PacktLib: Microsoft Dynamics GP 2010 Implementation
Microsoft Dynamics GP 2010 Implementation
Credits
About the Author
About the Reviewer
Preface
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
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
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
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
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
System and Company Setup
Logging into Dynamics GP
System setup
Company setup
Summary
Module Setup: General Ledger, Bank Reconciliation, Payables, and Receivables
General Ledger
Bank Reconciliation
Payables Management
Receivables Management
Summary
Module Setup: Inventory, SOP, and POP
Inventory
Sales Order Processing
Purchase Order Processing
Summary
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
Training, Tools, and Next Steps
Training
Tools for Dynamics GP
Troubleshooting tips
Additional resources
Summary
General Ledger Account Categories
Microsoft Professional Services: Additional Tools Available
'