Portfolio Category: Warehouse Management Systems

Marketing Support

JC Sales (International Wholesaler and Distributor)                         

Los Angeles, CA (USA)


Deliverables and Services Provided

Custom programming and business requirements for custom in house projects including bill of lading application, delivery scheduler, routed pick lists, financial reporting, and budget tools, etc.

Financial reporting, design new balance sheets, cash flow, and real-time management expense and budget reporting tool to tie to the company departmental budgets and P&L.

Design dashboard and KPI reports for trending and sales predictions.

Supported the CFO,  accountants, and controller in analyzing data, tying out sub-ledgers, work through audits and performing general accounting forensics as needed in the database.

Upgrade and Conversion

Successful upgrade GP 8 to GP 2010 successful implementation of new modules including HR, Payroll, Field Service, RMA, Bar-code scanning and others.

Implemented Dashboard reporting application, Just-Enough real-time inventory and procurement application

Converted VBA and Dexterity code to .Net code and upgrade to GP 2010 compatibility.

Business process re-engineering for new processes including Collections, A/R, and sales.

Inventory Management and Communications – E-Commerce

Development of on-screen web-based application to handle dock pickups with real-time connection to GP.

  • Digital and multi-screen advertising to consumers
  • Cross screen engagement
  • Social spider-webbing strategies  B2C strategies
  • Vendor engagement with multi-screen communications from GP (inventory and order fulfillment)

Developed meta-data feeds for vendors to manage inventory at the warehouses as well as customer feeds for ordering and on-line ordering.

Developed  on-line ordering for vendors

Training and standard support.

Wireless and Telecom

Deliverables and Services Provided

Ask me for a sample of project deliverables to major Wireless Corporation in the Midwest United States.

Upgrade and Custom Integrations

Support and upgrade Wennsoft (TimeTrack, Job Cost), Replicon and all 3rd party GP products

Support and upgrade GP 2013

Integrations to cloud-based time management software and other systems integration, including complex report designs using SRS and .net integrations to GP.

Create custom SQL integrations to load project / job data into Wennsoft from AT&T /Verizon systems. SQL development to stage and integrate data from various host systems to and from Great Plains (GP).

Design new SRS reports using GP and Wennsoft tables. Understand all Dynamics and Wennsoft table structures (1500+ tables) in detail including fields and purpose.

Scribe and Smart Connect integration work, EDI from cloud solutions and mainframe into GP database.

Customize GP using VB to change functions of the various windows, create complex routines to split labor data from one job to many jobs based on algorithms required by the client.

Customization and integration work using smart connect, VBA, .net with cloud based applications to integrate payroll to job cost, project accounting and other modules.

SQL 2012 development of custom stored procedures for automating user tasks, processes and reporting.

GP 2010 to GP 2015 upgrade. Planning for AX conversion after Nokia acquisition. Data conversion and mappings to AX from GP.

Finance and Accounting

Auto-reconciliation tools built for AR/AP/Accrued Purchase/Inventory to reconcile the GL balance sheet accounts to related A/R modules to improve month-end close processing time.

Custom financial reporting for month-end, percent of completion reports, and other finance-related reporting.

Manufacturing and project accounting for construction projects. MRP for planning materials and lead times, custom .net application written to replace the MRP module for the highly customized need.


Deliverables and Services

Sample of projects delivered to major manufacturing corporation.


  • MRP implementation with automatic replenishment for supply and demand and customizations to handle import transit containers.
  • Successfully salvaged failed GP implementations.
  • Developed project plan and approach in order quickly and intelligently reload failed GP 2015 implementation.
  • Launched manufacturing and all standard modules within 6 months.
  • Financial: Write balance sheets, P&L and other financial reports using Management Reporter.
  • Multicurrency set up, gain/loss, and setups across multiple currencies and companies.


  • SQL integrations using eConnect, Smart Connect, etc. Integrations to cloud-based and local applications such as  Replicon Time Imports, SAP, DataMasons EDI, Site Tracker for Wennsoft (Key2Act) job costing imports, WASP (supply chain database), etc.

Warehouse Management Systems (WMS)

  • Bar-code scanning using Panatrack, Inventory and Asset Tracking, Custom SQL code with 3rd party vendors to handle special integration points.
  • Deploy and analyze workflows for scanning transfers, manufacturing receipts, put-away, sales shipments, returns, PO receipts, etc.
  • Import Electronic Data Interface (EDI) orders to GP 2015 and manage the integration work and traffic and workflows for EDI data for thousands of orders per day volume.
  • Assisted with the launch of EDI to major customers such as Walmart, Home Depot, and Lowes.
  • WMS system, automate various manufacturing processes and distribution using GP Dynamics 2015 R2, with custom Visual Basic and SRS reports.
  • Custom reporting, KPI, and dashboards for warehouse and other operations.
  • Bill of Materials import tool.
  • Design manufacturing setups and configuration with routing, costing, and work center.
  • MRP (replenishment) using MRP and custom work using VB.NET to handle the In transit transfer module for MRP.
  • Custom processes that handle shipping, payments, and complexities related to overseas manufacturing and MRP/planning functions.
  • Upgrade two versions of GP, including fixing data and accounting setups to streamline and automate accounting during transaction entry.

Finance and Accounting

  • Create balance sheets, P&L, and other financial reports using Management Reporter.
  • Multicurrency set up and gain/loss and setups across multiple currencies and companies.

Technical Expertise

Dynamics GP Version 5 – 2018

Dynamics AX

Dynamics Nav

Visual Studio for Applications

Crystal Reports to Version 10

SQL Server ver. 7.0 to 2019

SRS – SQL Reporting Design

Visual Basic / VB.net

Transact SQL

Windows Servers Setup/Config

Custom Programming GP

Dexterity Programming

GP Report designer/VBA

SQL Programming

Data migration / integrations