Tuesday, September 13, 2011

More free bullets for PSTL

In my last article, I looked at the free PSTL tools available for the Dynamics GP Purchasing Series.  In this article I will continue looking at the free PSTL tools.  As a reminder, PSTL is the Professional Service Tools Library for Microsoft Dynamics GP.  The powerful suite of tools provide great flexibility in working with Dynamics GP.  There are over 40 tools available, and 15 of them are actually free.  The other tools typically cost between $750 and $1,500, with special pricing available for bundles or the entire suite.


The additional free tools are in the Sales, Inventory and System Series.

SOP PO Number Check:
This tool adds important functionality to Sales Order by checking Customer PO Numbers for duplicates as data is entered into the PO Number field on both the SOP Entry window and the SOP Customer Detail Entry.
Different rules can be defined for each SOP Type with the choice of five different warning types.  The warnings include: Do Nothing, Warn, Warn and Ask, Warn and Reject, Warn and Password.  It is also possible to create a customer warning message.

Territory Modifier:
This tool changes territory IDs in the system.  The result is a new territory ID with no loss of data.

Territory Combiner:
As a company grows and reorganizes, it is common to restructure sales territories.  With the territory combiner tool, it is possible to combine a territory ID into another territory ID without losing any work, open or history records.  After the combination, the old territory is removed from the system.


Item Reconciler:
This tool increases performance when performing item reconciliation maintenance.  Only those items that need reconciling will be reconciled using the PSTL.

Menu Inquiry Utility:
This tool 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: (*GP2010 only)
This tool automatically updates the User Date at midnight.  This tool can be useful when the solution is left open on a machine overnight running integrations or other processes.

Copy Company: (*GP2010 only)
I have previously written about this tool in my Easy way to copy company blog.

In future articles I will look at other tools used by many Dynamics GP users.  Remember PSTL is available for download from CustomerSource.

Wednesday, September 7, 2011

PSTL - The often overlooked weapon for Dynamics GP

PSTL is the Professional Service Tools Library for Microsoft Dynamics GP.  The powerful suite of tools provide great flexibility in working with Dynamics GP.  Since the toolkit is no longer on the official Microsoft price list, many people may overlook it. There are over 40 tools available, and 15 of them are actually free.  The other tools typically cost between $750 and $1,500, with special pricing available for bundles or the entire suite.


In this article I will take a look at the tools in the Purchasing Series that are available for free. 

POP Cost Defaulter:
This tools defaults the Standard Cost or the Current Cost into the Purchase Order Entry window instead of the vendor specific Last Invoice Cost.


Default Add Item POP/SOP:
This tool automatically marks the Add Item option in Sales Transaction Entry, Purchase Order Entry, POP Receiving's Entry and Purchase Invoice Entry.

Doc Date Verify:
This tool verifies that document dates fall within a valid fiscal period when entered in Payables Transaction Entry or Receivables Transaction Entry.  If the date does not fall within a valid fiscal period, the user receives a message and they are not allowed to continue until the date is in a valid period.

Decimal Place Tool:
Adjust the Check Amount in words to two decimals, for both Payables and Payroll checks.  This tool is useful when the currencies are changed to more than two decimals.

Payables Select Checks Combiner:
This tools allows a user to consolidate checks to the same vendor when users are appending to an existing checks batch.  This is a value if users build batches of checks based on different number and date ranges.

Payables Minimum Check Utility:
This tool add a new option to the Select Checks window.  Users can pick a minimum amount, and it will prevent any checks from being created under the selected amount.


Minimum PO/Receipt Number:
Prevent purchase order processing from defaulting the next PO or receipt number to a number that is previous to the current PO number.  This is useful when an existing PO number is deleted.

These are just a few of the free tools available in the PSTL.  PSTL is available for download from CustomerSource.  In future articles I will look at other free tools, as well as many of the common tools used by many Dynamics GP users.