professional services tools library in dynamics gp

Professional Services Tools LibraryMicrosoft Dynamics GP

Presented by:Charles Allen

BKD TechnologiesManaging Consultant

Introduction – Charles Allen

Managing Consultant

More than 20 years experience

Microsoft MVP

Agenda

Introduction

Free Tools

Tools for Purchase

Q & A

Introduction

What you will learn in this webinar

How to install it

How to access it

What free tools are available to help you manage Dynamics GP

What tools are available for purchase

Installation and Version Information

The product can be installed using the Dynamics GP installation

It appears on the Additional Products menu

It can be downloaded from CustomerSource

The latest versions are:

2010 – 11.0.6

10 – 10.0.23

9 – 9.0.38

Installation and Version Information

It will appear in Dynamics.set as a separate product

Note that the location of it in the set file will vary from the image shown here

Accessing the Tools

Add a shortcut to the Navigation Pane in GP

The Tools Window

Free Tools

Purchasing 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 Trx 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

Free Tools

Purchasing Decimal Place Tool * – Adjust the Check Amount in words

to two decimals, for both Payables Management and Payroll checks

Payables Select Checks Combiner - Use this tool to consolidate checks to the same vendor when users are appending to an existing checks batch

Payables Minimum Check Utility – Pick a minimum amount for your payables checks created through the select checks process

Free Tools

Purchasing 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

Sales 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

Free Tools

Sales Territory Modifier – Change territory IDs in the system

Territory Combiner – Combine territories

Inventory Item Reconciler – Reconcile Inventory or Field Service

System Toolkit – Rebuild the GL00105, turn off/on dexsql.log,

rebuild indexes and recreate Dex Procs and tables

Free Tools

System 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

Update User Date * – Automatically update the User Date at midnight

Copy Company * – This tool allows the setup and report option information from one company to another within Microsoft Dynamics GP

* – Available with Dynamics GP 2010

Demo

Tools for Purchase

Finance

Account Modifier/Combiner

Fiscal Period Modifier

Checkbook Modifier

Fixed Asset Modifier

GL Account Master Record Triggers

Tools for Purchase

Purchasing

Vendor Modifier

Vendor Combiner

Vendor Name Modifier

Payables Management Master Record Triggers

1099 Modifier

Tools for Purchase

Sales

Customer Modifier

Sales Order Processing Customer Item Lookup

Customer Combiner

Customer Name Modifier

Salesperson Modifier

Receivables Management Master Record Triggers

Receivables Management Transaction Un-apply

Tools for Purchase

Payroll

Employer Modifier

Certified Payroll Report

Tools for Purchase

Inventory

Item Number Modifier

Item Number Combiner

Item Description Modifier

Inventory Site Modifier

Inventory Site Combiner

Tools for Purchase

System

Database Disabler

Shortcuts Copy

BKD Technologies Support Center

Monday - Friday, 8 a.m. - 5 p.m., call our Support Center toll free at:

Dynamics GP - 877.253.7778GPsupport@bkd.com

Where to Get More Information

BKD Technologies - 877.253.7778 or gpsupport@bkd.com.

eLearning through CustomerSource

Q&A

Next Webinar

Topic: Word Templates in Dynamics GP

Date: April 21, 2010

Register at: www.bkdtechnologies.com/attend

Contact Info

Charles AllenBKD Technologies

713.499.4629callen@bkd.com

Thank You For Attending Our Webinar