Professional services tools library
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Professional Services Tools Library. Overview. Agenda. Overview Installation Setup Registration Keys Tools Demos Q and A. Overview. The Professional Services Tools Library is a suite of tools that make your life easier.

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Professional Services Tools Library

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Professional services tools library

Professional Services Tools Library

Overview


Agenda

Agenda

  • Overview

  • Installation

  • Setup

  • Registration Keys

  • Tools Demos

  • Q and A


Overview

Overview

  • The Professional Services Tools Library is a suite of tools that make your life easier.

  • PSTL is not limited to “changer” tools but also includes many other useful applications.

    • SOP PO Number Check

    • Select Checks Combiner

    • Default Add item

    • Others


Installation normal media

Installation – Normal Media


Setup add to nav pane

Setup – Add to Nav Pane


Setup add main window

Setup – Add Main Window


Registration

Registration

  • Opening the window for the first time will prompt for Registration Keys.


Registration1

Registration

  • If you have registration keys, enter them.

  • If you only want to use free tools, click ok with no registration keys.

  • If you want to use all tools in Fabrikam, Inc. enter registration keys SMPE0102030405


Main window

Main Window


Tool access

Tool Access

  • The first checkbox shows what tools you have access to.

  • Some tools have a second checkbox. This allows you to enable/disable the tool.

  • The radio button allows you to configure some tools. Select the radio button and click next.


System tools

System Tools

  • Database Disabler

  • Shortcuts Copy

  • Toolkit

  • Menu Inquiry

  • Update User Date


Financial tools

Financial Tools

  • Account Modifier/Combiner

  • Checkbook Modifier

  • Fiscal Period Modifier

  • GL Master Triggers


Purchasing tools

Purchasing Tools

  • 1099 Modifier

  • PM Master Triggers

  • PM Minimum Check

  • Select Checks Combiner

  • Vendor Combiner

  • Vendor Modifier

  • Vendor Name Modifier

  • Minimum PO/Receipt Number

  • POP Cost Defaulter


Sales tools

Sales Tools

  • Customer Combiner

  • Customer Modifier

  • 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

Payroll Tools

  • Certified Payroll Report

  • Employee Modifier


Inventory tools

Inventory Tools

  • Inventory Site Combiner

  • Inventory Site Modifier

  • Item Description Modifier

  • Item Number Combiner

  • Item Number Modifiter

  • Item Reconciler


Miscellaneous tools

Miscellaneous Tools

  • Fixed Asset Modifier

  • Default Add Item SOP/POP

  • Doc Date Verify

  • Decimal Place Tool

  • Company Copy


Questions and answers

Questions and Answers

  • Ordering Information:

  • Contact Professional Services at: [email protected]


  • Login