Microsoft Dynamics GP 2010 Implementation


Microsoft Dynamics GP 2010 Implementation
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  • Master how to implement Microsoft Dynamics GP 2010 with real world examples and guidance from a Microsoft Dynamics GP MVP
  • Understand how to install Microsoft Dynamics GP 2010 and related applications, following detailed, step-by-step instructions
  • Learn how to set-up the core Microsoft Dynamics GP modules effectively
  • Discover the additional tools available from Microsoft for Dynamics GP

 

Book Details

Language : English
Paperback : 376 pages [ 235mm x 191mm ]
Release Date : November 2010
ISBN : 1849680329
ISBN 13 : 9781849680325
Author(s) : Victoria Yudin
Topics and Technologies : All Books, Enterprise Products and Platforms, Microsoft Dynamics, Enterprise, Microsoft


Table of Contents

Preface
Chapter 1: Application Structure and Licensing
Chapter 2: Planning: Business Requirements
Chapter 3: Planning: Dynamics GP System
Chapter 4: Planning: Infrastructure
Chapter 5: Installation of SQL Server, Dynamics GP, and Integration Manager
Chapter 6: System and Company Setup
Chapter 7: Module Setup: General Ledger, Bank Reconciliation, Payables, and Receivables
Chapter 8: Module Setup: Inventory, SOP, and POP
Chapter 9: Populating Initial Data
Chapter 10: Training, Tools, and Next Steps
Appendix A: General Ledger Account Categories
Appendix B: Microsoft Professional Services: Additional Tools Available
Index
  • Chapter 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 collation options
      • Where is the application server?
    • Dexterity and product dictionaries
      • Dexterity components
      • Dynamics GP products
      • Report Writer and Modifier
    • Financial reporting: AFA, FRx, and Management Reporter
    • Summary
  • Chapter 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—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
  • Chapter 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
  • Chapter 4: Planning: Infrastructure
    • Scope of vision
    • Dynamics GP system requirements
      • Client requirements
      • Server requirements and recommendations
      • Terminal Server requirements
      • Additional notes and considerations
        • Virtual environments
        • 64-bit or 32-bit
        • Printers
    • Officially supported—what it means to you
    • Network requirements
    • The Terminal Server only approach
      • Pros of a Terminal Server only implementation
      • Cons of a Terminal Server only implementation
    • Test/development environment
    • Add-on products
    • Shared files
      • Modified dictionary files
        • Shared network location
        • Locally on each Dynamics GP client
      • OLE notes
      • FRx files
      • Integration Manager files
    • Data backups
    • Additions to the implementation timeline
    • Summary
  • Chapter 5: Installation of SQL Server, Dynamics GP, and Integration Manager
    • Pre-installation checklist
      • Check your server
        • Dynamics GP requirements
        • SQL Server requirements
        • Additional recommendations
      • Make sure 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 2010 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 report dictionaries and forms
        • Changing 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
      • SQL Server and database settings
        • SQL Server settings
        • Database settings
      • SQL Server maintenance jobs
      • Backing up data
    • Summary
  • Chapter 6: System and Company Setup
    • Logging into Dynamics GP
    • System setup
      • Show required fields
      • System password
      • System preferences
      • Dynamics GP registration
      • Creating Dynamics GP users
      • User security
        • Access to companies
        • User security
      • Multicurrency setup
        • Currency setup
        • Exchange rate tables
        • Multicurrency access
      • Additional system-wide setup
        • Home Page metrics
        • Default tasks
    • Company setup
      • Account format
      • Account setup
      • Multicurrency
      • Taxes
        • Tax details
        • Tax schedules
      • Company setup
        • Company Setup window
        • Internet User Defined
        • Company options
      • Fiscal Periods
      • Shipping Methods
      • Payment Terms
      • Credit Cards
      • Posting setup
        • Posting Setup
        • Posting Accounts
      • E-mail setup
        • Company e-mail setup
    • Summary
  • Chapter 7: Module Setup: General Ledger, Bank Reconciliation, Payables, and Receivables
    • General Ledger
      • General Ledger setup
      • Categories
      • Segments
      • Account currencies
    • Bank Reconciliation
      • Checkbooks
      • Bank Reconciliation Setup
    • Payables Management
      • Payables Management Setup
      • Payables Setup Options
      • Vendor classes
        • Accounts for vendor classes
      • 1099 setup
      • Purchasing E-mail setup
      • Vendors
        • Setting up vendor e-mail options
    • Receivables Management
      • Receivables Management Setup
      • Receivables Setup Options
      • Sales Territories
      • Salespeople
      • Price levels
      • Customer classes
        • Accounts for customer classes
      • Sales e-mail settings
      • Customers
        • Customer setup
        • Customer accounts
        • Customer options
        • Customer e-mail settings
    • Summary
  • Chapter 8: Module Setup: Inventory, SOP, and POP
    • Inventory
      • Inventory Control Setup
      • Inventory sites
      • Unit of Measure Schedules
      • Item class setup
        • Item class currency setup
        • Item class accounts setup
      • Inventory Item Setup
        • Item Maintenance
        • Item Internet Information
        • Item Maintenance Options
        • Item Account Maintenance
        • Item Currency
        • Price List
        • Price List Options
        • Purchasing Options
        • Item vendors
        • Assigning items to sites
        • Kits
        • Copying items
    • Sales Order Processing
      • Sales Order Processing Setup
      • Sales Document Setup
        • Quote
        • Order
        • Back Order
        • Fulfillment Order/Invoice
        • Return
      • User-Defined Fields
      • SOP Document Numbers
      • Sales Order Processing Setup Options
      • E-mail Settings
      • Customer Items
    • Purchase Order Processing
      • Purchase Order Processing Setup
      • Purchase Order Processing Options
      • Receivings User-Defined
      • E-mail Settings
    • Summary
  • Chapter 9: Populating Initial Data
    • Basics of Integration Manager
      • Components of an integration
        • Properties
        • Source(s)
        • Destination
        • Destination Mapping
      • Running an import
      • Open transactions
    • General Ledger account import
    • General Ledger transactions
    • Vendors
    • Open payables transactions
    • Customers
    • Open receivables transactions
    • Inventory items
    • Inventory transactions
    • Summary
  • Chapter 10: Training, Tools, and Next Steps
    • Training
      • How to train and who should be training?
      • How much training and for whom?
      • When to train?
      • Notes for the trainer
      • Available training resources
    • Tools for Dynamics GP
      • Professional Services Tools Library
        • Free tools
        • Other useful tools
        • Installing the Professional Services Tools Library
      • Tools from Microsoft's Professional Services Team
      • Support Debugging Tool
    • Troubleshooting tips
      • Tests
      • Important information
    • Additional resources
      • Knowledge Base
      • Forums
      • Blogs
    • Summary

Victoria Yudin

Victoria Yudin has been designing, implementing, integrating, and customizing business management and accounting systems for over 20 years. She has been a user of Microsoft Dynamics GP (and its Great Plains Software predecessor) since it was available on DOS and has been a Dynamics GP consultant for almost 15 years. Victoria has the distinction of being the only person in the world named a Microsoft Dynamics GP Most Valuable Professional (MVP) each consecutive year since 2005. She has also been on the DynamicsWorld's Microsoft Dynamics Top 100 Most Influential People list each year since 2010. Victoria has also been in the top 10 of Doug Pitcher’s "most famous, awesome and totally influential Dynamics people" list for all 3 years it has been published. (http://bit.ly/18UaKkL) Victoria has an undergraduate degree from the Wharton School of Business at the University of Pennsylvania, and has numerous certifications for Microsoft Dynamics GP and related technologies. In November 2000, Victoria started Flexible Solutions, Inc. to bring together her experience in accounting and business with her love for technology. Flexible Solutions (www.GPReportsViewer.com) is a Microsoft Dynamics GP Partner, offering the GP Reports Viewer add-on for Dynamics GP, as well as Microsoft Dynamics GP implementation, reporting, and support services. In September 2008, Victoria started her blog, called Ramblings and musings of a Dynamics GP MVP (http://victoriayudin.com) to share her experiences and thoughts with the Dynamics GP community. Currently Victoria's blog gets more than 45,000 hits per month. Victoria also regularly helps fellow Dynamics GP users and consultants on many of the Dynamics GP online forums, including Experts Exchange, where she has earned the rank of Wizard. Victoria previously authored the Microsoft Dynamics GP 2010 Implementation book and has had articles published on MSDynamicsWorld.com and in the GPUG Magazine.

Submit Errata

Please let us know if you have found any errors not listed on this list by completing our errata submission form. Our editors will check them and add them to this list. Thank you.


Errata

- 3 submitted: last submission 10 Jun 2013

Errata type: Technical | Page number: 341 | Errata date: January 30, 2011

There is a list that represents predefined Dynamics GP categories and their numbers. The 9th item in the list reads: Property, Plant, and Equipment. It should read: Property, Plant and Equipment.

 

Errata type: Typo | Page number: 224 | Errata date: 19 Sep 2011

Note that only the HTLM Format will work for sending Dynamics GP standard Report Writer reports.

should be

Note that only the HTML Format will work for sending Dynamics GP standard Report Writer reports.

 

Errata type: Technical | Page number: 11 | Errata date: June 6, 2012

The links in the notes "Developing for Dynamics GP" for "Understanding how Microsoft Dynamics GP works with SQL server" is broken.

The correct link for this as of the present is

http://blogs.msdn.com/b/developingfordynamicsgp/archive/2009/05/22/understanding-how-microsoft-dynamics-gp-works-with-microsoft-sql-server.aspx

Sample chapters

You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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What you will learn from this book

  • Discover the key concepts for a successful Dynamics GP implementation
  • Plan for the Dynamics GP system and infrastructure efficiently
  • Install Microsoft SQL Server 2008 and Dynamics GP 2010 with ease
  • Import your initial data into Dynamics GP using Integration Manager
  • Understand the structure of the Dynamics GP application, what modules are and how they work together
  • Learn key training concepts for Microsoft Dynamics GP

In Detail

Microsoft Dynamics GP 2010 is a sophisticated Enterprise Resource Planning application with a multitude of features and options. The implementation of Dynamics GP is usually considered to be complex, and can be very confusing for users and consultants. This step-by-step guide will show you how to effectively implement Dynamics GP 2010 with ease.

This focused, step-by-step tutorial covers the basics of Microsoft Dynamics GP, from licensing, to design, before moving on to more complex topics such as implementation and setup. You will learn how to install and configure Microsoft Dynamics GP 2010 from start to finish.

This book will enable you to master the implementation of Microsoft Dynamics 2010 effectively. This book starts with how to plan and complete a successful Microsoft Dynamics GP 2010 implementation. You will then move on to learning who should be on the implementation team, what important questions should be asked and how to plan your infrastructure for Dynamics GP 2010. Detailed descriptions of all the setup options for the core Dynamics GP modules as well as practical advice on setup will help guide you through the myriad of options available in this powerful application. As you reach the end of the book you will learn how to import your initial data with illustrations and practical examples.

Implement Microsoft Dynamics GP 2010 with easy to follow instructions and examples

Approach

A practical, focused tutorial, this book provides a step-by-step guide to planning and carrying out your Microsoft Dynamics GP 2010 implementation. Detailed descriptions and illustrations of setup screens and real-world examples are also included for the Dynamics GP system and core modules. This book focuses on Dynamics GP 2010, however, most of the concepts and explanations will apply to any Dynamics GP version.

Who this book is for

If you are a new or existing Microsoft Dynamics GP consultant or end user who wants to implement, install and set-up core modules of Dynamics GP 2010, then this book is for you. A basic understanding of business management systems and either Dynamics GP or a similar application is recommended.

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