Professional Services Tools Library (PSTL) Microsoft Dynamics GP Title page to include presentation title/topic, speaker, date etc. Presented by: Sally Diehl Sr. Director RSM US, LLC.

Agenda Overview of the toolset Installation and user access What tools are available What do the tools do for me Q & A Standard content slide with simple bulleted content

Installation and User Access Can be downloaded from PartnerSource (Contact Partner) May already be installed Shortcuts are not created automatically in older versions Depending on your version of GP, some of these tools may have been integrated into the core GP Product.

Overview-Professional Services Tools Library 30+ tools for Microsoft Dynamics GP Mainly used to manage Master Records and enhance GP functionality Available for free with Dynamics GP10 and later Must be logged in as System Admin (sa) to run tools* There is no UNDO function-Backups are important User Guide PDF is available with a detailed description of each tool * For installation, we recommend you call one of our consultants to perform the install and guide you through the usage, security, and precautions of using the tools.

Benefits of using the Tools For most modules, the tools provide a method to change Master record identifiers throughout the system - Including Open, Work, and History Many of the tools give the ability to consolidate/merge data Ensure data integrity Increase productivity and enhance efficiency Reminder: There is no UNDO feature when using these tools. Attempt changes in a TEST company before applying to LIVE data. Backups are important. Allows for independence from IT. Waiting for IT to alter your data… *** For instance, a SalesPerson ID needs to be changed. The tool can go through all Distribution records where the ID exists and modifies all records where that ID exists. * Compared to a developer going thru the database trying to identify all tables where the data exists

What tools are available System Tools Financial Tools Purchasing Tools Sales Tools Inventory Tools Payroll Tools Misc. Tools Standard content slide with two column text option

Who has used this tool and what tools have you used? There are a lot of features available in this toolset. I will go through a few of my favorites. Explain that the grey check boxes denote a registered module, and the unchecked boxes provide additional functionality to GP, by adding menues, or additional dialog boxes to user actions.

System Tools-Shortcuts Copy Copies all shortcuts from one user to another Very useful if macros exist This is a great tool if you have a Finance user that has used GP for a long time and has created several shortcuts and you want to copy those shortcuts to a new user. Can create a lot of efficiencies by not having to navigate away from the Home page.

System Tools -Toolkit Performs database maintenance tasks Used by Support Consultants and IT GL00105, GL index Master holds the cross references between the GL Account numbers and the unique identifier GP uses during it’s processing: occasionally gets corrupted and needs to be rebuilt.

System Tools -Update User Date Adds GP functionality by automatically advancing the date to the next day if GP is open in a user session The Dex.ini setting “SuppressDateChangeDialog” must be set to “True”. This is a good example of a tool that simply adds functionality to GP, by checking the check box.

Financial Tools-Account Modifier/Combiner Allows changing of GL accounts Will update open and history Data can be imported from a text file Changer

Financial Tools - Master Triggers setup One database is deemed the Master Will replicate all GL accounts, Vendors and Customers to other databases All databases must have the same account structure All Master Trigger Tools are the same, it just exists in three places. Note for integration manager that if the integration fails, it rolls back master company records but not replication records.

Sales Tools - Customer Name Modifier Modify Customer Name Master Record Import from Text file available Just this company

Sales Tools - Receivables Transaction Unapply Unapplies records from History and move back to Open You can reapply or void records as needed

Sales Tools - Sales Person Modifier Modify the Sales Person ID Import available for mass updates

Sales Tools - SOP Customer Item Lookup During Order Entry, displays all historical orders You need to build initial data before it will work: In the additional menu on SOP setup window. Again, this is an added GP feature activated by this toolset. To build initial data from your existing history tables, choose Microsoft Dynamics GP menu >> Tools >> Setup >> Sales >> Sales Order Processing to open the Sales Order Processing Setup window.

Sales Tools - SOP Customer Item Lookup

Sales Tools – Territory Modifier/Combiner Modifies key records across open and history Maintains data integrity Import available for mass updates

Sales Tools - Customer PO Validation Checks the Customer PO Number field for duplicates Settings can be configured individually for all Sales Transaction types Customers can be excluded from these rules PO on Sales order is a Text field, anything can be entered;

Sales Tools - Customer PO Validation

Inventory Tools – Item Reconciler Improved Item Reconcile tool GP already has a native tool to reconcile, but this tool only reconciles items that require it, increasing performance and reducing downtime.

Inventory Tools - Item Combiner/Modifier Allows changing of Inventory Item Numbers Will update open and history Data can be imported from a text file

Inventory Tools - Site Combiner/Modifier Allows changing of Inventory Sites Will update open and history Data can be imported from a text file

Purchasing Tools - 1099 Modifier Update of 1099 amounts for vendors that were not setup as a 1099 vendor for all or a portion of the year. All or nothing, it will go back

Purchasing Tools - PM Minimum Check Set a minimum amount for Payables checks Stored in the Dex.ini file – per user/machine This is another setting that adds additional functionality in GP. Ask functional consultants to answer

Misc. Tools - Fixed Asset Modifier Modify Fixed Asset ID’s No import…

Misc. Tools - Doc Date Verify Validates Document Date falls within an open fiscal period. Validation occurs in the following modules: Payables Transaction Entry; Receivables Transaction Entry Invoice Entry Payables Manual Payment Entry Sales Transaction Entry Inventory Transaction Entry Cash Receipts Entry Purchase Order Entry Receiving Transaction Entry Purchasing Invoice Entry

Misc. Tools - Company Copy Allows setup and report option information to be copied from one company to another All data from Setup and Report Options tables is deleted in the destination company! Save some consulting $’s