Book Image

Microsoft Dynamics GP 2013 Cookbook

Book Image

Microsoft Dynamics GP 2013 Cookbook

Overview of this book

Microsoft Dynamics GP is an enterprise resource planning system, essentially an accounting system on steroids, designed for mid-sized organizations. The implementation of Dynamics GP is usually considered to be complex, and people often realize there must be more efficient ways of working with the system. This book will show readers how to improve their use of Dynamics GP and get the most out of this tool quickly and effectively. "Microsoft Dynamics GP 2013 Cookbook" picks up where implementation training leaves off. Whether you are new or experienced you will find useful recipes for improving the way you use and work with Dynamics GP. The clear recipe steps and screenshots make implementing these solutions easy for users of any level and will be sure to improve your efficiency with the Dynamics GP 2013 system. The book starts with recipes designed to enhance the usefulness of Microsoft Dynamics GP by personalizing the look and feel of the application. Most of the recipes are designed to give tips for a typical installation of Dynamics GP, including core financials and distribution modules. The book then moves through recipes that include automating Dynamics GP to allow users or administrators to focus on value adding tasks, harnessing the power of SmartLists to leverage both simplicity and power, connecting Dynamics GP to Microsoft Office 2013, exposing hidden features in Dynamics GP, and much more! Through the final chapters, the book covers system maintenance and extending Dynamics GP with the Support Debugging Tool and Professional Services Tools Library.
Table of Contents (22 chapters)
Microsoft Dynamics GP 2013 Cookbook
Credits
About the Author
Acknowledgment
About the Author
Acknowledgment
About the Reviewers
www.PacktPub.com
Preface
Index

Replicate settings and data to a new company with Company Copy


Creating a new company can be a chore if there are a lot of modules and settings that need to be copied over to the new company, but PSTL provides a tool, Company Copy, that makes this process much easier.

Getting ready...

This tool requires the user to be logged in as a user with SQL Server administrator privileges (typically this will be the sa user) and this should be the only user logged in.

A good backup of the destination company should be made before running the tool since the copy is not reversible as it deletes tables from the destination company before creating new ones.

If there is a substantial amount of data (such as a lot of vendor records if payables is being copied) the copy can take a while to run; hence it needs to be done outside of peak hours.

A second company database needs to exist to have the settings copied into.

How to do it...

To use Company Copy, perform the following steps:

  1. In PSTL, select Company Copy from...