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

Customers


Similar to vendors, when importing customers into Dynamics GP you can decide to bring in just the minimal information or a lot of detail for each customer. This is another example where classes can be used to default much of the information and save a lot of work during the import. The following example shows a customer import with just a few basic fields of data and one address.

Columns used for import:

Field

Max. Length

Notes

Customer ID

15

This is required and must be unique. It is recommended not to use special characters in IDs. Customer IDs should all be in caps.

Customer Name

64

Required field—this will automatically copy to the Statement Name and the first 15 characters will copy to the Short Name.

Class ID

15

Optional, but recommended. This should be a Class ID that is already created in Dynamics GP.

Primary Address ID

15

Required. Even if there is no address for some customers, import an Address ID to avoid errors. The Ship To, Bill To, and Statement To Address...