Microsoft Dynamics GP 2013 Implementation

Written by a Microsoft Dynamics GP Most Valuable Professional, this is the ultimate guide to implementing the enterprise resource planning system. The book is structured as a step-by-step guide and includes screenshots with practical advice for easy learning.
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Microsoft Dynamics GP 2013 Implementation

Victoria Yudin

Written by a Microsoft Dynamics GP Most Valuable Professional, this is the ultimate guide to implementing the enterprise resource planning system. The book is structured as a step-by-step guide and includes screenshots with practical advice for easy learning.
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Book Details

ISBN 139781782177845
Paperback430 pages

Book Description

Microsoft Dynamics GP 2013 is a sophisticated Enterprise Resource Planning system with a multitude of features and options. The implementation of Dynamics GP is usually considered to be complex, and can be very confusing for both end users and consultants. Microsoft Dynamics GP 2013 Implementation will show you how to effectively implement Dynamics GP 2013 with ease.

"Microsoft Dynamics GP 2013 Implementation" is a focused, step-by-step tutorial covering the basics of Microsoft Dynamics GP, from licensing to design, before moving on to more complex topics such as implementation planning, installation, setup, and training. Learn how to plan and execute your Dynamics GP implementation from start to finish.

You will start off by learning how to plan a successful Dynamics GP 2013 implementation. You will then move on to learn the important questions to ask, the key setup details that should be decided upfront, and how to plan the infrastructure. Detailed descriptions of all the setup options for the core Dynamics GP modules as well as practical advice on setup will guide you through the myriad of options available in this powerful application. This book will also cover how to import initial data and how to find out what additional resources and tools are available for Microsoft Dynamics GP.

With many detailed and practical examples, "Microsoft Dynamics GP 2013" Implementation will help you plan and complete a successful Microsoft Dynamics GP 2013 implementation.

Table of Contents

Chapter 1: 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
Chapter 2: 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
Chapter 3: 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
Chapter 4: 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
Chapter 5: 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
Chapter 6: System and Company Setup
Logging into Dynamics GP
System setup
Company setup
Summary
Chapter 7: Module Setup – General Ledger, Bank Reconciliation, Payables, and Receivables
General Ledger
Bank Reconciliation
Payables Management
Receivables Management
Summary
Chapter 8: Module Setup – Inventory, SOP, and POP
Inventory
Sales Order Processing
Purchase Order Processing
Summary
Chapter 9: 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
Chapter 10: Training, Tools, and Next Steps
Training
Tools for Dynamics GP
Troubleshooting tips
Additional resources
Summary

What You Will Learn

  • Put together an effective implementation team and discover key concepts for an effective implementation
  • Plan out the details of your Dynamics GP implementation
  • Navigate through infrastructure choices and planning
  • Install SQL Server 2012 and Dynamics GP 2013 with ease
  • Understand the meaning of setup options for the core Dynamics GP modules such as General Ledger, Bank Reconciliation, Payables Management, Receivables Management, and more
  • Import your initial data using Integration Manager by following examples
  • Learn about important concepts for training users on Microsoft Dynamics GP by planning whom, when, and how many users to train
  • Discover additional resources and tools available for Dynamics GP

Authors

Table of Contents

Chapter 1: 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
Chapter 2: 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
Chapter 3: 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
Chapter 4: 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
Chapter 5: 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
Chapter 6: System and Company Setup
Logging into Dynamics GP
System setup
Company setup
Summary
Chapter 7: Module Setup – General Ledger, Bank Reconciliation, Payables, and Receivables
General Ledger
Bank Reconciliation
Payables Management
Receivables Management
Summary
Chapter 8: Module Setup – Inventory, SOP, and POP
Inventory
Sales Order Processing
Purchase Order Processing
Summary
Chapter 9: 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
Chapter 10: Training, Tools, and Next Steps
Training
Tools for Dynamics GP
Troubleshooting tips
Additional resources
Summary

Book Details

ISBN 139781782177845
Paperback430 pages
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