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GP PowerPack

GP PowerPack enhances virtually every part of the Dynamics GP system. The GP PowerPack suite contains numerous Features (completely new sets of functionality) and Tweaks (small changes to different parts of the system).

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Features Include

  • Alerts: Sticky Notes for GP! Add a pop-up sticky note to many master records (items, vendors, equipment, etc) and transactions (sales transactions, service calls, etc). Use Alerts to remind users to include additional items on a sale, suggest add-ons, or to order a specific revision level of a part from a Vendor, or to provide special customer requests. Now with User Configurable Alerts that allow creating new alerts attached to any GP window, or 3rd party or custom window.

  • APTemplates: Create templates of recurring, or complex, AP transactions, then re-use the template each time you need to create a new AP transaction.  In a multi-company or multi-division environment where an expense is allocated to multiple expense accounts, create a template transaction that contains all of the divisional distribution accounts.  Or simplify allocation of expenses to specific accounts by having a template transaction that already contains the “typical” distribution accounts for purchases from that vendor.  When a new transaction is created from a template, the user has only to enter the amount on the correct distribution line, without having to remember which account to use and find it in the look-up.  The “unused” distributions can be left on the transaction with zero dollars as they do not affect posting.

  • Bank Deposit Filters: Significantly decreases the amount of time needed to create Bank Deposits. Locate cash receipts quickly by sorting by amount, or Credit Card Name, or restrict to just see charges from one card.

Bank Deposit Filters

  • Bin-to-Bin Transfers: Create bin-to-bin transfer transactions using the Inventory Transfer Entry window. Create, save, and post bin-to-bin transfer transactions in batches, and create a historical record of inventory movement.

  • Client Version Tracking: Client Version Tracking is a utility for managing the configuration of every Dynamics GP client in your system.  When each client connects to the server, Client Version Tracking records the version information of every dexterity product installed on the client.  Version information for all clients can be viewed in the Client Version Information window, where the view can be restricted by client computer or module, or a “Conflicts Only” view that just shows client/modules with version conflicts.  An optional setting prevents GP clients with conflicts from logging-in to GP until the conflicts are resolved.

  • Color Settings: Color Settings is a utility for tweaking the GP user interface.  Color Settings provides a very detailed level of control over the appearance of the line color on scrolling windows, text, window backgrounds, buttons, column headings, tools bars, and more.  Some uses for Color Settings are:
    • Make the windows different colors in different companies (i.e. so you do not forget you are logged into a test company)
    • Simplify scrolling window colors so they work better onCitrix and Terminal Server remote sessions (i.e. eliminate the “invisible line” syndrome)
    • Create high-contrast displays for difficult viewing environments, like a shop floor.

  • Do My Job For Me button (“The Big Red Do My Job For Me Button”) – you will just have to download the software and try it!
  • idModifier: A utility for updating ID fields throughout the Dynamics GP system. The Dynamic Search automatically locates all tables that need to be updated, whether the tables are part of core Dynamics GP, or in a customization or 3rd Party Product. Included ID Types are: Serial Numbers, Lot Numbers, Item Numbers, Customer Numbers, Vendor Numbers, and Sites.

  • GPEmail: A simple email enhancement that enables email SOP documents directly from Dynamics GP.

  • GPTalk: A text messaging utility that runs securely inside of Dynamics GP. Enable quick communication between users, or send a broadcast message to all users. The broadcast function is password controlled. GPTalk is free! Just register and then download the software.

  • Login Monitor: Login Monitor automatically logs-out inactive users.  Make full use of your existing GP User Licenses by ensuring that your user count is not consumed by inactive log-ins.  Specific users can be excluded from Login Monitor so their logins are never disconnected.  Before logging-out a user Login Monitor checks that they are not in the middle of a long running process, such as posting a large batch or running maintenance.
  • Kit Transfers: Create kit transfers using the Item Transfer Entry window. Transfer all of the components of a kit between inventory locations.

  • Mass Apply AP: Enables filtering the documents that Select Payables Checks will apply. This is especially useful when there are several credit documents that should be excluded from Select Checks.
  • Mass Batch Change: Quickly move documents to a new Batch. Build a complex query to identify target documents using a large number of fields from the transaction table. If you transfer documents between batches to track work flow, speed the process by saving the query and reusing it. Mass Batch Changes works for the following documents:
    • Sales Transactions
    • Receivables Transactions
    • Cash Receipts
    • Payables Transactions
    • Manual Checks
  • Most Recently Used: A Pop-up window that shows your last 50 viewed purchase orders or sales transactions. With just a click you can re-open documents you have recently worked on.

  • Next Number Generator: Create system maintained numbering sequences for Items, Customers, Prospects, Vendors, and more. When creating a new master record, create the ID by selecting the Next Number from the Next Number Lookup.
  • Note Locking: Enables locking/unlocking of all Notes in Dynamics GP, including Form-level and Record-level notes.

  • PO Document IDs: Create an unlimited number of PO Document IDs with associated numbering sequences (similar to SOP Document IDs). Use different, system incremented PO Numbers to easily track orders for special projects. Integrates with PO Entry, SOP PO Preview, Manufacturing MRP Planned Orders (POs generated from MRP), and Manufacturing MOP-POP Link (Outsourcing POs).

  • Posting Controls: Set an allowed maximum dollar amount that a user is allowed to approve/post. Posting Controls are set on a per-user, per-document basis, and are available for virtually every window in Dynamics GP with a Post button.
  • Series Post Filter: Adds multiple Batch selection criteria to the Series Post windows in Financials, Receivables, Payables and Inventory.  Quickly locate a sub-set of Batches, such as all Financials Batches originating in Manufacturing, so that they can be marked and posted as a group.  Series Filter Post saves a significant amount of time over manually marking batches to post one at a time.
  • Shortage Inquiry: Provides a consolidated view of inventory shortages for an Item from Sales Backorders, Manufacturing Picklists, and Service Call Parts. When receiving inventory know immediately where that inventory is needed. For Manufacturing Shortages, immediately see the MO Status and Work Center requiring the inventory.

  • Site to Bin Migration: A tool for implementing Multi-Bins. Site to Bin Migration allows mapping of the AUTOCREATE bin in source Sites, to destination Bins in a master site. It then creates an inventory transfer to move all inventory out of AUTOCREATE into the target bins.
  • SmartList Analyzer adds mathematical and statistical functions to SmartList. Functions include:
    • Average – adds the values in a column and divides by the number of values in a column
    • Frequency – counts how often each value occurs in the selected column
    • Mode – finds the most frequently occurring value
    • Standard Deviation – calculates the standard deviation of values in a column
    • Sum – calculates the total of a column


The image above shows SmartList Analyzer calculating the Sum of the Quantity field for Backordered Sales Lines.

SmartList Analyzer works with any SmartList object, even if they are added with 3rd party products or SmartList Builder.


The image above shows how Calculated Columns can be used to create new columns in SmartList that are based on a calculation using other fields.

Use Calculated Columns to add columns into SmartList that are based on calculations using other fields. Calculations can even be built that use other calculated fields to create complex formulas.

  • SOP Revision Level Tracking: Enables tracking customer requested product revision levels.  Track initial requested level, changes, and reasons for the change.  Add Revision Level to any existing core more modified SOP Report.
  • System Access Lock: Quickly lock all users out of one or more company databases during closing procedures or maintenance.

  • U of M Schedule Change Utility: Enables changing a U of M Schedule for an item and automatically updating all affected master record and transaction tables throughout Dynamics GP, Manufacturing and Field Service.  The utility automatically maps Units of Measure between the old Schedule and the new Schedule.  For example, if the old Schedule has a conversion of Case = 10 Each, and the new Schedule has a conversion of CA = 10 EA, all transactions with Case will be updated to CA.  Normally GP does not roll changes through the system, requiring a manual fix to the Unit of Measure on each transaction or master record.  The utility also keeps the Purchasing Options, Price List, and Extended Price List by converting it to mapped units of measure.

The current list of Tweaks includes:

INVENTORY:

  • Item Class User Defined Fields: GP provides 6 “Item Category” fields that are defined at the Company level.  Item Class User Defined Fields enables set-up of the six Item Category fields on an Item-Class level so that different groups of items can have different Item Category fields with different sets of lookup values for each field.
  • Lock Item History Fields: normally the fields on Item History are editable, which would allow an accidental change to historical inventory information.
  • Remove Bins Utility Fix: The GP Remove Bins utility is supposed to check if a bin is assigned as a Default Bin at the Item-Site level, and not remove the bin if it is a default bin. The utility does not perform this check, and removes bins assigned as default. The Remove Bins Utility Fix ensures the default bin check is performed.
  • Set IV Batch Post to GL checkbox: automatically sets the Post to GL checkbox on Inventory Batch Entry to ensure that batches are always posted through to GL by default.

PURCHASING:

  • Auto-Close Child Windows: no more playing “Where’s Window” after clicking Save on a PO. GP will tell you which window is open, but will does not bring it forward, requiring the user to hunt for and close the window before being allowed to save the document. This Tweak will close open child windows automatically.
  • Lock PO Receipt & PO Invoice Costs: prevent editing of the Unit Cost and Extended costs on PO Invoice Entry and PO Receivings Entry.
  • Password to use Non-Inventory Items: prevent accidental use of non-inventory items on Purchase Orders by requiring a password.
  • PO Receipt Type Control: allows you to assign User IDs to have access to only Shipment, or Shipment/Invoice. This setting controls the options available on the PO Entry “Actions” button, and on the Receivings Transaction Entry window. It also supports Vendor ID level setup so that the PO Receipt Type defaults based on the Vendor setup.
  • Prompt to Add Non-Inventory Items: when an Item Number (or Vendor Item Number) is entered that does not exist in the Item Master (or Vendor Item Master), the user is prompted to Add the item number to Item Maintenance.
  • Prevent use of Non-Inventory Items in POP: makes sure that all items entered in POP exist in your Inventory Master
  • Purchasing Receipt Distributions Override: a version 10 service pack disabled the ability to change the PURCH account in Receivings Transaction Entry.  This tweak re-enables the ability to add/edit/delete the PURCH distributions.  It also adds the ability to create Default Distributions where there is one PURCH line for every line item received. PLEASE READ THIS IMPORTANT STATEMENT.
  • Unmark Select Checks Apply Boxes: normally the three options to apply un-applied credit documents (credit memos, payments, and returns) are always marked by default. If you un-mark them the automatically re-mark. This feature will force the boxes to be un-marked by default.
  • Vendor Approvals: apply a “hard” Hold to a Vendor. Normally Dynamics GP will prompt that a Vendor is on Hold, but allow the user to continue with a Purchase Order. Now when the Hold box is marked Vendor Maintenance, a PO cannot be created using the vendor. Vendor Approvals also makes sure that new Vendors are automatically placed on Hold. Specify which users are authorized to remove the Vendor Hold.

RECEIVABLES:

  • Cash Receipt Report: print a Cash Receipt for your customers to provide documentation of the receipt. View Sample.

SALES:

  • Auto-Close Child Windows: No more playing “Where’s Window” after clicking Save on a Sales Transaction. GP will tell you that a window is open, but does not bring it forward, requiring the user to hunt for and close the window before being allowed to save the document. This Tweak will automatically close open child windows automatically.
  • Auto-Open Customer Detail Entry: There are a number of fields and buttons on the Customer Detail Entry window that provide access to information about a customer that you do not see on the main SOP Entry window.  When creating a new transaction, rather than selecting a Customer then clicking the expansion button to open Customer Detail Entry, this tweak will open the window automatically after the SOP Number is generated.  You can select the customer directly on the Customer Detail Entry window and have direct access to different views of customer sales and payment history, along with Ship To Address fields, payment terms and so on.
  • Clear Sales Default Site: the Sales Transaction Entry window normally remembers the last used Site ID. This feature will automatically clear the Default Site when a document is saved.
  • Display Shipping Weight in Title Bar: calculates the total Shipping Weight for the transaction and displays it in the Title Bar of the Sales Transaction Entry window.
  • Document Detail Inquiry Zoom-to-Document: the Document Detail Inquiry window shows linked documents (such as the Quote from which an Order was created), but it does not provide a way to open the document. This Tweak opens the document in the Sales Inquiry window.
  • Non-Tracked Item Serial/Lot Entry: provides a way to record serial or lot numbers on non-inventory type items, non-serial/lot tracked items, and for all item types on Drop-Ship orders.  Normally GP allows entry/selection of serial or lot numbers only if the item is set up to track serial/lot numbers.  However you may have serial/lot tracked items in inventory and need to provide that information to your customer.  Another use of this Tweak is to record serial/lot numbers for Drop-Shipped items.  Regardless of how the item is set up in GP (i.e. it may be serial tracked), GP does not allow recording serial numbers on drop-shipped lines.  The serial/lot numbers print on existing GP SOP Forms just like they do with serial/lot controlled inventory items. This Tweak also integrates with the serial/lot tracking windows so inquiries can be performed to locate transactions by serial or lot number.
  • Requested Ship Date Auto-Calculate: Enables system calculated Ship Dates based on a combination of Shipping Method and UPS Zone. The calculation can also be based on Zip Code, or either of the Address User Defined fields.
  • Requested Ship Date Rolldown: A change made to the Requested Ship Date on Sales Date Entry will roll down to all sales lines. It also will update linked Purchase Orders, and reschedule linked Manufacturing Orders.
  • Require Customer PO in SOP: allows you to make the Customer PO Number field required on Sales Transaction Entry. The setup allows you to specify this on a per-customer basis.
  • Require Unique Customer PO:if a Customer PO Number is used on Sales Transaction Entry, this feature ensures that duplicates are not allowed. If a duplicate is entered, the Customer PO Inquiry window opens showing the duplicate documents.
  • Check for Duplicate Customer PO: if a duplicate is entered the Customer PO Inquiry window opens showing the SOP Documents that have the same number, but user can continue with the duplicate.
  • Quick Print Mailing Labels: Print Customer Mailing Labels directly from Sales Transaction Entry for the displayed Customer. Eliminates the time consuming task of creating or modifying a Mailing Label Report Option just to print a single label.
  • Reset Sales Document Date: when the Save button is clicked the Sales Transaction Entry window normally remembers the last used date. This feature will automatically reset the Document Date to the User Date.
  • SOP Duplicate Items Warning: when enabled, this feature will present a warning if the user enters an Item Number that already exists on the sales transaction.
  • SOP Freight Field Controls: makes the Freight field on Sales Transaction Entry uneditable. The lock can be by Customer (the Freight field is locked for all documents for a Customer), or by Document (the Freight field lock can be enabled or disabled per document). The document-level locks follow the document as it is transferred between statuses.
  • SOP Non-Inventory Default U of M: Dynamics GP normally uses “Each” as the Unit of Measure for Non-Inventory items. The SOP Non-Inventory Default U of M feature allows you to provide your own U of M to use for Non-Inventory items (such as Gallon or Unit).
  • Use Item’s Default Site: The SOP line Location Code will be set to the Item’s Default Site (assigned on Item Quantities Maintenance).
  • SOP Rules: a “sub-set” of Tweaks containing a number of small SOP Entry controls:
    • Default Batch ID – User: Sets the Batch ID based on a default assigned to the User. The Batch ID field can also be locked to prevent changes.
    • Default Document ID – User: Sets the Document ID (which controls the document number sequence) based on the User ID. The Document ID can be locked to prevent changes.
    • Default Location Code – User: Sets the Default Site assigned to the document, and the lines, based on the User ID. The Location Code can be locked to prevent changes.
    • Default Location Code – Customer: Set the Default Site assigned to the document, and the lines, based on the Customer ID. The Location Code can be locked to prevent changes.
    • Fulfillment Batch: automatically changes the Batch ID when fulfillment occures. For example, change the Batch to indicate the order is “Ready To Invoice”.
    • Secure Batch by User: Prevents users from accessing Sales Transactions in a “Secure Batch” that belongs to another user.  Only the owner(s) of the “Secure Batch” can edit transactions in the batch, or assign new transactions to their Secure Batch.

SYSTEM:

  • Dynamics GP User Setup: Version 9 removed the ability to create User IDs that exist only in Dynamics GP. Some 3rd party products need Dynamics GP users, but the users do not need to exist on the SQL Server. This window returns the ability to create Dynamics GP users only.
  • Login Controls: Set which Datasource a user can select, and lock it. Includes several other login related controls including defaulting the company in a multi-database environment.