QUESTION

How do you use the Employee ID modifier tool in PSTL in Microsoft dynamics GP?

 

ANSWER

Here are the steps to use the Employee ID Modifier in PSTL

1. Open Excel spreadsheet
2. Put existing employee ID's in column A. 
3. Put new employee ID in column B. 

4. File | SAVE AS – select location such as Desktop and select .txt file type (tab delimited)

5. In Dynamics GP, open PSTL and select Employee Modifier, and click NEXT.

6.  Click the VALIDATE button first, and select the txt file you saved in the prior step and click OPEN.  You will be prompted to print the  ‘TA Invalid Employees’ report to view if any were invalid, so print this report to screen or printer and review.  Fix any invalid employees in your spreadsheet. 

7.  Once you pass the ‘VALIDATE’ test, now click the IMPORT button, browse to select your txt file and click OPEN, and you should get notified that ‘Employee Modifier is Finished’.  Click OK.

8. Simply close the Employee Modifier window in PSTL.   (X out or click File | Close).   You will be prompted to print the ‘TA Modified Employee’s report, for a record of which employee ID’s were changed, so print to screen or printer as you desire.  

9. Review to ensure the new employee ID’s now exist in the employee list and the old employee ID’s are gone.

 

 

NOTE:  You can install PSTL from 'Programs and Features' in the Control panel for your Microsoft Dynamics GP version. 

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