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Professional Services Tools Library

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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  1. Professional Services Tools Library Overview

  2. Agenda • Overview • Installation • Setup • Registration Keys • Tools Demos • Q and A

  3. 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

  4. Installation – Normal Media

  5. Setup – Add to Nav Pane

  6. Setup – Add Main Window

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

  8. 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

  9. Main Window

  10. 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.

  11. System Tools • Database Disabler • Shortcuts Copy • Toolkit • Menu Inquiry • Update User Date

  12. Financial Tools • Account Modifier/Combiner • Checkbook Modifier • Fiscal Period Modifier • GL Master Triggers

  13. 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

  14. 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

  15. Payroll Tools • Certified Payroll Report • Employee Modifier

  16. Inventory Tools • Inventory Site Combiner • Inventory Site Modifier • Item Description Modifier • Item Number Combiner • Item Number Modifiter • Item Reconciler

  17. Miscellaneous Tools • Fixed Asset Modifier • Default Add Item SOP/POP • Doc Date Verify • Decimal Place Tool • Company Copy

  18. Questions and Answers • Ordering Information: • Contact Professional Services at: mbsprosv@microsoft.com

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