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

Open receivables transactions


Once you have manually entered or imported customers into Dynamics GP, you will most likely want to import open (or unpaid) receivables transactions from your previous system. In a typical implementation, all open invoices will be imported individually and any unapplied payments will be imported as credit memos.

The following is a list of the fields needed for a receivables transaction import:

Field

Notes

Customer ID

This must be a Customer ID that already exists in Dynamics GP.

Document Date

This is the invoice or credit memo date—typically the real date of the open transaction is used here. Dates can be formatted regularly, with slashes. Example: 10/15/2013.

GL Posting Date

This is the General Ledger date that will be used when the receivables transaction is posted. As these transactions should not be hitting the GL anyway, this date is not critical. However, it must be in a fiscal period that is set up and open to avoid errors during import and posting...