Professional Services Tool Library – SOP Customer Item Lookup
This is post number three in a series of blog posts that are centered on the specific features within the Professional Services Tool Library (PSTL). The PTSL is now a standard feature in GP that has many valuable tools available to users that used to only be accessible via Microsoft support or your implementation partner. Before you begin using the PTSL, there are a few things that you need to remember:
- Before you take any action in the PTSL, make a backup of your SQL Server data. Some of the tools will prompt you to make a backup before proceeding, but this should be standard practice for all of them.
- Most of the tools require that the person utilizing the PTSL is the only user logged into GP.
- Certain tools will require that you login as “sa.”
This screenshot shows all of the available tools.
In this post, I will show you how to best use ‘SOP Customer Item Lookup.’ This tool allows a user to bring up a Customers prior Item History while in SOP Transaction Entry. This information will include the previous items that the customer has purchased and the most recent price at which they were purchased.
In order to utilize this tool, click on the checkbox that the red arrow above is pointing to. Then, click the radio button next to SOP Customer Item Lookup and click Rebuild Procs. After that process is complete, navigate to Microsoft Dynamics GP -> Tools -> Sales -> Setup -> Sales Order Processing. From this window, click Additional and select Create Initial Lookup Data as seen in the screenshot below:
This process will build the initial data from historic tables that will be updated. It could take several minutes, depending on the amount of historic data that is contained in the database(s). Now that your initial data has been created the new Customer Item Lookup window will be available from the SOP Entry and the SOP Item Detail windows. When you navigate to the Sales Transaction Entry window, fill out all required fields, including choosing a customer. Once a customer is selected, navigate to Additional, then Historical Lookup. As shown below, this screen will show all items purchased by the selected customer.
As you post additional invoices, these records will be added to the table and included in the Customer Item Historical data. For more information on how to best utilize the PSTL in Microsoft Dynamics GP, contact Logan Consulting your Chicago based Microsoft Dynamics partners.
2020 Nucleus Research Report on ERP Technology