2. 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.

3. Agenda Overview of the toolset Installation and user access
What tools are available
What do the tools do for me
Q & A
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4. 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.

5. 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.

6. 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

7. What tools are available
System Tools
Financial Tools
Purchasing Tools
Sales Tools
Inventory Tools
Payroll Tools
Misc. Tools
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8. 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.

9. 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.

10. 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.

11. 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.

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

13. 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.

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

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

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

17. 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.

18. Sales Tools - SOP Customer Item Lookup

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

20. 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;

21. Sales Tools - Customer PO Validation

22. 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.

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

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

25. 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

26. 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

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

28. 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

29. 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