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Dexpro Dynamics

Valuable Free Tools Every Dynamics GP User Needs to Know About


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The Professional Tools Library (PSTL) is a valuable resource for Dynamics GP users. In the past, it was fairly expensive, but now it’s free! Still, not all Dynamics  GP users are familiar with the PSTL, and few are getting the most benefit from it. In some cases, it was never installed, and in others, users are just not aware of how useful these tools can be.

The Professional Services Tools Library (PSTL).

With Microsoft Dynamic GP version 2016R2, Microsoft made the Professional Services Tools Library freely available to all customers. Now would be a great time to investigate this underused resource and see how it can enhance your team’s work processes and lead to greater efficiency.

Every single Dynamics GP customer has access to these PSTL tools:

Microsoft Dynamics GP PSTL Tools:

System Tools:

  • Shortcuts Copy
  • Toolkit
  • Menu Inquiry Utility
  • Update User Data

Financial Tools:

  • Account Modifier/Combiner
  • Checkbook Modifier
  • Fiscal Period Modifier
  • GL Master Triggers

Purchasing Tools:

  • 1099 Modifier
  • PM Master Triggers
  • PM Minimum Check
  • Select Checks Combiner
  • Vendor Name Modifier
  • Minimum PO/Receipt #
  • POP Cost Defaulter

Sales Tools:

  • Customer Name Modifier
  • RM Master Triggers
  • RM Transaction Unapply
  • Salesperson Modifier
  • SOP Customer Item Lookup
  • Territory Modifier
  • Territory Combiner
  • SOP PO Number Check

Payroll Tools:

  • Certified Payroll Report
  • Employee Modifier

Inventory Tools:

  • Inventory Site Combiner
  • Inventory Site Modifier
  • Item Description Modifier
  • Item Number Combiner
  • Item Number Modifier
  • Item Reconciler
  • Tools:
  • Fixed Asset Modifier
  • Default Add Item POP/SOP
  • Document Date Verify
  • Decimal Place Tool
  • Company Copy

We consider it a best practice to install PSTL for every single one of our clients because we think they can all benefit from these tools. Here are a couple of the tools we find helpful:

  • Find and merge duplicate master records

If there are more than one GL accounts, which both include history, it will bloat your accounts list. Because of the data contained, you can’t just delete the smallest one or the oldest one. You need to merge them into one comprehensive account record. With PSTL, you can retain all the history and still merge the accounts. (Only third-party apps will not adapt to the change.)

Having worked with hundreds of Microsoft Dynamics GP users, I’ve noticed that many have had duplicates in their vendor lists, accounts, or customer files. One client had two hundred duplicates! On the other hand, we worked with a client who used the tools to ensure that they never had duplicates. It was the cleanest Dynamics solution I had ever seen.

  • Populate recurring master records

Some of our customers manage multiple companies in Microsoft Dynamics GP. Using the tools in PSTL, it’s not necessary to run setups every time you add a new company. For instance, without PSTL, if you initiated a new GL account and you wanted it to cover several companies, you would have had to log into each individual company and recreate the same master record over and over again. With PSTL, all that clicking and adding is eliminated as the tool triggers automatic actions for the company you select.

Maintain data consistency in Dynamics GP with PSTL

When our Dynamics GP customers are ready for implementation or an upgrade, we always make sure to include PSTL, even if it is not explicitly requested. Our depth of experience tells us that even if they don’t need a particular tool right now, somewhere down the road, it is going to come in handy. If they call us later wanting to know how to merge duplicate records, we can tell them that the answer is in their tool-box. There’s no need for us to go back and install something additional. The tools in the PSTL are practical and valuable, and we are confident that, at some point, they will be needed and appreciated.

Is PSTL operating in your Microsoft Dynamics GP system?

Dexpro Dynamics can do a free 30-minute system assessment to find out.

If you have a Microsoft Dynamics GP question or unresolved issues, we will either find a solution or let you know where you can turn to get your problems resolved.

Contact us at Dexpro Dynamics at 888-DEXPRO2 or info@dexprodynamics.com.

By Dexpro Dynamics, Microsoft Dynamics GP Silver Competency Partner, www.dexprodynamics.com

 

One Response to “Valuable Free Tools Every Dynamics GP User Needs to Know About”

  1. F. George Dunham, III says:

    Like a lot of GP users, we didn’t install PSTL. We took Gary Stone’s advice on a very minimal install. No one should continue to listen to Gary Stone, he is a fool but because he’s been in the GP community for so long… oh well, everyone is entitlted to follow a fool is they want to. Anyway, Gary’s solution to merging master data was equally terrible using some tool he concoted on his own and sells instead of doing it the right way as you described.

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