Dynamics GP Feature Focus: Professional Services Tool Library
Make the most out of GP with the Professional Services Tool Library, a built-in catalog of additional tools, capabilities, and shortcuts that allows you to more quickly view, combine, modify, and make system changes in all core modules of GP.
All these tools are pre-loaded and free to use, they just have to be enabled and applied to your user permissions. Be aware that all these tools are made to be used as-is--no modifications or customizations to the PSTL tools are possible.
When using these tools, keep the following in mind:
SQL Server data will be affected by enabling these tools, so a backup should be created before proceeding. A good rule of thumb is to frequently run backups, and a database backup should always be created before making any changes with PSTL tools.
Additionally, the user running these tools should be the only one logged into the GP company at the time of running the process. Any additional user activity (watch out for users who haven’t properly logged out or are otherwise “stuck” in a session) will result in error messages.
Per Microsoft, here’s the entire list of tools:
Checkbook Modifier - Compatible modules and features
Core Modules
Project Accounting
Item Number Modifier & Combiner - Compatible modules and features
Core Modules
Analytical Accounting
Manufacturing
Field Service
SmartList
Project Accounting
Account Modifier/Combiner - Compatible modules and features
Core Modules
Analytical Accounting
Control Account Management
Excel Based Budgeting
Field Service
Fixed Assets
Interfund Management
Manufacturing
Project Accounting
Revenue/Expense Deferrals
SmartList
Salesperson & Territory Modifier/Combiner - Compatible modules and features
Core Modules
Collections
Management
Customer Name Modifier - Compatible modules and features
Core Modules
Project Accounting
Item Description Modifier - Compatible modules and features
Core Modules
Project Accounting
Employee Modifier U.S. and Canadian Payroll - Compatible modules and features
Core Modules
Human Resources
Project Accounting
Personal Data Keeper
Inventory Site Modifier & Combiner- Compatible modules and features
Core Modules
Manufacturing
Field Service
Project Accounting
Vendor Name Modifier - Compatible modules and features
Core Modules
Project Accounting
We’ll break down a few of the tools we find most helpful:
Item Combiner
Use this tool to combine existing item numbers and to remove the old item numbers once they’ve been combined. This will also pull all Work, Open, and History records into the new item number.
Note that any items on a Bill of Materials cannot combine parent objects—only child objects can be combined.
Item Modifier
This helpful tool will allow you to change inventory item numbers and convert items to a new number without losing your work or records.
AR Management Transaction Unapply
Instead of removing history and reentering data, this tool allows historical documents to be unapplied and moved back to “open” and reapply them as needed, even when there are discounts or write-offs on the document.
If there are discounts or write-offs, a GL journal transaction will be created using the original distributions on the document, and the transaction will be in a GL batch, and an edit list can be printed prior to posting.
This tool also ensures that users cannot unapply multi-currency transactions with gains and losses, but if a Payment Transaction Removal has been run on the transaction, the AR Management Transaction Unapply Tool will not prevent users from processing it.
Reapplying multi-currency documents with gains and losses ultimately causes issues with the Historical Aged Trial Balance and is not recommended (you’ll need to open a Microsoft Support case to assist you).
Certified Payroll Report
This tool will give you enhanced project accounting capabilities by adding project numbers to employee time entries, as well as by pulling Timesheet Entry information into Project Accounting Timesheet Entries. By adding project codes to hourly transaction logs, you can better run reports (and run this specialized project payroll report) to break down project costing by employee, department, and pay codes.
One thing to keep in mind is that employees’ weekly gross and net pay, as well as other information like tax withholdings and FICA, will also be pulled into the report as summary information and may also pull in unapplicable time entries (like sick or vacation time, for example) that may not be related to the project you’re reviewing.
Company Copy
When you add a second company that needs the same setup and reporting as your original company, you can use this function. You can specify which modules and configurations should be taken from the source company and applied over to the new destination company.
It’s imperative that you backup the SQL database of your destination company, and you (or whoever is creating the copy) should be the only user logged in to GP at the time of the copy operation.
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