You are previewing Microsoft Dynamics GP 2013 Implementation.
O'Reilly logo
Microsoft Dynamics GP 2013 Implementation

Book Description

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.

  • Plan, install, and implement Microsoft Dynamics GP 2013 with real-world advice from a Microsoft Dynamics GP MVP

  • Learn how to set up the core modules in Microsoft Dynamics GP effectively following detailed, step-by-step instructions

  • Discover additional tools and resources available for your Dynamics GP

  • In Detail

    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

    1. Microsoft Dynamics GP 2013 Implementation
      1. Table of Contents
      2. Microsoft Dynamics GP 2013 Implementation
      3. Credits
      4. About the Author
      5. About the Reviewers
      6. www.PacktPub.com
        1. Support files, eBooks, discount offers and more
          1. Why Subscribe?
          2. Free Access for Packt account holders
          3. Instant Updates on New Packt Books
      7. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Errata
          2. Piracy
          3. Questions
      8. 1. Application Structure and Licensing
        1. Structure of Dynamics GP – modules and series
        2. Dynamics GP licensing
          1. Core modules explained
        3. Dynamics GP and Microsoft SQL Server
          1. What you may not expect from a SQL Server Application
          2. Application security and SQL Server authentication
          3. SQL Server databases created by Dynamics GP
          4. SQL Server sort order options
          5. Where is the application server?
        4. Dexterity and product dictionaries
          1. Dexterity components
          2. Dynamics GP products
          3. Report Writer and Modifier
        5. Financial reporting: Management Reporter, AFA, and FRx
        6. Summary
      9. 2. Planning – Business Requirements
        1. Implementation team
          1. Who should be on the implementation team
          2. Project manager
          3. The team and practical considerations
        2. To plan or not to plan
          1. How to start planning
        3. Not Just Widgets, Incorporated—a sample company
        4. Identifying reporting needs
          1. Financial statements
            1. Multiple control accounts on Balance Sheets
            2. Variations of Profit and Loss Statements
          2. Management reports
          3. Business forms
        5. Running two systems concurrently
          1. Pros
          2. Cons
          3. Recommendation
        6. Populating data
          1. Master data
          2. Historical data
          3. Open transactions
            1. General Ledger
            2. Payables Management
            3. Receivables Management
            4. Inventory
            5. Purchase Order Processing
            6. Sales Order Processing
            7. Bank Reconciliation
          4. How to import
        7. Training
        8. Implementation timeline
        9. Summary
      10. 3. Planning – Dynamics GP System
        1. Companies in Dynamics GP
          1. Benefits of having one company in Dynamics GP
          2. Benefits of having multiple companies in Dynamics GP
        2. Integration with other systems
        3. General Ledger Chart of Accounts
          1. Account framework
          2. Account format
        4. Master record IDs and names
        5. Fiscal periods and years
        6. Users and security
        7. Sales and purchase taxes
        8. Additional setup considerations
          1. Shipping methods
          2. Payment terms
          3. Credit cards
            1. Credit cards accepted from customers
            2. Credit cards used to pay vendors
          4. Posting setup
            1. Post Through General Ledger Files
            2. Create a Journal Entry Per
            3. Posting Date From
            4. Require Batch Approval
          5. Multicurrency
            1. Currencies
            2. Exchange Rate Tables
        9. Summary
      11. 4. Planning – Infrastructure
        1. Scope of vision
        2. Dynamics GP system requirements
          1. Client requirements
          2. Server requirements and recommendations
          3. Remote Desktop Services requirements
          4. Web Client
          5. Additional notes and considerations
            1. Web applications
            2. Virtual environments
              1. Support for virtual environments
              2. Virtual environment configuration
            3. Printers
        3. Officially supported – what it means to you
        4. Network requirements
        5. The Remote Desktop Services-only approach
          1. Pros of a Remote Desktop Services-only implementation
          2. Cons of a Remote Desktop Services only implementation
        6. The Web Client-only approach
        7. Test/development environment
        8. Add-on products
        9. Shared files
          1. Modified dictionary files
            1. Shared network location
            2. Locally on each Dynamics GP client
          2. OLE notes
          3. Integration Manager files
        10. Data backups
        11. Additions to the implementation timeline
        12. Summary
      12. 5. Installation of SQL Server, Dynamics GP, and Integration Manager
        1. Pre-installation checklist
          1. Checking your server
            1. Dynamics GP requirements
            2. SQL Server requirements
            3. Additional recommendations
          2. Ensuring you have all media and license keys
        2. Installing as the local administrator
        3. Installing Microsoft SQL Server for Dynamics GP
          1. Installation steps
        4. Installing the Dynamics GP 2013 application
        5. Creating an ODBC data source
          1. Steps to create the ODBC data source
        6. Dynamics GP Utilities
          1. Completing the Dynamics GP installation
          2. Loading sample company data
          3. Creating a new Dynamics GP company
          4. Additional steps
            1. Removing the SOP and Invoicing message
            2. Changing paths for modified reports and forms dictionaries
            3. Changing the path for OLE Notes
            4. Installing additional products
            5. Logging into Dynamics GP for the first time
            6. Checking versions
        7. Installing Integration Manager
          1. Installation steps
          2. Additional steps
            1. Entering registration keys
            2. Checking the version and applying service packs
            3. Changing the Integration Manager database path
        8. Post-installation SQL Server and database settings
          1. SQL Server settings
            1. Maximum memory
            2. Cursor Threshold
            3. Processor
          2. Database settings
            1. General
            2. Files
            3. Options
              1. Recovery model
              2. Other options
        9. SQL Server maintenance jobs
        10. Backing up data
        11. Summary
      13. 6. System and Company Setup
        1. Logging into Dynamics GP
        2. System setup
          1. Show required fields
          2. System password
          3. Dynamics GP registration
          4. Creating Dynamics GP users
          5. User security and company access
            1. Access to companies
            2. User security
          6. Multicurrency setup
            1. Currency setup
            2. Exchange rate tables
            3. Multicurrency access
          7. Additional system-wide setup
            1. System preferences
            2. Reporting tools setup
            3. SmartList options
        3. Company setup
          1. Account format
          2. Account setup
          3. Multicurrency
          4. Taxes
            1. Tax Details
            2. Tax Schedules
          5. Company
            1. Company Setup window
            2. Internet user defined
            3. Company options
          6. Fiscal Periods
          7. Shipping Methods
          8. Payment Terms
          9. Credit Cards
          10. Posting setup
            1. Posting
            2. Posting Accounts
          11. E-mail setup
            1. Company e-mail setup
        4. Summary
      14. 7. Module Setup – General Ledger, Bank Reconciliation, Payables, and Receivables
        1. General Ledger
          1. General Ledger Setup
          2. Categories
          3. Segments
          4. Account currencies
        2. Bank Reconciliation
          1. Checkbooks
          2. Bank Reconciliation Setup
        3. Payables Management
          1. Payables Management Setup
          2. Payables Setup Options
          3. Vendor classes
            1. Accounts for vendor classes
          4. 1099 setup
          5. Purchasing e-mail setup
          6. Vendors
            1. Vendor setup
            2. Vendor accounts
            3. Vendor options
            4. Vendor e-mail addresses and options
        4. Receivables Management
          1. Receivables Management Setup
          2. Receivables Setup Options
          3. Sales Territories
          4. Salespeople
          5. Price levels
          6. Customer classes
            1. Accounts for customer classes
          7. Sales e-mail settings
          8. Customers
            1. Customer setup
            2. Customer accounts
            3. Customer options
            4. Customer e-mail settings
        5. Summary
      15. 8. Module Setup – Inventory, SOP, and POP
        1. Inventory
          1. Inventory Control Setup
          2. Inventory sites
          3. Unit of Measure schedules
          4. Item classes
            1. Item class currency setup
            2. Item class accounts setup
          5. Inventory item setup
            1. Item Maintenance
            2. Item Internet Information
            3. Item Maintenance Options
            4. Item Account Maintenance
            5. Item Currency
            6. Price List
            7. Price List Options
            8. Purchasing Options
            9. Item vendors
            10. Assigning items to sites
            11. Kits
            12. Suggested sales items
            13. Copying items
        2. Sales Order Processing
          1. Sales Order Processing Setup
          2. Sales document setup
            1. Quote
            2. Order
            3. Back Order
            4. Fulfillment Order/Invoice
            5. Return
          3. User-Defined fields
          4. SOP document numbers
          5. Sales Order Processing Setup Options
          6. E-mail settings
          7. Customer items
        3. Purchase Order Processing
          1. Purchase Order Processing Setup
          2. Purchase Order Processing Options
          3. Receivings User-Defined
          4. E-mail settings
        4. Summary
      16. 9. Populating Initial Data
        1. Basics of Integration Manager
          1. Components of an integration
            1. Properties
            2. Source(s)
            3. Destination
            4. Destination mapping
            5. Running an import
          2. Open transactions
        2. General Ledger account import
        3. General Ledger transactions
        4. Vendors
        5. Open payables transactions
        6. Customers
        7. Open receivables transactions
        8. Inventory items
        9. Inventory transactions
        10. Summary
      17. 10. Training, Tools, and Next Steps
        1. Training
          1. How to train and who should be the trainer?
          2. How much training and for whom?
          3. When to train?
          4. Notes for the trainer
          5. Available training resources
        2. Tools for Dynamics GP
          1. Professional Services Tools Library
            1. System tools
            2. Financial tools
            3. Purchasing tools
            4. Sales tools
            5. Payroll tools
            6. Inventory tools
            7. Miscellaneous tools
          2. Tools from Microsoft's Professional Services Team
          3. Support Debugging Tool
        3. Troubleshooting tips
          1. Tests
          2. Important information
        4. Additional resources
          1. Knowledge base
          2. Forums
          3. Blogs
        5. Summary
      18. A. General Ledger Account Categories
      19. Index