Free Tools for Microsoft Dynamics GP!

Written By: Kim Anselmo of The Resource Group

from September 25, 2012

Ever wanted to change old account numbers or Vendor IDs in Microsoft Dynamics GP? How about updating Employee IDs when they change their name? The Professional Service Tool Library (PSTL) contains quick and easy tools for Microsoft Dynamics GP users to consolidate and change data within the system and they are now free to all customers. The tools can be as easy to use as clicking a button—users can change data throughout the system without manually keying in data at every location. Just be aware that these are powerful changes to the entire Microsoft Dynamics GP system structure. Before using the tools, it is recommended to speak with a Microsoft Dynamics GP Partner to assist in determining which tools are appropriate and needed and how to set them up correctly.

The top tools for the greatest value:

Account Modifier/Combiner:  Change an old account number or combine like accounts into one without manually keying in the data. This tool includes both the account modifier and combiner.

Customer Combiner:  Combine a customer number into another customer number without losing any work, open or history records. The old customer number is removed from the system after the completion of the tool, and the summary records are recalculated to include both customers’ summary information.

Customer Modifier:  Change customer numbers in the system by changing from an existing customer number to a new customer number. Instead of having to key in the new number and re-keying all open invoices, simply update all work, open and history records with the click of a button.

Employee Modifier:  Change an employee ID without losing any work, open or history records. A new employee ID is introduced to the system while the existing one is removed.

Item Number Modifier:  Change an item number without losing any work, open or history records.

Vendor Combiner:  Combine a vendor ID into an existing vendor ID. All the work, open and history records combine into the new vendor. No data is lost, and the summary balances are recalculated. The original vendor ID is removed from the system after it is combined into the other vendor ID.

Vendor Modifier:  Change an existing vendor ID to a new vendor ID with the click of a button. Instead of having to key in a new vendor ID and re-key open invoices, update all work, open and history records seamlessly. Get started with the PSTL by contacting your Microsoft Dynamics GP Partner, or go online https://mbs.microsoft.com/customersource .