Dynamics GP Add-On Products and ISVs Reviews
CRG Changer

CRG Changer


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Product description | Top Expert Reviews | User Reviews | Forum Discussions

Changer changes and merges General ledger accounts, Vendor IDs, Item numbers, Customer numbers, Payroll Employee IDs, Project numbers and Contract numbers in Project Accounting. Changes made by Changer update both open and historical transactions and these are visible in all reports and inquiry windows.

How this product helps

This product enables:
• Changing or merging General Ledger Accounts
• Changing or merging Customer Numbers
• Changing or merging Vendor IDs
• Changing or merging Item Numbers
• Changing Payroll Employee IDs to new codes
• Changing Project Numbers and Contract Numbers in Project Accounting module to new codes

Which Requirements does this product help meet

Which Requirements does this product help meet

Microsoft Professional Services Tools Library have  similar functionality. The additional features CRG changer provides are:

  • CRG Changer also updates data in 3rd party products and non-core module tables. Products supported are:
    • Fixed Assets
    • Project Accounting
    • Collections Management
    • EFT for Receivables Management
    • EFT for Payables Management
    • Safe Pay
    • Electronic Reconcile
    • Cash Flow Management
    • Human Resources
    • Revenue Expense Deferral
    • MICR (by Mekorma)
    • Canadian Payroll
    • Service Advantage
    • Manufacturing (Items cannot be merged if using Manufacturing module)
    • PO Enhancements
    • Billing Series (by Encore Business Solutions)
    • Project Tracking (by Encore Business Solutions)
    • GST/PST Distribution (by Encore Business Solutions)
    • Interfund
    • Encumbrance Management
    • Electronic Bankrec (by Encore Business Solutions)
    • Enhanced Commitment Management
    • Control Account Management
    • Enhanced Customer Statements (by Encore Business Solutions)
    • Wennsoft (Job Cost and Service Management)
    • Cashbook (Bank Management) (only used by European customers)
    • Integrity Data (HRMSS)
    • Analytical Accounting
    • Grant Management
    • Payment Document Management
    • ML Checks
  • CRG Changer transfers the Extender information to the new codes.
  • CRG Changer provides option to process changes in batches. User can specify a date onward for the proposed changes.
  • CRG Changer has option to modify and/or combine records in same product.

 

Below are high-level screenshots of changer to show how it works

RM Changer to update customers

clip_image001

Select Change Customer and Transfer To and click Insert

You can insert multiple records for change

Validate the records (Change and Transferred Customers should have same Currency and Tax Schedules)

clip_image002

Click RM to process the changer Batch clip_image003

Features

Features

1. Modify and consolidate the current and historical Microsoft Dynamics GP data:

· Account Numbers

· Customer Numbers

· Vendor ID Numbers

· Item Numbers

· Employee ID Numbers

· Project Numbers

· Contract Numbers

clip_image001[4]

2. Update data from other Microsoft Dynamics modules and various third-party applications.

· Fixed Assets

· Project Accounting

· Collections Management

· EFT for Receivables Management

· EFT for Payables Management

· Safe Pay

· Electronic Reconcile

· Cash Flow Management

· Human Resources

· Revenue Expense Deferral

· MICR (by Mekorma)

· Canadian Payroll

· Service Advantage

· Manufacturing (Items cannot be merged if using Manufacturing module)

· PO Enhancements

· Billing Series (by Encore Business Solutions)

· Project Tracking (by Encore Business Solutions)

· GST/PST Distribution (by Encore Business Solutions)

· Interfund

· Encumbrance Management

· Electronic Bankrec (by Encore Business Solutions)

· Enhanced Commitment Management

· Control Account Management

· Enhanced Customer Statements (by Encore Business Solutions)

· Wennsoft (Job Cost and Service Management)

· Cashbook (Bank Management) (only used by European customers)

· Integrity Data (HRMSS)

· Analytical Accounting

· Grant Management

· Payment Document Management

· ML Checks

3. Transactions associated with all codes are automatically transferred to the new numbers and IDs with no trace to the original information. Drill downs, balances and reports will treat the modified information as if it had been posted to the new account from the beginning.

Screen 1: Customer is “ISN Industries” in invoice “SLS1240001 “

clip_image002[4]

Screen 2: Updated Customer using Changer

Tools >> Utilities >> Company >> Changer

clip_image003[4]

Screen 3: Customer updated to “Mid-City Hospital” in invoice “SLS1240001 “.

No trail of old customer

clip_image004

Process Flow

Example:

Change Customer for all transactions of ISN Industries to Mid-City Hospital

1. Save the RM Transaction list of both customers.

clip_image005

clip_image006

2. Customer is “ISN Industries” in invoice “SLS1240001 “.

clip_image002[5]

3. Tools >> Utilities >> Changer

Click on RM Changer to update customers.

clip_image007

4. Select Change Customer and Transfer To and click Insert.

5. Validate

Change and Transferred Customers should have same Currency and Tax Schedules.

6. If validation passes then Assign.

clip_image008

7. Enter Batch Name.

clip_image009

8. Click RM to process the changer Batch.

clip_image003[5]

9. View transactions of both customers after running changer.

10. “ISN Industries” do not have transactions.

11. Customer has been updated to “Mid-City Hospital”.

clip_image010

12. “ISN Industries” transactions updated and assigned to “Mid-City Hospital”.

13. Open and Historical transactions updated and no trail of old customer (ISN Industries)exist with these transactions.

clip_image011

14. Customer is “Mid-City Hospital” in invoice “SLS1240001 “.

clip_image004[1]

Website and Download

Website: http://www.crgroup.com/changer.php

 

 

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