professional services tools library in dynamics gp
DESCRIPTION
Microsoft’s Professional Services Tools Library for Microsoft Dynamics GP is a suite of tools offering a full range of data customization and control utilities to provide efficient and productive solutions. From Finance, Purchasing, Sales, Payroll, Inventory and System tools, everyone in your organization using Professional Services Tools Library can get more out of their system.TRANSCRIPT
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 - [email protected]
Where to Get More Information
BKD Technologies - 877.253.7778 or [email protected].
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
Thank You For Attending Our Webinar