually.

Vendor ID:

• If a Site was found, an attempt is made to find the Primary Vendor assigned to that Item-Site.
• If no Primary Vendor is assigned to the Item-Site, an attempt is made to use the Last Purchase Vendor for that Item-Site.
• If no Last Purchase Vendor exists, the FIRST Vendor is retrieved from the Item-Vendors table.
• If no Vendor is located the Vendor ID field will be blank.

Buyer ID: if a Buyer ID is defined on Item Resource Planning for the selected site, it will default to that value.

PO Number: if there are open POs for the selected Vendor, this field will be enabled. If there are no open POs, the field and lookup will be locked, and a NEW PO will be created. If there are open POs, leave the PO Number blank if you want to create a new PO.

Open PO for Review: when marked, the PO will open in PO Entry after it is created. When un-marked, the PO will be created in the background and the create PO window will close when it is finished.

When ready, click the CREATE PO button. You will be asked to confirm you are ready.

NOTE: GP Manufacturing must be installed to use the Create PO functionality.

Proposed Cost Update

HelpID: 497022039

Proposed Cost Update is a utility for setting a new standard cost on purchased items, prior to doing a Standard Cost Rollup & Revaluation. In a standard cost environment, a “rollup and revalue” process uses costs from lower levels to calculate the cost of upper level assemblies.  The costs at the lowest level are purchased parts, and the routing for the assembly that uses the purchased parts.

While the Rollup & Revalue will calculate the cost of made items, Dynamics GP does not have a utility to set the standard cost on purchased parts.  Usually this is done manually on a part-by-part basis.  Proposed Cost Update provides several methods by which the standard cost of purchased items can be set for a large number of items automatically.

 

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Proposed Cost Update”.

Restart Dynamics GP.

 

Usage

Navigation: Tools >> Utilities >> Inventory >> Proposed Cost Update

Use the Proposed Cost Update window to select a range of Item Numbers or Item Classes for which you want to update the Proposed Standard Cost.  Proposed Cost Update can also import a spreadsheet of new costs.

The Proposed Standard Cost is found on the Standard Cost Changes window (Cards >> Manufacturing >> Inventory >> Standard Cost Changes).  Only Items with a Periodic costing method can be updated.

 

Update By: This drop-down list contains three options:

• Item Number
• Item Class
• Import

The labels for the fields below it will change based on the selection.  For example, showing “From Item Number” when Item Number is selected or “From Item Class” when Item Class is selected.

When Import is selected, most of the fields on the window will be disabled.  The Update button will be disabled, and the Import button will be enabled.  See the Import Cost Update section below.

Make/Buy Setting:

Treat EITHER as MAKE: items with a Make/Buy setting of Either will NOT be included in the update.

Treat EITHER as BUY: items with a Make/Buy setting of Either will be included in the update.

File Contains: Only enabled when Update By = Import.  Mark or unmark these options to control what fields are updated by the Import.  For example, since the file must contain a specific set of columns, the Material Cost column could be zero because you only want to import an update to Fixed Overhead.  Unmark the Material Cost and Variable Overhead option to exclude those from the update (they will NOT be updated, so they will retain their original value after the update).

At least one option must be marked.

From: Enter a value (Item or Item Class), or select one from the Lookup.

To: Enter a value (Item or Item Class), or select one from the Lookup.

Material Cost: Select a Material Cost Source:

• Current Cost: the Current Cost from Item Maintenance, which is also the last purchase receipt cost.
• Receipt Cost – Average: the average of all purchase receipts within the specified date range.
• Receipt Cost – Mode: the most frequently occurring cost from receipts within the specified date range.
• Receipt Cost – Maximum: the maximum cost from purchase receipts during the specified date range.
• Receipt Cost – Minimum: the minimum cost from purchase receipts during the specified date range.
• Fixed Percent – calculates the new Proposed Cost as a percent increase/decrease of the Standard Cost.

The proposed cost is not updated if the method used to arrive at the new cost would result in zero dollars.  The new cost might be zero, for example, if there were no receipts for the item during the selected date range.

Dates From/To: If the Material Cost Source is one of the “Receipt Cost” methods, enter the dates to use for calculating the receipt cost.

Percent: If “Fixed Percent” is selected for Material Cost Source, enter the percent by which the current Standard Cost should be increased or decreased.  The calculation is:

New Cost = Standard Cost + (Standard Cost * Percent)

Fixed Overhead: Select an update method for the Fixed Overhead:

• No Change
• Percent of Material Cost
• Dollar Amount

The Percent of Material Cost calculation is:

Fixed OH = New Material Cost * Percent

Whether the update method is a dollar amount or percent, the Fixed OH amount is rounded to the correct currency decimals for the Item.

Variable Overhead: Select an update method for the Fixed Overhead:

• No Change
• Percent of Material Cost
• Dollar Amount

The Percent of Material Cost calculation:

Variable OH = New Material Cost * Percent

Whether the update method is a dollar amount or percent, the Variable OH amount is rounded to the correct currency decimals for the Item.

 

Import Cost

IMPORT Button: This button is only enabled when Import Cost is selected. Click the Import button, then select an Excel spreadsheet.  You will be asked to confirm you are ready to import before the process begins (you may cancel at this point).

Proposed Cost Update can import a list of Items and New Standard Costs from an Excel spreadsheet. The spreadsheet must have this layout shown below.

Data must start in the first row.  The spreadsheet can have any number of additional columns, but the first five columns must be:

A = Item Number

B = New Standard Cost

C = New Fixed Overhead

D = New Variable Overhead

E = empty (for status message)

Column E will be populated during the import with any error conditions encountered.

The following errors will be reported, and will prevent the row from being processed:

• Invalid Item Number
• New Cost <= $0.00 (only if Material Cost is being updated).
• New Cost = the current Standard Cost (only if Material Cost is being updated).
• New Cost has an incorrect number of decimal places (i.e. $0.255 but the Item is set to have 2-Currency Decimals).  (Only if Material Cost is being updated).
• Fixed or Variable Overhead Amount had the incorrect number of decimals (only if Fixed or Variable Overhead is being updated).
• Item has a Manufacturing BOM and is set to be a MAKE item in Item Engineering, or it is a Make/Buy item and the Make/Buy Setting on Proposed Cost Update is to Treat as Make.

If the Fixed/Variable Overhead options are marked, you can still exclude specific items from the update.  To leave the Fixed or Variable Overhead Amount unchanged, enter -1.00 in column C (Fixed Overhead) or column D (Variable Overhead).  If the field contains zero, the overhead amount will be updated to $0.00.

 

 

Tables

SQL Name	Dexterity	Description
BM010115	BOM_Line	Bill Of Material Line File
CT00004	IC_COST_Rollup_Tracking	IC_COST_Rollup_Tracking
ICIV0323	IC_IV_STANDARD	IC_IV_STANDARD
IV00101	IV_Item_MSTR	Item Master
IV00102	IV_Item_MSTR_QTYS	Item Quantity Master
IV40400	IV_Item_Class_SETP	Item Class Setup
IVR10015	IV_Item_ENG	Item Engineering File

Purchase Order Revision Levels

HelpID: 497022032, 497022027, 497022026, 497022079

PO Revision Levels enables tracking Item Revision Levels on the PO Line. Normally Dynamics GP pulls the current Revision Level from Item Engineering when the PO is printed, and the Revision Level is not stored on the PO Line. If the Revision Level changes and the PO is reprinted, the new Revision Level will display. Since PO Rev Levels tracks the revision saved with the PO Line, the PO can be reprinted at any time with the correct Rev Level. Also, since PO Rev Levels tracks changes, a complete historical record is maintained of the rev level from the time the line was created.

PO Revision Levels tracks the Revision Level of the part at the time it was ordered, supports tracking a history of revision level changes per line, and supports ordering the same part at different Revision Levels.

PO Rev Levels can be used with or without GP Manufacturing.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “PO Revision Levels*”.

Double-click on “PO Revision Levels*” to open the Setup widow.

Allow Entering PO Rev on-the-fly: PO Rev Levels has a window for entering the current Revision Level for an item, and for tracking the revision history. When entering a new PO Line the current revision level for the item will be assigned automatically. You can open the PO Rev Level Entry window to select a different rev level (i.e. if you need to order an earlier rev of a part). The Allow Entering PO Rev on-the-fly determines whether or not you can manually add a new rev through the PO Rev Level Entry window, or if you can only select from existing revs entered through the Item Revision Maintenance window.

Prompt when adding a new PO Rev: this option is only enabled if Allowed Entering PO Rev on-the-fly is enabled. If enabled, when a new rev is manually entered the system will check whether or not it exists in the Item’s Revision History, and if it does not exist, the user will be prompted:

Show In Title Bar: For each of the windows in the list, “Show In Title Bar” will display the Item’s Revision Level when PO Line is selected.

Add to Item Description: when enabled, the Item’s Rev will be added to the Item Description field. The Item Description field will be disabled to prevent manually editing the Rev Level. As shown below, the Rev Level is A1.

Because the Rev Level is added to the Item Description is gets saved to the database. It will therefore print on documents, such as the PO or PO Receipt.

Another effect of having the Rev Level in the Item Description is that it flows through the rest of Purchase Order Processing. So if Add to Item Description is marked for PO Entry, all POP windows downstream from PO Entry (i.e. PO Receiving, PO Inquiry, etc.) will also display the Rev Level in the Item Description. If you mark Add to Item Description for PO Entry, all checkboxes below that will become marked automatically, and disabled.

Likewise, if Show In Item Description is marked at the PO Receiving level, all PO Receiving windows below that will be auto-marked and disabled.

Add to Vendor Item Description: See Add To Item Description.

Rev Level on Reports

There are three methods for displaying the Revision Level on the purchasing reports. The first method is to use the Alternate Reports included with MFG PowerPack. See the Report Security for using the Alternate Dynamics GP reports provided with MFG PowerPack, and for using the Word Template (GP2010 and above).

The second method is to use the Report Writer User Defined Function called rw_TableLineString. This allows you to add Revision Level to an existing PO Form. See the Report Writer section for more details.

The third method is to enable Show Revision Level in Item Description or Vendor Item Description. The Rev Level will then print on any existing PO form without further modification because the Rev Level will be contained in the Item Description field.

Item Revision Maintenance

When PO Rev Levels is installed with manufacturing, it will synchronize with the Revision Levels from Item Engineering. The Revision Level field will then be locked on Item Engineering, and changes to Revision Level must be made in the Item Revision Maintenance window. Item Revision Maintenance can be opened from Item Engineering via the Additional menu.

Navigation: Cards >> Inventory >> Item Revision Maintenance

The Current Rev is displayed in the upper-right hand corner of this window.

Add a new Rev Level by filling in the New Rev Level and Description fields. Then click SAVE. There is no way to delete an Rev Level. If you make a mistake, enter another “new” Rev. You may want to note in the description that the prior Rev was a mistake and that it should not be used.

When Manufacturing is present, the New Rev Level is also written to the Item Engineering table (IVR10015). This ensures that the current rev is still visible within manufacturing.

Using PO Revision Levels

The Purchasing Revision Entry window is available from the following windows:

• Purchase Order Entry
• Purchasing Item Detail Entry

It is accessed from Extras >> Additional >> PO Line Rev Numbers.  It can also be opened directly by pressing CTRL + 9.

• Item Rev – The current Revision Level from Item Revision Maintenance.
• Initial Rev – First Revision Level entered for the PO Line.
• Current Rev – Last Revision Level entered for the PO Line.
• Scrolling Region – Revision Level history for the PO line Item.

When an Item is added to Purchase Order Entry (or through the Line Detail window) the system will automatically record the current Rev Level from Item Revision Maintenance.  This is recorded as the “Initial” Rev in Purchasing Revision Entry.

Depending on PO Rev Level Setup, you may be able to add a new Rev Level by typing the Rev Level into the NEW REV field. If you manually enter a Rev that does not exist in Item Rev Maintenance, you will be warned of the condition and asked if you would like to continue. You may use a Rev that does not exist in Item Rev Maintenance. Whether or not the system alerts you after entering a Rev Level that does not exist in the Item’s Revision History depends on Setup.

To select an existing, historical rev, click the drop-down button (shown above by the red arrow) and select one from the list.

To change the Rev Level you must provide a description of the change in the Comment field. The User ID and Date/Time of the change are recorded automatically.

The most recently entered Rev in the PO Rev Entry window (the Current Rev Level) will print on the PO.

Once any quantity of a PO Line is received the PO Rev Level for the line may not be changed. The PO Rev Level Inquiry window will open, instead of the Entry window, if the PO Line is fully or partially received.

If the Rev Level needs to be changed on a partially received line you must cancel the remaining quantity and enter a new line.

Revision Inquiry

The Purchasing Revision Inquiry window is available from the following windows:

• Purchase Order Inquiry Zoom
• Purchasing Item Detail Inquiry Zoom
• Receivings Transaction Entry
• Receivings Item Detail Entry
• Select Purchase Order Items (“Auto Receive”)

It is accessed from Extras >> Additional >> PO Line Rev Numbers, or by pressing CTRL + 9.

Fields

• Item Rev – Revision Level from Item Revision Maintenance.
• Initial Rev – First Revision Level entered for the PO Line
• Current Rev – Last Revision Level entered for the PO Line.
• Scrolling Region – Revision Level history for the PO line Item.

Report Security

MFG PowerPack contains Alternate Dynamics GP Report versions of three Purchasing reports:

• POP Purchase Order Blank Form
• POP Purchase Order Other Form
• POP Receivings Posting Journal

Use of these Alternate Dynamics GP Reports is OPTIONAL. PO Rev Levels also has an integration to a report writer function which will allow you to print the Current Rev Level on your existing POP report forms. See section Report Writer, and skip this section.

Security must be granted to these reports when using PO Rev Levels to be able to print the Current Rev Level on the reports. Follow GP instructions for creating a Security Task that grants access to these reports, and assign that Task to user Roles.

If using the Word Template for POP Purchase Order Blank Form, skip ahead to the Word Template section.

The alternate reports will display the current item Revision Level on the reports.

The POP Purchase Order Other Form is modified to display the Current Rev Level of the Item as shown:

 

The POP Purchase Order Blank form:

The POP Receivings Posting Journal is modified to display the Current Rev Level of the Item as shown:

Report Writer

Revision Level can be added to an existing PO Report Form by using the Report Writer User Defined function called rw_TableLineString.

Step-1: Create a calculated field to change the datatype of ORD to be currency.

The rw_TableLineString function requires an input for the “line number” that has a currency datatype. ORD is a long integer.

1. Open the PO Form in Report Writer
2. Select Calculated Fields from the Toolbox, then click NEW
3. Name the field: cyLineSeq
4. Result Type = Currency
5. Click the FIELDS tab.
6. In the Resources list, select Purchase Order Line Rollup Temp. Select the ORD field.
7. Click Add
8. Click OK to save the Calculated Field.

Step-2: Create a calculated field for Revision Level.

1. Select Calculated Fields from the Toolbox, then click NEW
2. Name the field: sRevLevel
3. Result Type = String
4. Click the FUNCTIONS tab, click User-Defined, select Core = System, then Function = rw_TableLineString
5. Click Add
6. Add the Product ID
   1. Click the CONSTANTS tab, select Type = Integer, enter 4970, then click ADD.
7. Add the Report Name
   1. On the Contants Tab, select Type = String, enter the name of the report, then click ADD. MFG PowerPack is expecting one of the following values depending on which report your are modifying. If you are modifying any of the Purchase Order Forms, use PO. Likewise, if you are adding Rev Level to a PO Receipt report, use RECEIPT.
      1. PO (passing in PO Number and ORD)
      2. RECEIPT (passing in Receipt Number, PO Number and ORD).
8. Add the Document Number
   1. On the Fields tab, select Resources = Purchase Order Line Rollup Temp, select Field = PO Number, then click ADD.
9. Add the Document Type
   1. Since there is not a “Type” value for a PO, add a Constant = 0. Click the Constants tab, select Type = Integer, enter 0 (the number zero), then click ADD.
10. Add the Line Sequence
    1. This is where you use the cyLineSeq created above. Click the Fields tab, select Resources = Calculated Fields, select Field = cyLineSeq, then click ADD.
11. Add the second Line Sequence
    1. Purchase Orders only have one line sequence number, so here add a Currency Constant of 0. Click the Contants tab, select Type = Currency, enter 0 (zero), then click ADD
12. Add the Data Control
    1. This is an integer that tells MFG PowerPack which piece of data to return. In this case there is only one, Rev Level, so add an Integer Constant of 1. Click the Constants tab, select Type = Integer, enter 1, then click ADD.
13. Click OK to save the calculated field.

Add sRevLevel to the modified PO Form, and format as needed.

Using the technique above, Rev Level can be added to any report, as long as you can pass in the PO Number and ORD.

To add Rev Level to the POP Receivings Posting Journal, follow the instructions above, with the following changes:

Step-1

Use Purchasing Posting Journal TEMP.ORD

Step-1a: Create a calculated field to concatenate Receipt Number and PO Number. Since there is only one string field to pass in the document number, these two values must be combined into a single field.

1. Select Calculated Fields from the Toolbox, then click NEW
2. Name the field: sKeyFields
3. Result Type = String
4. Click the FIELDS tab, select Resources = Purchasing Posting Journal TEMP, Field = POP Receipt Number. Click ADD.
5. Click the CAT button
6. Click the Constants tab, select Type = String, enter ~ (the tilde sign), then click ADD.
7. Click the CAT button
8. Click the FIELDS tab, select Resources = Purchasing Posting Journal TEMP, Field = String6. Click ADD. (PO Number is stored in String 6).
9. Click OK to save the calculated field.

Step-2:

7.a: Report Name = RECEIPT

8.a: use the calculated field created above called sKeyFields

Word Template

For Version 11 (GP2010) and above a Word Template is available for the POP Purchase Order Blank Form.

Step-1

Grant security to the Alternate Dynamics GP reports as described above.

Step-2

Set the WilloWare Word Template as the Default Template.

Select Reports >> Template Maintenance.

In the Report Name field click the drop-down and select More Reports.

Select Product = Mfg PowerPack, Series = Purchasing, and Status = Alternate.

Click on POP Purchase Order Blank Form, then click Select.

On the Report Template Maintenance window click the ADD button:

The installation placed the WilloWare template into the GP\Data folder. The default location for this is:

C:\Program Files\Microsoft Dynamics\GP2010\Data

Locate the template: “WW POP Purchase Order Blank Form.docx”

In the Template Maintenance window select the WilloWare template, then click ASSIGN >> Company.

Mark the Company database(s) where you want to use the template.

Click the DEFAULT button. Select the Template to use as default. Click SAVE.

Click SAVE on Company Assignment.

Close the Report Template Maintenance window.

Purchasing must be set up to use the BLANK PAPER report for the template to work. Go to Tools >> Setup >> Purchasing >> Purchase Order Processing.

Quick Disassembly

HelpID: 497022009

Quick Disassembly uses the GP Manufacturing BOM, or the Picklist from a Manufacturing Order, to disassemble a finished good item. It creates an Inventory Adjustment to adjust the Finished Good item out of GP and add the Components into stock.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Quick Disassembly”. Restart the GP client to activate this feature.

Using Quick Disassembly

Navigation: Transactions >> Inventory >> Transaction Entry

Quick Disassembly uses the Inventory Transaction Entry window to create the disassembly transaction. Start by creating a new transaction. Assign a Batch ID. Later in the process an Edit List will print for the Batch, so it may be helpful to create a Batch ID assigned only to the disassembly transaction.

In the first row of the scrolling window, enter the Item Number to be disassembled (such as 100XLG). Enter the quantity to disassemble (this should be a negative quantity, since the units will be adjusted out), and select serial/lot numbers and bins as needed.

The disassembled item does not have to be the first row, but this will be the most common way to use Quick Disassembly.

Press the Tab key until your cursor enters a new line, which saves the previous line. Click back into the line with the disassembly Item Number. With the disassembly Item selected, go to Extras >> Additional >> Quick Disassembly.

Reason Code: Select a Reason Code to be applied to the components. The Reason Code must allow “Increase Adjustments” because the components will be ADDED to GP Inventory. If a GL Offset Account is provided, it will be used on all of the component lines.

Components From: select the source of components for the disassembly transaction. Components can be retrieved from a Manufacturing Bill of Materials (using any of the BOM Types), or the Picklist from a Manufacturing Order. See below for more detail on disassembling By Bill of Materials or By Manufacturing Order.

The Quick Disassembly window will remember the settings listed below. Each time the window opens, the settings used previously will be selected automatically. For example, if the Components From option is Manufacturing Order, it will default to Manufacturing Order. The settings are remembered on a per-User ID basis.

• Components From
• BOM Type
• Subassemblies

By Bill of Materials

By default, the system will use the MFG BOM, however, you can also select any of the other BOM Types. The disassembly process will use the selected BOM to add components into inventory.

BOM Type: select from one of the available BOM Types. If ARCH BOM or CONFIG BOM is selected, you will also need to select a BOM Name.

BOM Name: provide a BOM Name if BOM Type is set to ARCH BOM or CONFIG BOM.

Subassemblies: select how you want to handle the disassembly of subcomponents. The default option is “Disassemble None”. With this setting the system will disassemble the first-level of the BOM only (i.e. only the first-level of 100XLG, so the subassembly BA100G would be one of the outputs). The other options are:

• Disassemble Phantoms: this works in a manner similar to a manufacturing order where built subassemblies that have a “Regular” BOM are drawn from inventory, so with Quick Disassembly they are put back into inventory. “Phantoms” are made while producing the top-level finished good, so with Quick Disassembly a Phantom component is itself disassembled into the raw materials.
• Disassemble All: any item on the BOM that has a Bill of Materials will be disassembled into its subcomponents.

Components from the BOM will be added to the Inventory Adjustment. Only “Sales Inventory” type items will be added.

When ready to create the disassembly click PROCESS.

The Quick Disassembly window will display process information in the Status Bar at the bottom of the window. When it is finished making the disassembly transaction, the Inventory Transaction window will refresh and the Inventory Transaction Edit List will print. It is important to review this report as it will show which lines need to have serial or lot numbers entered. You will not be able to post the transaction until serial/lot number information is complete.

U of M: Components are always added to the transaction in the Base Unit of Measure.

Quantity: The BOM Quantity is multiplied by the quantity of the finished good item being disassembled, plus the Fixed Quantity.

Unit Cost: The Item’s Current or Standard Cost, depending on the Item.

Site ID: The Transaction Location for each component is pulled from one of the following locations (listed in order of preference):

1. The Default Site ID on the Inventory Transaction. If the item-site combination is not valid, or there is no Default Site ID then #2.
2. The BOM “Issue From” location specified at the component level. If this is empty, then #3.
3. The item’s Default Site from Item Quantities Maintenance. If this is empty, then #4.
4. The default Manufacturing Scheduling Preference Draw From site. If this results in an invalid item-site combination, then #5
5. The first Item-Site combination specified in the Item Quantities Master table (effectively the first Item-Site in alphabetical order by Site).

Multi-Bins: If multi-bins is enabled, the outputs will be assigned to a default bin using the following logic (in order of preference). The Site was assigned as described above.

1. The Item-Site Default Bins setting for the MO Receipts bin
2. The first Item-Site-Bin record (i.e. the first bin alphanumerically assigned to the Item-Site).
3. The first Bin assigned alphanumerically to the Site

GL Accounts: Quick Disassembly uses the Inventory and Inventory Offset Accounts from the Item. If a Reason Code is used which has an Offset Account for Adjustment Transactions, that account will be used for every component. It also considers the GL Site segment assigned to the Site ID and it will attempt to change the GL account accordingly.

By Manufacturing Order

Manufacture Order: Enter a Manufacture Order Number or select one from the Lookup. The Lookup shows only the MO (or MOs) that made the item.

For Serial/Lot numbered finished goods, the lookup will show only the MO (or MOs) that made the Serial Number or Lot Number.

The MO must be Partially Received, Completed or Closed, and it must have a Picklist. If the Picklist has been deleted, the MO cannot be used for the disassembly transaction.

Components from the Picklist will be added to the Inventory Adjustment. Only “Sales Inventory” type items will be added.

When ready to create the disassembly click PROCESS.

The Quick Disassembly window will display process information in the Status Bar at the bottom of the window. When it is finished making the disassembly transaction, the Inventory Transaction window will refresh and the Inventory Transaction Edit List will print. It is important to review this report as it will show which lines need to have serial or lot numbers entered. You will not be able to post the transaction until serial/lot number information is complete.

U of M: Components are always added to the transaction in the Base Unit of Measure.

Quantity: The Picklist Quantity is divided by the MO Start Quantity, and then multiplied by the quantity being disassembled. This number is rounded based on the Component’s Quantity Decimals setting. If the BOM used for the Picklist had a Fixed Quantity, or manual changes were made to the Picklist (changing a quantity, or adding components), this calculation may not arrive at the correct quantity on the Inventory Adjustment. Be sure to check the quantities after the transaction has been created.

Unit Cost: The Item’s Current or Standard Cost, depending on the Valuation Method. For Current Cost Items, the cost will be the average unit cost of the material issued to/consumed by the Manufacturing Order to date. The Unit Cost is retrieved from the posted “Material Issue” Inventory Adjustments.

The Average Cost is calculated based on the average Unit Cost of all “Issues” of a component, as recorded on the Inventory Adjustment created by the Issue (which includes Backflushing). It uses an average because GP does not keep track of the individual unit costs, so even though two components may have come from two different receipts and have two different costs, the posted Issue transaction records an average. Additionally, if there are multiple issue transactions, it is not possible to identify the specific cost layer of an individual component.

This is also true for serial/lot numbered components. Once posted to history, GP records only a combined average unit cost of the components.

Site ID: The Transaction Location for each component is pulled from one of the following locations (listed in order of preference):

1. The Default Site ID on the Inventory Transaction. If the item-site combination is not valid, or there is no Default Site ID then #2.
2. The Picklist Draw From location for the component. If this is empty, then #3.
3. The item’s Default Site from Item Quantities Maintenance. If this is empty, then #4.
4. The default Manufacturing Scheduling Preference Draw From site. If this results in an invalid item-site combination, then #5
5. The first Item-Site combination specified in the Item Quantities Master table (effectively the first Item-Site in alphabetical order by Site).

Multi-Bins: If multi-bins is enabled, the outputs will be assigned to a default bin using the following logic (in order of preference). The Site was assigned as described above.

1. The Item-Site Default Bins setting for the MO Receipts bin
2. The first Item-Site-Bin record (i.e. the first bin alphanumerically assigned to the Item-Site).
3. The first Bin assigned alphanumerically to the Site

GL Accounts: Quick Disassembly uses the Inventory and Inventory Offset Accounts from the Item. If a Reason Code is used which has an Offset Account for Adjustment Transactions, that account will be used for every component. It also considers the GL Site segment assigned to the Site ID and it will attempt to change the GL account accordingly.

NOTE: Quick Disassembly does not keep track of the quantity disassembled for an MO. For example, if the MO produced 1-unit, and you disassemble that unit, you could create another disassembly transaction using that same MO.

QuickWIP

HelpID: 497022115, 497022040

QuickWIP provides an easy way quickly enter actual start/stop time on a routing sequence, or to just mark a sequence as Done when it is completed, without having to enter all of the data required by the WIP Data Collection window in Manufacturing. The WIP Data Entry window requires entering a number of fields that are not essential if the purpose is only to track the status of a routing sequence.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “QuickWIP*”.

Double-click on “QuickWIP*” to open the QuickWIP User Defined setup window.

Create labels for the user defined fields. Only fields with labels will be editable on the QuickWIP window.

The data for the User Defined fields is stored in existing manufacturing table fields (discussed below).

Using QuickWIP

Navigation: Transactions >> Manufacturing >> QuickWIP. Also from the Additional Menu on Manufacturing Order Routing View (Inquiry >> Manufacturing >> Manufacturing Orders >> Routing View).

MO Number: enter an MO Number, or select one from the Lookup.

Sequence: after selecting an MO Number the window will display the first Sequence. Scroll to other Routing Sequences, or enter the Sequence.

Data Entry Fields: the dates, times, quantities, and Done box are all informational and have no effect on costing.

Start Time Button: Clicking the Green Start Button fills the Start Date/Time with the current Date/Time.

Stop Time Button: Clicking the Red Stop Button fills the Stop Date/Time with the current Date/Time.

QuickWIP should only be used with routings that have backflushed labor and machine time. QuickWIP updates tables that store summary records of the WIP data, which does not affect costing, but could be overwritten if the Manufacturing WIP Data Collection window is also used.

Tables

Working Routing (WR010130): The User Defined fields are stored in the following fields:

• UDF1 = CLOSEDBY_I
• UDF2 = TOOLID_I
• UDF3 = TAPENUMBER_I
• UDF4 = USERDEF1
• UDF5 = USERDEF2.

The Start/Stop Date/Time will be set with whatever information is displayed on the window. Since there is only one record for the routing sequence in this table, each time you click Save with the same Routing Sequence, it will update the previous record. Marking Done does not have any effect on the ability to enter/update/change data on the current, prior or subsequent Sequences.

Data Collection Master (SF010014): one record is added for each Routing Sequence.

Data Collection Line (SF010115): Each time the Save Button is clicked a new record is created in the Data Collection Line table (SF010115). This table stores the Start/Stop Date/Time, Elapsed Time, Pieces Completed and Rejected, as well as the Change Date and User ID. The Employee ID and Labor Code are set to QUICKWIP.

ICJC_DataCollection_Link (ICJC5000): a new record will be added to this table for each new start/stop date/time combination (there will be one record for each pair of Start/Stop Date/Time records. In practice this means a new record is created when you:

• Click the Start Button (or enter a Start Time) and click Save
• Click the Stop Button (or enter a Stop Time) and click Save.

Reverse Issue Date Override

HelpID: 497022116

Reverse Issue Date Override changes the posting date on the “Reverse Issue” Inventory Adjustments created by Manufacturing. Manufacturing, by default, puts inventory back into stock using the Original Receipt Date. This behavior applies to both Reverse Issues, and Reverse Receipt transactions. Reverse Issue Date Override provides several different date options, such as User Date or the Issue Date.

Manufacturing records the Issue transaction on the day it occurs. This is shown in the screen capture below where the oldest lot of inventory (which was received on 6/15/2015) is Issued on 4/12/2017.

When that same lot of inventory is Reverse Issued on 4/12/2017, Manufacturing records the Reverse Issue (putting inventory back into the system) on the original receipt date of 6/15/2015.

This behavior affects the inventory usage reports because it appears that more inventory was received on 6/15/2015 than actually was received, and usage on 4/12/2017 appears higher than it actually was.

Reverse Issue Date Override provides several alternative methods of dating the Reverse Issued material. The date can be set to:

• The Issue Date
• The Reverse Issue Date
• User Date
• System Date
• The Original Receipt Date (which is normal, default GP functionality).

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Reverse Issue Date Override*”. Perform the additional setup described below. The restart Dynamics GP.

Double-click on “Reverse Issue Date Override*” to open the Reverse Issue Date setup window.

Select the Reverse Issue Date you want to use. Options are:

• Issue Transaction Date: the date the material was originally issued to the Manufacturing Order.
• Reverse Issue Transaction Date: the date the material is Reverse Issued from the Manufacturing Order
• User Date: this option gives you the ability to have the material returned to inventory on a specific date by changing the User Date before posting the Reverse Issue.
• System Date: this option uses the current date.
• Original Receipt Date: this option is the default, normal GP behavior and effectively shuts-off the module.

 

Using Reverse Issue Date Override

No noticeable changes will be seen when posting Reverse Issue Transactions, or Reverse MO Receipt Transactions. The Reverse Issue Date Override will automatically change the date on which the inventory is put back into inventory.

If the Reverse Issue Date option in Setup is User Date, before posting the Reverse Issue transaction or Reverse MO Receipt transaction, set the User Date to the date on which you want the inventory adjustment to appear.

Sales Forecast Integration

HelpID: 497022055

Sales Forecast Integration (SFI) enables significantly better forecasting capability with the GP Manufacturing Sales Forecasting module by integrating it with Microsoft Excel.  Create and maintain a forecast in Excel, then import it into GP Manufacturing’s Sales Forecast window.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Sales Forecast Integration”.

Restart Dynamics GP.

Using Sales Forecasting Integration

Exporting a Forecast

The starting point of creating a new forecast with SFI is to create a “forecast template”.  Start by creating a new empty “Plan” in the Manufacturing Sales Forecasting window.

At a minimum, the Plan “header” information must be created before SFI can generate the export file.  The required information is:

• Plan Name
• Forecast Period
• Forecast Start Date
• Forecast End Date

The header information is used to create the starting “forecast template”, so it must have the correct Period (i.e. forecasting by Month) and cover the correct time period (based on the Start and End Dates).

Navigation: Transactions >> Manufacturing >> Forecasting >> Sales Forecasting.  Select a Plan, then select Additional >> Sales Forecasting Integration.

File Type: The default is Excel (xls or xlsx), but you can also use CSV.  See notes below about using CSV files.  CSV is provided for backwards compatibility and may be eliminated in a future build.  Integrations should be planned around use of Microsoft Excel.

Export: Select Export to create the Forecast Template.

Current Forecast: If there is existing forecast data you want to include in the export spreadsheet, mark “Current Forecast”.  If this is NOT marked, the export file will contain only the Item Numbers (if any have been added) and Periods (Dates).   Only Current Forecast or Sales History can be selected, not both.

Sales History: If you have calculated Sales History and you want to include those number in the export spreadsheet, mark “Sales History”.  Only Current Forecast or Sales History can be selected, not both.

Export Unit Cost & List Price: Marking this option adds two additional columns to the export: Unit Cost and List Price. The first four columns of the spreadsheet will be: Item Number, Description, Unit Cost, List Price. The Unit Cost and List Price can be updated in the spreadsheet and imported back into the Forecast. If you mark this option during the export, you must also mark the Import Unit Cost & List Price option during the import.

File: For CSV exports you must select a folder into which the CSV file will be created.  Click the FOLDER icon to select a folder into which the Forecast Template CSV file will be saved.  The filename will be created automatically by SFI.

 

Process: Click the Process button to create the Forecast Template.  For Excel exports, when the export is complete, Excel will open with the Forecast Template loaded.  For CSV exports, the csv file will be saved in the folder you selected.

The empty Forecast Template will look like this (if no Items have been added to the forecast and forecast data is not included):

Create the forecast by adding Items and Quantities to the template.  New Items can be added to the spreadsheet, and they will automatically be added to the Plan when the spreadsheet is imported.

Do not add columns to the spreadsheet.  Do not remove columns from the spreadsheet.

You can add new items and edit the forecast amounts but changing the number of columns will prevent SFI from importing the updated forecast.

Changing the dates in the spreadsheet will not have any effect on the dates in GP.  When the spreadsheet is imported the system matches the spreadsheet column to the numerically matched forecast column (i.e. the 3^rd date column in the spreadsheet is matched to the 3^rd date column in the forecast).

Multiple copies of the template can be made, and the results merged when the files are imported.

NOTE for CSV Files

If you ADD ITEMS you should surround the Item Number with brackets: [ and ].  This will ensure that Excel treats the item number as a string.  If you add an Item Description surround that also with brackets.  The Item Description, if provided, will not be used in the import.  If a part number has leading zeros, they will be lost if the Item Number is not placed inside brackets.

 

Importing a Forecast

There are two options when importing the spreadsheet:

• Append: adds the forecast values from the spreadsheet to existing forecast quantities for the item.
• Overwrite: replaces any values in the GP forecast with the values from the spreadsheet.

You might send multiple copies of the spreadsheet to different departments or region heads.  To merge these, use the Overwrite option when bringing in the first spreadsheet, then use the Append option for subsequent spreadsheets.

Select the “Plan” in the Manufacturing Sales Forecasting window.

Navigation: select Additional >> Sales Forecast Integration

Import: Click the Import radio-button.  Then select whether you want to Append the imported data to the existing forecast or Overwrite the existing forecast data.  Overwrite deletes the forecast from the GP tables, then imports the forecast from the spreadsheet.

Import Unit Cost & List Price: if the Unit Cost & List Price were included in the export, you must mark this box to include the columns in the import. If Unit Cost & List Price are not in the spreadsheet they will be pulled from the Item Maintenance record if new Items are added to the forecast.

File: Click the FOLDER icon and select the Excel file to import.

Process: Click the Process button to import the forecast.  When the import is done, the Sales Forecast window will refresh.

If the spreadsheet contains an invalid Item Number, it will be skipped, but it will be noted in the spreadsheet.  Invalid Item Numbers will be indicated with “<< Invalid Item” in the Item Description column.

Quantities are rounded, if needed, to the Item’s Decimal Place Quantity.  If the Item has zero Quantity Decimals, but has 12.5 in the spreadsheet, this will be rounded and imported as 13.

Scrap Reporting

HelpID: 497022051, 497022052, 497022044, 497022043, 497022047, 497022049, 497022046, 497022048, 497022042

The Scrap Reporting module provides the ability to record, track, and analyze information about the cost and causes of scrap. It can also create a journal entry to adjust the cost of scrap out of manufacturing WIP and into specific scrap accounts. A Scrap Report can adjust for both Finish Good scrap, or Component Scrap.

Scrap Reporting Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Scrap Reporting*”. Double-click on “Scrap Reporting*” to open the Scrap Setup window.

Setup is broken into two types of Setup: Options and Lists. The Options are a series of on/off options for Scrap Reporting. None will be marked by default, so it is important to review these and enable Posting, for example, before starting to use the module. Lists are setup options which require you to input some information (such as a list of Users who are allowed to post).

Lastly, review the User Defined Fields setup.

When finished with Setup, close all windows and restart Dynamics GP.

Setup Type: Options

Allow editing open UDF fields from Inquiry: if the Scrap Record (SR) is “open” (has not been posted), marking this option will allow users to edit the user defined fields from the Scrap Inquiry window. You may choose to do this if there are users who need to enter analysis information about the scrap but who should not have access to the main entry window. This will allow them to edit the reporting & analysis fields without being able to change any of the SR costing information.

Allow editing posted UDF fields: same as above, but allows editing of the UDF fields even when the transaction has posted and is in history. No costing information can be changed at this point.

Auto-create SR from WIP Data Collection: if WIP Data Collection is used to track actual labor and machine time, you might choose to auto-generate an SR when the user enters a quantity scrapped on the WIP Data Collection window.

Posting: Adjust MOP WIP: if marked, when the SR is posted the costs calculated on the SR will be adjusted out of the manufacturing WIP costing.

Posting: Auto-Post Journal Entry: if marked, the scrap JE will be posted, otherwise it is created in a Batch and saved.

Posting: Create Journal Entry for Scrap: if marked, when the SR is posted a JE will be created to move the costs from WIP accounts into scrap accounts.

Normally both “Adjust MOP WIP” and “Create Journal Entry” should both be marked. Unmark them if the SR module is being used for reporting purposes only.

Setup Type: Strings

GL Source Doc: the SR journal entry will be created with the GL Source Document code entered here. A code must be provided.

Delete Security, Posting Security and Void Security: The Scrap Entry window may be used on a Shop Floor where users entering the Scrap Record should have limited ability to Delete, Post or Void. By default, the Delete, Post and Void buttons will be disabled, unless a User ID (or their User Class) has been granted security to Delete, Post or Void. The VOID checkbox on the Scrap Record gives users the ability to indicate that a Scrap Record should be voided, even though they cannot click the VOID button. A different user with Void Security can review these “to be voided” documents. The User ID list and Class ID list do not interact—if a User ID has security, it does not matter if their Class is listed or not. Likewise, if the User’s Class is listed, they will have security granted even if their User ID is not listed.

Scrap Record Status: create a list of user-defined Scrap Record status codes. These will be displayed in alpha-numeric order on the Scrap Entry window. If you want them to appear in a certain order, place a number before the term. Such as “1-New”, “2-Open”, etc. The status codes are for reporting purposes only and have no effect on the SR.

Scrap User Defined Fields

Scrap User Defined Fields Setup is opened from the GoTo button on Scrap Setup.

If Scrap Setup is not open, go to: Setup >> Manufacturing >> MFG PowerPack Setup. Double-click on “Scrap Setup”, then click the GoTo button >> Scrap User Defined Fields

There are eight user defined fields. A list of valid values for each field must also be created. The user will only be allowed to enter pre-defined values on the Scrap Entry window (adding new values on-the-fly is not allowed).

The User Defined fields are used on the Scrap Record itself, and also on the Scrap Components, so that each scrapped component has its own UDF fields for coding scrap information about each component.

Click the expansion button (blue arrow) to add UDF Codes.

Scrap Accounts

Scrap Accounts can be defined at the Item Class and the Item level.

Item Maintenance

Navigation: Cards >> Inventory >> Item. Select an Item, then click the Accounts button.

When creating a new item the Scrap Accounts can be pulled down to the new item from the Item Class, or defined on the Item. If you enter or change the Item Class ID on Item Maintenance, you will be asked whether or not you want to roll-down the Item Class Scrap Accounts.

Click the Roll-down button to pull down the accounts from the Item Class assigned to the Item.

When a Scrap Transaction is posted, the portion of each of these costs which is attributable to the scrapped item will be adjusted out of the WIP cost buckets for the finished good.

Scrap Accounts need to be defined on the finished good items. The Scrap Transaction will pull Scrap Accounts from the made item on the manufacturing order.

Item Class

Navigation: Tools >> Setup >> Inventory >> Item Class. Select an Item Class, then click the Accounts button.

The Rolldown button will roll-down all of the Item Class Scrap Accounts to the items in the Item Class.

Scrap Entry Overview

A Scrap Record (SR) is a transaction that tracks that scrap was created by the manufacturing process, and adjusts the scrap-related costs out of WIP for the manufacturing order and into specific scrap GL accounts.

An SR can be created for the made item, or for a specific component (or components) in the assembly. When a finished good SR is created, the module calculates the material, labor, and machine costs (and overhead values) based on the quantity scrapped, and the routing sequence during which the scrap was created.

When a Component SR is created, it is only for the material costs of the component. A Component SR can also auto-create a Manufacturing Component “Scrap” transaction to remove the component quantity from the MO, and automatically pull the items selected on the Component Transaction into the Scrap Report module.

The Scrap Costs are adjusted out of the Manufacturing cost bucket labeled “Costs Put into WIP”. By doing so the cost variance is reduced on the finished good.

Scrap Entry

Transactions >> Manufacturing >> Scrap Entry

The Scrap Entry window is used to enter and maintain scrap records.

CLEAR: Clears the window without saving changes

COMPONENTS: Opens the Scrap Component Entry window.

Cost: This is used to manually record the total cost of the scrap, or some other cost value associated with the scrap. This field is for reporting purposes only.

DELETE: Delete the scrap record. This button will only be enabled if a user has been granted Delete Security in Scrap Setup.

DISTRIBUTIONS: Opens the Scrap Distributions window.

Employee ID: Associate an Employee with the Scrap Transaction. This is used for reporting only.

GL Post Date: The date on which the scrap adjustment journal entry should be posted.

Item Description: Displays the Item Description of the made-item.

Item Number: Displays the made-item from the MO.

MO Number: Enter the MO Number, or select one from the Lookup. NOTE: if a new Scrap Record Number has not already been created, a new one will be generated automatically when you click into the MO Number field, or click the MO Number button.

Pick Number: If you are scrapping components and have already created a Manufacturing Component Transaction Entry “Scrap” transaction, select it here. An MCTE “Scrap” transaction can be created automatically from the Components window (see below).

POST: Posting moves the Scrap Record to history. Depending on Setup options the posting process will also:

• Adjust Manufacturing WIP to remove scrap costs from the “WIP IN” cost buckets.
• Create and post a journal entry, adjusting the cost of scrap out of WIP into Scrap.

This button is only enabled if the user has been granted Posting Security in Scrap Setup.

PRINT: Prints a Scrap Record report with all of the details shown on the Scrap Entry window for the current record.

Quantity Scrapped: If scrapping the Made Item, the Quantity Scrapped field must be set to at least 1. This should equal the number of made items scrapped. A Quantity Scrapped of 1 does not necessarily mean that one, complete, made item was scrapped. It could be scrapped at any point during production.

When a Finished Good Scrap Record is created, you will also need to select the Routing Sequence at which the scrap occurred. The Routing Sequence is used to identify the labor and machine costs incurred in the production of the scrapped item, up to the point it was scrapped. All material, labor, machine, and overheads costs will be removed from the manufacturing “WIP – In” cost buckets.

If scrapping specific components leave this at zero, and enter the components on the Scrap Component Entry window.

Record Date: The date the scrap was recorded.

Routing Sequence: The Routing Sequence can be selected by picking from either the Routing Sequence dropdown list, or the Routing Sequence Description dropdown list. When a routing sequence is selected the system will calculate the amount of labor, machine, overhead, and materials consumed up to and including the selected sequence. This is multiplied by the Quantity Scrapped, which defaults to 1. The Routing Sequence can be left blank if you are scrapping components only.

Routing Sequence Description: A Routing Sequence can be selected by using either drop-down list.

SAVE: Saves the record.

Scrap Date: The date on which the scrap occurred.

Scrap Record: System generated auto-incrementing number (long integer). Use the lookup to retrieve existing scrap records. The Note button allows maintaining a note attached to each scrap record. Click the New Record button to the left of the Scrap Record field to create a new transaction.

Shift: Select a Shift. This is used for reporting.

Status: Select a Status. This is used for reporting purposes only.

USER DEFINED: Opens the User Defined Fields for the scrap record.

VOID: Voiding a transaction moves it to history. The VOID Checkbox must be marked before you can void the transaction.

The Void Button will only be enabled if the user has been granted Void Security in Scrap Setup.

Void Checkbox: Void must be marked before a transaction can be Voided and moved to History. This is a double control to ensure a document is not accidentally Voided. After marking the Void checkbox, click the VOID button to move the voided transaction to history.

Scrap User Defined Fields

Navigation: Transactions >> Manufacturing >> Scrap Entry >> User Defined Button

See Scrap Setup for creating the User Defined Field lables. Only fields with labels will be enabled.

The value entered into the User Defined fields must exist in Setup. New values cannot be added on the fly.

Scrap Component Entry

Navigation: Transactions >> Manufacturing >> Scrap Entry >> Components Button

Scrap Component Entry is accessed from the Components button on Scrap Entry. This window is used to enter or change the scrapped components.

If you selected a Routing Sequence on Scrap Entry, the system calculated a default scrapped components list based on the assumption that all components were scrapped. You can delete components or change the quantities.

Components can be added to this list, or removed from it, and the quantities can be changed. However, only Item Numbers which already exist on the Picklist for the MO can be scrapped.

The Scrap Component Item Lookup (above) only shows Item Numbers from the Picklist, and the Component Item Number field will only allow Item Numbers from the Picklist.

Serail/Lot Numbers can be recorded for the scrapped components. Click the Quantity Scrapped expansion button to open Serial/Lot Entry:

The drop-down box will contain a list of the available Serial or Lot Numbers (they must already have been issued to the MO). Select a Serial/Lot from the drop-down, then click the ADD button.

Linking Scrap to Component Transaction Entry

The Manufacturing Component Transaction Entry (MCTE) window can create a “scrap” transaction to remove the component’s inventory from the MO. This transaction does not, however, have any financial impact on the MO, and leaves the value of the component in WIP. This can affect standard costing, and variance reporting.

Create an MCTE “Scrap” transaction directly from the Scrap Component Entry window to link the MCTE component scrap with the Scrap Record. If Scrap Entry already created a default list of scrap components, click Delete All to clear the window.

Click the “MFG Scrap Trxn” button. This will open MCTE and will automatically link the MCTE Scrap Transaction to the Scrap Entry Components list. You must have already performed one or more MCTE Issue transactions to be able to link a Scrap Record to an MCTE Scrap transaction.

The Scrap module will automatically create the MCTE Scrap transaction (as shown below). Mark the Components and Quantities to scrap, click “Add To Pick Doc”, then POST the transaction.

As shown above, the ARM selected on the MCTE Scrap transaction has been added to the Scrap Record’s Components. This process of linking the two transactions will (1) Remove the quantity of the item from the Manufacturing records (via the MCTE Scrap transaction), and (2) remove the Cost from the Manufacturing records (via the Scrap Record transaction).

After creating the MCTE scrap transaction, when you return to the Scrap Component Entry window it will populate with the components you scrapped.

When Scrap Components are linked to an MCTE Scrap Transaction, no changes can be made to the Scrap Components (lines cannot be removed, additional items cannot be added, etc).

Component User Defined Fields

Navigation: Scrap Component Entry >> Item Number Expansion Button

Each scrapped component can have a separate list of User Defined information. The Component User-Defined Fields are often use to provide detailed information for scrap analysis reporting.

The Item Expansion button, shown above, opens the Component User Defined window. The Expansion button will turn YELLOW when the line seleted in the scrolling window has user defined information.

Scrap Distribution Entry

The distributions calculate automatically when you select a Routing Sequence, or change the Quantity Scrapped on the Scrap Entry window. The Material Costs come from the Scrap Component Entry window. The Labor and Machine values are calculated based on the selected Routing Sequence.

These values can be manually overridden. Additional distributions can be manually entered if needed. The accounts and amounts will be used to create the Scrap Journal Entry when the Scrap Record is posted. The only requirements are that a Type is selected for each distribution, and that the total Debit Amount and Credit Amount are equal.

Scrap Costing

The Scrap Module has the ability to adjust the cost of scrap out of the manufacturing WIP accounts. Doing so reduces the amount of variance calculated for the remaining items produced by the MO.

An important aspect of using standard costing is analysis of the variance accounts. A large amount of variance indicates that the standards (i.e. routing setup and/or scrap percentage on the BOM) may not be correct. Reducing the amount of variance by posting Scrap Transactions to the GL affects the analysis of standard costs.

There are two different ways of thinking about this effect on variance. On the one hand, removing scrap means that the remaining variance more accurately reflects the amount of variance incurred on the production of each item which was actually produced.

On the other hand, the standards need to be set in such a manner that they cover the total cost of production, which includes scrap.

The Scrap Module can be used in purely a “tracking” mode, where it does not adjust the value in WIP or post a journal entry for scrap. It can also be used in a “posting” mode where it does make these adjustments. Discuss the implications of either approach with your appropriate accounting professionals.

The Scrap Module costs scrap as-if all labor, machine and components are back-flushed. The reason for this is that even when collecting WIP data entry and posting Issue transactions for components, it is not possible to tie specific costs to specific scrapped items.

Therefore, the cost of scrap (components, labor, and machine) is approximate. Since GP does not have a way to tie specific labor and machine time to a specific part, the Scrap Transaction will use the standard labor and machine costs derived from the Routing. For example, if an employee worked 1-hour on Part #1, and 7-hours on Part #2 and recorded his time with WIP data entry transactions, there is no way for the Scrap Transaction to “know” how much labor was required for each part because the WIP labor transaction does not provide a link between the WIP data and a specific part.

The Scrap Distributions are editable, so if the “correct” amount of labor or machine is known, it can be manually adjusted in the distributions.

There is one case where specific material costs could be linked: all materials are Issued at the start of an MO, every component/material and finished good used in production is serial/lot tracked, and serial-lot linking is used to tie every component to a finished good item. This is rarely done, and since labor/machine/overhead still could not be tied to scrap with precision, the standard (estimated) costs for material are used.

A simple example is shown below of the effect of posting a Scrap Transaction. An MO for 100XLG has been started, and 1-unit of CORDG has been issued. That transaction resulted in $0.67 of Material costs in the “Costs Put into WIP” column.

A Scrap Transaction was created, and an MFG Scrap Transaction generated from the Scrap Component Entry window. 1-Unit of CORDG was scrapped, as shown below, and posted.

After posting the Scrap Record, the Manufacturing Order Variance window shows that the Material Cost has been removed from the “Costs Put into WIP” column

Scrap Inquiry

Inquiry >> Manufacturing >> Scrap Inquiry

This is a view-only version of Scrap Entry. Both open and historical records can be viewed in Scrap Inquiry. Use the VIEW setting to control whether the window is looking for open or posted transactions.

Depending on Setup Options, the document and component User Defined Fields may be editable.

 

MO Scrap Inquiry

Inquiry >> Manufacturing >> MO Scrap Inquiry

The MO_Scrap Inquiry window is used to view all scrap records for a single MO Number. This window is also available from the Additional menu on MO-receipt Entry.

Serial/Lot Mass-Generate

HelpID: 497022117, 497022037

Serial/Lot Mass Generate adds automatic generation of serial and lot numbers to all Dynamics GP transactions which can add inventory to the system.

Dynamics GP provides automated serial/lot generation in two locations:

• It can generate both Serial & Lot numbers on a PO Receipt
• It can generate only Serial Numbers on an Manufacturing Receipt

All other transactions in Dynamics GP which add inventory (such as Inventory Adjustments and Sales Returns) provide no support for auto-generating either serial or lot numbers.

The following windows are supported by Serial/Lot Mass Generate:

• Inventory Transactions: both auto-lot and auto-serial numbering are added
• Inventory Assembly Transactions: both auto-lot and auto-serial numbering are added
• PO Receipts: auto-lot numbering is added as an alternative to the method provided by GP.
• Sales Transactions (Returns): both auto-lot and auto-serial number.
• Sales Transactions (all other Document Types): auto-generation of one serial or lot number at a time for on-the-fly adding of serial/lot numbers.
• Manufacture Order Entry (Lot Number pre-entry): auto-generation of one lot number.
• Quick MOs: auto-lot numbering
• MO Receipts: auto-lot numbering.

Serial/Lot Mass Generate can be used without Manufacturing installed.

Serial/Lot Mass Generate has an optional feature which supports a Global Lot Number for all lot numbered items, and a Global Serial Number for all serial numbered items. It can also support a single Global Numbering Sequence for all serial and lot numbered items.

See “Item Class Serial/Lot Mask” for another serial and lot numbering option. “Item Class Serial/Lot Mask” supports a single Lot Number Mask, or Serial Number Mask, for all items in an Item Class. Item Class Serial/Lot Mask cannot be used together with the Global Serial/Lot Numbering functionality of “Serial/Lot Mass Generate”, and the software will provide a warning if an attempt is made to activate both. However, “Item Class Serial/Lot Mask” can be used with the “auto-generate” functionality of “Serial/Lot Mass Generate”.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Serial/Lot Mass Generate*”. This feature requires additional setup. Double-click on “Serial/Lot Mass Generate*” to open the setup window.

Fields and Button are listed in alphabetical order below.

Expiration Date: Expiration Date is calculated by adding a number of days to the Manufactured Date. Options are:

• Minimum Shelf Life -1 (see the Item Maintenance Options window).
• Minimum Shelf Life -2 (see the Item Maintenance Options window).
• Warranty Days (see the Item Maintenance Options window).
• Item Engineering Lot Expiration Days (only available if Manufacturing is installed).

Global Serial/Lot Numbers: Serial/Lot Mass Generate supports a system-wide numbering mask for serial and lot numbers. You can apply a single mask to all Lot Numbers, and a separate mask to all Serial Numbers, or, you can use one mask to generate BOTH serial and lot numbers. When a Global Serial/Lot Mask is used, all Serial and/or Lot controlled items must still have a mask.

For example, as shown above, if you open the Serial/Lot Number Definition window and click the INSERT button, it will create the mask shown above. You will receive a warning that it cannot be used to auto-generate, but it will not be used anyway. Simply having any mask present in this window is sufficient. The actual Serial/Lot Mask will be pulled from the Global Lot Number item or Global Serial Number item.

If the Lot Split Quantity on the Item Serial/Lot Number Definition window is greater than zero, it will be used as the Quantity Per Lot Number when the Serial/Lot Mass Generate window opens, and it will be applied to ALL lot numbers.

IV Assembly Transactions: Mark to enable automatic Manufactured Date and Expiration Date calculation. See “Manufactured Date” and “Expiration Date”.

IV Transactions: This include Adjustments, Variances, and Transfers. Mark to enable automatic Manufactured Date and Expiration Date calculation. See “Manufactured Date” and “Expiration Date”.

Manufactured Date: Choose to automatically set the Manufactured Date to either the User Date or System Date. System Date is the “actual date” as identified on the server, while User Date can be changed from within GP.

MFG Receipts: Mark to enable automatic Manufactured Date and Expiration Date calculation. See “Manufactured Date” and “Expiration Date”.

POP Receipts: Mark to enable automatic Manufactured Date and Expiration Date calculation. See “Manufactured Date” and “Expiration Date”.

SOP Returns: Mark to enable automatic Manufactured Date and Expiration Date calculation. See “Manufactured Date” and “Expiration Date”.

Use one Mask for all Serial and Lot Numbers: a single mask can be used to number all serial and lot controlled inventory. The Master Item can be either a Lot Numbered item or a Serial Numbered item. If this box is marked, only one of the two Master Items can be entered.

Creating a Serial/Lot Mask

See the GP Inventory Manual, or Help, for instructions on how to create Serial & Lot Masks.

NOTE: A mask must have at least one incrementing segment.

Using Serial/Lot Mass Generate

Serial/Lot Mass Generate enables auto-generation of both Serial and Lot Numbers in many locations in the system. Dynamics GP already supports automatic serial number generation on PO Receipts and MO Receipts. Serial/Lot Mass Generate extends that capability to:

• Inventory Transactions
• Inventory Assembly Transactions
• PO Receipts (for Lot Numbers)
• Sales Transactions (for both Lot and Serial Numbers)
• Manufacture Order Entry (Lot Number pre-entry)
• Quick MOs
• MO Receipts

From the Lot or Serial Number Entry windows in any of the above locations there will be a Extras menu option from Auto Lot Number and/or Auto Serial Number.

CTRL+Y is the hot key for Auto Lot Number

CTRL+U is the hot key for Auto Serial Number

The Generate Lots window is shown below (the Generate Serials window is similar, but lacks the Lot Attribute fields, Qty per Lot Number and Number of Lots).

Fields and Buttons are listed in alphabetical order below.

Bin Number: if multi-bins is enabled, the Bin Number field will be required.

Expiration Date: only available for Lot Numbers. Depending on Serial/Lot Mass Generate Setup, this value may auto-calculate.

Manufactured Date: only available for Lot Numbers. Depending on Serial/Lot Mass Generate Setup, this value may auto-calculate.

Number of Lots: this field indicates how many unique Lot Numbers to generate. The window calculates the Number of Lots and Qty Per Lot so that when the two are multiplied they equal the total Item Quantity. So if you are receiving 10 of CAP100, it defaults to Qty Per Lot = 10, and Number of Lots = 1. If you set Qty Per Lot = 1, Number of Lots will be recalculated to 10.

You can change the Qty Per Lot and Number of Lots to generate multiple partial quantity Lots.

If you need to create multiple lot numbers and assign different Lot Attributes to each one, set Qty Per Lot to the desired quantity (i.e. 1), and set Number of Lots to 1. When asked to Recalculate Qty Per Lot Number, answer NO. Fill in the Lot Attributes and click the ADD button.

Next Serial/Lot Number: you can enter a different starting serial/lot number only if the Item Number has a Serial/Lot Mask. The value entered must be compatible with the Mask.

Quantity per Lot Number: see Number Of Lots.

Serial/Lot Mask: displays the Serial/Lot Number Mask. Click the Serial/Lot Number Mask zoom button to open the Item Serial/Lot Number Mask Entry window.

Depending on Serial/Lot Mass Generate setup, the Manufactured Date and Expiration Date will populate automatically for Lot Numbers (the fields are not available for Serial Numbers).

Starting Serial/Lot Number: this defaults to the next Serial/Lot Number based on the Last Generated Serial/Lot Number and the Serial/Lot Mask. You can change this to a different Serial/Lot Number, as long as the value entered is compatible with the Serial/Lot Mask.

Serial/Lot Pre-Assign

This module (SLNPA) will automatically generate pre-assigned serial/lot numbers for manufactured items.  When using Sales Configurator this is especially helpful because the MO is generated in the background and the user does not have the opportunity to make sure serial numbers are generated.

When manually creating Manufacturing Orders, SLNPA saves the step of opening the Manufacturing Serial Number Pre-Entry window and clicking Auto Generate.  While the MO Entry window provides a field to manually pre-enter a Lot Number, it does not provide the ability to auto-generate the Lot Number using the Lot Number Mask.  SLNPA can auto-populate the Lot Number field using the Item’s Lot Number Mask.

SLNPA also has the ability to auto-generate Serial or Lot Numbers using any sort of custom business logic you need.  For example, Lot Numbers could be created based on the MO Number.

 

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “MODULE: Serial/Lot Number Pre-Assign”.

Restart Dynamics GP to enable this feature for all users.

 

Using Serial/Lot Number pre-assign

Enabling Serial/Lot Number Pre-Assign will cause the system to automatically create serial/lot numbers from Sales Configurator, and when Manufacturing Orders are created in Manufacturing Order Entry.

There is no user-interface.  A small progress window may be visible (shown below) while the serial/lot numbers are being created.

 

Custom Business logic

Serial/Lot Numbers can be generated using a Serial/Lot Mask assigned to the Item, and/or through custom business logic.

When MFG PowerPack is installed, it creates an “empty” SQL Stored Procedure called:

wspPreAssignSerLot

The stored procedure can be modified to add code that generates Serial/Lot Numbers using any logic desired.

The “empty” stored procedure looks like this:

wspPreAssignSerLot is used to populate a SQL table called W4970PreSL.  This table has two columns:

• MANUFACTUREORDER_I
• SERLTNUM

Both are key fields, so the combination must be unique (i.e. the same Serial Number can only be entered once for an MO).

Since wspPreAssignSerLot by default does nothing, when SLNPA runs it calls the stored procedure, and no records are added to W4970PreSL.  SLNPA checks W4970PreSL to see if there are records for the MO, and if not, it proceeds to attempt to use the Item’s Serial/Lot Number Mask.

If a Serial/Lot Number Mask is not present, SLNPA stops without adding any serial/lot numbers to the MO.

A sample modification to wspPreAssignSerLot is shown below:

Note that the Serial Numbering section is unchanged.  The Lot Numbering section will assign the “MO Number” as the “Lot Number” for each MO.

 

Serial Number Mass Entry

HelpID: 497022034

Serial Number Mass Entry (SNME) is a cut-and-paste utility for performing mass-entry of a large number of Serial Numbers. It integrates into all of the Dynamics GP windows that are used for serial number entry, as well as Manufacturing and Service windows.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Serial Number Mass Entry”. Restart Dynamics GP to enable this feature for all users.

Using Serial Number Mass Entry

Serial Number Mass Entry is available from the Additional >> Serial Number Mass Entry menu for the following windows:

• Item Transaction Entry
• Item Transfer Entry
• Purchasing Order Receipt
• Purchasing Returns
• Sales Transaction Entry
• Manufacturing Order Entry
• Manufacturing Component Transaction Entry
• Manufacturing Receipt Entry
• Service Intransit-Transfer Entry
• Service RMA Entry
• Service Internal RMA Entry
• Service RTV Entry
• Service Depot Entry

From a Serial Number Entry window, go to Extras >> Additional >> Serial Number Mass Entry. Cut and paste the list of serial numbers from another document, such as an email or spreadsheet, into the Serial Number Mass Entry window, then click ENTER.

For a transaction where you must select from existing serial numbers (such as a negative inventory adjustment), the window will only accept “valid” serial numbers (i.e. the must exist in GP), and the “invalid” numbers will be rejected.

It will also reject a Serial Number from the list if it is longer than 20 characters.

If the transaction is adding inventory, SNME will check if the serial number already exists in GP or is on another transaction adding the serial into GP, and reject those serials from the list.

If the transaction is removing inventory from a site/bin, SNME will check if the serial number is available to be used. If not, the serial number will be rejected.

After clicking the ENTER button, SNME will use the serial numbers that it can and add those to the Serial Number Entry window in GP. Any serials that could not be used will remain in the window as a “Rejected” list.

Tools

The Tools menu provides a handful of utilities for making mass changes to the list of pasted Serial Number.

• Add Prefix – adds a user entered prefix to all of the serials
• Add Suffix – adds a user entered suffix to all of the serials
• Make Upper Case – if the pasted serials contain lower case letters, this Tool will convert all characters to upper case
• Remove Non-Alpha-Numerics – removes special characters like dashes, asterisks, carats, etc.
• Copy Available – copies all Serial Numbers from the “Available Serial Numbers Scroll” into the SNME window. Clicking ENTER then auto-enters enough serials to meet the quantity needed. Use “Copy Available” to add “Auto-Select” functionality to any serial number entry window in GP.

Service Equipment Suite

HelpID: 497022118, 497022035, 497022036

The Service Equipment Suite consists of:

• Configuration Builder – automatically builds equipment configurations based on the Serial-Lot Linking information from the Manufacturing Order that created the serial-numbered item on a sales transaction. When a Sales Invoice is posted, Service will create an equipment record for the sold item, then Configuration Builder locates the MO that made the item, and uses the Serial/Lot Linking information to build a Service Configuration that includes all of the “linked” components from manufacturing.
• Customer Class Extensions – provides a Customer Class level setting for Service Warranty codes.
• Equipment Customer Changer – enables reassignment of Equipment Records to different customers.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Service Equipment Suite*”. Double-click on “Service Equipment Suite*” to open the Configuration Builder Setup window.

The Include Linked setting controls whether the Configuration Builder includes linked Serials, Lots, or Both, when it builds the configuration from the MO Serial-Lot Linking table. By default the software will link “Serials & Lots”.

 

Overview

The Configuration Builder will automatically create a Service Equipment Configuration when a serial numbered item is sold.

When the Sales Invoice is posted, the Configuration Builder reads through the sales lines to locate serial numbers. For each serial number it creates a Configuration Reference based on the SOP Invoice Number, and uses the MO Serial-Lot Linking information to (1) create additional equipment records for the serialized components, and (2) add the components to the Equipment Configuration.

Since the Configuration Reference will be created using the SOP Invoice Number, the Invoice Numbers must not exceed 15-characters. When you Enable the module the system will check that your setup does not contain any SOP Invoice Numbers longer than 15-characters. The Configuration Reference will be in this format: “STDINV2267_1”. The “_1” will be incremented for each new Configuration generated from that Invoice.

Correct functioning of the module requires the use of Manufacturing Serial-Lot Linking. Only linked subcomponents will be added to the configuration.

Rebuild Configurations Utility

This utility is only available when logged-in as SA or DYNSA.

If you are enabling Configuration Builder in an environment where you already have historical invoices for Equipment, the Utility can be used to create/recreate Configuration Records for the historical transactions. This is the same process that occurs when posting an Invoice, but the utility runs against historical transactions.

Navigation: Tools >> Routines >> Service Call Management >> Rebuild Configurations.

You will be asked to confirm you are ready to begin the process.

You can ABORT at this point without making any changes.

If you click CONTINUE, the Rebuild Configurations utility will start immediately.

Once started you cannot abort the process. The process may take a long time if there is an extensive amount of sales history. The utility will process all serial number in the Sales Serial/Lot History table. This means that it will only build/rebuild configurations for sold serial numbers.

If a Serial Number already has a Configuration, the utility will update the Rev Level, delete the existing Configuration Details, and recreate the configuration.

If a Serial Number does NOT have a Configuration, it will create a new Configuration Header record, then build the configuration.

Customer Class Extensions

The Customer Class Extensions window is used to establish a Seller Warranty and Vendor Warranty to be applied to all equipment records generated for customers in the Customer Class.

Navigation: From Customer Class Setup go to Extras >> Additional >> Customer Class Extension.

Use the Customer Class Extensions window to enter a default Seller Warranty Code and Vendor Warranty Code. The Warranty Codes specified at the Customer Class will override the codes that normally are retrieved from the Service Item Extensions window.

Equipment Customer Change

The Equipment Customer Change window allows reassignment of Equipment to different Customers.

Navigation: Transactions >> Service Call Management >> Equipment Customer Change

The Equipment Customer Change window is also available from the Extras menu of the following windows:

• RMA Line Serial Numbers
• Equipment Maintenance

Use the Equipment Customer Change window to change the customer associated to a Equipment/ Serial Number. This is useful if a Customer is returning an item originally sold to a different customer. For example, the original sale might be to a distributor, but the end-customer returns the unit.

If configurations exist for the item, all serialized components linked will have the Customer ID updated as well.

The Customer ID cannot be changed if the serial number is on a contract line, or if it is part of a configuration and any of the equipment in the configuration is on a contract line.

You can select an equipment record by clicking the Lookup button next to Equip/Ser Num. When an Equipment record is selected the Item Number and Serial Number will fill in.

SmartParts

HelpID: 497022022, 497022011

SmartParts is a tool to generate “logical” ID numbering sequences, where an ID is made of up one or more segments, and there is a list of pre-defined codes for each Segment.

SmartParts can generate:

• Item Numbers
• Customer Numbers
• Vendor ID
• WennSoft Job Numbers

It also integrates with WilloWare’s Item Copy to create to Item Numbers as part of the copy process.

“Intelligent” or “Logical” ID numbering is an approach to generating IDs where a substantial amount of descriptive information about an item is coded into the ID itself. This is commonly used for Item Number, where an Item Number is built using a series of pre-defined codes. For example, a numbering sequence for metals might include segments for:

• Material Type Code: the type of metal, such as copper or steel
• Form Code: such as flat stock, round, bar, sheet.
• Length Code
• Width or Diameter Code

The resulting Item Number might look like this: CU-RND-120-120

One segment in a SmartPart ID Mask can be an incrementing number. This can be used as part of a Smart ID, or to support Sequential ID generation.

Sequential ID generation is another approach to ID Numbering, where the ID number contains no identifying information. Lookups and Queries are used to find specific items based on information in the Item Description field, Item Class, or other descriptive fields on the Item Maintenance window.

Since Item Descriptions, Classes, User Defined fields, etc., can be changed or added to as needed, Sequential Numbering offers greater flexibility to adjust to unforeseen changes. For example, if a Smart ID is used for a Customer or Vendor, and the segments of the ID code some part of the Name, or perhaps the State, if the Customer or Vendor Name changes, or their location changes, the Smart ID no longer matches the actual Vendor or Customer.

A mixed method approach would use one or more coded segments that code for some broad attributes, plus an incrementing segment.

SmartParts Lookups provide a way to use SmartParts to “lookup” and ID by selecting codes for each segment in the Smart ID. This can be significantly easier and faster than trying to scroll through a large list of Item Numbers trying to find one that has the correct set of codes.

SmartParts Lookups are available in:

• Sales Transaction Entry
• Purchase Order Entry
• WennSoft Job Maintenance

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “SmartParts*”. Double-click on “SmartParts*” to open the SmartParts Setup window.

SmartParts Setup is used to create an ID “Mask”. The Mask is a set of Segments, and Codes for each Segment. An example is provided below of creating a Mask for Item Numbers.

Mask Type: Item Number

Mask ID: Enter an ID for the Mask, such as “METALS”

Description: Enter a description for the Mask.

Auto-Create Item Description: When marked, the Item Description/Customer Name/Vendor Name will be populated automatically from the descriptions of the selected segments.

Position: position is the location of the segment of the Item Number from left to right. “1” is the first segment on the left. “2” will be next.

Segment ID: the name for the Segment. Some sample Segments and Codes are shown below.

Some example Segments for METALS could be:

• TYPE:
  • FL – Flat
  • RD – Round
  • SQ – Square
  • WR – Wire
• MATERIAL
  • AL – Aluminum
  • BR – Brass
  • CU – Copper
  • FE – Iron
  • ST – Steel

Segment Type: either LIST or INCREMENTING. Most segments will be List, as they will contain a list of Codes for the Segment. If you want to have each segment separated by a dash (or other character), add a separator segment (i.e. the Segment ID would be DASH, and would contain one code, “-“). As shown below, the Segment ID called DASH1 has one code (the dash), with no description. When a Mask is used to create an ID, the Code Description fields from each segment will be used to build the Item Description. If you use separator segments, leave the description blank, unless you want some kind of “separator” in the Item Description.

List Type segments that are marked as Required, and have only one Code, will default into the new ID without the user having to select them.

Each Segment ID must be unique. If you use separator segments, call them something like DASH1, DASH2, DASH3, and so on.

Example of Segment Codes for the Metals TYPE Segment

An Incrementing Segment is an integer that increments by one for each new ID generated. A Mask can have only one incrementing Segment, but it can be in position (i.e. it does not have to be in the last position). If the Segment Type is Incrementing, the Required box will be marked automatically, and it is not allowed to be Variable Length.

Make sure the Length is long enough to support all future needs. If the length is 2, you will only be able to generate 99 IDs with that mask. Set the starting value for the Incrementing Segment in the Segment Codes window:

The Code for an Incrementing Segment could begin with non-numeric characters. For example, AB00005 would also be a valid Incrementing Code. The AB section will NOT increment, but the numeric portion will.

Required: If marked, the user must make a selection for this Segment when creating a new Item Number. A new ID will be built out of whatever Codes are selected from the Segments. If a required Segment is present, a Code must always be used from that Segment. Incrementing Segments will be automatically set to Required, and cannot be unmarked. If a List Type segment has only one Code, and the Segment is required, the segment will automatically default into the ID without the user having to select it.

Var. Len. (Variable Length): one segment in the Mask can be defined as Variable Length. This will be a “free entry” field where the user can manually enter characters for the Item Number. If a variable length segment is included, it is best to put it as the last segment. SmartParts will know how long them Item Number is, the length of the entered segments, and how much is remaining for the variable length segment. An Incrementing Segment cannot be set as Variable Length.

Length: The number of characters to allow for the Segment. The maximum length of an Item Number is 30-characters, so the total of all Segments cannot exceed 30. When using an Incrementing Segment be sure to make the segment long enough to address all future IDs. For example, a length of 2 will only allow 99 IDs.

Copy: The Copy button opens a new window where you can select a Source Mask, and enter a name for a New Mask. It then copies all of the Segments and Codes to the New Mask. Use this utility when creating additional Masks that are similar.

Segment Codes: It is easier to enter all of the Segments first, then enter the Codes for each Segment. To enter Codes for a Segment, click into the row to which you want to Add/Edit Codes, then click the expansion button (circled below):

The Segment Maintenance window is used to add/edit/delete Codes for a Segment.

If the Segment Length is 4, all Codes must contain 4 characters. The Description for each code will be used to create the Item Description. Leave this blank if you do not want to populate the Item Description.

It is common to separate some portion of an ID with a character, such as a dash, between segments. To add a Dash create a Segment called DASH, make it required, 1-character long, and then enter a dash as the “code” in the Segment Maintenance window.

It is a good idea to try to arrange the segments from most general to more specific. In the example above for METALS, the first two Segments of TYPE and MATERIAL might be followed by more specific Segments for HARDNESS and DIMENSION.

Copying

You can create a new Mask by copying an existing Mask. From the SmartParts Setup window, if an existing Mask is displayed, save it, then click the COPY button.

Select the Source Mask, then enter a name for the New Mask.

Click COPY.

 

Using SmartParts

Navigation: The SmartParts ID Generator is available from the Extras menu on:

• Item Maintenance
• Customer Maintenance
• Vendor Maintenance
• WennSoft Job Maintenance

Navigation: SmartParts Lookup is available from the Extras menu on:

• Sales Transactions Entry
• Sales Item Detail Entry
• Purchase Order Entry
• Purchasing Item Detail Entry

The SmartParts Lookup is assigned the hot-key CTRL+K.

 

Creating an Item Number

The steps below for creating an Item Number are identical to those for Customer Numbers, Vendor IDs, and WennSoft Job Numbers.

From Item Maintenance, select Additional >> SmartParts-New Item (or press CTRL+K)

Select a Mask ID from the Mask ID dropdown list. The bottom section of the window will fill with the Segments, and dropdown boxes for picking Codes. Any Segments which have one Code and are marked as Required will default in automatically, and the dropdown list will be disabled, such as the separator segments (the dashes) shown above.

The Codes defined for each Segment are provided in drop-down lists for each Segment. As you make selections for each Segment the Item Number and Item Description will be built and displayed in the fields at the top of the window.

Click Create to generate the ID. It will automatically populate back into the Item Maintenance window, along with the Description. NOTE: clear the Item Maintenance window BEFORE opening SmartParts. SmartParts will not generate the new ID if the Item Maintenance window is displaying a record.

SmartParts Lookup

The instructions below are for using SmartParts Item Lookup from Sales Transaction Entry. The Lookup will work the same way from the other SmartParts Lookup locations.

Click into a new line on Sales Transaction Entry, then press CTRL+K to open the SmartParts Item Lookup.

If a Mask contains an Incrementing Segment it will NOT be available in the Lookup.

Select a Code for each Segment, then click the SELECT button. SmartParts Lookup does not confirm whether or not the Item Number exists, it just returns the ID to Sales Transaction Entry.

If Sales has been set up to allow non-inventory items, it will accept any Item Number. If you create Sales Orders on the fly using non-inventory Items, SmartParts can be used to help ensure users create meaningful, consistent part numbers. If non-inventory items are not allowed, and an Item Number is generated that does not exist, GP will ask if you want to create it.

SO-MO Delete

When a Sales Line is linked to a Manufacturing Order GP will not allow deletion of the Sales Line until the SO-MO Link is broken. The SO-MO Delete Feature will automatically break the SO-MO Link when the Sales Line is deleted, and if possible it will also delete the MO.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “SO-MO Delete”. Restart the Dynamics GP client(s) to enable this feature.

Using SO-MO Delete

When a Sales Line is linked to an MO and you attempt to delete the Sales Line from Sales Transaction Entry you will be prompted:

An MO is attached to this SOP Line. Do you want to break the link and delete the MO?

If you answer YES, the link will be deleted. The only time the link will NOT be deleted is if the MO is currently locked for editing. In this case you will be informed that the MO is locked and deleting the Sales Line will be prevented.

After deleting the SO-MO Link, the SO-MO Delete Feature will also attempt to delete the MO if the MO is in a Quote or Open Status. Several conditions could prevent deleting the MO:

• The MO is linked to another Sales Line
• The MO has a status other than Quote or Open
• Materials have been issued to the Picklist

If any error conditions exist which prevent deleting the MO a message will display explaining why the MO was not deleted.

TimeCard

HelpID: 497022099, 497022098

TimeCard provides a quick and easy to use time tracking system for Dynamics GP Manufacturing. Many manufacturers want to record employee time on a manufacturing to help setting standards, and to track performance against those standards, but do not want the time entry to affect costing on the MO.

TimeCard was designed with barcode scanner use in mind, so it has special features to make it easy to use with minimal keyboard and mouse use.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “TimeCard*”. Double-click on “TimeCard*” to open the TimeCard Setup window.

User Defined Labels: the TimeCard Entry window has five user defined fields. Provide labels for those fields in the Setup window.

Auto-Tab: auto-tab works in conjunction with the Field Tab Sequence (see below for more information on Field Tab Sequence), and is primarily intended to support use of barcode scanners. When auto-tab is marked, after data is entered/scanned into a field on the TimeCard Entry window the system will automatically move to the next field.

NOTE: the scanner must be configured to pass in a RETURN or ENTER character after each scan.

Auto-tab also adds additional logic to the tab sequence. For example, when auto-tab is enabled, you can also mark Auto-Save. When the tab sequence moves to the Save Button, and Auto-Save is marked, the record will be saved automatically without having to click the Save Button.

Marking Auto-Tab also enables the Auto-Start/Stop checkbox. When the tab sequence moves to the Start or Stop Buttons, and Auto-Start/Stop is marked, the system will automatically “click” the Start or Stop button. This is described in more detail in the Field Tab Sequence section.

Auto-Start/Stop: only available when Auto-Tab is marked. Auto-Start/Stop causes the system to automatically “click” the Start or Stop button when the tab sequence arrives at that button. See Field Tab Sequence for more information.

Auto-Save: only available when Auto-Tab is marked. Auto-Save causes the system to automatically “click” the Save Button when the tab sequence arrives at that button. See Field Tab Sequence for more information.

Auto-Match Start/Stop Entries: If TimeCard is used in an environment where employees will clock-in at the start of a sequence, then clock-out when finished, the Auto-Match option will find the “start record” when the employee enters the “stop record”. By matching to the start record the system can then calculate the elapsed time.

Manufacturing Order Status Options: for each MO Status you can choose whether or not the system should allow Time Entry, and whether or not the system should allow Editing of existing time entries. For example, you might want to allow Time Entry and Editing for Open, Released, Partially Received and Complete. But you might want to allow ONLY Editing on Closed MOs.

Field Tab Sequence

When the Setup window first opens, the fields are displayed in the default tab order. This is the order in which the cursor would normally move through the fields on the TimeCard Entry window.

The default order is MO Number, Sequence, Employee ID, Machine ID, then over to Start Date & Stop Date, etc.

You can change the tab order so that the tab sequence only goes through the fields you need to use. You can also set fields as required.

The tab sequence is used by the Auto-Tab, Auto-Save, and Auto-Start/Stop options. Auto-Tab is primarily intended to support use of barcode scanners, however it can make data entry much faster even when using keyboard and mouse.

With Auto-Tab and Auto-Save marked, when the tab sequence arrives at SAVE, the record will automatically save.

Auto-Tab and Auto-Start/Stop also work together. Look at the Field Order shown below.

Note the first six fields, ending with SAVE. In this case you could scan MO Number, and the cursor would automatically move to Sequence (Routing Sequence).

Scan Sequence, and it moves to Employee ID. Scan Employee and it moves to Start Button. If Auto-Start/Stop is marked it will automatically “click” the Start Button. It then assumes what you want to do is save the record, so it will skip the Stop Button and move to the Save button. And if Auto-Save it marked it will save the record and put the cursor back into the MO Number field.

Additionally, if Auto-Match Start/Stop Entries is marked, and the same employee again scans MO Number, Sequence and Employee ID, the system will automatically retrieve the Start Time record, recognize that Start Time has been entered and skip over Start Button directly to Stop Button. If Auto-Start/Stop is marked it will “click” the Stop button, move the Save, and “click” the Save Button.

Fields can be placed in any order you desire. MO Number and Sequence must always be the first two fields. Any fields can be set as Required (except the Done checkbox). MO Number and Sequence are always required.

To change the order of a field, click into the field, then click the Up or Down buttons.

Refresh Button: to un-do your changes, and set the Field Tab Sequence back to the default order, click the Refresh Button.

Time Card Entry

Navigation: Transactions >> Manufacturing >> Time Card Entry

Break: if Auto-Tab is enabled, the Break Button will be enabled (otherwise the button is locked). Break interrupts the auto-tab sequence, allowing you to manually place the cursor into different fields. You might need to do this if you make a mistake and need to change a previously entered field. Auto-tab would normally not allow this and would force the cursor into the next field.

TimeCard Entry requires a valid MO Number and Routing Sequence. Other fields may be made required through the TimeCard Setup window. The window is designed to maximize data collection flexibility, so it requires the bare minimum of data entry, and it does not validate the data against manufacturing setup. For example, the number of pieces completed or scrapped does not have to equal actual production. You can enter a Start Date without a Start Time, or without an End Date/Time.

Depending on Setup, you may be able to edit existing Time Card entries. To locate an existing entry, click the Transaction Number lookup. The Transaction Number increments by one for each time entry per MO-Routing Sequence.

MO Number and Routing Sequence perform “contains” queries. As shown above, entering only “21” in the MO Number field restrictions the window to show only MO Numbers containing “21”, as shown below.

= Expand the lines. Showing more information about each time entry can help locate the correct transaction.

= Start Button. Clicking the Start Button automatically enters the Start Date and Time (current Date and current Time).

= Stop Button. Clicking the Stop Button automatically enters the End Date and Time (current Date and current Time).

Bar Code Scanners: Time Card Entry is designed to work with barcode scanners. Set the scanner to submit a Return (or Enter) character after each scan. Also enable Auto-Tab in TimeCard setup.

The Time Card data is stored the SQL table called W4970TimeCard.

Vendor Pricing

HelpID: 497022119, 497022089, 497022091, 497022106, 497022088

Vendor Pricing provide the ability to record Vendor-specific pricing for each Inventory Item.  The pricing may include Quantity-Price breaks.

Vendor Pricing integrates with:

• MRP-Planned Orders
• Purchase Request Resolution
• PO Generator
• Purchase Order Entry

Vendor Pricing can be used without GP Manufacturing installed.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Vendor Pricing*”. Double-click on “Vendor Pricing*” to open the Vendor Pricing Setup window.

Cost From: Chose where GP should pull the Unit Cost from when adding a line to a Purchase Order.  This setting will apply to all of the integration locations listed above.

• Actual Cost: Unit Cost will be set to Current Cost from Item Maintenance.
• Standard Cost: Unit Cost will be set to Standard Cost from Item Maintenance.
• Last Cost: Unit Cost will be set to the Last Vendor Receipt Cost. This is the typical “default” method GP uses to assign a Unit Cost.
• Enter Cost: Unit Cost will be $0.00. For integration locations where cost cannot normally be entered (such as the MRP-Planned Orders window), a new window will open automatically where cost can be entered.  This is discussed in more detail below.
• Vendor Pricing: Unit Cost will be set using Vendor Pricing. Select this option to enable Vendor Pricing.
• Mfg Material Cost: this option will be available only if the Manufacturing module is installed. The cost is pulled Manufacturing from IC_IV_STANDARD (ICIV0323).

Alternate Cost From: This is only available when Cost From is set to Vendor Pricing.  Use the Alternate Cost From to specify another method to use to retrieve the cost if there is no Vendor Pricing information for given Vendor-Item.  If you already have pricing set up for Items, and only some of them will have Vendor Pricing, using Alternate Cost can save setup time because you can create Vendor Pricing only for the Vendor-Items which need it, while all other Vendor-Items use a single default cost stored elsewhere.

The “Vendor Pricing” option in the drop-down for Alternate Cost is not allowed.

When using an Alternate Cost option with Multi-Currency, Vendor Pricing will select which cost to use as follows:

• When using Last Cost, if the PO Line Currency ID is the Functional Currency, it will use the Last Cost.  If the PO Line Currency ID matches the Last Originating Currency ID, it will use the Last Originating Cost.  Lastly, if it is a different Currency ID it will set the cost to $0.
• Likewise, for Current Cost, Standard Cost, or MFG Cost, if the PO Line Currency ID is not the Functional Currency, it will set the cost to $0.  For these costing options, there is no value to use if the PO is not in the Functional Currency.

Auto-Open Vendor Pricing Inquiry: When marked, the Vendor Pricing Inquiry will open automatically and position itself alongside the following windows:

• Purchase Order Entry
• Purchasing Item Detail Entry
• Suggested Purchase Orders Preview window (PO Generator)

Vendor Pricing Inquiry will automatically display the Current Price List for the selected line item in any of the windows listed above.

Regardless of whether Auto-Open in PO Entry is marked, there will also be Additional Menu navigation to open Vendor Pricing Inquiry.

Click SAVE to save the setup options.  Then click DONE to close the MFG PowerPack Setup window.  You will need to log-out, then log-in again for the Vendor Pricing Feature to enable.

 

Vendor Pricing Maintenance

Vendor Pricing maintains one Current Price List, and an unlimited number of Pending Price Lists.  A Pending Pricing list has an Effective Date in the future.  When that date arrives, the Pending Price List will automatically become the new Current Price list (see Vendor Price Update).

The Vendor Price List is maintained in the Vendor’s Currency (Vendor Maintenance Options).  If the Vendor’s Currency ID field is blank, the Price List will be in the Functional Currency.  The Vendor’s Currency must also be assigned to the Item Number (Item Currency Maintenance).  The Currency Decimals setting is retrieved from the Item Currency Maintenance window.

 

Create a Current Price List

Navigation: Cards >> Inventory >> Vendor Pricing Maintenance

View: Set the View radio button to Current.

Item Number: Enter an Item Number, or select one from the Lookup.

U of M: The Unit of Measure will always to the Base Unit of Measure.  You can create Vendor Price Lists in all of the U of M’s on an Item’s Unit of Measure Schedule.

All/Assigned: Changes the Vendor Lookup to show All Vendors, or only those assigned to the selected Item.

Vendor ID: Enter a Vendor ID, or select one from the Lookup.  If a Current Price List does not exist for the Item-Vendor, you will be asked if you want to create one.

From Quantity: This is filled automatically.

To Quantity: If there are Quantity Price Breaks, enter the first Break Quantity.  Otherwise leave To Quantity at the system calculated value (all 9’s).

Unit Price: Enter the unit price.  If the Vendor is assigned a Currency ID in Vendor Maintenance Options, the Unit Price will display in the Vendor’s Currency.

The new Quantity-Price lines are saved automatically (you do not need to click the SAVE Button).

Delete a Price List Line: Lines can only be removed from the bottom of a Price List—the line containing a To Quantity of all 9’s.  To remove the line, click into it, then select Edit >> Delete Row.  Or, click the Red X to the left of the From Quantity.

 

Create a Pending Price List

Navigation: Cards >> Inventory >> Vendor Pricing Maintenance

Item Number: Enter an Item Number, or select one from the Lookup.

U of M: Enter a Unit of Measure, or select one from the Lookup.

Vendor ID: Enter a Vendor ID, or select one from the Lookup.  If a Current Price List does not exist for the Item-Vendor, you will be asked if you want to create one.

View: Set the View radio button to Pending.  This will enable the Effective Date field.  If you have already created one or more Pending Price Lists, the next (nearest date) Price List will display automatically.

As shown above, after clicking the Pending radio button, the window displays the Pending Price List for 4/20/2017, which is the “next” date from the multiple Pending Price Lists available.

The Lookup Button to the right of the date field displays a list of all Pending Price Lists (both future, and historical).  Since the Fabrikam date is 4/12/2017, the first Pending Price List is 4/20/2017.

Create a new Pending Price List by entering a new Effective Date.  You will be prompted to confirm you want to create a new Price List for that Date.

Enter To Quantities & Unit Prices as needed.  The new Quantity-Price lines are saved automatically (you do not need to click the SAVE Button).

Deleting a Price List

You can delete the Current Price List, or any of the Pending Price Lists (future or historical).

Select the Item Number and Vendor ID.

To delete the Current Price List, click the Current radio button.

To delete a Pending Price List, click the Pending radio button, then select an Effective Date.

Click the DELETE Button.  You will be asked to confirm you want to delete the Price List.

Using Vendor Pricing

When Vendor Pricing attempts to retrieve a price, it will look first for a U of M price list for the U of M on the transaction.  So, if you are ordering an item in CASE it will look for a CASE price list for the Item-Vendor combination.

If a transaction U of M price list is not found, it will then attempt to locate a price list in the Base U of M.  If it finds one, it will then extend the price based on the Quantity in Base U of M.  If a case contains 10 each, the each price will be multiplied by 10 to arrive at the case price.

Lastly, if a Base U of M price list is not found, it will use the cost specified by the Alternate Cost From setting in setup.  If needed, it will extend the price by multiplying by the Quantity in Base U of M.

MRP-Planned Orders

The MRP-Planned Orders window opens from several different MRP Inquiry windows.  Regardless of the location, the Select Cost window will automatically open and position itself alongside the MRP-Planned Orders window.

Select Cost shows the currently selected source of the Item Cost, and the Item’s Cost.  You can view the cost using different Cost From methods by changing the Cost From dropdown box.

If the Cost From method is Actual, Standard, or Last Receipt, the Select Cost window will display the dollar amount for each source.

If the Cost From method is Vendor Pricing, and the Select Cost will figure out which U of M will be used by Manufacturing when it creates the PO.

The MRP-Planned Orders window will show the Base U of M, however, the default Purchasing U of M might be CASE, so when Manufacturing creates a PO it will be in an even multiple of cases.

The Select Cost window will look for a Vendor Price List which uses CASE, and if one cannot be found it will use the Base U of M Price List, and if there is not a Base U of M Price List, it will default to the Alternate Price setting from Vendor Pricing Setup.

You can manually override the Unit Cost by typing in a different value.

If the Cost From method is Vendor Pricing, the blue expansion button will be enabled in the Unit Cost column header.  Click the expansion button to access the Vendor Pricing information.

When you click TRANSFER TO PO, the Item will be added to the PO at the Unit Cost displayed in the Select Cost window.

 Do NOT close the Select Cost window.   It must remain open while PO’s are created for the selected cost to be used.  If you close the window, GP will use the Last Receipt Cost.

The Select Cost window will close automatically after the PO is created.

 

Purchase Request Resolution

When the Purchase Request Resolution window opens, the Select Cost window will open automatically and position itself alongside the Purchase Request Resolution window.

Select Cost shows the currently selected source of the Item Cost, and the Item’s Cost.  You can view the cost using different Cost From methods by changing the Cost From dropdown box.

If the Cost From method is Actual, Standard, or Last Receipt, the Select Cost window will display the dollar amount for each source.

If the Cost From method is Vendor Pricing, and the Select Cost will figure out which U of M will be used by Manufacturing when it creates the PO.

The Purchase Request Resolution window will show quantities in the Base U of M, however, the default Purchasing U of M might be CASE, so when Manufacturing creates a PO it will be in an even multiple of cases.

You can manually override the displayed Unit Cost by typing in a different value.

If Cost From method is Vendor Pricing, the blue expansion button will be enabled in the Unit Cost column header.  Click the expansion button to access the Vendor Pricing information.

As Items are selected and a Vendor is assigned, the Item will be added to the Select Cost window.

When you click TRANSFER TO PO, the Item will be added to the PO at the Unit Cost displayed in the Select Cost window.

Do NOT close the Select Cost window.   It must remain open while PO’s are created for the selected cost to be used.  If you close the window, GP will use the Last Receipt Cost.

The Select Cost window will close automatically when the MRP-Planned Orders window closes, or the Purchase Request Resolution window closes.

 

PO Generator

When the Suggested Purchase Orders Preview window opens, the Unit Cost will have already been calculated by the Vendor Pricing module.  If Auto-Open Vendor Pricing Inquiry is marked in Setup, the Vendor Pricing Inquiry window will open and position itself to the right of the Suggested Purchase Orders Preview window.

You can also open Vendor Pricing Inquiry by clicking into a line in the Suggested Purchase Orders Preview scrolling window, then selecting Additional >> Vendor Pricing Inquiry.

Changes to the U of M or Order Quantity will cause the Unit Cost to recalculate using the Cost From method selected in Vendor Pricing Setup.

 

Purchase Order Entry

When the Purchase Order Entry window opens, if Auto-Open Vendor Pricing Inquiry is marked in Setup, the Vendor Pricing Inquiry window will open and position itself to the right of the Purchase Order Entry window.

You can also open Vendor Pricing Inquiry by clicking into a line in the Purchase Order Entry scrolling window, then selecting Additional >> Vendor Pricing Inquiry.

When adding new lines, or making changes to the U of M or Quantity Ordered, the Unit Cost to recalculate using the Cost From method selected in Vendor Pricing Setup.  If the Cost From method is Vendor Pricing, and the Vendor Pricing Inquiry window is open, it will also redisplay to show the Current Price List for the selected Item Number.

Vendor Price Update

When a user logs-in to Dynamics GP, it triggers the Vendor Pricing module to check for pending Price List updates.  A pending Price List is one where the Pending Date (on the Vendor Pricing Maintenance window) is on or before the current date.  Current Date is retrieved from the SQL Server, so it is not affected by the GP User Date.

If there are multiple pending Price List Updates, it uses only the most current.  The older Price Lists are marked as Historical and will not be used.

The pending Price List Update is copied to the Current Price List (as viewed in Vendor Pricing Maintenance), and the “pending” record is then marked as Historical.

When viewed in the Vendor Pricing table, the Current Price list has an effective date of 01/01/1900.

Import

Navigation: Tools >> Utilities >> Inventory >> Vendor Pricing Import

The Vendor Pricing Import utility can bring in pricing information from an Excel spreadsheet.

The required columns are:

A – Item Number

B – Vendor ID

C – U of M

D – Effective Date

E – Start Quantity

F – End Quantity

G – Unit Cost

Contact WilloWare for a sample VendorPricingImport.xlsx file.

The import will only occur if all data in the import file is valid.  The following validations are performed.  Errors will be reported referencing the Excel Row Number.

• Item Number is valid
• Vendor ID is valid
• Item-Vendor relationship exists
• UofM exists on the Item’s Unit of Measure Schedule
• Effective Date must be 1/1/1900 (“current pricing record”), or a date in the future.
• There must be a Start Quantity of zero, and an End Quantity of Maximum Value

Maximum Value depends on the Item’s Quantity Decimals:

0-Qty Decimals: 999999999.00000

1-Qty Decimals: 999999999.90000

2-Qty Decimals: 999999999.99000

3-Qty Decimals: 999999999.99900

4-Qty Decimals: 999999999.99990

5-Qty Decimals: 999999999.99999

• If Quantity Price Breaks are used, the Start Quantity must be the next value above the last End Quantity.  If the last End Quantity is 100, the next Start Quantity must be 101 (if the Item has 0-Qty Decimals).
• No value (Start or End Quantity, or Unit Cost) can be less than zero
• Unit Cost must have the correct Currency Decimals.  If Multicurrency is enabled, and a Currency ID is assigned to the Vendor, the Unit Cost must be valid for that Currency’s decimal places.  For non-multicurrency, or when no Currency is assigned to the Vendor, the Unit Cost must be valid for the Functional Currency Decimals Places.

 

Where Used Inquiry

HelpID: 497022014

Where Used Inquiry displays the position of any component in a graphical, multi-level, indented bill of materials. All parent items that contain the component are displayed, and the bills are exploded to the level containing the component, which is clearly marked with a red dot to facilitate quick identification.

This utility works with the Manufacturing BOM and Inventory Assembly BOM.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “Where Used Inquiry”. Restart Dynamics GP to enable this feature for all users.

Using Where Used Inquiry

Navigation: Inquiry >> Manufacturing >> Where Used

The Where Used Inquiry shows each BOM which contains the given item. The BOMs are exploded to the level where the item occurs, and highlights the item with a red dot.

The “breadcrumb” navigation at the top of the window shows the next three BOM levels immediately above the selected component. When working with large BOMs, this navigation helps in quickly zooming up to a higher level in the BOM. As shown above, clicking on “BA100G” will move the focus up in the BOM to that component.

The VIEW BOM button opens the Bill of Materials for an assembly selected in the BOM View.

Tweaks

Manufacturing Tweaks are a collection of smaller enhancements to GP Manufacturing and Field Service.

Auto-Create Routing Header

For many manufacturers there is only one routing for each item, and as a convenient naming convention the Routing Name is always set to the Item Number.

This Tweak will automatically create a new Routing Header when a new Item Number is entered in the Routing Sequence Entry window.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “TWK: Auto-Create Routing Header”.

Click DONE on the MFG PowerPack Setup window. This Tweak will be active immediately for the current user. Other users will need to close GP, then log-in again to activate it.

Using Auto-Create Routing Header

Navigation: Cards >> Manufacturing >> Routings >> Routing Entry

Enter a new Item Number that does not yet have a Primary Routing. Press the Tab key to move out of the Item Number field.

In the background a Routing Header will be created with the Routing Name equal to the Item Number. The Routing Header will also be marked Primary and set to Released. This new Routing Name will then automatically display in the Routing Name field on Routing Sequence Entry.

Default Primary Routing

After entering the Item Number on the Routing Sequence Entry window, if a Primary Routing exists for the Item it will display automatically.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “TWK: Default Primary Routing”.

Click DONE on the MFG PowerPack Setup window. This Tweak will be active immediately for the current user. Other users will need to close GP, then log-in again to activate it.

Using Default Primary Routing

Navigation: Cards >> Manufacturing >> Routings >> Routing Entry

Enter an Item Number, or select one from the Lookup. The Routing Name field will populate automatically with the Item’s Primary Routing (if one exists).

Edit MO Status Allocation Override

Enabling this Tweak will cause the Edit Manufacturing Order Status window to automatically override inventory shortages when allocating inventory for a Released MO.

The Tweak applies to the specific set of circumstances and settings described below.

• Manufacturing Order Preference Defaults (Tools >> Setup >> Manufacturing >> System Defaults >> Manufacturing Orders) has an option to “Allocate Inventory when MO Status becomes Released”. This must be enabled.
• Inventory Control Setup (Tools >> Setup >> Inventory >> Inventory Control) has an option to “Allow Adjustment Overrides”. This must be enabled.
• A Manufacturing Order has the status changed to Released.

Manufacturing will automatically create and post a Component Transaction to allocate items from the Picklist. If there is a shortage of one or more of the picklist items, Manufacturing asks if you would like to Override the shortages.

Overriding shortages creates a condition where more inventory is allocated than is On Hand, resulting in a negative Quantity Available.

However, Manufacturing will only do this when the MO is released in the MO Entry window. If MOs are released from the Edit MO Status window, Manufacturing will only allocate available inventory, leaving items with shortages unallocated.

Enabling the Allocation Override Tweak will cause the Edit MO Status window to always override shortages.

NOTE: This Tweak will only be visible in the Setup window if Inventory Adjustment Overrides is marked, and the Manufacturing “Allocate on Release” setting is marked. Also, be aware that Manufacturing will only override non-serial/lot tracked items.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “TWK: Edit MO Status Allocation Override”. This Tweak will only be visible if Inventory Setup allows Adjustment Overrides and Manufacturing Setup is set to Allocate on MO Release.

Click DONE on the MFG PowerPack Setup window. This Tweak will be active immediately for the current user. Other users will need to close GP, then log-in again to activate it.

Using Edit MO Status Allocation Override

Navigation: Transactions >> Manufacturing >> Manufacturing Orders >> Edit MO Status

There will be no visible change to the function of this window. Select one or more manufacturing orders as you normally would, and change their Status to Released. The Allocation transaction will override any shortages automatically.

Edit MO Status Options

HelpID: 497022086

Edit MO Status (EMOS) Options adds the following features to the GP Manufacturing Edit MO Status window:

• Select which Scheduling Preference to use when creating MOs
• Override the default MO Description (which normally is set to the MRP-MO Number) with a user entered value
• Restrict the display to show only MOs linked to SOs, and several MO selection options for MOP-SOP linked MOs.
• APS Integration: restricts the view to show only MOs scheduled by an external Advanced Planning & Scheduling software package, such as Planet Together.

The bottom half of the EMOS Options window belong to EMOS Query, which is explained elsewhere in this manual (see the EMOS Query section).

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “TWK: Edit MO Status Options”.

Click DONE on the MFG PowerPack Setup window.

This Tweak will be active immediately for the current user.  Other users will need to close GP, then log-in again to activate it.

Enabling this Tweak adds and Additional Menu option to the Edit MO Status window: Additional >> EMOS Options.

Using Edit MO Status Options

Navigation: Transactions >> Manufacturing >> Manufacturing Orders >> Edit MO Status.  Then Additional >> EMOS Options, or press CTRL+O.

The top section of the window belongs to the EMOS Options Tweak.  The bottom section belongs to EMOS Query.  One section may be disabled depending on whether it is registered and/or enabled.

Scheduling Preference: When creating MOs from MRP Planned Orders you can create them using a specific Scheduling Preference rather than the default.  One use for this is to ensure MOs are created with the desired Draw From Site.  When MRP Plans a multi-site environment, it will set the Post To site on an MO to meet the demand in a specific Site (i.e. to meet Sales Order demand in Site SOUTH), but since it uses the Default Scheduling Preference, the Draw From site might always be WAREHOUSE.  You can restrict the EMOS window by Post To Site (so it shows only SOUTH), and then use a Scheduling Preference that has the desired Draw From Site (i.e. SOUTH).  You must leave the Edit MO Status – Options window open while creating MOs.

Update Description: Clicking the Update Description button will update the Description in the scrolling window for the marked MOs (or MMOs).  If a “real” MO is selected, the Description on the MO will be updated at the same time.  If the MO Description field on MMOs is left blank, when MOs are created the Description will be set to the MRP-MO Number (which is normal GP functionality).

MOP-SOP Restriction Criteria

• Linked To Sales Transaction: mark this box and click refresh to make the EMOS window show only MOs linked to Sales Orders.
• SOP Number Contains: enter a SOP Number to see all MOs linked to it.
• Customer Number Contains: enter a Customer Number to see all MOs linked to SOs for a specific customer. In the example above “AA” would return all documents linked to Sales Order where the Customer Number contains AA.
• SOP Batch Contains: enter a SOP Batch Number to see all MOs linked to SOs in the specified Batch.

APS Integration: Mark this box to restrict the EMOS window so it shows only MOs that have been scheduled/planned by an external Advanced Planning & Scheduling software package, such as Planet Together.

When Planet Together updates the scheduling information in GP Manufacturing, it sets a flag on the MOP_Order_MSTR (WO010032):  WO010032.PLNNDSPPLID = 999.

The APS Integration option looks for MOs with this flag.  When the MO Status is changed to Released (or any Status above Open), the APS Integration will remove the 999 flag.  If an MO is changed back to Open and sent again to Planet Together, when its schedule is updated the flag will again be set to 999.

Equipment Zooms

If Field Service is installed, Equipment Zooms provides quick access to Equipment Records from:

• Serial/Lot Trace Inquiry
• Serial Number Inquiry
• Sales Serial-Lot Number Inquiry
• Sales Serial-Lot Number Inquiry Zoom

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “TWK: Equipment Zooms”.

Click DONE on the MFG PowerPack Setup window. This Tweak will be active immediately for the current user. Other users will need to close GP, then log-in again to activate it.

Using Equipment Zooms

On any of the windows where Equipment Zooms are added, select a serial number, then click Additional >> Equipment Zoom.

Indented BOM Report

HelpID: 497022121

The Indented BOM Report uses Microsoft Excel to create a report of the entire exploded Bill of Materials, displaying subassemblies indented from their parents.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “TWK: Indented BOM Report*”.

Click DONE on the MFG PowerPack Setup window. This Tweak will be active immediately for the current user. Other users will need to close GP, then log-in again to activate it.

The SQL Query used by the Indented BOM Report can be modified. To modify the query, double-click on “TWK: Indented BOM Report”.

Original Query: click the Original Query button to display the query used by the Indented BOM Report. If you make modifications, you can always return to the original query by clicking the Original Query button.

Delete: deleting removes the modified query from the system. When the modified query is deleted, the Indented BOM Report will return to using the original query.

Save: saving stores the modified query. Once the modified query is saved, it will be used by the Indented BOM Report instead of the

The first three lines of the query must NOT be modified:

The table aliased with “a” is the BOM Lines table (BM010115). That table must not be removed from the query, and the alias must remain “a”.

Any of the other columns selected by the query can be changed or removed. Additional tables and columns can be added.

Make the desired changes, then click SAVE to save the query.

 

Using Indented BOM Report

In Bill of Materials Maintenance, select a BOM, then select Additional >> Indented BOM Report

A sample export is shown below.

The Component Item Numbers are exported in an indented format, while all of the additional BOM Line information is shown in the columns to the right.

Item Maintenance GoTo BOM

This Tweak adds a GoTo button option to open the Manufacturing Bill of Materials from the Item Maintenance window.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “TWK: Item Maintenance GoTo BOM”.

Click DONE on the MFG PowerPack Setup window. This Tweak will be active immediately for the current user. Other users will need to close GP, then log-in again to activate it.

Using item maintenance goto bom

Navigation: Cards >> Inventory >> Item

Select an Item Number in the Item Maintenance window, then select “Manufacturing BOM” from the GoTo menu.

You can also use the GoTo button to open the Manufacturing BOM window when no Item Number is displayed.

MRP Query Default

A Planner or Buyer will often work with a specific set of items, and usually spends more time in one of the MRP Quantity views. By saving a default view, settings like the Planner ID, Buyer ID, Item Class Range, and MRP View (among others), will load automatically each time the MRP Quantities Query window is opened.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “TWK: MRP Query Default”.

Click DONE on the MFG PowerPack Setup window. This Tweak will be active immediately for the current user. Other users will need to close GP, then log-in again to activate it.

Using Edit MO Status Options

Navigation: Inquiry >> Manufacturing >> MRP >> Quantities Query

Set the Range Options you want to use by default. In the example below, the MRP Quantity is set to “Planned POs” and the Planner ID is set to “LES”.

Click the “Save\Delete Query” tab.

Enter a Query Name beginning with an asterisk, such as *LES or *Default. If you create multiple save queries which all begin with an asterisk, the “default” query to load will be the one that sorts first alphabetically.

The queries are saved on a per-user basis.

MO Receipt Outsourcing Warning

When creating an MO Receipt for a Manufacturing Order that has Outsourcing Purchase Orders, this Tweak will check that they have been received. If not, a warning will be presented to alert you that there are still open Purchase Orders.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “TWK: MO Receipt Outsourcing Warning”.

Click DONE on the MFG PowerPack Setup window. This Tweak will be active immediately for the current user. Other users will need to close GP, then log-in again to activate it.

Using MO Receipt Outsourcing Warning

Navigation: Transactions >> Manufacturing >> Manufacturing Orders >> MO Receipt Entry

After selecting the MO Number, this Tweak will check for outsourcing Purchase Orders which have not been received. If one exists, a warning will be presented, and if you choose not to continue the MO Number will be cleared and the Receipt canceled.

PO Gen Remove MO Qty

PO Generator does not consider quantities on Manufacturing Orders for items with a Replenishment Method of Either, so it may suggest a larger PO than is needed if there are MO’s in the system for an item.

For example, if 100XLG is has a Replenishment Method of Either, and PO Generator suggests a PO of 50, but there is an MO for 100XLG with 20 still to be received, the PO should only be for 30. PO Gen Remove Qty will recalculate the suggested POs so the quantity ordered takes into consideration the quantity being produced by MO.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “TWK: PO Gen Remove MO Qty”.

Click DONE on the MFG PowerPack Setup window. This Tweak will be active immediately for the current user. Other users will need to close GP, then log-in again to activate it.

Using PO Gen Remove MO Qty

When you click into a ling in the Suggested Purchase Orders Preview window, the PO Gen Remove MO Quantity tweak will display the Quantity on MO in the Title Bar of the Suggested PO Preview window:

The Qty On MO is site specific, based on the suggested PO line site. If there suggested POs for 100XLG in WAREHOUSE and in SOUTH, the Quantity on MO will be calculated separately for MO’s with a Post To site of WAREHOUSE versus those with a Post To Site of SOUTH.

The MO Quantity can also be removed from the suggested PO quantity. To do this, select Additional >> Remove Qty On MO.

You will have the option to update ALL lines, or just the selected line. Cancel stops the update without making any changes.

The Quantity on MO for an item is the MO’s End Quantity minus Qty Received plus Reversed Receipts. MO’s in Open, Released and Partially Received statuses are included.

If the Quantity on MO is greater than the suggested PO Quantity, the suggested PO Quantity will be set to zero.

The update will only include lines where the Purchasing U of M for the suggested PO is the same as the Base U of M.

Report Writer Integration

The Quantity on MO can be added to the Suggested PO Report by adding a calculated field which uses the rw_TableHeaderCurrency function.

Create a calculated field for MO Quantity

1. Open the Suggested PO Report in Report Writer
2. Select Calculated Fields from the Toolbox, then click NEW
3. Name the field: cMOQty
4. Result Type = Currency
5. Click the FUNCTIONS tab, click User-Defined, select Core = System, then Function = rw_TableHeaderCurrency
6. Click Add
7. Add the Product ID
   1. Click the CONSTANTS tab, select Type = Integer, enter 4970, then click ADD.
8. Add the Item Number
   1. On the Fields tab, select Resources = Purchase Order Generator Suggested PO Temp, and Field = Item Number, then click ADD
9. Add the Site
   1. On the Fields tab, select Resources = Purchase Order Generator Suggested PO Temp, and Field = Location Code, then click ADD.
10. Add the Document Type
    1. Since there is not a “Document Type” for MO Quantity, add a Constant = 0. Click the Constants tab, select Type = Integer, enter 0 (the number zero), then click ADD.
11. Add the Data Control
    1. This is an integer that tells MFG PowerPack which piece of data to return. In this case there is only one, MO Quantity, so add an Integer Constant of 1. Click the Constants tab, select Type = Integer, enter 1, then click ADD.
12. Click OK to save the calculated field.

Add cMOQty to the modified PO Form, and format as needed.

Using the technique above, Quantity Remaining on MO can be added to ANY GP report as long as you have an Item Number and Location Code to pass to the rw_TableHeaderCurrency function.

Posting Journal Settings

HelpID: 497022120

Posting Journal Settings provides control over whether or not Inventory, General Ledger and Cost Variance Posting Journals print from:

• Manufacturing Component Transaction Entry
• Manufacturing Order Receipt Entry
• Manufacturing Order Close

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “TWK: Posting Journal Settings*”.

This Tweak requires additional setup. Double-click on “Posting Journal Settings*” to open the setup window.

By default none of the posting journals will be marked, so none of them will print. Mark the posting journals you want to print, or leave all boxes unmarked so that none print during posting.

Click SAVE.

Click DONE on the MFG PowerPack Setup window. This Tweak will be active immediately for the current user. Other users will need to close GP, then log-in again to activate it.

Using Posting Journal Settings

When a Posting Journal is disabled, the Print Dialog box will no longer pop-up when posting a transaction.

Prevent MO Delete

Prevent MO Delete locks the Delete Button on Manufacturing Order Entry.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “TWK: Prevent MO Delete”.

Click DONE on the MFG PowerPack Setup window. This Tweak will be active immediately for the current user. Other users will need to close GP, then log-in again to activate it.

Using Prevent MO Delete

When this Tweak is enabled the Delete button on Manufacturing Order Entry will be locked, which removes the ability to delete a Manufacturing Order.

Remember MO

Remember MO retains the last used MO Number on Manufacturing Order Entry as you click through to different windows via the GoTo button.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “TWK: Remember MO”.

Click DONE on the MFG PowerPack Setup window. This Tweak will be active immediately for the current user. Other users will need to close GP, then log-in again to activate it.

Using Remember MO

Navigation: Transactions >> Manufacturing >> Manufacturing Orders >> Entry

Select an MO, then use the GoTo button to access other windows. Some windows, such as Picklist, cause the MO Number field to clear the selected MO and return to the “Next MO Number”. After returning to the MO Entry window, if you want to look at additional information about the MO, you have to re-enter the MO Number, then select an option from the GoTo (such as Component Transaction Entry).

The MO Number will be retained in the MO Number field after selecting to GoTo windows that would normally result in clearing the MO Number field. You can also redisplay the MO itself in MO Entry by simply tabbing-out of the MO Number field.

To “release” the remembered MO Number press CTRL+F (or Additional >> Forget MO).

SOP Transfer – Keep Dates

Normally when a Sales Document is transferred (such as transferring an Order to Invoice), the additional dates on the Manufacturing Series Sales Item Detail window are reset to the Requested Ship Date. When this Tweak is enabled the In-House Due Date and Customer Promise Date will be the same on the transferred document as they were on the original document.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “TWK: SOP Transfer – Keep Dates”.

Click DONE on the MFG PowerPack Setup window. This Tweak will be active immediately for the current user. Other users will need to close GP, then log-in again to activate it.

Using SOP Transfer – Keep Dates

This Tweak ensures that the dates shown below transfer from the original document (i.e. Order) to the destination document (i.e. Invoice).

Without the Tweak enabled, after the transfer all of the dates would be reset to the Requested Ship Date. As shown above, In-House Due Date and Customer Promise Date would both be set to 5/15/2017.

With the Tweak enabled, In-House Due Date will stay at 5/1/2017, and Customer Promise Date will stay at 5/20/2017.

SVC RMA Rolldown Site

Adds an option to rolldown a site change on the RMA Entry/Update window to all of the lines on the RMA.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “TWK: SVC RMA Rolldown Site”.

Click DONE on the MFG PowerPack Setup window. This Tweak will be active immediately for the current user. Other users will need to close GP, then log-in again to activate it.

Using SVC RMA Rolldown Site

Navigation: Transactions >> Returns Management >> RMA Entry/Update

When this Tweak is enabled, and the Site ID is changed on the document header, you will be asked if you want to rolldown the change to the lines:

The new site will be rolled down to a line if:

• If multi-bins is enabled, the new Site has a default SOP Returns bin
• The Item-Site is valid
• The Item is not a Kit
• The RMA Line has not been received

When a new Site is rolled-down, it will rolldown to lines that can be changed, and the others will remain unchanged. The RMA Audit will reflect this change. If one or more lines could not be changed, you will receive a message alerting you of the condition.

Unlink MO from SOP

The normal process required to unlink an MO from a Sales Line requires several steps, and must be performed one MO at a time.

This Tweak adds an Additional Menu to the Sales Transaction Entry window that allows quickly unlinking an MO from a single Sales Line, or unlinking all MOs linked to the Sales Transaction.

Setup

Navigation: Tools >> Setup >> Manufacturing >> MFG PowerPack Setup

Mark the box next to “TWK: Unlink MO from SOP”.

Click DONE on the MFG PowerPack Setup window. This Tweak will be active immediately for the current user. Other users will need to close GP, then log-in again to activate it.

Using Unlink MO from SOP

Navigation: Transactions >> Sales >> Sales Transaction Entry

Select a sales document.

To unlink a single MO: Click into a line then select Additional >> Unlink Manufacturing Order(s)

To unlink all MOs from the transaction: without clicking into the lines on the document, select Additional >> Unlink Manufacturing Order(s).

If any MOs cannot be unlink, a warning message will shows the MO Number.