Download Professional Services Tools Library

Chapter 3:
Using Financial Tools
This chapter explains how to use the Financial Series Professional Services Tools.
Information is divided into the following sections:
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Using Account Modifier/Combiner
Using Checkbook Modifier
Using Fiscal Period Modifier
Using General Ledger Master Record Triggers
Using Account Modifier/Combiner
You can change previous account numbers into new account numbers or combine
existing accounts with the Account Modifier/Combiner tool. This tool can identify
which one of these activities you are trying to perform.
This tool requires that the user be logged in as “sa.”
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.
Please remember to run the reconcile process for all your open and historical years after
using the account modifier/combiner to ensure that detail and summary records agree.
Using the Repopulate Column List function
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.
P R O F E S S I O N A L S E R V I C E S T O O L S L I B R A R Y
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