Installing the Professional Services Tools Library

A recent blog entry from the Dynamics GP Support and Services blog hilighted the RM Transaction Unapply tool in the PSTL. It also included instructions on how to install the PSTL itself

The complete blog entry is here if you're not a DD member.

I've copied the section that details how to install PSTL below so that we'll have it if we need it (I really hate having to search for stuff like this)

This will help with the error:

Incorrect registration code!, please verify registration code

Related Articles

... and you 'll find more on the Dynamics GP Menu

(Edig 12/3/2012: On a GP 2010 SP3 install I used the PSTL version that was on the disk, it gave me a the error that you see above. The solution was to follow the directions below exactly and to download and install the correct version for SP3)

To load Professional Services Tools Library:

1.  Exit Microsoft Dynamics GP.

2.  Go to Control Panel|Programs and Features and make sure to install Professional Services Tools Library on your Microsoft Dynamics GP install.

3.  Go to PartnerSource and download the correct version of the PSTL zip file and extract it to your desktop:  (Customers will need to contact their Partner to access this link.)

https://mbs.microsoft.com/partnersource/downloads/releases/noam_pstl.htm?printpage=false

4.  Drop the .cnk file into your Microsoft Dynamics GP code folder.  (See the pdf document in the zip file for more detailed instructions on how to install it, if needed.)

5.  Log into Microsoft Dynamics GP and click Yes to include new code.

6.  In GP, click on Home. Right-click on Shortcuts, click Add and click Add Window.  In the Add Window Shortcut window, expand Technical Services Tools, expand Project and click on Professional Services Tools Library.

7.  The Name will populate at the top and click Add and then click Done.

8.  Click on the Shortcut to open Professional Services Tools Library.  Enter the registration key SMPE0102030405

9.  Under Sales Tools section, click the RM Transaction Unapply and click Next.  Enter the Customer ID and any document range if desired.  Click to unmark the checkmark in the Applied column for the respective document.  Click OK at the top. The system will remove all the applied records from this document, and the documents that are applied to it, and move the documents back to open status if needed. 

Note:  So if you have a payment applied to 200 invoices, you only need to unmark the payment and click OK, and it will remove the apply records on the payment, as well as all the 200 invoices applied to it. 

So spread the news to your RM users how handy this RM tool will help them with maintenance issues in Receivables Management.

Best Regards,

Cheryl Waswick | Technical Support Engineer | Microsoft Dynamics GP Support


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