By Wendy Johnson – Cargas Consultant
Last October 2013 we covered the tools that are included in the Professional Tools Library. There are additional tools that are available for individual download.
Tools are pre-written processes that support specific tasks. How would you like to be able to determine when a payroll rate, benefit or deduction was changed and who made the change. Wouldn’t it be great to invoice the customer for a drop ship purchase order before you receive and match the payables invoice. These are a couple of the additional tools available.
The tools are very powerful and must be acquired through your partner so that your partner may caution you about their use. There is no UNDO when you use a tool. Security to the tools should be limited to power users and key personnel. Some of the tools must be run by the system administrator; some may not work with 3rd party applications. Best practice is to have all users out of the system when using the tools and BACKUP your database before using a tool. The tools are compatible with most of the standard GP modules except Manufacturing.
Here’s a list of the additional tools that are available individually.
AutoDim – Allows you to launch Microsoft Dynamics GP and run one or more integrations or integration groups and have Microsoft Dynamics GP exit upon completion of the integrations. This tool also supports integrating into several different companies.
AutoPost – Allows you to call a COM DLL to post Sales Order Processing, GL Transaction Entry, IV Transaction Entry and RM Cash Receipt Batches.
DetailPayrollActivity Tracking – Allows you to track all employee changes made in Microsoft Dynamics GP.
POPOverReceipt Tolerance – Allows a receipt tolerance percentage for quantities. A setup window allows the user to enter a tolerance percentage, that percentage is then used when a Purchase Order is received. The highest quantity that can be received is the original quantity ordered plus the percentage amount. NOTE: This tool is included in Microsoft Dynamics GP 2013.
POReturns – When invoicing a receipt in POP, this tool will check the previous quantity invoiced and the quantity returned for the line item. 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.
RMAutoApply – Allows the user to Mass Apply posted RM Credit Documents to posted RM Debit Documents. The user can select a range of Customer, Debit Document Dates, Credit Document Dates, and a Credit Document Type restriction if desired.
ShipmentNotification – Allows drop ship sales orders to be transferred to invoice prior to invoicing the purchase order.
SOPDefaultPerSiteLine – This tool defaults the site from the Cards | Inventory | Quantities | Sites for each line item entered in the SOP transaction.
SOPSortLineItems – Allows the user to define custom sorting options to display line items in Sales Order Processing.
SOPtoPOPLine Reordering Utility – This tool will reorder the line items of Purchase Orders generated by the SOP to POP transfer process to be in the same order as they originally were on the Sales Order document(s).
SOPTaxSchedRolldown – This tool allows the Tax Schedule ID in the Sales Customer Detail Entry window to be used for the Sales document header and line items.
Changer Scripts – This tool allows you to change the Contract Number, Contract ID, Project Number, Project ID and Cost Category ID for Project Accounting. Tool not releasedfor 2013.