Tools and professional services

With Google Meet, you enjoy total privacy, security, and regulatory compliance. All the user data is protected with privacy commitment, all courtesy of Google Cloud enterprise services. Almost every workplace uses Slack. If you are not sure what all the fuss is about, then here is where you get blown off your feet!

Slack is a chat room for the whole organization that replaces email as the primary method for all communication and sharing. With this professional services tool, you can organize communications, create channels for group discussions, and share information in private messages.

It also integrates a variety of applications to allow management of the entire workflow through a single platform. There are a plethora of advantages to using Slack in your workplace. One significant benefit is the integration, where it allows connecting over apps for a complete productivity solution.

Users can manage, supervise, and centralize their services without hassle. If your professional services organization considers a range of inbound marketing and sales platforms, then you can go to HubSpot.

You can quickly check the various software in the market for managing company sales and marketing activities, but none can match the features you will get from this tool. HubSpot is one of the best tools for IT professionals and the most effective inbound marketing and sales platforms. It helps to attract visitors, convert leads, and retain customers with very high efficacy. It has top functionalities that the sales and marketing departments use to manage their activities in a single place.

The top features include content creation, workflow automation, lead capture, social media sharing, and performance tracking. Make your marketing a breeze with HubSpot tools to build websites and publish content. Remember the concept of change? Profit Tools will design your new documents to look identical to your existing ones!

A variety of standard reports are provided in our Report Library, as well as options for users to extract and manipulate data using Excel, Access, Crystal Reports, and Infomaker. Profit Tools will create custom reports to your specifications, or we can train you to create your own using Excel templates. Our technical staff has a wide range of experience in mapping input and output data for use with EDI transactions or connections to other software systems.

Some applications may also require priority development. Your customers can log in to activeT. Looking for customization, How can we help? 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. Refer to Using Validate and Import buttons for information on importing data. Choose Continue once you have a backup of the database you are running the change on. A message will signal the end of the Customer Name Modifier process.

Choose a destination for the report to view a Modified Customer Names report. Use this tool to create customer and customer address master records and replicate records to another database on the same server. If you utilize the RM and PM Master triggers in the Professional Service Tools Library and a customer or vendor has an address with more than 31 characters in the field, the system will truncate any characters after You will not be able to select an option if you are not registered for that particular Master Trigger.

You can reapply the records as needed. Using this tool can be a good alternative to removing history and reentering data if records were applied incorrectly. An edit list can be printed prior to posting into the General Ledger.

The Receivables Management Unapply tool will prevent users from unapplying multi-currency transactions that contain a gain or loss. However, if Payment Transaction Removal PTR has been run on the transaction to move it to history, the Receivables Management Unapply tool will not prevent the user from processing these transactions. It is not recommended to unapply historical multi-currency documents with gains or losses as this can cause data damage to the apply records created when they are reapplied which leads to issues with the HATB Historical Aged Trial Balance if the transactions are reapplied.

If you already processed a transaction in this condition, please reach out to Support for assistance. Choose the document numbers or dates for which you want to unapply the transactions. Mark All to unapply all documents or enter a range of documents in the From and To fields. You will be prompted to verify that you want to unapply the documents. Choose Unapply to continue. You can also view the report only or cancel.

The result is a new Salesperson ID with no data lost or having to be reentered into the system. If you plan on importing large amounts of data, please refer to Using the Validate and Import buttons where there is information about the Validate and Import buttons.

You will be prompted to backup your database. Once you have a backup of the proper data, choose Continue to begin the change process. Select a report destination to view the Changed Salespersons report. Use this tool to store customer-specific ordering history, as well as the last invoice date and the last price used, and view that information from within Sales Order Processing Entry and the Sales Item Detail windows. This tool modifies existing features within Microsoft Dynamics GP.

Close the window. Choose Create Initial Data from the Additional menu. You will receive a message when processing is finished. The window displays the historical purchasing information for this customer and the most recent price for each item purchased. As Invoice documents are posted, new entries are added to the table that stores the Customer Item historical data. If a customer purchases the same item in two different unit of measure codes, both records will show in the Customer Item Lookup window.

However, the unit of measure and price that will appear is based off of the item's default unit of measure. If the unit of measure changes within a sales document, a new price will become the default. This tool allows changes in territory IDs to take place and the process mirrors that of how account numbers are changed.

The user is able to change an existing territory id to a new territory id without any loss of work, open, or historical records.

Just by clicking the convert button the records are updated. If you want to import large amounts of data, refer to Using the Validate and Import buttons , where there is information on how to import data. The process is complete when you receive another message stating the Territory Modifier is finished. A Report Destination Window will appear. Select a report destination to view the Modified Territories Report.

Use the Territory Combiner to combine an existing Territory ID with another existing Territory ID without any loss of work, open, or historical records.

Choose the convert button to update records. If you want to import large amounts of data, refer to Using the Validate and Import buttons. Once you have a backup of the proper data, choose Continue to begin the combine process. Click Next to open the Setup window. When marked, the SQL database will be examined documents of the specified type that have duplicate Customer PO numbers.

For instance, it might not matter that a duplicate Customer PO Number was entered on a Quote document. In that case, you would not mark the Check DB column for Quote documents, and the check would not be performed.

This column specifies which types of tables should be searched. Choose Work, History, or Both. The default is Both. For instance, on a return you might not want to check for duplicate Customer PO Numbers because the customer could have multiple returns for a single Customer PO Number. Like most required fields, the user can delay entering this data but the Sales Document won't be saved until a value is entered.

This specifies what the system should do if a duplicate PO number is found for a customer. The following are the available actions:. Only an "OK" button is displayed in the message, because it is only a warning. If a duplicate is found, the message defined in the Message column for that SOP Type will be displayed.

The user will be given a choice of "Yes" or "No", or "Display". If "Display" is clicked, a window will open that shows the records that the PO Number was found on. An "OK" button and a "Display" button are displayed with the message.

If "OK" is clicked, the focus will return to the Customer PO Number and they user would have to enter a different number or leave it blank. Presents the user with the message defined in the Message column for that SOP Type, but will give the user the option of entering the password entered in the Password column as an override.

This field is a user-defined message that is displayed after a duplicate PO Number is found. This field is per document type and is only used when the Warning Type column is set to Warn and Password. When in Sales Transaction Entry, entering in a duplicate Customer PO Number will check for duplicates on the document types marked and apply the rules for the document type currently entered.

For any Warning Type other than Do Nothing, a dialog will be displayed giving the custom message if a duplicate is found. Depending on the option selected Warn and Ask, Warn and Reject, etc. For this document, the setting was Warn and Ask. Clicking Yes would allow reuse of the number, while clicking No would restart the field. Clicking Display will open a display window to display the documents that the PO Number was used on. To create Customer Exceptions, use the Customer Exception window.

This window displays all of the customers in the system and allows you to choose the exceptions. Mark the customers for which the Customer PO Number is not required. Refer to Using Validate and Import buttons on page 2 for information on the Validate and Import buttons, which make it possible to import large amounts of data.

Once you have a current backup of the database, choose Continue. If Manufacturing is part of your solution, you must run a full MRP Regeneration after the combine process has finished in order to complete the process for MRP tables.

Refer to Using the Validate and Import buttons for information on the Validate and Import buttons, which make it possible to import large amounts of data. The report indicates what Site IDs were changed in the system. Use this tool to change Item Descriptions. You can change an existing item description to a new item description without any loss of work, open, or historical records.

Refer to Using the Validate and Import buttons for information on importing data. The Starting Item Description field is populated automatically. Enter a new description in the Ending Item Description field. Choose Continue once you have a backup of your database. A message will signal the end of the Item Description Modifier. Use the Item Number Combiner to combine existing item numbers. The old item number is removed from the system after the combine process is finished.

All Work, Open, and History records are combined into the new item number. A workaround to this would be to decrease the Qty down to 0 prior to Combining Items. After you choose Convert you will be prompted to back up your data. Once you have a backup of the company database, choose Continue to start the combine process. Another message is displayed when the item number combine process is complete. Choose OK to continue.

Close the Item Number Combiner. Select a report destination to view the combined Item Numbers Report. Item Number Modifier is like other modifier tools in that it allows the user to change a current inventory item number to a new number without losing any work, open or history records. Choose OK and close the Item Modifier window.