Professional Services Tools Library. Release 2011 FP1

Transcription

1 Professional Services Tools Library Release 2011 FP1

2 Copyright 2011 Microsoft Corporation. All rights reserved. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes only. Trademarks Microsoft, Microsoft Dynamics, Excel, FRx, Outlook, Microsoft SharePoint, Visual Basic, Visual Studio, Windows, and Windows Server are trademarks of the Microsoft group of companies. BIO and BIO Vue are trademarks or registered trademarks of NexVue Analytics Corporation in the United States and/or other countries. All other trademarks are property of their respective owners. Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. Sample Code Warranty disclaimer Microsoft Corporation disclaims any warranty regarding the sample code contained in this documentation, including the warranties of merchantability and fitness for a particular purpose. Limitation of liability This documentation is furnished as-is for informational use only and is subject to change without notice. Microsoft Corporation assumes no responsibility or liability for any errors or inaccuracies that may appear in this documentation. License agreement Use of this product is covered by a license agreement provided with the software product. If you have any questions, please call the Customer Assistance Department at (in the United States or Canada) or Publication Date October 2012

3 Table of Contents iii Contents Installing Professional Services Tools Library 1 Before you begin... 2 Installing Microsoft.NET Framework... 3 Installing Professional Services Tools... 3 Registration Keys... 5 Creating stored procedures and views... 7 What to do next?... 8 Using the Modifiers 9 Modifier Tools... 9 File menu Account Modifier Account Category Modifier Account Class ID Modifier Company ID Modifier Currency ID Modifier Customer ID Modifier Customer Class ID Modifier Employee ID Modifier Employee - Project Modifier Employee - Service Modifier Inventory ID Modifier Ledger ID Modifier Product Class ID Modifier Project ID Modifier Salesperson ID Modifier Site ID Modifier Subaccount Modifier Task ID Modifier Terms ID Modifier Vendor ID Modifier Vendor Class Modifier Warehouse/Bin Location ID Modifier Using the Combiners 15 Combiner Tools File menu Account Combiner Company ID Combiner Customer ID Combiner Customer Class Combiner Inventory ID Combiner Salesperson Combiner Site ID Combiner Subaccount Combiner Vendor ID Combiner Vendor Class Combiner Warehouse/Bin Location Combiner... 20

4 iv Professional Services Tools Library Using the Utilities 21 Using 1099 Rebuild Utility... 21

5 Installing Professional Services Tools Library 1 Installing Professional Services Tools Library The Professional Services Tools Library (PSTL) is designed for use with Dynamics SL and Microsoft SQL Server. This document contains descriptions and information on the functionality of each tool, as well as how to implement the tools available in the Professional Services Tools Library. Information is divided into the following sections: Before you begin Installing Microsoft.NET Framework Installing Professional Services Tools Registration Keys Creating stored procedures and views What to do next?

6 2 Professional Services Tools Library Before you begin This section includes information and precautions that will help you use the Professional Services Tools Library more effectively. Making Backups Before running any tool, make a backup of the database(s) that will be affected. It is important to make a backup in case an undesired data change occurs. Additional Users No users should be connected to the database through Dynamics SL, Query Analyzer or any other application when any of the tools run. A message will display when logging into PSTL if the application detects any other users connected to the database. Administrator All tools will require users to be logged into Microsoft SQL Server with administrative rights. Therefore, you should be logged in as sa, as a SQL User with dbo rights or as a Windows Authenticated user that has full dbo rights. Supported Versions This Professional Services Tools for Dynamics SL release is only supported with Dynamics SL Version 2011 and 2011 Service Pack 1. This tool will not work with previous versions of Dynamics SL or future versions of Dynamics SL. Business Portal Users running Business Portal will need to uninstall and reinstall Business Portal if a tool is used that affects a Company ID, Employee ID, Salesperson ID, Vendor ID and Customer ID that is currently used in Business Portal. Microsoft Project Connector Users running the Microsoft Project Connector should NOT use the Project ID, Task ID, or Employee ID tools to change records that have already been linked to Microsoft Project. BIO Users running BIO will need to reload all incremental transactions. Custom Tables The Professional Services Tools Library will update tables in the database(s) that were created by third-party applications under certain circumstances. Users running third-party applications that integrate with Dynamics SL should take extra care to ensure that an undesired data change does not occur.

7 Installing Professional Services Tools Library 3 Installing Microsoft.NET Framework The Professional Services Tools for Dynamics SL application was written in Visual Studio.NET. Because of this, Microsoft.NET Framework must be installed prior to installing the Professional Services Tools for Dynamics SL. Note: You can check to see if Microsoft.NET Framework has been installed by choosing Control Panel >> Add or Remove Programs. If Microsoft.NET Framework is listed, see Installing Professional Services Tools on page 3. To install Microsoft.NET Framework, follow these steps: 1. Download the Windows.NET Framework from 2. Click on the Scan for Updates link. 3. Once completed click Review and install updates 4. If you have not installed Microsoft.NET Framework, it will be listed as an option. 5. Click the Add button 6. Click the Install Now button 7. Proceed through the wizard to complete the installation. Note: Steps in this procedure may vary slightly, as the Microsoft Windows Update website may change. Installing Professional Services Tools To install Professional Services Tools directly from your Professional Services Tools for Dynamics SL zip file, follow these steps: 1. Unzip the downloaded file to a temporary directory (i.e. C:\TEMP). 2. Double-click the setup.exe file. Figure 1: Welcome window

8 4 Professional Services Tools Library 3. Click Next to begin the install wizard. Figure 2: Select Installation Folder window 4. Enter the folder where the application should be installed or use the default. 5. You can restrict the use of Professional Services Tools Library. Choose Everyone to provide Professional Services Tools Library access to anyone who uses your computer or choose Just me to restrict the use of Professional Service Tools. If you choose Everyone, the current Windows users must have administrative privileges on the computer where PSTL is being installed. 6. Click Next to confirm installation. Figure 3: Installing PSTL for Dynamics SL window 7. Click Next to begin the installation process. 8. Click Close to exit the installation.

9 Installing Professional Services Tools Library 5 Registration Keys To use Professional Services Tools Library, follow these steps to enter the registration key. Figure 4: Professional Service Tools for Dynamics SL window, Login/Logout tab 1. Enter the SQL Server Name and the Dynamics SL System Database. 2. Select either Windows authentication or SQL Server authentication. If choosing SQL Server authentication, provide a SQL User Login ID and password. Note: You must have full SQL administrative rights. Therefore, it is recommended that you login as sa to ensure proper rights. 3. Press the Login button. The system will then list the Dynamics SL Application database(s) associated with the System Database in the right hand side of the screen.

10 6 Professional Services Tools Library 4. Click the Help tab. Figure 5: Professional Service Tools for Dynamics SL window, Help tab 5. Enter your Customer Name and the following registration key: 0000 MBSS Press the Register button. 6. The registration key can be entered while logged into any of the application databases that you have defined and will not need to be reentered for each application database.

11 Installing Professional Services Tools Library 7 Creating stored procedures and views Creating the stored procedures and views is a necessary step in order for the tools to run properly. These steps must be performed on all application databases that will be updated by the Professional Services Tools. Note: You should run this process after upgrading your version of the Professional Services Tool Library. Therefore, if you have a previous version installed, re-create the stored procedures and views after installing the new version. To create the stored procedures and views, follow these steps: Figure 6: Professional Service Tools for Dynamics SL window, Login/Logout tab 1. Enter the SQL Server Name, the Dynamics SL System Database and the SQL Server password for the sa login.

12 8 Professional Services Tools Library 2. Press the Login button. The system will then list the Dynamics SL Application database(s) associated with the System Database in the right hand side of the screen. Figure 7: Professional Service Tools for Dynamics SL window, Login/Logout tab with application databases 3. Select the appropriate Application Database and click the Create Stored Procs and Views button. Note: You can only select one Application Database at a time. 4. A message stating that the process has completed will appear. Figure 8: PSTL Stored Procedure creation confirmation Note: This process must be repeated for any additional Application Databases. What to do next? Refer to the additional chapters in this manual for details on using specific Professional Services Tools.

13 Using the Modifiers 9 Using the Modifiers This chapter explains how to use the Modifier Tools. If you have not already successfully logged into and registered Professional Services Tools for Dynamics SL, see Installing Professional Services Tools on page 3 and Registration Keys on page 5. Modifier Tools Figure 9: PSTL Stored Procedure creation confirmation The Modifier tools let you change an ID field to something else. The modifiers will not let you change the ID field to an existing value. This type of process is handled by the Combiners. Figure 10: PSTL Stored Procedure creation confirmation Example: You could change customer number CT0100 to CS2000. CT0100 would be an existing customer within the application database. A customer with the number CS2000 does not exist. The modifier would change all key references of CT0100 to CS2000. The system will not change information in description fields and in note text.

14 10 Professional Services Tools Library The Modifier tools will allow you to process several IDs at one time. You can enter all the old and new ids that you wish to change. And then press the Begin Processing button File menu The File menu has 3 menu options: Open, Save and Close. The Close option will close the screen without processing or saving any of the existing data. Open The Open menu option allows you to import a list Comma Separated Values (CSV) into the screen. This list may have been created through this screen or generated by another process. This allows you to import a list of records without having to manually enter them through this screen. Example: Save This file can easily be created through Query Analyzer. For example, you want to take your existing customer ID, strip off the last three numbers and prefix it with CS0. Execute the follow query in Query Analyzer with the results going to a grid. select custid, 'CS0' + right(rtrim(custid), 3) from customer order by custid In the result window, you can now save the results of the above query to a CSV file and load that CSV file through the Open menu option of the Customer Modifier Tool. The Modifier Tool will then update all records throughout the database with the new ID. The Save menu option allows you to save the information typed into the Modifier screen to a Comma Separated Value (CSV) file. Therefore, the entry of the Old and New values can be done and worked on continuously until ready to process. Note: If you are making significant changes to a table such as changing ALL customer ids, it may be considered good practice to first perform the changes on a test database. Therefore, the values can be entered against the test database and saved to a file. Then, after the test data is reviewed and approved, the saved file can be re-opened and processed against the live database. Begin Processing Before processing the changes, it is highly recommended that the database is backed up first In addition, it would be good practice to first process the transactions on a test database to confirm that you achieve the desired results. Account Modifier Use this tool to change Account numbers without manually entering new Account numbers and entering transactions to move the balance from the old Account number into the new Account number. Account Category Modifier Use this tool to change Account Category IDs without manually entering new Account Category IDs and reassigning General Ledger accounts and other Project Series data to the new Account Category. Account Class ID Modifier Use this tool to change Account Class IDs without having to define the new Account Class IDs and change the Account Class for each Account number.

15 Using the Modifiers 11 Company ID Modifier Use this tool to change Company IDs without having to create a brand new database and reenter all account balances and transactions in the system. Note: If multi-company is enabled, you will be prompted to run the modifier across all application databases. If multi-company transactions are being entered, the other databases may contain references to the company id that is being changed. Selecting this option will cause the tool to run much longer as every database has to be checked. In addition, the PSTL procedures and views MUST be loaded on all application databases. You can say no to this prompt if you do not do transactions for this company in the other application databases. Currency ID Modifier Use this tool to change Currency IDs without having to create a brand new database and reenter all account balances and transactions in the system. Customer ID Modifier Use this tool to change Customer IDs without manually entering new Customers and changing open invoices. Customer Class ID Modifier Use this tool to change Customer Class IDs without having to define the new Customer Classes and change the Customer Class for each Customer ID. Employee ID Modifier Use this tool to change Employee IDs without having to create a new Employee and reenter all Employee balances and transactions in the system. Use this modifier tool if you are utilizing the Dynamics SL Payroll module. The tool will validate the employee information against the Payroll Employee table (employee). However, if the Project and Service Employee numbers are set up with the same numbers as the Payroll employees, this tool will change all of those references also. Employee - Project Modifier Use this tool to change Project Employee IDs without having to create a new Employee and reenter all Employee balances and transactions in the system. Use this modifier if you are utilizing the Dynamics SL Project module and either the Payroll module is not being used or the Project Employee IDs are different than the Payroll Employee IDs. The tool will validate the employee information against the Project Employee table (PJEMP). This modifier will only update the tables within the Project Module. Employee - Service Modifier Use this tool to change Service Employee IDs without having to create a new Employee and reenter all Employee balances and transactions in the system. Use this modifier if you are utilizing the Dynamics SL Service module and either the Payroll module is not being used or the Service Employee IDs are different than the Payroll Employee IDs. The tool will validate the employee information against the Service Employee table (smemp). This modifier will only update the tables within the Service Module.

16 12 Professional Services Tools Library Inventory ID Modifier Use this tool to change Inventory IDs without manually entering new Inventory Items and entering transactions to move the balance from the old Inventory Item into the new Inventory Item. Ledger ID Modifier Use this tool to change Ledger IDs without having to create a brand new database and reenter all account balances and transactions in the system. Product Class ID Modifier Use this tool to change Product Class IDs without having to define the new Product Class and change the Product Class for each Inventory ID. Project ID Modifier Use this tool to change Project IDs without having to define the new Project IDs and enter transactions to move information from the old Project to the new Project. Note: This will not update timecard note records. Contact Microsoft Dynamics SL Technical Support for possible workarounds if timecard notes need to be saved. Salesperson ID Modifier Use this tool to change Salesperson IDs without manually entering new Salespeople and reentering existing transactions to the new Salesperson IDs Site ID Modifier Use this tool to change Site IDs without having to create a brand new Site and reenter transactions to move Inventory balances from the old Site ID to the new Site ID. Subaccount Modifier Use this tool to change Subaccount numbers without manually entering new Subaccount numbers and entering transactions to move the balance from the old Subaccount number into the new Subaccount number. Note: The New and Old Subaccount values can be entered with or without the segment separators. After the field is entered, the system will automatically display the field with the separators. Refer to Shared Information Flexkey Maintenance ( ) in Dynamics SL to determine your current Subaccount segment and separator definition. Task ID Modifier Use this tool to change Task IDs without having to create a brand new Task ID and change setup information for Projects to use the new Task ID. Note: This will change modify the task ID on any project that has this task ID setup. Also note this will not update timecard note records. Contact Microsoft Dynamics SL Technical Support for possible workarounds if timecard notes need to be saved.

17 Using the Modifiers 13 Terms ID Modifier Use this tool to change Terms IDs without having to create a brand new Terms and reassign the new Terms ID to existing Customer IDs. Vendor ID Modifier Use this tool to change Vendor IDs without manually entering new Vendors and changing open vouchers. Vendor Class Modifier Use this tool to change Vendor Class IDs without having to define the new Vendor Classes and change the Vendor Class for each Vendor ID. Warehouse/Bin Location ID Modifier Use this tool to change Warehouse/Bin Location IDs without having to create a brand new Warehouse/Bin Location and reenter transactions to move Inventory balances from the old Warehouse/Bin Location to the new Warehouse/Bin Location. Note: This will change the Warehouse/Bin Location for all sites that have this ID.

18 14 Professional Services Tools Library

19 Using the Combiners 15 Using the Combiners This chapter explains how to use the Combiner Tools. If you have not already successfully logged into and registered Professional Services Tools for Dynamics SL, see Installing Professional Services Tools on page 3 and Registration Keys on page 5. Combiner Tools Figure 11: Professional Service Tools for Dynamics SL window, Combiners tab The Combiner tools let you take two key values of select tables and combine them to a single value. The two values can be combined to form a new key value or they can be combined into the first value. The Combiner tools prompt for three key values: Primary, Second, and New. The Primary and Second must be existing key values within the master table. The New field must either be the save value as the Primary or it must specify a key value that does not exist in the master table.

20 16 Professional Services Tools Library Customer ID Combiner Figure 12: Customer ID Combiner Example: You could combine customers CT0100 and CT0110 into a CT0100 or a new value. The Primary Customer ID (CT0100) would be an existing customer in the customer table. The Second Customer ID (CT0110) would be an existing customer in the customer table and cannot be the same as the Primary Customer ID. The New Customer ID is the target. It must either be the same as the Primary (CT0100) or you could specify a new Customer ID altogether. The combiner would sum together all the balances and history information of the two customer into one customer record. For data such as the Customer record, the Primary Customer ID would be considered the master. Therefore, information such as the Customer Name and Address would come from the Primary Customer ID. The system will not change information in description fields and in note text. The Combiner tools will allow you to process several IDs at one time. You can enter all the ids that you wish to combine into the screen at one time. And then process the transactions at one time by pressing the Begin Processing button. File menu The File menu has 3 menu options: Open, Save and Close. The Close option will close the screen without processing or saving any of the existing data. Open The Open menu option allows you to import a list Comma Separated Values (CSV) into the screen. This list may have been created through this screen or generated by another process. This allows you to import a list of records without having to manually enter them through this screen. Save The Save menu option allows you to save the information typed into the Combiner screen to a Comma Separated Value (CSV) file. Therefore, the entry of the key values can be done and worked on continuously until ready to process. Note: If you are making significant changes to a table, it may be considered good practice to first perform the changes on a test database. Therefore, the values can be entered against the test

21 Using the Combiners 17 database and saved to a file. Then, after the test data is reviewed and approved, the saved file can be re-opened and processed against the live database. Begin Processing Before processing the changes, it is highly recommended that the database is backed up first. In addition, it would be good practice to first process the transactions on a test database to confirm that you achieve the desired results. Account Combiner Use this tool to combine two General Ledger Account numbers into a single Account number. All previous history transactions, summary and detail, will reflect the new Account number. The Combiner will not combine two accounts that have either Accounts Payable or Payroll checks referenced on the accounts and combining the accounts would cause the checks to be duplicated. The system will detect this condition and display an error message when the accounts are entered. Note: For example, you want to combine two cash accounts. One account is your standard Payroll checking account. The second account is for the executive Payroll. You will not be able to combine these accounts if two checks were written using the same check number. If the result of the combiner causes Bank Accounts setup in Cash Manager to be combined, the Bank Reconciliation history for those accounts will be deleted. Company ID Combiner Use this tool to combine two Company IDs into a single Company. All balances and transactions will be combined into the single entity. If two companies use the same Sales Order or Shipper IDs, these companies cannot be combined. For example, if Sales Order S exists in both Company A and Company B, those two companies cannot be combined. Even though those Sales Orders have the same ID, the truly represent two different documents. The customers are likely different, etc. Therefore, it would not make sense to combine the Sales Orders into one. The system will detect if this issue is present when the companies are entered in the Combiner screen. A message will be displayed. Note: This tool will only combine companies that exist in the same application database. It does not handle combining multiple application databases into the one application database. If multi-company is enabled, you will be prompted to run the combiner across all application databases. If multi-company transactions are being entered, the other databases may contain references to the company ids that are being changed. Selecting this option will cause the tool to run much longer as every database has to be checked. In addition, the PSTL procedures and views MUST be loaded on all application databases. You can say no to this prompt if you do not do transactions for this company in the other application databases. If the result of the combiner causes Bank Accounts setup in Cash Manager to be combined, the Bank Reconciliation history for those accounts will be deleted.

22 18 Professional Services Tools Library Customer ID Combiner Use this tool to combine two Customers into a single Customer. The Customers balances and open documents are combined into a single customer. The master information such as Address info, Salesperson, etc come from the Customer entered as the primary Customer. Two Customers cannot be combined if two payments were received with the same reference. For example, if an A/R Payment is received from both customers using Check Number 1000, those two customers cannot be combined. The system will detect this condition and display an error message during entry. Customer Class Combiner Use this tool to combine two Customer Classes into a single Customer Class. All master information will be combined into a single entity. For example, if the pricing information is different for each Customer Class, the pricing will be based on the Primary Customer Class. Note: Running this tool will reset the defaults on the Customer from the Customer Class. Inventory ID Combiner Use this tool to combine two Inventory Items into a single Inventory Item. All master information will be combined into a single entity. All of the quantities, costs and history for the items will be combined. For Standard Cost items, the cost of the new item will be based on the cost of the Primary item. This could affect your inventory valuation. For all other costing methods, the Total Value will not change. However, for example, the Average Cost of the item may change. In addition, the Inventory General Ledger Account for the new item will be based on the account from the Primary item. Note: Running this tool could possible affect you inventory valuation. This tool will not make any financial transactions. Therefore, before running, you should print the Inventory Valuation report. After completing, rerun the report and compare the totals. If there is a difference, a journal transaction should be made. The following restrictions apply when combining Inventory Items: The Stocking Unit must be the same for both items. The Valuation Method must be the same for both items. Lot/Serial Tracking method must be the same for both items. Therefore, if one item is Lot Tracked, the second item must be Lot Tracked. If one item is Serial Tracked, the second item must be Serial Tracked. Lot/Serial assignment must also be the same for both items. Therefore, if the one item does not assign Lot/Serial numbers until they are issued, the second item must also assign them on issue. If the items are Serial Tracked, the items cannot have duplicate Serial numbers in stock. Stock and Non-Stock Items cannot be combined. So, if Stock Item flag is turned off for one item, then the second item cannot have the Stock Item flag turned on. A Physical Inventory or Cycle Count cannot be in process when combining items. An item cannot be a component of the other if it is a Kit. A Kit Item can be combined with a non-kit item. However, the new item s Kit Status will be based on the Primary Item.

23 Using the Combiners 19 Salesperson Combiner Use this tool to combine two Salespeople into a single Salesperson. Salesperson sales history will be combined for the new Salesperson. Also, if the commission is split on a Sales Order to the two salespeople, this commission will be combined and the new Salesperson will receive the total commission. Site ID Combiner Use this tool to combine two Sites into a single Site. All the inventory quantities, costs and history will be combined for the site. For Standard Cost items, the cost of the item will be based on the its cost for the Primary Site. This could affect your inventory valuation. For all other costing methods, the Total Value will not change. However, for example, the Average Cost of the item may change. In addition, the Inventory General Ledger Account for the combined site will be based on the account from the Primary site. Note: Running this tool could possible affect you inventory valuation. This tool will not make any financial transactions. Therefore, before running, you should print the Inventory Valuation report. After completing, rerun the report and compare the totals. If there is a difference, a journal transaction should be made. You cannot combine sites that exist in separate companies. With Dynamics SL, you can run multiple companies within the same database. Even so, one site cannot be combined with another site if that Site is for a different company. Subaccount Combiner Use this tool to combine two Subaccounts into a single Subaccount. You must specify the entire subaccount and not just a single segment. Wildcards are not supported in the subaccount. Therefore, in order to combine two segments, you must combine every possible combination that contains the segments that you want to combine. Similar to the Account Combiner, the system will check for the situation that the combined subaccounts will create a duplicate check number scenario in either Account Payable or Payroll. Refer to the Account Combiner on page 17 for more information. Note: The New and Old Subaccount values can be entered with or without the segment separators. After the field is entered, the system will automatically display the field with the separators. Refer to Shared Information Flexkey Maintenance ( ) in Dynamics SL to determine your current Subaccount segment and separator definition. If the result of the combiner causes Bank Accounts setup in Cash Manager to be combined, the Bank Reconciliation history for those accounts will be deleted. Vendor ID Combiner Use this tool to combine two Vendors into a single Vendor. The Vendors balances and open documents are combined into a single Vendor. The master information such as Address info, etc come from the Vendor entered as the primary Vendor. Vendor Class Combiner Use this tool to combine two Vendor Classes into a single Vendor Class. Running this tool will reset the defaults on the Vendor from the Vendor Class.

24 20 Professional Services Tools Library Warehouse/Bin Location Combiner Use this tool to combine two Warehouse/Bin Locations into a single Warehouse/Bin Locations. All inventory quantities and history will be combined for the Location. The tool is not Site or Company specific. Therefore, it will combine the locations across all sites and companies. Note: This will change the Warehouse/Bin Location for all sites that have this ID.

25 Using the Utilities 21 Using the Utilities Using 1099 Rebuild Utility Use this tool to rebuild Vendor 1099 Balances if a Vendor was defined in Dynamics SL but not set up as a 1099 Vendor and documents have already been entered. The tool will correct the Vendor record and the existing documents. After updating the Vendor and the transactions, the tool will automatically rebuild the 1099 information. Note: The 1099 Rebuild will rebuild the 1099 information for ALL vendors. Even if you are only changing the information for a single vendor, the rebuild will recalculate the values for all vendors. Therefore, if the user has manually initialized any values, this tool will override those values. Figure 13: 1099 Rebuild Utility To rebuild the Vendor 1099 Balances, follow these steps: 1. Click on the Tools tab and then click 1099 Rebuild Utility 2. Enter the appropriate Vendor ID. The tool will make sure you enter a valid Vendor ID. 3. Select the appropriate Default Box Number for the Vendor from the Box Number drop-down list. 4. Select All if you want to reset the box number for all the Vendor s documents. Do not select All if you want to only update the documents that do not have a box number selected. Therefore, certain transactions may have been overridden by the user with a specific box number. Do you want those transactions to be updated with the new box number? 5. Repeat Steps 2-4 for all the needed Vendors. 6. Click the Begin Processing button. A message stating that the process has completed will appear. 7. The tool will automatically run the Rebuild 1099 History.