Jeff Smith, Solution Architect A Powerful Toolset at Your Fingertips - Professional Services Tools Library Jeff Smith, Solution Architect

Session Objectives Review and understand the components and capabilities of the Professional Services Tools Library included with your Dynamics GP license.

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

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

What is the Professional Services Tools Library?

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?

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

Financial Series Tools Account Modifier/Combiner Fiscal Period Modifier Checkbook Modifier Fixed Asset Modifier General Ledger Master Record Triggers

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

Checkbook Modifier

Fiscal Period Modifier Good if setting up new fiscal tears

General Ledger Master Record Triggers Copy chart of accounts master record data from one company to another

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

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

1099 Modifier Modify 1099’s

Payables Management Master Record Triggers Copy vendor master record data from one company to another

Payables Management Minimum Check Set minimum check amount for check run

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.

Vendor Name Modifier Change Vendor Name Changes name in transaction history

Minimum PO/Receipt Number

Purchase Order Processing Cost Defaulter Set cost default for Purchase Order Entry

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

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

Customer Name Modifier Change customer name Updates transaction history

Receivables Management Master Triggers Copy customer master records from one company to another

Receivables Management Transaction Unapply Unapply transactions and move back to open

Salesperson Modifier Modify assigned SalesPerson ID’s Great for reassignments

SOP Customer Item Lookup

Territory Modifier Modify assigned Territory ID

Territory Combiner Combine Territory ID’s Great for territory consolidations

SOP PO Number Check Avoid order duplications

Payroll Tools Employee Modifier Certified Payroll Report Detail Payroll Activity Tracking

Employee Modifier

Certified Payroll Report Adds job number to transaction entry window

Inventory Tools Inventory Site Combiner Inventory Site Modifier Item Description Modifier Item Number Combiner Item Number Modifier Item Reconciler

Inventory Site Combiner Combine Site ID’s Great for mass movement of items from one site to another

Inevntory Site Modifier Change Site ID’s

Item Description Modifier Modify Item Numbers

Item Number Combiner Combine Item Numbers Eliminate duplicates

Item Number Modifier Modify Item Numbers

Item Reconciler

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

Shortcut Copy

Toolkit

Menu Inquiry Utility

Update User Date Automatically update system date at midnight

Fixed Asset Modifier

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

Default Add Item POP/SOP

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.

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

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.

Company Copy

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

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

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

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

Jeff Smith, Solutions Architect 800. 589. 6614 x2002 | jsmith@socius1 Jeff Smith, Solutions Architect 800.589.6614 x2002 | jsmith@socius1.com www.socius1.com