PacktLib: Microsoft Dynamics GP 2013 Implementation

Microsoft Dynamics GP 2013 Implementation

Credits

About the Author

About the Reviewers

www.PacktPub.com

Preface

Application Structure and Licensing

Structure of Dynamics GP – modules and series

Dynamics GP licensing

Dynamics GP and Microsoft SQL Server

Dexterity and product dictionaries

Financial reporting: Management Reporter, AFA, and FRx

Summary

Planning – Business Requirements

Implementation team

To plan or not to plan

Not Just Widgets, Incorporated—a sample company

Identifying reporting needs

Running two systems concurrently

Populating data

Training

Implementation timeline

Summary

Planning – Dynamics GP System

Companies in Dynamics GP

Integration with other systems

General Ledger Chart of Accounts

Master record IDs and names

Fiscal periods and years

Users and security

Sales and purchase taxes

Additional setup considerations

Summary

Planning – Infrastructure

Scope of vision

Dynamics GP system requirements

Officially supported – what it means to you

Network requirements

The Remote Desktop Services-only approach

The Web Client-only approach

Test/development environment

Add-on products

Shared files

Data backups

Additions to the implementation timeline

Summary

Installation of SQL Server, Dynamics GP, and Integration Manager

Pre-installation checklist

Installing as the local administrator

Installing Microsoft SQL Server for Dynamics GP

Installing the Dynamics GP 2013 application

Creating an ODBC data source

Dynamics GP Utilities

Installing Integration Manager

Post-installation SQL Server and database settings

SQL Server maintenance jobs

Backing up data

Summary

System and Company Setup

Logging into Dynamics GP

System setup

Company setup

Summary

Module Setup – General Ledger, Bank Reconciliation, Payables, and Receivables

General Ledger

Bank Reconciliation

Payables Management

Receivables Management

Summary

Module Setup – Inventory, SOP, and POP

Inventory

Sales Order Processing

Purchase Order Processing

Summary

Populating Initial Data

Basics of Integration Manager

General Ledger account import

General Ledger transactions

Vendors

Open payables transactions

Customers

Open receivables transactions

Inventory items

Inventory transactions

Summary

Training, Tools, and Next Steps

Training

Tools for Dynamics GP

Troubleshooting tips

Additional resources

Summary

General Ledger Account Categories

Index