Book Image

Microsoft Dynamics GP 2010 Implementation

By : Victoria Yudin
Book Image

Microsoft Dynamics GP 2010 Implementation

By: Victoria Yudin

Overview of this book

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.

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Microsoft Dynamics GP 2010 Implementation
Victoria Yudin
Nov, 2010 | 376 pages
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Table of Contents (18 chapters)
Microsoft Dynamics GP 2010 Implementation
Microsoft Dynamics GP 2010 Implementation
Credits
Credits
About the Author
About the Author
About the Reviewer
About the Reviewer
Preface
Preface
Free Chapter
1
Application Structure and Licensing
Application Structure and Licensing
Structure of Dynamics GP—modules and series
Dynamics GP licensing
Core modules explained
Dynamics GP and Microsoft SQL Server
Dexterity and product dictionaries
Financial reporting: AFA, FRx, and Management Reporter
Summary
2
Planning: Business Requirements
Planning: Business Requirements
Implementation team
To plan or not to plan
Not Just Widgets—a sample company
Identifying reporting needs
Running two systems concurrently
Populating data
Training
Implementation timeline
Summary
3
Planning: Dynamics GP System
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
4
Planning: Infrastructure
Planning: Infrastructure
Scope of vision
Dynamics GP system requirements
Officially supported—what it means to you
Network requirements
The Terminal Server only approach
Test/development environment
Add-on products
Shared files
Data backups
Additions to the implementation timeline
Summary
5
Installation of SQL Server, Dynamics GP, and Integration Manager
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 2010 application
Creating an ODBC data source
Dynamics GP Utilities
Installing Integration Manager
Summary
6
System and Company Setup
System and Company Setup
Logging into Dynamics GP
System setup
Company setup
Summary
7
Module Setup: General Ledger, Bank Reconciliation, Payables, and Receivables
Module Setup: General Ledger, Bank Reconciliation, Payables, and Receivables
General Ledger
Bank Reconciliation
Payables Management
Receivables Management
Summary
8
Module Setup: Inventory, SOP, and POP
Module Setup: Inventory, SOP, and POP
Inventory
Sales Order Processing
Purchase Order Processing
Summary
9
Populating Initial Data
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
10
Training, Tools, and Next Steps
Training, Tools, and Next Steps
Training
Tools for Dynamics GP
Troubleshooting tips
Additional resources
Summary
General Ledger Account Categories
General Ledger Account Categories
Microsoft Professional Services: Additional Tools Available
Microsoft Professional Services: Additional Tools Available
Index
Index

Chapter 9. Populating Initial Data

Before starting to use your Dynamics GP system you will typically need to populate some initial data, like 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 Integration Manager—Conversions, which gives you use of Integration Manager 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

Previous Section
End of Section 1
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