Account Modifier/Combiner

[H@discussions.microsoft.com Penny H]

Has anybody used Account Modifier/Combiner with GP version 7.5.

Are there any pitfalls I need to be aware of before I purchase this product?
How user friendly is it to use?
How fast is it to use?

[HSalim]

Yes, i have used it and it is pretty easy to use.
It has been around for some time now so I expect the bgs were worked out
long ago.
It is a fairly simple product - it does very few things so there is not much
that can go wrong.
Anyway, it does what you want it to do.

HS

"Penny H" <Penny H...@discussions.microsoft.com> wrote in message
news:D45E3F73-B212-40E5...@microsoft.com...

[Penny H]

Does it change the account number against all transactions/tables in the
database?
Can it be run on our test company before running on ouy live data?
Does it maintain an audit trail?
Are there any precautions that need to be taken when using this product?
Are screendumps of the user interface available?
Is there a manual?

[Victoria]

Penny,

It's a great tool, I have used it many times, here are the answers to your
questions:

> Does it change the account number against all transactions/tables in the
database?

Yes

> Can it be run on our test company before running on ouy live data?

Yes

> Does it maintain an audit trail?

Not really - it prints a report that you can of course keep as part of your
records, but I don't believe there is a history of changes made kept
anywhere (at least that I have seen, I have not specifically looked for
this).

> Are there any precautions that need to be taken when using this product?

Yes, a backup is a very good idea. Also, I think the system will make you
get all the users out beforehand, but if it doesn't, that's not a bad idea
either.

> Are screendumps of the user interface available?
> Is there a manual?

Yes, your Great Plains Partner should be able to help you with both...

Hope that helps,
Victoria

"Penny H" <Pen...@discussions.microsoft.com> wrote in message
news:62694E77-BD0B-47B1...@microsoft.com...

[anon...@discussions.microsoft.com]

Definitely do a backup and run trial balance reports
before and after to compare. We have had accounts
disappear after running changer.

>.
>

[Robert Fann]

We use the whole sweet of professional Tools and have used the Account
Modifier/Combiner several times with no problems. Too us it was very easy to
use and it seemed pretty quick. You should be able to download a trial that
will just work in Two Inc that will show you how it works. There is a PDF
that walks you through setup and how to use it.

"Penny H" <Penny H...@discussions.microsoft.com> wrote in message
news:D45E3F73-B212-40E5...@microsoft.com...

[Ani]

Hi,

I tried this tool for GP Version 8.0 and it worked fine. But my FRx is not
pulling the modified CoA properly.

Regards,

Ani

"Penny H" <Penny H...@discussions.microsoft.com> wrote in message
news:D45E3F73-B212-40E5...@microsoft.com...

[Penny H]

Ani,

Thanks for the warning regarding FRX.
Can you please advise if you have been able to fix your FRX report and what
the solution was.

Penny H

[LisaKins]

Penny,

I used this on a large scale rewrite of the chart of accounts as well as a
dual company merger that required not only restructuring the data but
importing new data from the old company and converting it to the new chart of
accounts.

I can say that we had issues. The biggest being that we had a customer
service ticket product that was web based but fed into the GPS ticketing
system. The rule that says to have everyone out, means EVERYONE, we shut
down the front door on Great Plains but left the back open, because the data
was in motion, it totally scrambled the database. I'm not sure how sensitive
it is to report interaction, but make sure that all interfaces to your SQL
data are shut down. It is a hassle to restore and start over.

Lisa Kinsey]

[Rami]

Hi All
I am planning to use the PSTL tool Account Modifier/Combiner to change my
chart of accounts.
I have 4 companies at Great Plains, and i know that i have to log out of the
company i run the PSTL at but ..

+ can I use the tool simultaneously at more than one company .. or I have to
go one by one ?
+ Do I have to logout all users at other companies to run the tool for a
specific company ?

Regards
Rami

[PeterH]

Lisa,

I am running the account modifier on a large db right now. It has been
running for 11 hours now with no end in sight. My data is 150 GB. Can you
tell me how large your database was and what the processing time was? Also
how did you find out that your data was messed up? I think I have shut down
all processes, but I can't be sure, we have a lot of integrations. And also I
suspect some of the users were able to log back in the system while this is
running.

Please share your experience.

Thanks ,
Peter

[jarn]

I also tried running it on a large db. We wanted to combine 37,000 account
into 400, but it ran so slow that we had to give up. Even though we have a
fast server, we calculated 7 to 10 days to complete - not an acceptable
amount of time to shut down the system. I ended up writing my own SQL script
and was able to do convert the db in 3 hours.
--
jarn

[Stacey]

Jarn - can you please email me the sql script that you used for this. My
email is stacey...@hotmail.com

[VenkateshM]

Hi Jarn,

Can you please share that sql script of your? You can mail those scripts to
my mail id venkatesh....@gmail.com

I have a customer who is currently have Account Segments 3 Segments
(XXX-XXXX-XX), they like to reduce the same with 2 Segements (XXXX-XX)
removing the first Segment (XXX). Can we do this using PSTL Account Modifier?
If yes, I would like to know how to acheive this. Also I need to know if PSTL
Accounts Modifier will take care of Analytical Accounting posted history data.

Thanks in advance for your support.

Cheers,
Venkatesh M

-----------
Thanks & Regards,
Venkatesh M

[David Musgrave [MSFT]]

I would also suggest looking at this 3rd party tool.

http://www.crgroupsolutions.com/Products/DynamicsReFormatter.php

David Musgrave [MSFT]
Escalation Engineer - Microsoft Dynamics GP
Microsoft Dynamics Support - Asia Pacific

Microsoft Dynamics (formerly Microsoft Business Solutions)
http://www.microsoft.com/Dynamics

mailto:David.M...@online.microsoft.com
http://blogs.msdn.com/DevelopingForDynamicsGP

Any views contained within are my personal views and not necessarily Microsoft policy.
This posting is provided "AS IS" with no warranties, and confers no rights.

The links in this message may lead to third-party Web sites. Microsoft provides third-party resources to help you find customer
service and/or technical support resources. Information at these sites may change without notice. Microsoft is not responsible for the
content at any third-party Web sites and does not guarantee the accuracy of third-party information.

[@gmail.com Robert Cavill]

I have reduced a site from 4 segments to 3 segments using PSTL.
The segment dropped was NOT the last segment.

Following assumptions for this illustration
Current Account format XXX-YYYY-ZZ
Format wanted : YYYY-ZZ

Steps are:
1. for each segment what is the longest length in either the old or new
format?
In the illustration above, segment 1 = 4, segment 2 = 4 and segment 3 = 2
2. Change the Account Format in the company to be lengths 4,4,2. Amend the
overall account number length as appropriate (eg 10)
3. create an csv file that will be used by PSTL Account Modifier
the first column will be the old account number (with spaces at the end of
the first segment since the length has been extended)
the second column be be the new account number (with spaces in the positions
represent the now defunct third segment)
4. Run PSTL to modify account numbers
5. Perform a Reconcile on the Account Format Setup.
(tools --> setup --> systems --> reconcile, choose table "Account Format
Setup")
This will reset the account format so that the length of any given segment
is only the maximum length of any value found.
If you have correctly amended all GL Accounts with PSTL, your account format
will now be the desired overall length of 6, with segments of 4 and 2.

This does not change the System Account Framework.
Your Account framework must be able to handle the longer segment lengths
suggested in step 2.
If this is not possible, look at the Account Changer from Corporate R.

Without having dealt with Analytical Accounting, I do not know if it tracks
by Account Index or Account Number string.
If the former, given that the PSTL Account Modifier is only amending the
Acocunt Number string and
leaving the Account Index field intact, you should be fine.

As usual, attempt these instructions on a TEST company or Test system first.

------
Robert

"VenkateshM" <Venka...@discussions.microsoft.com> wrote in message
news:157F6047-68E7-42B2...@microsoft.com...

[Frank Hamelly, MCP-GP, MCT, MVP]

Ditto what David Musgrave suggests on the CRG tool - I've used it and
it works great. One of the best $500 you can spend.

Frank Hamelly
MCP-GP, MCT, MVP
East Coast Dynamics
www.eastcoast-dynamics.com

[Akber Alwani]

hi Jarn, do you mind to share with me your script if you can at alwani89
@hotmail.com.
I realy appreicated.