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

Chapter 9. Populating Initial Data

Before starting to use your Dynamics GP system, you will typically need to populate some initial data such as General Ledger accounts, vendors, customers, and open transactions or balances. While all of these can be entered manually, it is often more efficient to import them. Each Dynamics GP license sold today includes an Integration Manager license for up to 240 days from your GP purchase.

In this chapter, we will go over the basics of using Integration Manager to import data into Dynamics GP and look at an example of each of the following types of imports:

  • General Ledger accounts

  • General Ledger transactions

  • Vendors

  • Open payables transactions

  • Customers

  • Open receivables transactions

  • Inventory items

  • Inventory transactions