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Microsoft Dynamics GP 2013 Implementation
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Table of Contents
Microsoft Dynamics GP 2013 Implementation
Credits
About the Author
About the Reviewers
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Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. Application Structure and Licensing
Structure of Dynamics GP – modules and series
Dynamics GP licensing
Core modules explained
Dynamics GP and Microsoft SQL Server
What you may not expect from a SQL Server Application
Application security and SQL Server authentication
SQL Server databases created by Dynamics GP
SQL Server sort order options
Where is the application server?
Dexterity and product dictionaries
Dexterity components
Dynamics GP products
Report Writer and Modifier
Financial reporting: Management Reporter, AFA, and FRx
Summary
2. Planning – Business Requirements
Implementation team
Who should be on the implementation team
Project manager
The team and practical considerations
To plan or not to plan
How to start planning
Not Just Widgets, Incorporated—a sample company
Identifying reporting needs
Financial statements
Multiple control accounts on Balance Sheets
Variations of Profit and Loss Statements
Management reports
Business forms
Running two systems concurrently
Pros
Cons
Recommendation
Populating data
Master data
Historical data
Open transactions
General Ledger
Payables Management
Receivables Management
Inventory
Purchase Order Processing
Sales Order Processing
Bank Reconciliation
How to import
Training
Implementation timeline
Summary
3. Planning – Dynamics GP System
Companies in Dynamics GP
Benefits of having one company in Dynamics GP
Benefits of having multiple companies in Dynamics GP
Integration with other systems
General Ledger Chart of Accounts
Account framework
Account format
Master record IDs and names
Fiscal periods and years
Users and security
Sales and purchase taxes
Additional setup considerations
Shipping methods
Payment terms
Credit cards
Credit cards accepted from customers
Credit cards used to pay vendors
Posting setup
Post Through General Ledger Files
Create a Journal Entry Per
Posting Date From
Require Batch Approval
Multicurrency
Currencies
Exchange Rate Tables
Summary
4. Planning – Infrastructure
Scope of vision
Dynamics GP system requirements
Client requirements
Server requirements and recommendations
Remote Desktop Services requirements
Web Client
Additional notes and considerations
Web applications
Virtual environments
Support for virtual environments
Virtual environment configuration
Printers
Officially supported – what it means to you
Network requirements
The Remote Desktop Services-only approach
Pros of a Remote Desktop Services-only implementation
Cons of a Remote Desktop Services only implementation
The Web Client-only approach
Test/development environment
Add-on products
Shared files
Modified dictionary files
Shared network location
Locally on each Dynamics GP client
OLE notes
Integration Manager files
Data backups
Additions to the implementation timeline
Summary
5. Installation of SQL Server, Dynamics GP, and Integration Manager
Pre-installation checklist
Checking your server
Dynamics GP requirements
SQL Server requirements
Additional recommendations
Ensuring you have all media and license keys
Installing as the local administrator
Installing Microsoft SQL Server for Dynamics GP
Installation steps
Installing the Dynamics GP 2013 application
Creating an ODBC data source
Steps to create the ODBC data source
Dynamics GP Utilities
Completing the Dynamics GP installation
Loading sample company data
Creating a new Dynamics GP company
Additional steps
Removing the SOP and Invoicing message
Changing paths for modified reports and forms dictionaries
Changing the path for OLE Notes
Installing additional products
Logging into Dynamics GP for the first time
Checking versions
Installing Integration Manager
Installation steps
Additional steps
Entering registration keys
Checking the version and applying service packs
Changing the Integration Manager database path
Post-installation SQL Server and database settings
SQL Server settings
Maximum memory
Cursor Threshold
Processor
Database settings
General
Files
Options
Recovery model
Other options
SQL Server maintenance jobs
Backing up data
Summary
6. System and Company Setup
Logging into Dynamics GP
System setup
Show required fields
System password
Dynamics GP registration
Creating Dynamics GP users
User security and company access
Access to companies
User security
Multicurrency setup
Currency setup
Exchange rate tables
Multicurrency access
Additional system-wide setup
System preferences
Reporting tools setup
SmartList options
Company setup
Account format
Account setup
Multicurrency
Taxes
Tax Details
Tax Schedules
Company
Company Setup window
Internet user de...
