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Jeff Smith, Solution Architect
A Powerful Toolset at Your Fingertips - Professional Services Tools Library Jeff Smith, Solution Architect
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Session Objectives Review and understand the components and capabilities of the Professional Services Tools Library included with your Dynamics GP license.
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Agenda What is the Professional Services Tools Library? Types of tools
Be prepared Financial Series tools Purchasing Series tools Sales Series tools Payroll Series tools Inventory Series tools System/Miscellaneous tools Module compatibility
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What is the Professional Services Tools Library?
A collection of tools for Dynamics GP Data manipulation utilities Functional enhancements Types of tools Modifier Combiner Trigger
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What is the Professional Services Tools Library?
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Be Prepared Plan Back up before processing
Make sure you understand what the tool does and if it provides the results you desire Back up before processing Be diligent as data is being changed Understand module compatibility Do you have ISV/3rd party applications?
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Types of Tools Modifier tools Combiner tools Trigger tools
Modify the record’s key field Changes effect to all open and historical transactions Combiner tools Combine two records Changes flow to all open and historic transactions Trigger tools Replicate master records in multiple databases Includes updates to records
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Financial Series Tools
Account Modifier/Combiner Fiscal Period Modifier Checkbook Modifier Fixed Asset Modifier General Ledger Master Record Triggers
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Account Modifier/Combiner
Change Historical Transactions One at a time or import list from Excel sheet Changes can be made within chart of accounts limits set upon installation
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Checkbook Modifier
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Fiscal Period Modifier
Good if setting up new fiscal tears
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General Ledger Master Record Triggers
Copy chart of accounts master record data from one company to another
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Purchasing Series Tools
Vendor Modifier * Vendor Combiner * 1099 Modifier Payables Management Master Record Triggers Vendor Name Modifier Payables Minimum Check Payables Select Check Combiner Minimum PO/Receipt Number Purchase Order Processing Cost Defaulter
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Vendor Modifier/Combiner
Modify or combine Vendor ID’s Can import for mass updates Great for eliminating duplicates or setting up new numbering scheme Now included in module utilities
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1099 Modifier Modify 1099’s
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Payables Management Master Record Triggers
Copy vendor master record data from one company to another
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Payables Management Minimum Check
Set minimum check amount for check run
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Payables Management Select Check Combiner
Use this tool to consolidate checks to match the same vendors when users are appending to an existing check batch.
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Vendor Name Modifier Change Vendor Name
Changes name in transaction history
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Minimum PO/Receipt Number
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Purchase Order Processing Cost Defaulter
Set cost default for Purchase Order Entry
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Sales Series Tools Customer Modifier * Customer Combiner *
Customer Name Modifier Territory Modifier Territory Combiner Salesperson Modifier Receivables Management Master Record Triggers Receivables Management Transaction Unapply
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Customer Modifier/Combiner
Modify or combine Customer ID’s Can import for mass updates Great for eliminating duplicates or setting up new numbering scheme Now included in module utilities
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Customer Name Modifier
Change customer name Updates transaction history
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Receivables Management Master Triggers
Copy customer master records from one company to another
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Receivables Management Transaction Unapply
Unapply transactions and move back to open
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Salesperson Modifier Modify assigned SalesPerson ID’s
Great for reassignments
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SOP Customer Item Lookup
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Territory Modifier Modify assigned Territory ID
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Territory Combiner Combine Territory ID’s
Great for territory consolidations
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SOP PO Number Check Avoid order duplications
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Payroll Tools Employee Modifier Certified Payroll Report
Detail Payroll Activity Tracking
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Employee Modifier
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Certified Payroll Report
Adds job number to transaction entry window
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Inventory Tools Inventory Site Combiner Inventory Site Modifier
Item Description Modifier Item Number Combiner Item Number Modifier Item Reconciler
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Inventory Site Combiner
Combine Site ID’s Great for mass movement of items from one site to another
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Inevntory Site Modifier
Change Site ID’s
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Item Description Modifier
Modify Item Numbers
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Item Number Combiner Combine Item Numbers Eliminate duplicates
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Item Number Modifier Modify Item Numbers
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Item Reconciler
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System/Miscellaneous Tools
Shortcuts Copy Toolkit Menu Inquiry Utility Update User Date Fixed Asset Modifier Default Add Item POP/SOP Doc Date Verify Decimal Place Tool Company Copy
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Shortcut Copy
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Toolkit
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Menu Inquiry Utility
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Update User Date Automatically update system date at midnight
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Fixed Asset Modifier
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Default Add Item POP/SOP
When activated this option will mark the Add Item selection in the Options menu for the following windows: Sales Transaction Entry Purchase Order Entry Receivings Transaction Entry Purchasing Invoice Entry
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Default Add Item POP/SOP
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Doc Date Verify When Doc Date Verify is activated, and a document date is entered, a check will be performed to determine whether the document date is in a valid fiscal period or if the fiscal period is closed.
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Doc Date Verify Payables Transaction Entry
Receivables Transaction Entry Invoice Entry Payables Manual Payment Entry Sales Transaction Entry Inventory Transaction Entry Cash Receipts Entry Purchase Order Entry Receivings Transaction Entry Purchasing Invoice Entry
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Decimal Place Tool When the Decimal Place Tool is activated, both Payables Management checks and Payroll checks will have the Check Amount in Words truncated to two decimals. This would be used if the currencies in Dynamics GP were changed to more than two decimals.
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Company Copy
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Compatibility Information
Tool Name Compatible Modules and Features Account Modifier/Combiner Core Modules Analytical Accounting Control Account Management Excel Based Budgeting Field Service Fixed Assets Interfund Management Manufacturing Project Accounting Revenue/Expense Deferrals Smartlist Checkbook Modifier
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Compatibility Information
Tool Name Compatible Modules and Features Customer Name Modifier Core Modules Project Accounting Microsoft Dynamics CRM Employee Modifier Human Resources Project Accounting/Personal Data Keeper Item Number Modifier Analytical Accounting Manufacturing Field Service Smartlist
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Compatibility Information
Tool Name Compatible Modules and Features Item Number Combiner Core Modules Analytical Accounting Manufacturing Field Service Smartlist Project Accounting Microsoft Dynamics CRM Item Description Modifier
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Compatibility Information
Tool Name Compatible Modules and Features Inventory Site Modifier Core Modules Field Service Project Accounting Microsoft Dynamics CRM Salesperson Modifier Collections Management Territory Modifier Territory Combiner Vendor Name Modifier
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Jeff Smith, Solutions Architect 800. 589. 6614 x2002 | jsmith@socius1
Jeff Smith, Solutions Architect x2002 |
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