Book Image

Microsoft Dynamics GP 2013 Implementation

By : Victoria Yudin
Book Image

Microsoft Dynamics GP 2013 Implementation

By: Victoria Yudin

Overview of this book

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 (18 chapters)
Microsoft Dynamics GP 2013 Implementation
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
General Ledger Account Categories
Index

Company setup


Once system-wide settings are in place, you will be ready to set up your Dynamics GP company. Any company-specific setup must be done while logged in to that company. Dynamics GP company setup includes the following:

  • Account format

  • Account setup

  • Multicurrency

  • Tax Details and Tax Schedules

  • Company setup

  • Fiscal Periods

  • Shipping Methods

  • Payment Terms

  • Credit Cards

  • Posting setup

  • E-mail setup

The following sections will go through each of these topics in detail.

Tip

You can still use the Setup Checklist to navigate to the setup windows described in the following section; however, they will not go in order, so navigation to each window using the main Dynamics GP menus will also be included.

Account format

The account format can be different for each Dynamics GP company, as long as it conforms to the maximums of the account framework you selected during your initial Dynamics GP installation. To define the account format for your company, navigate to Microsoft Dynamics GP | Tools | Setup | Company...