You can add a Professional Services Tools Library task to an existing security task or create a new task. Once a security task is created, you can either add the task to an existing role ID or create a new role ID.
The instructions provided demonstrate how to create a new task, new role ID, and apply the new role ID to a user through User Security Setup. If you want to log in as a user other than "sa," you must set up security tasks and roles specific for each desired user s. Regardless of how role-based security is defined in Microsoft Dynamics GP, there are multiple Professional Services Tools that require the user be logged in as "sa. In order for a tool to execute properly and run reports as designed, all operations relating to the Reports and Files associated to the tools must be given access along with the Window Type.
Some of the options in creating a security task illustrated below can be changed depending on what type of security you need. Repeat steps 6 through 8 until all Windows, Reports, and File operations have been marked for the Professional Services Tools Library for all of the combinations possible from the Series drop down-list.
Windows selected from the Type drop-down list, Project selected from the Series drop- down list, and Professional Services Tools Library marked as an operation is required to get into the main Professional Services Tools Library window.
In the Display drop-down, select the Category related to the security task you will associate to this Role ID. In this example, the category is Other. Select the desired User from the lookup window that you want to grant access to the newly defined Security Role ID. Use this tool to copy the Shortcuts options from one user to another user with the click of a button. With the Shortcuts Copy tool, you don't have to manually set the shortcuts up for each user on the system.
This is especially useful when macros are used with a window e. You will be prompted to make a backup of your database. Choose Continue once you have made a backup. No Report Destination window will appear after using this tool.
To verify the results, simply check to see if the users specified to have the Shortcuts copied have the same Shortcuts button. Choose the SQL object you want to re-create by selecting a function in the Maintenance Options group.
When re-creating tables there is an additional check box, Recreate data for selected table s. If you mark this option the table will be re-created and the data will be left intact. If you leave the option unmarked the table will be re-created and the data will be lost. Keep in mind when re-creating a table with data that it may take some time to re-create depending on the table size.
The Menu Inquiry Utility allows you to see all of the commands on the menus,whether they are hidden or not, and helps identify where those commands come from which product and other properties of the commands. If the Checked box is checked, the command or option has been selected and activated within Microsoft Dynamics. To open the corresponding window for the command, click on the gears icon next to the Tag heading.
The application will run in the background as long as Microsoft Dynamics GP is open. This tool can identify which one of these activities you are trying to perform. The difference between the modifier and combiner is that both accounts involved in the combiner portion of the utility currently exist in the system, while the new account number in the modifier portion is introduced as a new number to the system.
When you attempt to modify a larger set of accounts such as and use the range option, you may notice slower performance and Dynamics GP may eventually crash. If you are modifying a lot of accounts, we would recommend you to use the import option. If you load a dictionary after the initial install of the Professional Services Tools Library, you should re-create an internal table using the Repopulate Column List function. If you install a product after the initial installation of Professional Services Tools and do not mark the Repopulate Column List check box, the new products may not be included when using this tool.
This Repopulate Column List function only has to be marked the first time running the tool after loading a new dictionary. You can manipulate an account number with the Account Modifier by changing a single account number into a new account number or by changing an entire range of accounts.
All of the open and historical information can change without any loss of data. If you choose No, you will receive a report describing which accounts were modified. If you have accounts that you wish to combine, choose Yes to make the tool combine those accounts. When the combine process is complete, you will receive a prompt to reconcile your open and historical years.
Choose a report destination. The report will list all the account modifications and combinations that took place, as well as all accounts that were modified and combined.
If you are running Management Reporter with Data Mart, you will need to rebuild the Data Mart after you complete the Account changer process.
Select the range of accounts to be changed and identify what segment of the account structure will change from the Field Type drop down list. After the account segment has been identified, enter a new segment value and choose Convert.
The accounts will change throughout the system. When using the Range convert option, combines cannot be done. If any of the changes require a combine, the change will not take place. If combines are required for many accounts, use the Import option. Use the Account Combiner portion of this tool to combine like accounts into one single account. You can combine account numbers in much the same way as you change accounts. To workaround this you can manually select the appropriate 'combined' account in the Intercompany setup window via 'account lookup'.
Enter the existing account number to which you want to combine in the Convert To Account Number field. After entering the account numbers, select the Convert button to make the change throughout the system. Account Combiner works under the assumption that both accounts have the same posting type — either Balance Sheet or Profit and Loss. The Beginning Balance entries would be invalid if you cross match a Balance Sheet account with a Profit and Loss account.
Enter existing account numbers in the first column of data in the spreadsheet, as you would enter it in the Account Number field. The second column of data should contain the new account numbers, as you would enter it in Convert To Account Number field. Two new buttons, Validate and Modify , are now available. Specify the text spreadsheet file, and then choose Open to start the validation process.
The Validate button will verify that each current account number exists in your system before the conversion is performed. Once the validation report contains no errors, choose Modify and select your validated text spreadsheet to change or combine accounts.
If you see an error in the TACHANGE table due to a mistake in the spreadsheet, simply make the change to your spreadsheet and import the spreadsheet again. This tool allows changes in checkbook IDs to take place. You can change an existing checkbook ID to a new checkbook ID without any loss of work, open, or historical records. Refer to Using Validate and Import buttons on page 2 for information on importing data.
You will be prompted to back up your database. Choose Continue once you have a backup of the database you are changing. An alert message will signal the end of the Checkbook Modifier. A report destination window will appear. Choose a destination for the report to view the Modified Checkbook IDs report. Use the Fiscal Period Modifier to change fiscal year definitions and reset data in the open and history tables.
Only use the Fiscal Period Modifier to change the Year stamp back for years that are currently closed. Choose Setup Periods to create the new fiscal year definitions and remove previous fiscal year definitions. When defining the new periods, be sure to keep all transactions associated with the same year, only change the name of the year.
The utility does not allow transactions for a year to be split between different years. If you have a year that was previously closed and is open under the new fiscal year definitions, select a year from the drop down list and choose Open Year. You will receive a message stating that the year selected has been changed to an open year. Start with the oldest history year, and work towards the most current open year.
This tool allows you to create General Ledger account master records and replicate records to another database on the same server. You can also choose to replicate these records to some or all of your companies. If you are using Integration Manager to import account, customer, or vendor master records to the main company database and the integration fails for any reason, any records imported to the main company database will be deleted rolled back. However, if you have enabled master record triggers, the records will be replicated to company databases that you specify in the Replicate To DB field, and will not be rolled back.
You must delete such replicated records manually. To use General Ledger Master Triggers, the "Replicate To" database must have the same company account structure setup as the Master database. The same number of Segments must be setup, and each Segment must be the same length. You will not be able to mark a check box if you are not registered for that particular Master Trigger. Close Master Triggers Setup. When you create or update a master record in the database you entered in the Master DB field, the record will be inserted or updated in the database you chose in the Replicate To DB field.
Use this tool to change the Customer Name. You can change an existing customer name to a new customer name without any loss of work, open, or historical records. Enter the Starting Customer Number that you want to modify. The existing Starting Customer Name will appear automatically. Choose the Convert button to update records. The FastTrack program is designed to help you accelerate your Dynamics deployment with confidence.
I have a client on SL that is winding down operations, and those operations are going to be transferring to a new organization. That said, as we plan this transition had a few questions:.
Same question applies to Cash Manager. No, it doesn't look like you can put in a 0 in the fields, 1 is the lowest number you can go. UHF - Header. Microsoft Dynamics SL Forum. This tool will not allow invoicing of more than this amount. In this article. Allows you to launch Microsoft Dynamics and run one or more integrations or integration groups and have Microsoft Dynamics GP exit upon completion of the integrations. Requires VB6 runtime to register the dll, not installed by default on a new operating system.
Allows you to track employee changes made in Microsoft Dynamics GP. When invoicing a receipt in POP, this tool will check the previous quantity invoiced and the quantity returned for the line item.
Allows drop ship sales orders to be transferred to invoice prior to invoicing the purchase order. With the release of Dynamics SL and greater, Microsoft includes a free tool to change key fields in the SL database. It changes all tables, including transactions and history, as if that was the original ID used and set up. If you have questions or need assistance, please send us an email at Support Crestwood.
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Skip this step if PSTL is already installed in your system. Verify that everyone is logged out of the database in Dynamics SL, then open the software.
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