Download Professional Services Tools Library

Contents
Introduction ............................................................................................................................................... 1
Before you begin ...........................................................................................................................................1
Using Validate and Import buttons............................................................................................................2
Compatibility information...........................................................................................................................3
Send us your documentation comments ...................................................................................................5
Chapter 1: Installing Professional Services Tools Library .............................. 7
Installation .....................................................................................................................................................7
Security setup ..............................................................................................................................................10
What to do next ...........................................................................................................................................12
Chapter 2: Using System Tools ............................................................................................. 13
Using Database Disabler............................................................................................................................13
Using Shortcuts Copy.................................................................................................................................13
Using Toolkit................................................................................................................................................14
Using Menu Inquiry Utility.......................................................................................................................15
Using Update User Date Utility................................................................................................................16
Chapter 3: Using Financial Tools ........................................................................................ 17
Using Account Modifier/Combiner ........................................................................................................17
Using Checkbook Modifier .......................................................................................................................22
Using Fiscal Period Modifier.....................................................................................................................23
Using General Ledger Master Record Triggers ......................................................................................24
Chapter 4: Using Sales Tools .................................................................................................. 25
Using Customer Combiner........................................................................................................................25
Using Customer Modifier..........................................................................................................................26
Using Customer Name Modifier ..............................................................................................................27
Using Receivables Management Master Record Triggers.....................................................................28
Using Receivables Management Transaction Unapply.........................................................................29
Using Salesperson Modifier ......................................................................................................................30
Using Sales Order Processing—Customer Item Lookup ......................................................................31
Using Territory Modifier............................................................................................................................33
Using Territory Combiner .........................................................................................................................34
Using SOP PO Number Check..................................................................................................................35
Chapter 5: Using Inventory Tools........................................................................................ 39
Using Inventory Site Combiner ................................................................................................................39
Using Inventory Site Modifier ..................................................................................................................40
Using Item Description Modifier..............................................................................................................41
Using Item Number Combiner .................................................................................................................42
Using Item Number Modifier ...................................................................................................................43
Using Item Reconciler ................................................................................................................................43
Chapter 6: Using Purchasing Tools ................................................................................... 45
Using 1099 Modifier ...................................................................................................................................45
Using Payables Management Master Record Triggers..........................................................................46
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
i