Customization DS0915
Keg Management
Problem Definition:
ACME provides beer kegs to the brewing industry. Part of the business provides a “pooled-keg model” which provides kegs to a brewer on demand, and manages the distribution, retrieval, and inventory management of the kegs.
They also perform keg maintenance and repair.
The maintenance/repair function will be performed in Dynamics GP Manufacturing. ACME will receive a batch of kegs. The “core” manufacturing process will take a “used” keg and produce a “refurbished” keg. In addition, the customer may request several additional add-on services, such as valve repair or rebranding. However, each individual keg may not need either or both, so out of 100 kegs being refurbished, some may require valve repair and some may require rebranding.
These additional services will be set up in GP as Sales Inventory Items. When production of refurbished kegs is recorded, ACME needs to also produce into inventory the quantity of each “service” performed during production. These “services” will later be added to a Sales Order, which will pull them back out of inventory.
ACME will record the “additional services” that can be performed on a keg by creating an Archive BOM named ANCL (for ancillary services). The BOM may contain both Made Items and Buy Items (as specified on Item Engineering).
Components on the Archive BOM will have S, R, SR, or nothing in the BOM Component UDF-1 field.
R-Items should appear as ancillary items during an MO Receipt. S-Items should appear as ancillary items in Sales Transaction Entry. If the field is blank, the component should not be displayed in either location.
When an MO Receipt is created for the keg repair, ACME needs a way to enter the quantity of ancillary services “produced.”
The list of “services” will come from the ANCL Archive BOM for the item on the MO Receipt. The default site will come from each Item’s Default Site (as specified on the Item Quantities window), and the default bin will come from the Item Site Default Bins window. If the ancillary service is a BUY item, the bin will be the Purchase Receipts bin, and if it is a MAKE item, the bin will be the Manufacturing Receipts bin. The Quantity will always default to zero, and the user will enter the correct quantity.
The user should be able to change, if needed, the Site, Bin, and Quantity.
When the MO Receipt is posted, ACME needs the following to happen:
- An Inventory Adjustment should be created, and posted, for all BUY items in the Ancillary Services list with a quantity greater than zero.
- An MO should be created, and receipt posted, for all MAKE items in the Ancillary Services list with a quantity greater than zero.
The user should be able to access the Ancillary Services window, and perform the related transactions, even if the MO Receipt quantity is zero.
In Sales Transaction Entry, when a “repaired” keg item is entered, users need the ability to again select from the list of Ancillary Services.
The first line in the window should show the finished good KEG item number (this will have been entered on the Sales Line). The remaining lines in the window show the ANCL Archived BOM components. The default sites/bins are as described above with the manufacturing order. The user can enter the Qty To Invoice on each line, and change the site/bin as needed. When the user is done, the parent quantity should be updated on the Sales Line, and then additional lines added for each of the ancillary services where the quantity is greater than zero (using the Site/Bin from the Ancillary Services window.
Legacy Item Number: ACME needs to be able to store a 50-character Item Number, attached to the GP Item and print it on the Sales Documents. This is a reference to the item from their old system.
Design Features:
MO Receipt
Navigation: When an MO Number is entered in the Manufacturing Order Receipt Entry window, the Ancillary Services window will open automatically. It can also be opened manually from Additional >> Ancillary Services.
An MO Number must be displayed in MO Receipt Entry. The Ancillary Services window will retrieve the MO Item, then find the Archived BOM called ANCL for that item. The items listed in the Ancillary Services window come from that BOM where the Component UDF-1 contains “R”.
| Field | Function |
| Item Number | Displays the Item Number |
| Description | Displays the Description |
| Site | Displays the Item’s Default Site from Item Quantities. A new Site can be entered. |
| Bin | Displays the Item Site Default bin (if the Item is MAKE on Item Engineering, the Manufacturing Receipts bin is used. If the Item is BUY on Item Engineering, the Purchase Receipts bin is used.)
The Bin for MAKE items cannot be changed. It will use the Manufacturing Receipts bin. If that bin has not been specified, it must be entered in the Item Site Default Bins window. |
| Quantity | Defaults to zero. Enter the quantity of the Item needed/used/produced. |
Process Button
When Process is clicked, the user will be asked to confirm they are ready to proceed. If YES, the following will occur:
- BUY Items
An Inventory transaction will be created. The Document Number will be the MO Number plus a suffix. The suffix will increment by 1 for each IV ADJ created from the selected MO. The Batch ID will be the same as the Document Number.
Each BUY Item in the Ancillary Services window with a Quantity greater than zero will be added to the Inventory Adjustment.
The Inventory Adjustment will be posted. Depending on GP settings, one or more posting journals will print.
MAKE Items
For each MAKE Item, a record will be added to the MO Generator staging table. The MO Numbers will be created using the Parent MO Number plus a suffix. (i.e. MO00123_0001, MO00123_0002, etc.) It will increment by 1 for each Ancillary Item MO created from the Parent.
ACME will have a dedicated GP client running the MO Generator processor. The processor automatically checks the staging table, and as new records are added, it will create an MO for the specified item and quantity using the MFG BOM, then post an MO Receipt. All components, and labor and machine time, will be backflushed.
NOTE: there is no reporting to the user about the status of the MO Process as that activity occurs on another machine, and may be delayed several minutes depending on how many MOs are already in the queue.
Sales Transaction Entry
Navigation: When an Item is entered on a Sales Line, if it has an Archived BOM named ANCL, the Ancillary Items window will open automatically. Ancillary Items can be opened manually by selecting Additional >> Ancillary Items.
The Ancillary Services window will retrieve the Sales Line Item, then find the Archived BOM called ANCL for that item. The items listed in the Ancillary Services window come from that BOM where the Component UDF-1 contains “S”.
| Field | Function |
| Item | “>”- an icon will indicate the Parent Item.
Displays the Item Number |
| Description | Displays the Item Description |
| Site | Defaults to the Item’s Default Site. This can be changed. |
| Bin | Defaults to the Manufacturing Receipts bin for MAKE items, and the Purchase Receipts bin for BUY items. |
| Qty Avail | Displays the quantity available (On Hand – Allocations) |
| Qty to Inv | Defaults to zero. Enter quantity to Invoice. |
Process Button
Clicking Process will prompt the user: Are you ready to add these items to the sales transaction? If YES:
- The quantity of the Sales Line Item (i.e. KEG) will be updated with the quantity entered. NOTE: The user may leave this quantity at zero.
- Each Ancillary Item with a quantity greater than zero will be added as separate lines to the sales transaction.
- If Ancillary Items has already added components to the sales transaction, and the window is opened manually, clicking Process again will NOT update existing lines, rather, it will cause MORE lines to be added. If changes need to be made, either the existing sales lines for the components should be deleted from the sales transaction, or the quantity should be changed on the sales transaction.
Legacy Item Number
ACME will store the Legacy Item Number in the Internet Information window, UDF #1.
The enhancement will make this information accessible to GP reports through the rw_TableHeaderString report writer function. Instructions will be included in the documentation on how to use rw_TableHeaderString.
Assumptions/Requirements
ACME must purchase WilloWare’s MO Generator- MO Receipt Integration utility. The cost is not included in this estimate.
Serial/Lot Numbers are not used.
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