Free Tools for Microsoft Dynamics GP

The Microsoft Dynamics GP Professional Services Tool Library (PSTL) and the additional Microsoft Dynamics GP Tools are available to you at no additional cost. Previously, the PSTL was available for download through CustomerSource but this is no longer the case. With Microsoft Dynamics GP 2013 and 2015, PSTL comes already included, but needs to be activated. Feel free to contact us for instructions on how to do this. Partners looking to download these tools you can find them here: https://mbs.microsoft.com/partnersource/northamerica/deployment/downloads/service-packs/NOAM_PSTL

There are other additional free tools which are not part of the PSTL, but available to you.  To gain access to these additional tools, please contact us.

The PSTL can help you consolidate and change your critical data quickly and accurately. This powerful suite of tools provides greater flexibility with your solution to ensure data integrity, increased productivity and better efficiency.  These tools help you consolidate and change critical data throughout your entire system, without rekeying data in multiple places. Each tool provides an efficient, productive solution specific to your needs.

To better understand what tools you can take advantage of, here are the 40 PSTL tools that can help further optimize your Dynamics GP Solution:

Finance Series Tools

  • Account Modifier/Combiner
    Change an old account number to a new account number, or combine like accounts into a single account without manually keying in the data. This tool includes both the account modifier and combiner.
  • Fiscal Period Modifier
    Change fiscal year definitions effortlessly. It allows you to change the fiscal year by changing the year stamp on transactions.
  • Checkbook Modifier
    Change existing checkbook IDs to new checkbook IDs. All work, open and history records are updated with no loss of data.
  • General Ledger Master Record Triggers
    Avoid data entry by adding a general ledger account when you replicate records to another database.

Purchasing Tools

  • POP Cost
    Use this tool to default in the Standard Cost or the Current Cost within the Purchase Order Entry window instead of the vendor specific Last Invoice Cost.
  • Default Add Item POP/SOP
    Automatically mark the Add Item option to be marked in Sales Transaction Entry, Purchase Order Entry, POP Receiving’s Entry and Purchasing Invoice Entry.
  • Doc Date Verify
    Verify document dates fall in 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, a message will be issued and the user will not be allowed to continue until the date is in a valid period. This customization will also do a validation if the period is closed.
  • Decimal Place Tool
    Adjust the Check Amount in words to two decimals, for both Payables Management and Payroll checks. This is useful when the currencies in Microsoft Dynamics GP are changed to more than two decimals, which can alter the amount when a check prints. Note: Report Writer must be used to modify the check report and adjust the currency fields.
  • 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, you are able to update all work, open and history records seamlessly.
  • Vendor Combiner
    Combine a vendor ID into another 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 Name Modifier
    Change an existing vendor name to a new vendor name with a click of the button. All work, open and history records are updated seamlessly.
  • Payables Select Checks Combiner
    Use this tool to consolidate checks to the same vendor when users are appending to an existing checks batch. This can be of great value if users frequently build batches of payables checks and select different document number ranges or different date ranges.
  • Payables Minimum Check Utility
    Pick a minimum amount for your payables checks created through the select checks process. It will prevent any checks being created under the minimum amount specified.
  • Payables Management Master Record Triggers
    Avoid data entry by adding a vendor record and vendor address when you replicate records to another database.
  • Minimum PO/Receipt Number
    Prevent Purchase Order Processing from defaulting the next PO number or receipt number to a number that is previous to the current PO number – when an existing PO number is deleted. Option to set a minimum PO number default, so the system won’t default to anything below the minimum.
  • 1099 Modifier
    Change documents to 1099 documents if you have incorrectly set up your vendors, or if you forgot to mark the 1099 vendor option on your vendor card for a year or a portion of the year. After marking the option, you can run this tool, which will mark all documents for that vendor as 1099 documents. It will then reconcile these amounts into your summary records so they print on your 1099 reports.

Sales Series Tools

  • SOP PO Number Check
    Verify Customer PO Numbers for duplicates as data is entered into the field on both the SOP Entry window and the SOP Customer Detail Entry.
  • Territory Modifier
    Change territory IDs in the system. The result is a new territory ID with no loss of data.
  • Territory Combiner
    Combine a territory ID into another territory ID without losing any work, open or history records. After the completion of the tool, the old territory is removed from the system.
  • Customer Modifier
    Change customer numbers in the system. You can change from an existing customer number to a new customer number. Instead of having to key in a new customer number and re-keying all your open invoices, you can update all work, open, and history records with the click of a button.
  • Sales Order Processing Customer Item Lookup
    Store customer-specific ordering history along with last invoice date and last price used. A lookup is available from within sales order processing entry and the sales item detail window.
  • 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 Name Modifier
    This tool enables you to change an existing customer name to a new customer name with a click of the button. All work, open and history records are updated seamlessly.
  • Salesperson Modifier
    Change salesperson IDs. The result is a new salesperson ID and no data is lost or has to be re-keyed into system.
  • Receivables Management Master Record Triggers
    Avoid data entry by adding a customer record and customer address record when you replicate records to another database.
  • Receivables Management Transaction Unapply
    Unapply documents in the history table and automatically move the records back to the open table, allowing you to reapply the records as needed. This is a good alternative to removing history and re-keying data if the records are applied incorrectly.

Payroll Series Tools

  • 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.
  • Certified Payroll Report
    Add a project number to employees’ hourly transactions and track these hours on a per/project basis. The transactions are then printed on a weekly report and are separated by project number with a breakdown for each employee by department, job title and pay code.

Inventory Tool

  • Item Reconciler
    Reconcile Inventory or Field Service. This tool can increase performance if all items don’t need to be reconciled. Only those items that need reconciling will be reconciled using Professional Services Tools.
  • Item Number Modifier
    Change an item number without losing any work, open or history records
  • Item Number Combiner
    Combine an item number into another item number without losing any work, open or history records. After the completion of the tool, the old item number is removed from the system.
  • Item Description Modifier
    Create a new description for item numbers without a lot of manual data entry. All work, open and history records are updated.
  • Inventory Site Modifier
    Change the site/location code without losing any data.
  • Inventory Site Combiner
    Combine site/location code. It does not post adjustments to the general ledger.

System Tools

  • Toolkit
    Rebuild the GL00105 without going into SQL query analyzer, turn on/off dexsql.log, rebuild indexes and recreate Dex Procs and tables.
  • Database Disabler
    Allows the ‘sa’ user to disable any company database. Once the database is disabled, the company option is removed from the login window you see when logging into Dynamics. The company database can easily be ‘re-activated.’
  • Shortcuts Copy
    Copy the shortcuts options from one user to another user. This is especially useful when multiple users have to set up specific, frequently used shortcuts for third-party windows or data entry windows.
  • Menu Inquiry Utility
    The Menu Inquiry Utility 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
    Automatically update the User Date at midnight. The application will run in the background as long as Microsoft Dynamics GP is open. This tool can be useful when the solution is left open on a machine overnight running integrations or other processes.
  • Copy Company
    This tool allows the setup and report option information from one company to another within Microsoft Dynamics GP. You can choose the modules for which information will be copied from the source company to the destination company.

Microsoft has additional free tools that are not part of PSTL:

  • 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.
  • Detail Payroll Activity Tracking
    Allows you to track all employee changes made in Microsoft Dynamics GP.
  • Purchase Order Processing Over Receipt 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.
  • PO Returns
    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.
  • Receivables Management Auto Apply
    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.
  • Shipment Notification
    Allows drop ship sales orders to be transferred to invoice prior to invoicing the purchase order.
  • Sales Order Processing Default Per Site Line
    This tool defaults the site from the Cards | Inventory | Quantities | Sites for each line item entered in the SOP transaction.
  • SOP to POP Line 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).
  • SOP to POP Sort Line Items
    Allows the user to define custom sorting options to display line items in Sales Order Processing.

The entire suite of Professional Services Tools offers you a complete assortment of data customization and control utilities. If you require assistance in activating or using the tools, please contact us.

Dynamics GP Coffee Break | Setting up ACH and EFT in Dynamics GP

This webinar will go through the basics of setting up ACH / EFT for accounts payable and accounts receivable. We'll walk you through the settings and the default setups.

May 21
9:00 am – 9:25 am

Register here

Webinar - Setting up ACH and EFT in GP

May. 21
9:00 am – 9:25 am

Register