Decimal Place Tool If this is checked off, payables and payroll cheques will have the cheque amount in words truncated to two decimals. This tool is used when the currencies have been setup with more than two decimals.
Company Copy This tool allows the setup and report option information from one company to be copied to another company. You are able to specify exactly which modules you would like to copy from your source company.
For more information, please follow this link. Join us to learn how to create a report, discuss the options available to save reports, how to use preset dates, and how to best use your GP reports. January 18 am — am PST. Comm, majoring in Accounting. She has previously worked as an auditor at a large firm and now spends her days communicating with Encore clients and helping to resolve their issues with Dynamics GP.
Click Add, you will notice that a link has been added to your Navigation Pane and your list of modules 4. System Tools: Shortcuts Copy Use this tool to copy the Shortcuts options from one user to another user with the click of a button. This is especially useful when macros are used with a window e. Menu Inquiry Utility The Menu Inquiry Utility allows you to see all of the commands on the menus, whether they are hidden or not, and helps identify where those commands come from which product and other properties of the commands.
The application will run in the background as long as Microsoft Dynamics GP is open. This tool can identify which one of these activities you are trying to perform. Purchasing Tools: Modifier This tool allows you to update the amounts for vendors who are not set up as a vendor for the year or a portion of the year. January 18 am — am PST Register.
More from Fabrice Vermeer. By continuing the use of this site, you agree to allow cookies to get the best experience on our website. Read our Privacy Policy to learn more. Use this tool to copy the Shortcuts options from one user to another user with the click of a button. The Menu Inquiry Utility allows you to see all of the commands on the menus, whether they are hidden or not, and helps identify where those commands come from which product and other properties of the commands.
This tool allows changes in chequebook IDs to take place. Use the Fiscal Period Modifier to change fiscal year definitions and reset data in the open and history tables. This tool allows you to create General Ledger account master records and replicate records to another database on the same server.
This tool allows you to update the amounts for vendors who are not set up as a vendor for the year or a portion of the year. This tool allows you to add a vendor and vendor address master record and replicate records to another database on the same server. DIC Make a copy of your Dynamics.
Reduce the top number on the file by 1. DIC e. Click File , click Save , and then exit the file. This tool also supports integrating into several different companies. Requires VB6 runtime to register the dll, not installed by default on a new operating system AverageDaytoPay. The maximum quantity allowed to be invoiced is based the following formula: Quantity Shipped minus Previous Quantity Invoiced plus Quantity Returned.
This tool will not allow invoicing of more than this amount. In this article. Allows you to launch Microsoft Dynamics and run one or more integrations or integration groups and have Microsoft Dynamics GP exit upon completion of the integrations. Use this tool to change the Customer Name. You can change an existing customer name to a new customer name without any loss of work, open, or historical records.
Enter the Starting Customer Number that you want to modify. The existing Starting Customer Name will appear automatically. Choose the Convert button to update records. Refer to Using Validate and Import buttons for information on importing data. Choose Continue once you have a backup of the database you are running the change on. A message will signal the end of the Customer Name Modifier process.
Choose a destination for the report to view a Modified Customer Names report. Use this tool to create customer and customer address master records and replicate records to another database on the same server. If you utilize the RM and PM Master triggers in the Professional Service Tools Library and a customer or vendor has an address with more than 31 characters in the field, the system will truncate any characters after You will not be able to select an option if you are not registered for that particular Master Trigger.
You can reapply the records as needed. Using this tool can be a good alternative to removing history and reentering data if records were applied incorrectly. An edit list can be printed prior to posting into the General Ledger. The Receivables Management Unapply tool will prevent users from unapplying multi-currency transactions that contain a gain or loss. However, if Payment Transaction Removal PTR has been run on the transaction to move it to history, the Receivables Management Unapply tool will not prevent the user from processing these transactions.
It is not recommended to unapply historical multi-currency documents with gains or losses as this can cause data damage to the apply records created when they are reapplied which leads to issues with the HATB Historical Aged Trial Balance if the transactions are reapplied. If you already processed a transaction in this condition, please reach out to Support for assistance. Choose the document numbers or dates for which you want to unapply the transactions. Mark All to unapply all documents or enter a range of documents in the From and To fields.
You will be prompted to verify that you want to unapply the documents. Choose Unapply to continue. You can also view the report only or cancel. The result is a new Salesperson ID with no data lost or having to be reentered into the system.
If you plan on importing large amounts of data, please refer to Using the Validate and Import buttons where there is information about the Validate and Import buttons.
You will be prompted to backup your database. Once you have a backup of the proper data, choose Continue to begin the change process. Select a report destination to view the Changed Salespersons report. Use this tool to store customer-specific ordering history, as well as the last invoice date and the last price used, and view that information from within Sales Order Processing Entry and the Sales Item Detail windows.
This tool modifies existing features within Microsoft Dynamics GP. Close the window. Choose Create Initial Data from the Additional menu. You will receive a message when processing is finished. The window displays the historical purchasing information for this customer and the most recent price for each item purchased.
As Invoice documents are posted, new entries are added to the table that stores the Customer Item historical data. If a customer purchases the same item in two different unit of measure codes, both records will show in the Customer Item Lookup window. However, the unit of measure and price that will appear is based off of the item's default unit of measure. If the unit of measure changes within a sales document, a new price will become the default.
This tool allows changes in territory IDs to take place and the process mirrors that of how account numbers are changed. The user is able to change an existing territory id to a new territory id without any loss of work, open, or historical records. Just by clicking the convert button the records are updated. If you want to import large amounts of data, refer to Using the Validate and Import buttons , where there is information on how to import data.
The process is complete when you receive another message stating the Territory Modifier is finished. A Report Destination Window will appear. Select a report destination to view the Modified Territories Report. Use the Territory Combiner to combine an existing Territory ID with another existing Territory ID without any loss of work, open, or historical records.
Choose the convert button to update records. If you want to import large amounts of data, refer to Using the Validate and Import buttons. Once you have a backup of the proper data, choose Continue to begin the combine process.
Click Next to open the Setup window. When marked, the SQL database will be examined documents of the specified type that have duplicate Customer PO numbers. For instance, it might not matter that a duplicate Customer PO Number was entered on a Quote document. In that case, you would not mark the Check DB column for Quote documents, and the check would not be performed.
This column specifies which types of tables should be searched. Choose Work, History, or Both. The default is Both. For instance, on a return you might not want to check for duplicate Customer PO Numbers because the customer could have multiple returns for a single Customer PO Number. Like most required fields, the user can delay entering this data but the Sales Document won't be saved until a value is entered.
This specifies what the system should do if a duplicate PO number is found for a customer. The following are the available actions:. Only an "OK" button is displayed in the message, because it is only a warning. If a duplicate is found, the message defined in the Message column for that SOP Type will be displayed. The user will be given a choice of "Yes" or "No", or "Display". If "Display" is clicked, a window will open that shows the records that the PO Number was found on.
An "OK" button and a "Display" button are displayed with the message. If "OK" is clicked, the focus will return to the Customer PO Number and they user would have to enter a different number or leave it blank. Presents the user with the message defined in the Message column for that SOP Type, but will give the user the option of entering the password entered in the Password column as an override.
This field is a user-defined message that is displayed after a duplicate PO Number is found. This field is per document type and is only used when the Warning Type column is set to Warn and Password.
When in Sales Transaction Entry, entering in a duplicate Customer PO Number will check for duplicates on the document types marked and apply the rules for the document type currently entered. For any Warning Type other than Do Nothing, a dialog will be displayed giving the custom message if a duplicate is found. Depending on the option selected Warn and Ask, Warn and Reject, etc. For this document, the setting was Warn and Ask. Clicking Yes would allow reuse of the number, while clicking No would restart the field.
Clicking Display will open a display window to display the documents that the PO Number was used on. To create Customer Exceptions, use the Customer Exception window. This window displays all of the customers in the system and allows you to choose the exceptions. Mark the customers for which the Customer PO Number is not required. Refer to Using Validate and Import buttons on page 2 for information on the Validate and Import buttons, which make it possible to import large amounts of data.
Once you have a current backup of the database, choose Continue. If Manufacturing is part of your solution, you must run a full MRP Regeneration after the combine process has finished in order to complete the process for MRP tables.
Refer to Using the Validate and Import buttons for information on the Validate and Import buttons, which make it possible to import large amounts of data.
The report indicates what Site IDs were changed in the system. Use this tool to change Item Descriptions. You can change an existing item description to a new item description without any loss of work, open, or historical records. Refer to Using the Validate and Import buttons for information on importing data. The Starting Item Description field is populated automatically.
Enter a new description in the Ending Item Description field. Choose Continue once you have a backup of your database. A message will signal the end of the Item Description Modifier. Use the Item Number Combiner to combine existing item numbers. The old item number is removed from the system after the combine process is finished. All Work, Open, and History records are combined into the new item number.
A workaround to this would be to decrease the Qty down to 0 prior to Combining Items. After you choose Convert you will be prompted to back up your data. Once you have a backup of the company database, choose Continue to start the combine process. Another message is displayed when the item number combine process is complete. Choose OK to continue. Close the Item Number Combiner.
Select a report destination to view the combined Item Numbers Report. Item Number Modifier is like other modifier tools in that it allows the user to change a current inventory item number to a new number without losing any work, open or history records.
Choose OK and close the Item Modifier window. Select the report destination to view the Converted Item Number s report. Item Reconciler allows you to reconcile Inventory. The Reconciler 's function is the same as the reconcile functions built into Microsoft Dynamics GP with one exception: only those items that need reconciling will be reconciled using Professional Services Tools Library.
This can increase performance if all items don't need to be reconciled. This tool allows you to update the amounts for vendors who are not set up as a vendor for the year or a portion of the year. This tool will only modify records that are already paid and should be records for the year selected. You need to execute this tool the next year prior to printing reports to be sure that work and open records that were paid in the new year, get updated.
Once the vendor is marked as a vendor, open the Modifier tool from the Professional Services Tools Library menu. The Process and Print Report option makes the changes, prints the report and prints an updated Summary records report for the amount. A message will signal when the Modifier has finished processing. If you selected Process and Print Report, you may get an additional report showing summary table changes that have been made to the amount field.
The number under the Amount After heading is the amount that prints on your reports. This tool allows you to add a vendor and vendor address master record and replicate records to another database on the same server. If you use the RM and PM Master triggers in the Professional Service Tools Library and a customer or vendor has an address with more than 31 characters in the field, the system will truncate any characters after You will not be able to mark an option if you are not registered for that particular Master Trigger.
This process occurs after the Payment Vouchers have already been created. This will cause a break in the payment vouchers sequence in the system but will not harm anything. To activate the new functionality that this tool offers, simply mark the second check box next to PM Minimum Check from the Professional Services Tools Library menu.
When opening the Select Payables Checks window, the title bar of the window will display the current settings for the minimum check amount. The Minimum Select Check Amount window will appear. You can turn the minimum check amount on or off by marking or unmarking the Use Minimum Amount check box.
The settings are per machine and stored in the Dex.
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