Microsoft Dynamics GP 2013 Implementation. Written by a Microsoft Dynamics GP Most Valuable Professional, this is the ultimate guide to implementing the enterprise resource planning system. The book is structured as a step-by-step guide and includes screenshots with practical advice for easy learn Victoria Yudin

Spis treści książki

• Microsoft Dynamics GP 2013 Implementation
  • Table of Contents
  • Microsoft Dynamics GP 2013 Implementation
  • Credits
  • About the Author
  • About the Reviewers
  • www.PacktPub.com
    • Support files, eBooks, discount offers and more
      • Why Subscribe?
      • Free Access for Packt account holders
      • Instant Updates on New Packt Books
  • Preface
    • What this book covers
    • What you need for this book
    • Who this book is for
    • Conventions
    • Reader feedback
    • Customer support
      • Errata
      • Piracy
      • Questions
  • 1. Application Structure and Licensing
    • Structure of Dynamics GP modules and series
    • Dynamics GP licensing
      • Core modules explained
    • Dynamics GP and Microsoft SQL Server
      • What you may not expect from a SQL Server Application
      • Application security and SQL Server authentication
      • SQL Server databases created by Dynamics GP
      • SQL Server sort order options
      • Where is the application server?
    • Dexterity and product dictionaries
      • Dexterity components
      • Dynamics GP products
      • Report Writer and Modifier
    • Financial reporting: Management Reporter, AFA, and FRx
    • Summary
  • 2. Planning Business Requirements
    • Implementation team
      • Who should be on the implementation team
      • Project manager
      • The team and practical considerations
    • To plan or not to plan
      • How to start planning
    • Not Just Widgets, Incorporateda sample company
    • Identifying reporting needs
      • Financial statements
        • Multiple control accounts on Balance Sheets
        • Variations of Profit and Loss Statements
      • Management reports
      • Business forms
    • Running two systems concurrently
      • Pros
      • Cons
      • Recommendation
    • Populating data
      • Master data
      • Historical data
      • Open transactions
        • General Ledger
        • Payables Management
        • Receivables Management
        • Inventory
        • Purchase Order Processing
        • Sales Order Processing
        • Bank Reconciliation
      • How to import
    • Training
    • Implementation timeline
    • Summary
  • 3. Planning Dynamics GP System
    • Companies in Dynamics GP
      • Benefits of having one company in Dynamics GP
      • Benefits of having multiple companies in Dynamics GP
    • Integration with other systems
    • General Ledger Chart of Accounts
      • Account framework
      • Account format
    • Master record IDs and names
    • Fiscal periods and years
    • Users and security
    • Sales and purchase taxes
    • Additional setup considerations
      • Shipping methods
      • Payment terms
      • Credit cards
        • Credit cards accepted from customers
        • Credit cards used to pay vendors
      • Posting setup
        • Post Through General Ledger Files
        • Create a Journal Entry Per
        • Posting Date From
        • Require Batch Approval
      • Multicurrency
        • Currencies
        • Exchange Rate Tables
    • Summary
  • 4. Planning Infrastructure
    • Scope of vision
    • Dynamics GP system requirements
      • Client requirements
      • Server requirements and recommendations
      • Remote Desktop Services requirements
      • Web Client
      • Additional notes and considerations
        • Web applications
        • Virtual environments
          • Support for virtual environments
          • Virtual environment configuration
        • Printers
    • Officially supported what it means to you
    • Network requirements
    • The Remote Desktop Services-only approach
      • Pros of a Remote Desktop Services-only implementation
      • Cons of a Remote Desktop Services only implementation
    • The Web Client-only approach
    • Test/development environment
    • Add-on products
    • Shared files
      • Modified dictionary files
        • Shared network location
        • Locally on each Dynamics GP client
      • OLE notes
      • Integration Manager files
    • Data backups
    • Additions to the implementation timeline
    • Summary
  • 5. Installation of SQL Server, Dynamics GP, and Integration Manager
    • Pre-installation checklist
      • Checking your server
        • Dynamics GP requirements
        • SQL Server requirements
        • Additional recommendations
      • Ensuring you have all media and license keys
    • Installing as the local administrator
    • Installing Microsoft SQL Server for Dynamics GP
      • Installation steps
    • Installing the Dynamics GP 2013 application
    • Creating an ODBC data source
      • Steps to create the ODBC data source
    • Dynamics GP Utilities
      • Completing the Dynamics GP installation
      • Loading sample company data
      • Creating a new Dynamics GP company
      • Additional steps
        • Removing the SOP and Invoicing message
        • Changing paths for modified reports and forms dictionaries
        • Changing the path for OLE Notes
        • Installing additional products
        • Logging into Dynamics GP for the first time
        • Checking versions
    • Installing Integration Manager
      • Installation steps
      • Additional steps
        • Entering registration keys
        • Checking the version and applying service packs
        • Changing the Integration Manager database path
    • Post-installation SQL Server and database settings
      • SQL Server settings
        • Maximum memory
        • Cursor Threshold
        • Processor
      • Database settings
        • General
        • Files
        • Options
          • Recovery model
          • Other options
    • SQL Server maintenance jobs
    • Backing up data
    • Summary
  • 6. System and Company Setup
    • Logging into Dynamics GP
    • System setup
      • Show required fields
      • System password
      • Dynamics GP registration
      • Creating Dynamics GP users
      • User security and company access
        • Access to companies
        • User security
      • Multicurrency setup
        • Currency setup
        • Exchange rate tables
        • Multicurrency access
      • Additional system-wide setup
        • System preferences
        • Reporting tools setup
        • SmartList options
    • Company setup
      • Account format
      • Account setup
      • Multicurrency
      • Taxes
        • Tax Details
        • Tax Schedules
      • Company
        • Company Setup window
        • Internet user defined
        • Company options
      • Fiscal Periods
      • Shipping Methods
      • Payment Terms
      • Credit Cards
      • Posting setup
        • Posting
        • Posting Accounts
      • E-mail setup
        • Company e-mail setup
    • Summary
  • 7. Module Setup General Ledger, Bank Reconciliation, Payables, and Receivables
    • General Ledger
      • General Ledger Setup
      • Categories
      • Segments
      • Account currencies
    • Bank Reconciliation
      • Checkbooks
      • Bank Reconciliation Setup
    • Payables Management
      • Payables Management Setup
      • Payables Setup Options
      • Vendor classes
        • Accounts for vendor classes
      • 1099 setup
      • Purchasing e-mail setup
      • Vendors
        • Vendor setup
        • Vendor accounts
        • Vendor options
        • Vendor e-mail addresses and options
    • Receivables Management
      • Receivables Management Setup
      • Receivables Setup Options
      • Sales Territories
      • Salespeople
      • Price levels
      • Customer classes
        • Accounts for customer classes
      • Sales e-mail settings
      • Customers
        • Customer setup
        • Customer accounts
        • Customer options
        • Customer e-mail settings
    • Summary
  • 8. Module Setup Inventory, SOP, and POP
    • Inventory
      • Inventory Control Setup
      • Inventory sites
      • Unit of Measure schedules
      • Item classes
        • Item class currency setup
        • Item class accounts setup
      • Inventory item setup
        • Item Maintenance
        • Item Internet Information
        • Item Maintenance Options
        • Item Account Maintenance
        • Item Currency
        • Price List
        • Price List Options
        • Purchasing Options
        • Item vendors
        • Assigning items to sites
        • Kits
        • Suggested sales items
        • Copying items
    • Sales Order Processing
      • Sales Order Processing Setup
      • Sales document setup
        • Quote
        • Order
        • Back Order
        • Fulfillment Order/Invoice
        • Return
      • User-Defined fields
      • SOP document numbers
      • Sales Order Processing Setup Options
      • E-mail settings
      • Customer items
    • Purchase Order Processing
      • Purchase Order Processing Setup
      • Purchase Order Processing Options
      • Receivings User-Defined
      • E-mail settings
    • Summary
  • 9. Populating Initial Data
    • Basics of Integration Manager
      • Components of an integration
        • Properties
        • Source(s)
        • Destination
        • Destination mapping
        • Running an import
      • Open transactions
    • 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
      • How to train and who should be the trainer?
      • How much training and for whom?
      • When to train?
      • Notes for the trainer
      • Available training resources
    • Tools for Dynamics GP
      • Professional Services Tools Library
        • System tools
        • Financial tools
        • Purchasing tools
        • Sales tools
        • Payroll tools
        • Inventory tools
        • Miscellaneous tools
      • Tools from Microsofts Professional Services Team
      • Support Debugging Tool
    • Troubleshooting tips
      • Tests
      • Important information
    • Additional resources
      • Knowledge base
      • Forums
      • Blogs
    • Summary
  • A. General Ledger Account Categories
  • Index

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