How To: Use the Company Copy Feature in GP's Professional Services Tool Library

Posted on: January 29, 2016 | By: Craig Thompson | Professional Services, Microsoft Dynamics GP

Here is the highly anticipated second post in a series of blog posts that are focused on some specific features of the Professional Services Tool Library (PSTL). The PSTL is now a pretty standard feature in Microsoft Dynamics GP that has many valuable and versatile tools available to its users that can only be accessed via Microsoft support or your implementation partner. Before you begin using the PSTL, there are a few key things that you should always remember.

  • Before you take any action in the Tool Library, make a backup of your SQL Server data. Some of the tools will prompt you to make a backup before you proceed, but it should be a standard practice every time.
  • Make sure that when you are utilizing the PTSL, you are the only user logged into GP
  • Certain tools will require you to login as “sa”.

Below is a screenshot showing all of the available tools.

 

 

Before using this tool, you first have to create a new company in GP Utilities. Give your company a name and an ID. You don't need to take the time to set up anything else, as 'Company Copy' will be deleting all of that setup information. After the new company is created, you're finally ready to use Company Copy.

 

Open the PSTL, click on 'Company Copy', and then hit 'Next'. This screen should pop up.

 

 

Your 'Source Company' is the GP company you want to copy, and the 'Destination Company' is the newly created company from GP Utilities. Next chose if you want to copy the data and/or report options from your source company. You have to choose at least one to copy. After you've completed all of these steps, just select the modules you want to copy and click 'Process'.

 

For more information on Microsoft Dynamics GP, contact Logan Consulting your Chicago based Microsoft partners.



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