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Microsoft Dynamics GP 2010 Implementation

Book Description

A step-by-step guide to implementing Microsoft Dynamics GP 2010

  • 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

  • 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

    Table of Contents

    1. Microsoft Dynamics GP 2010 Implementation
      1. Microsoft Dynamics GP 2010 Implementation
      2. Credits
      3. About the Author
      4. About the Reviewer
      5. 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
      6. 1. Application Structure and Licensing
        1. Structure of Dynamics GP—modules and series
        2. Dynamics GP licensing
        3. Core modules explained
        4. 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 collation options
          5. Where is the application server?
        5. Dexterity and product dictionaries
          1. Dexterity components
          2. Dynamics GP products
          3. Report Writer and Modifier
        6. Financial reporting: AFA, FRx, and Management Reporter
        7. Summary
      7. 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—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
      8. 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
      9. 4. Planning: Infrastructure
        1. Scope of vision
        2. Dynamics GP system requirements
          1. Client requirements
          2. Server requirements and recommendations
          3. Terminal Server requirements
          4. Additional notes and considerations
            1. Virtual environments
            2. 64-bit or 32-bit
            3. Printers
        3. Officially supported—what it means to you
        4. Network requirements
        5. The Terminal Server only approach
          1. Pros of a Terminal Server only implementation
          2. Cons of a Terminal Server only implementation
        6. Test/development environment
        7. Add-on products
        8. Shared files
          1. Modified dictionary files
            1. Shared network location
            2. Locally on each Dynamics GP client
          2. OLE notes
          3. FRx files
          4. Integration Manager files
        9. Data backups
        10. Additions to the implementation timeline
        11. Summary
      10. 5. Installation of SQL Server, Dynamics GP, and Integration Manager
        1. Pre-installation checklist
          1. Check your server
            1. Dynamics GP requirements
            2. SQL Server requirements
            3. Additional recommendations
          2. Make sure 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 2010 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 report dictionaries and forms
            3. Changing 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
          3. 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
          4. SQL Server maintenance jobs
          5. Backing up data
        8. Summary
      11. 6. System and Company Setup
        1. Logging into Dynamics GP
        2. System setup
          1. Show required fields
          2. System password
          3. System preferences
          4. Dynamics GP registration
          5. Creating Dynamics GP users
          6. User security
            1. Access to companies
            2. User security
          7. Multicurrency setup
            1. Currency setup
            2. Exchange rate tables
            3. Multicurrency access
          8. Additional system-wide setup
            1. Home Page metrics
            2. Default tasks
        3. Company setup
          1. Account format
          2. Account setup
          3. Multicurrency
          4. Taxes
            1. Tax details
            2. Tax schedules
          5. Company setup
            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 Setup
            2. Posting Accounts
          11. E-mail setup
            1. Company e-mail setup
        4. Summary
      12. 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. Setting up vendor e-mail 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
      13. 8. Module Setup: Inventory, SOP, and POP
        1. Inventory
          1. Inventory Control Setup
          2. Inventory sites
          3. Unit of Measure Schedules
          4. Item class setup
            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. 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
      14. 9. Populating Initial Data
        1. Basics of Integration Manager
          1. Components of an integration
            1. Properties
            2. Source(s)
            3. Destination
            4. Destination Mapping
          2. Running an import
          3. 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
      15. 10. Training, Tools, and Next Steps
        1. Training
          1. How to train and who should be training?
          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. Free tools
            2. Other useful tools
            3. Installing the Professional Services Tools Library
          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
      16. A. General Ledger Account Categories
      17. B. Microsoft Professional Services: Additional Tools Available