Table Of ContentMicrosoft Dynamics GP 2013
Implementation
Successfully implement Microsoft Dynamics GP 2013
with easy-to-follow instructions and examples
Victoria Yudin
professional expertise distilled
P U B L I S H I N G
BIRMINGHAM - MUMBAI
Microsoft Dynamics GP 2013 Implementation
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First published: November 2010
Second edition: September 2013
Production Reference: 1160913
Published by Packt Publishing Ltd.
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Cover Image by Aashish Variava ([email protected])
Credits
Author Project Coordinator
Victoria Yudin Kranti Berde
Reviewers Proofreader
Frank Hamelly Amy Johnson
Vaidhyanathan Mohan
Jivtesh Singh Indexer
Monica Ajmera Mehta
Leslie Vail
Graphics
Acquisition Editor
Ronak Dhruv
Saleem Ahmed
Production Coordinator
Lead Technical Editor
Nilesh R. Mohite
Sweny M. Sukumaran
Cover Work
Technical Editors
Nilesh R. Mohite
Dylan Fernandes
Monica John
Mrunmayee Patil
About the Author
Victoria Yudin has been designing, implementing, integrating, and customizing
business management and accounting systems for over 20 years. She has been a user
of Microsoft Dynamics GP (and its Great Plains Software predecessor) since it was
available on DOS and has been a Dynamics GP consultant for almost 15 years.
Victoria has the distinction of being the only person in the world named a Microsoft
Dynamics GP Most Valuable Professional (MVP) each consecutive year since 2005.
She has also been on the DynamicsWorld's Microsoft Dynamics Top 100 Most
Influential People list each year since 2010. Victoria has also been in the top 10 of
Doug Pitcher’s "most famous, awesome and totally influential Dynamics people"
list for all 3 years it has been published. (http://bit.ly/18UaKkL)
Victoria has an undergraduate degree from the Wharton School of Business at the
University of Pennsylvania, and has numerous certifications for Microsoft Dynamics
GP and related technologies.
In November 2000, Victoria started Flexible Solutions, Inc. to bring together her
experience in accounting and business with her love for technology. Flexible
Solutions (www.GPReportsViewer.com) is a Microsoft Dynamics GP Partner, offering
the GP Reports Viewer add-on for Dynamics GP, as well as Microsoft Dynamics GP
implementation, reporting, and support services.
In September 2008, Victoria started her blog, called Ramblings and musings of a
Dynamics GP MVP (http://victoriayudin.com) to share her experiences and
thoughts with the Dynamics GP community. Currently Victoria's blog gets more
than 45,000 hits per month. Victoria also regularly helps fellow Dynamics GP users
and consultants on many of the Dynamics GP online forums, including Experts
Exchange, where she has earned the rank of Wizard.
Victoria previously authored the Microsoft Dynamics GP 2010 Implementation book and
has had articles published on MSDynamicsWorld.com and in the GPUG Magazine.
To my parents, Alexander and Svetlana, thank you for your
unconditional and unwavering love and support. None of this
would have been possible without your sacrifices and hard work.
Thank you to Mickie Stamm for being so amazing to work with and
for teaching me everything I know about SQL.
To Leslie Vail, thank you so much for agreeing to review this
book—you have added tremendous value to the content and helped
clean up my writing. Thanks to Frank Hamelly for your ideas and
for finding all my typos. To Jivtesh Singh and Vaidy Mohan, thank
you for your insights.
Thank you to all the hard working folks at Packt Publishing for
helping me stay on schedule and guiding me through the process.
About the Reviewers
Frank Hamelly is a business and technology professional with over 25 years
experience implementing and supporting various ERP systems and business process
re-engineering initiatives across all organizational areas and various industries, from
mid-sized to Fortune 500 companies. He has held executive positions in Accounting
and Finance, and Information Systems. Application experience includes SAP, SAP
Business One, Baan, Fourth Shift, and Microsoft Dynamics GP. Industry experience
includes manufacturing, telecom, aerospace, life sciences, utilities, and media. He
holds a degree in Business Administration with an Accounting concentration from the
University of Pittsburgh. He is a Microsoft Certified Professional (MCP), a Microsoft
Certified IT Professional (MCITP), a Microsoft Certified Trainer (MCT), and has
been a Microsoft Most Valuable Professional (MVP) since 2008. He is the author
of numerous articles for Dynamics-related websites and a speaker & moderator at
Microsoft Dynamics Convergence (2011, 2012, and 2013), GPUG Summit (2011, 2012,
and 2013) and MSDynamicsWorld's Decisions Spring 2010, 2011, and 2012. He is the
author of the blog GP2themax with over 5,000 page views per month.
Vaidhyanathan Mohan is a Microsoft certified freelance Microsoft Dynamics
GP consultant with expertise on Microsoft Dynamics GP and related technologies.
Starting his career as a GP developer, he slowly and steadily enhanced his skills
on Microsoft Dynamics GP, both on the product and technologies, and became a
complete product consultant.
He has worked on various challenging customization developments and Dynamics
GP implementations. He is an active participant on all Microsoft Dynamics GP
community forums; Microsoft Dynamics GP technical blogger, namely Dynamics
GP—Learn & Discuss (http://vaidymohan.com), which is listed on Microsoft's
official Dynamics GP blog space.
He is who he is now because of his devoted parents, his brother and family, his
wife and his daughter. He is an avid photography enthusiast (http://500px.com/
seshadri), music fanatic, coffee addict, and immensely fond of anything about
Microsoft Dynamics GP.
Jivtesh Singh is a Microsoft Dynamics GP MVP and a Microsoft Dynamics
Certified Technology Specialist for Dynamics GP. Through his blog, which is
widely read in the Dynamics GP community—he covers Dynamics GP Tips
and tricks and news.
Jivtesh is a Dynamics GP Consultant and Systems Implementer and has been
associated with the Microsoft Technologies since the launch of Microsoft .Net
framework. Jivtesh has over 10 years of experience in development and maintenance
of enterprise software using coding best practices, refactoring and usage of design
patterns, and Test Driven Development. Jivtesh recently built a Kinect interface to
control the Microsoft Dynamics GP 2010 R2 Business Analyzer with gestures. Later
he built a part of the GP Future demo for Convergence GP Keynote.
Jivtesh has setup a custom search engine directory for Dynamics GP Blog at www.
gpwindow.com to help with easier access of Dynamics GP resources for the GP
Community. With MVP Mark Polino, he has also set up a Dynamics GP product
directory www.dynamicsgpproducts.com
Jivtesh's Blog on Dynamics GP—www.jivtesh.com
Jivtesh's Custom Search Engine for GP Blogs—www.gpwindow.com
Dynamics GP Products Website—www.dynamicsgpproducts.com
Leslie Vail is a CPA and has been working as a Microsoft Dynamics GP
consultant for 20 years. She began with Dynamics GP Version 1.0 in 1993. During
this period, she has completed numerous implementations, conversions, and
custom development projects. She presents at many partner and customer technical
conferences and conducts training classes throughout North and Central America.
Leslie is recognized throughout the industry for her product expertise and
contributions to the Dynamics GP community. She has been identified by Doug
Pitcher from Rose Business Solutions, Inc. as the third most famous, awesome, and
totally influential Dynamics GP people for 2013 (http://tinyurl.com/kjvxh3m/).
Leslie's home base is Dallas, TX.
As a Microsoft Certified Trainer (MCT), she serves as a Subject Matter Expert
(SME) for the Microsoft Assessments and Certification Exams (ACE) Team. She is
a member of the US MCT Advisory Council and has been named a Microsoft Most
Valuable Professional (MVP) since 2007. She is one of the top contributors to the
Microsoft Dynamics GP Community forum and she maintains the popular Dynamics
Confessor BlogSpot (http://dynamicsconfessions.blogspot.com/).
She has reviewed and developed Microsoft Courseware, authored the book
Developing Microsoft Dynamics GP Business Applications and co-authored the book
Confessions of a Dynamics GP Consultant. She has been the Technical Editor of several
books dedicated to Microsoft Dynamics GP.
Leslie provides implementation and consulting services for companies ranging from
a high-net-worth individual to a multi-national manufacturing firm. She is certified
as a Microsoft Certified IT Professional in Microsoft Dynamics GP Applications,
Microsoft Dynamics GP Installation and Configuration as well as Microsoft
SQL Server. She holds Microsoft Certified Technology Specialist certifications in
Dexterity, Modifier with VBA, Integration Manager, Report Writer, HR/Payroll,
Financials, Inventory and Order Processing, FRx Report Designer, SQL Server 2008,
and Microsoft XP Professional.
A skilled developer, Leslie uses Dexterity, Modifier with VBA, Integration Manager
and eConnect to provide custom solutions for her clients. She is a Certified
Integration Developer (CID), a Dexterity CID, a Dynamics Tools CID, and a Dexterity
Certified Systems Engineer.
Her training expertise spans the entire Microsoft Dynamics GP product line. She
is an experienced trainer and teaches classes for Dexterity, Financials, Inventory
& Order Processing, HR/Payroll, Integration Manager, Modifier with VBA, FRx
Report Designer, SQL Server Reporting Services, Report Writer, Crystal Reports,
SmartList Builder, Excel Report Builder, Integrated Excel Reports, Extender and
System Manager.
Prior to working with Microsoft Dynamics GP, Leslie was the tax director for a
large financial institution; before that, she worked for one of the original Big Eight
accounting firms as a senior tax accountant.
