As with
Microsoft Dynamics GP 2013 Professional Services Tools Library (PSTL) is
available free. Now you can utilize these useful tools to modify, consolidate
and change critical data throughout their entire system, without reentering data
in multiple places. A brief description of each tool is below, sorted by
series.
Finance
Series Tools
·
Account Modifier/Combiner – change an old account
number to a new account number, or combine like accounts into a single account
without manually keying in the data. This tool includes both the account
modifier and combiner.
·
Fiscal Period Modifier – change fiscal year
definitions effortlessly. It allows you to change the fiscal year by changing
the year stamp on transactions.
·
Checkbook Modifier – change existing
checkbook Ids to new checkbook IDs. All work, open and history records
are updated with no loss of data.
·
Fixed Asset Modifier – reclassify an asset code
within the fixed assets module and reflect that change in all tables throughout
the system.
·
General Ledger Master Record Triggers – avoid data entry by
adding a general ledger account when you replicate records to another database.
Purchase
Series Tools
·
Vendor Modifier – change an existing
vendor ID to a new vendor ID with the click of a button. Instead of
having to key in a new vendor Id and re-key open invoices, you are able to
update all work, open and history records seamlessly.
·
Vendor Combiner – combine a vendor ID into
another existing vendor ID. All the work, open and history records
combine into the new vendor. No data is lost and the summary balances are
recalculated. The original vendor ID is removed from the system after it is
combined into the other vendor ID.
·
Vendor Name Modifier – change an existing
vendor name to a new vendor name with a click of the button. All work,
open and history records are updated seamlessly.
·
Payables Select Checks Combiner – use this tool to
consolidate checks to the same vendor when users are appending to an existing
checks batch. This can be of great value if users frequently build batches of
payables checks and select different document number ranges or different date
ranges.
·
Payables Minimum Check Utility – Pick a minimum amount
for your payables checks created through the select checks process. It will
prevent any checks being created under the minimum amount specified.
·
Payables Management Master Record Triggers – avoid data entry by
adding a vendor record and vendor address when you replicate records to another
database.
·
Minimum PO/Receipt Number – Prevent purchase order
processing from defaulting the next PO number or receipt number to a number
that is previous to the current PO number – when an existing PO number is
deleted. Option to set a minimum PO number default, so the system won’t
default to anything below the minimum.
·
1099 Modifier – change documents to 1099
documents if you have incorrectly set up your vendors, or if you forgot to mark
the 1099 vendor option on your vendor card for a year or a portion of the year.
After marking the option, you can run this tool, which will mark all documents
for that vendor as 1099 documents. It will then reconcile these amounts into
your summary records so they print on your 1099 reports.
Sales
Series Tools
·
Territory Modifier – change territory IDs in
the system. The result is a new territory ID with no loss of data.
·
Territory Combiner – combine a territory Id
into another territory ID without losing any work, open or history records.
after the completion of the tool, the old territory is removed from the system.
·
Customer Modifier – change customer numbers
in the system. you can change from an existing customer number to a new
customer number. Instead of having to key in a new customer number and
re-keying all your open invoices, you can update all work, open, and history
records with the click of a button.
·
Customer Combiner – combine a customer number
into another customer number without losing any work, open or history records.
The old customer number is removed from the system after the completion of the
tool and the summary records are recalculated to include both customers’
summary information.
·
Customer Name Modifier – This tool enables you to
change an existing customer name to a new customer name with a click of the button.
All work, open and history records are updated seamlessly.
·
Salesperson Modifier – change salesperson IDs.
The result is a new salesperson ID and no data is lost or has to be re-keyed
into system.
·
Receivables Management Master Record Triggers
–
avoid data entry by adding a customer record and customer address record when
you replicate records to another database.
·
Receivables Management Transaction Unapply – unapply documents in the
history table and automatically move the records back to the open table,
allowing you to reapply the records as needed. This is a good alternative to
removing history and re-keying data if the records are applied incorrectly.
Payroll
Series
·
Employee Modifier – change an employee ID
without losing any work, open or history records. A new employee ID is
introduced to the system, while the existing one is removed.
·
Certified Payroll Report – add a project number to
employees’ hourly transactions and track these hours on a per/project basis.
The transactions are then printed on a weekly report and are separated by
project number with a breakdown for each employee by department, job title and
pay code.
Inventory
Tools
·
Item Reconciler – reconcile inventory or
field service. This tool can increase performance if all items don’t need to be
reconciled. Only those items that need reconciling will be reconciled
using Professional Services Tools.
·
Item Number Modifier – change an item number
without losing any work, open or history records.
·
Item Number Combiner – combine an item number
into another item number without losing any work, open or history
records. After the completion of the tool, the old item number is removed
from the system.
·
Item Description Modifier – create a new description
for item numbers without a lot of manual data entry. All work, open and
history records are updated.
·
Inventory Site Modifier – change the site/location
code without losing any data.
·
Inventory Site Combiner – combine site/location
code. It does not post adjustments to the general ledger.
·
Sales Order Processing Customer Item Lookup – Store customer-specific
ordering history along with last invoice date and last price used. A
lookup is available from within sales order processing entry and the sales item
detail window.
System
Tools
·
Toolkit – rebuild the GL00105
without going into SQL query analyzer, turn on/off dexsql.log, rebuild indexes
and recreate dex Procs and tables.
·
Database Disabler – allows the ‘sa’ user to
disable any company database. once the database is disabled, the company
option is removed from the login window you see when logging into dynamics or
eEnterprise. The company database can easily be ‘re-activated.’
·
Shortcuts Copy – copy the shortcuts
options from one user to another user. This is especially useful when multiple
users have to set up specific, frequently used shortcuts for third-party
windows or data entry windows.
·
Menu Inquiry Utility – The Menu Inquiry utility
allows you to see all of the commands on the menus, hidden or not, and helps
identify where those commands come from (which product) and other properties of
the commands.
*Tools
Only Available for Dynamics GP 2010 (version 11) or later
·
SOP PO number Check* – Verify customer Po
numbers for duplicates as data is entered into the field on both the SOP Entry
window and the SOP customer detail entry window.
·
POP Cost Defaulter* – use this tool to
default in the Standard cost or the current cost within the Purchase
order entry window instead of the vendor specific Last Invoice cost.
·
Default Add Item POP/SOP* – automatically mark the
add Item option to be marked in Sales Transaction Entry, Purchase Order Entry,
POP Receiving’s Entry and Purchasing Invoice Entry.
·
Doc Date Verify* – Verify document dates
fall in a valid fiscal period when entered in Payables Transaction Entry or
Receivables Transaction Entry. If the date does not fall within a valid fiscal
period, a message will be issued and the user will not be allowed to continue
until the date is in a valid period. This customization will also do a
validation if the period is closed.
·
Decimal Place Tool* – adjust the check amount
in Words to two decimals, for both Payables Management and Payroll checks. This
tool is useful when the currencies in Microsoft Dynamics GP have been changed
to more than two decimals, which can alter the amount when a check
prints. NOTE: Report Writer must be used to modify the check report
and adjust the currency fields.
·
Update User Date* – automatically update
the user date at midnight. The application will run in the background as long
as Microsoft Dynamics GP is open. This tool can be useful when the
solution is left open on a machine overnight running integrations or other
processes.
*available
only on Microsoft Dynamics GP 2010 or later.
New
Professional Services Tools Now Available Upon Request:
·
Auto Dim – Allows you to launch
Microsoft Dynamics GP and run one or more integrations or integration groups
and have Microsoft Dynamics GP exit upon completion of the integrations. This
tool also supports integrating into several different companies.
·
Auto Post – Allows you to call a COM
DLL to post Sales Order Processing, GL Transaction Entry, IV Transaction Entry
and RM Cash Receipt Batches.
·
Detail Payroll Activity Tracking – Allows you to track all
employee changes made in Microsoft Dynamics GP.
·
POP Over Receipt Tolerance – Allows a receipt
tolerance percentage for quantities. A setup window allows the user to enter a
tolerance percentage, that percentage is then used when a Purchase Order is
received. The highest quantity that can be received is the original quantity
ordered plus the percentage amount.
·
PO Returns – When invoicing a receipt
in POP, this tool will check the previous quantity invoiced and the quantity
returned for the line item. The maximum quantity allowed to be invoiced is
based the following formula: Quantity Shipped minus (Previous Quantity Invoiced
plus Quantity Returned). This tool will not allow invoicing of more than this
amount.
·
RM Auto Apply – Allows the user to Mass
Apply posted RM Credit Documents to posted RM Debit Documents. The user can
select a range of Customer, Debit Document Dates, Credit Document Dates, and a
Credit Document Type restriction if desired.
·
Shipment Notification – Allows drop ship sales
orders to be transferred to invoice prior to invoicing the purchase order.
·
SOP Default Per Site Line – This tool defaults the
site from the Cards | Inventory | Quantities | Sites for each line item entered
in the SOP transaction.
·
SOP Sort Line Items – Allows the user to
define custom sorting options to display line items in Sales Order Processing.
·
SOP to POP Line Reordering Utility – This tool will reorder
the line items of Purchase Orders generated by the SOP to POP transfer process
to be in the same order as they originally were on the Sales Order document(s).
