Hands On With Microsoft Dynamics GP 2015 RTM: Web Components Single Machine Deployment

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts on how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here.

In this post I’ll going to take a look at implementing the web client as a single-machine deployment. I am asdsuming you already have IIS installed and a security certificate installed (a self-signed certificate can be used and bound to the website.

To install the web client components, run the setup.exe from the install media and select Web Components;

Microsoft Dynamics GP 2015

Continue reading “Hands On With Microsoft Dynamics GP 2015 RTM: Web Components Single Machine Deployment”

Hands On With Microsoft Dynamics GP 2015 RTM: Create A New Company

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts on how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here.

In this post, I’m going to cover how to create a company in Dynamics GP 2015. To create a company, launch GP Utilities and log in with a user account which has permissions to create a database (for ease I typically use the sa account, but any account with the relevant permissions can be used):

Welcome to Microsoft Dynamcis GP Utilities

Continue reading “Hands On With Microsoft Dynamics GP 2015 RTM: Create A New Company”

Hands On With Microsoft Dynamics GP 2015 RTM: First Run Of The Desktop Client

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts o how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here. I am assuming you already have your server built with Windows and SQL Server for this series.

In the last couple of posts, I ran through the server install and deploy of the Fabrikam Sample Company. In this post, I’ll take a quick look through the first run of the GP client.

Dynamics GP is launched using the GP icon on the Start screen. You’ll notice that the old tri-colour icon has been replaced with a simple white on dark blue background (which matches the Dynamics Community site colours) and the splash has also been redone to match. When the logon prompt appears log in using the sa account and wait while the SQL Get Messages are updated:

Welcome to Microsoft Dynamics GP

Continue reading “Hands On With Microsoft Dynamics GP 2015 RTM: First Run Of The Desktop Client”

Hands On With Microsoft Dynamics GP 2015 RTM: Sample Company Deployment

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts o how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here. I am assuming you already have your server built with Windows and SQL Server for this series.

In the last post I deployed the system database; in this one I’m going to take a look at deploying the sample company. While this isn’t something generally done with a new system, I am in the process of building a new demo/test environment.

We’ll pick up where the previous post left off on the Additional Tasks step of GP Utilities. If you had closed GP Utilities log back in and progress through to this step and in the combo box, in the middle of the screen, make sure it is set to Add sample company data and click Process:

Additional Tasks

Continue reading “Hands On With Microsoft Dynamics GP 2015 RTM: Sample Company Deployment”

Hands On With Microsoft Dynamics GP 2015 RTM: Server Installation

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts o how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here. I am assuming you already have your server built with Windows and SQL Server for this series.

In this second post, I am going to take a look at the server install where the system database is created. To do this, run GP Utilities from the Start screen and log in using the sa account:

Welcome to Microsoft Dynamics GP Utilities

Continue reading “Hands On With Microsoft Dynamics GP 2015 RTM: Server Installation”

Hands On With Microsoft Dynamics GP 2015 RTM: Desktop Client Installation

Microsoft Dynamics GPNow that Microsoft Dynamics GP 2015 RTM is available, I thought I could follow my usual pattern of posting a series of posts o how to install and configure both Dynamics GP, but also the additional products which ship with it. You can find the series index for these posts here. I am assuming you already have your server built with Windows, an Active Directory Domain, SQL Server and SSRS for this series.

In this first post, I’ll be taking a look at the installation of the Dynamics GP 2015 RTM desktop client which, since the abolition of the server components prior to the release of Dynamics GP 10, needs to be done on at least one machine in order to deploy the system database.

Once you have downloaded an unpacked the media for Dynamics GP 2015 RTM, open the folder and double click on the setup.exe to launch the Microsoft Dynamics GP2015 setup utility. In the Install section click on Microsoft Dynamics GP and choose Install:

Microsoft Dynamics GP 2015 - Setup Utility

Continue reading “Hands On With Microsoft Dynamics GP 2015 RTM: Desktop Client Installation”

Hands On With Microsoft Dynamics GP 2015 RTM: Series Index

Microsoft Dynamics GPWith Monday’s launch of Microsoft Dynamics GP 2015 RTM, it is time for a series of posts looking at the new version (come on, based on my previous posting history, who didn’t expect this series?). Over the coming days I’ll have a series of posts looking at the installation and configuration of Microsoft Dynamics GP 2015 RTM and the additional products which com with it.

This series index post will grow through time as additional posts are submitted, so keep checking back.

Continue reading “Hands On With Microsoft Dynamics GP 2015 RTM: Series Index”

MDGP 2015 Feature of the Day: Existing Purchase Order Warning

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The thirty fifth Feature of the Day is Existing Purchase Order Warning. A new warning message has been added to the Payables Transaction Entry form to prompt the end-user if they attempt to post or save an invoice for a vendor that already has an available Purchase Order in the application:

This new functionality will be disabled by default on upgrades but can be enabled by selecting the Warn if Vendor has Existing Purchase Order checkbox on the Payables Management setup window. For new installs, the functionality will be enabled by default.

It has always been a bit of a debate as to how non-PO invoices should be entered into Dynamics GP; do you use Payables Transaction Entry (Purchasing area page » Transactions » Transaction Entry) or enter a Shipment/Invoice in Receivings Transaction Entry (Purchasing area page » Transactions » Receivings Transaction Entry). Most clients have opted to use Payables Transaction Entry which means this new warning message could be very useful for preventing the entry of payabes invoices when there is an outstanding PO.

The roles targeted by this feature are:

  • Payables Clerk, Accounting Manager
  • Purchasing Agent

Click to show/hide the MDGP 2015 Feature of the Day Series Index

MDGP 2015 Feature of the Day: Employee Self Service Purchase Requisitions

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The thirty fourth Feature of the Day is Employee Self Service Purchase Requisitions. Dynamics GP 2015 Purchase Requisitions lets a user enter a requisition which ties in with Purchase Order Processing functionality.
 
As part of the Employee Self Service functionality, navigation is streamlined for the requester to see a requisition status or enter a requisition.
 
Users are able to quickly see important information right from their Home Page using the Saved, Ready for Purchase, Pending User Action, Rejected Workflow, and Approval tiles:

Home page

Continue reading “MDGP 2015 Feature of the Day: Employee Self Service Purchase Requisitions”