Hands On with Microsoft Dynamics GP Fall 2021 Release: Create a Company

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP Fall 2021 Release series where I am going to go hands on with installing the Microsoft Dynamics GP Fall 2021 Release and associated products.

When doing demos, I always have more than one company available so I can show intercompany postings or other items which may need two databases. You can create a new company in GP Utilities; log in using the sa account:

GP Utilities login window

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Hands On with Microsoft Dynamics GP Fall 2021 Release: Add Sample Company Data

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP Fall 2021 Release series where I am going to go hands on with installing the Microsoft Dynamics GP Fall 2021 Release and associated products.

With the system database deployed we can now either add the sample company data or create a company. I’ll create a company in a later post, but first I’m going to add the sample company data; this is the Fabrikam, Inc. which can be used for demonstrations or testing.

To add the sample company, launch GP Utilities and log in using the sa account:

Login screen

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Hands On with Microsoft Dynamics GP Fall 2021 Release: Deploy System Database

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP Fall 2021 Release series where I am going to go hands on with installing the Microsoft Dynamics GP Fall 2021 Release and associated products.

With the first Microsoft Dynamics GP client installed, we can now progres onto deploying the system database. To do this, launch GP Utilities and log in using the sa account:

Welcome to Microsoft Dynamics GP Utilities - Login

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Hands On with Microsoft Dynamics GP Fall 2021 Release: Install Dynamics GP Client

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP Fall 2021 Release series where I am going to go hands on with installing the Microsoft Dynamics GP Fall 2021 Release and associated products.

Microsoft Dynamics GP hasn’t had server components for quite a few years now, so the first part of installing a new version of Dynamics GP, is to install the standard client. I always recommend to clients that the SQL Server just be a SQL server, but sometimes when a system database is being created or upgraded I do, on a temporary basis, sometimes install the first client on the SQL Server.

In this set of posts, I am creating a new test environment so everything is going to be installed on the SQL Server; this is NOT a recommended approach for a production system.

I only mention it now, as the first window you will see on a PC on which you first install a component of Dynamics GP is the Bootstrapper Setup and which I will only be seeing once during the set of blog posts; click Install to install the prerequisites:

Microsoft Dynamics GP Bootstrapper Setup

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Hands On with Microsoft Dynamics GP Fall 2021 Release: Installing the .NET Prerequisite

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP Fall 2021 Release series where I am going to go hands on with installing the Microsoft Dynamics GP Fall 2021 Release and associated products.

Before installing any of the Microsoft Dynamics GP components, you need to make sure the system requirements are met. On top of this there is also some prerequisites which need to be installed before the Microsoft Dynamics GP client or other components can be installed.

Most of these prerequisites can be handled by the Dynamics GP installer, but there is one which cannot be installed this way; this is the .NET Framework 3.5 feature which has to be installed using the Add Roles and Features Wizard available via Server Manager on Windows Server or using Turn Windows features on or off accessible via Program and Features on Windows.

If the PC or server you’re planning to install Microsoft Dynamics GP onto has an Internet connection, then the .NET can be installed by using the wizard. However, if you don’t have an Internet connection available, the install process isn’t quite that smooth.

For both server and PC you can do an offline install, which several years ago I blogged about how to do this:

  • Offline install on Windows.
  • Offline install on Windows Server.
  • The above articles are for older versions of Windows Server and Windows, but the process is exactly the same on current versions.

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    Hands On with Microsoft Dynamics GP Fall 2021 Release: System Requirements

    Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP Fall 2021 Release series where I am going to go hands on with installing the Microsoft Dynamics GP Fall 2021 Release and associated products.

    Before starting to implement, or upgrade to, Microsoft Dynamics GP Fall 2021 Release you should review the System Requirements which detail the compatibility between Dynamics GP and SQL Server, Windows Server and Windows amongst other software.

    I have a simplified overview available for SQL Server, Windows Server and Windows available on the GP Compatibility page.

    If your system meets the system requirements then you will be okay to follow the subsequent posts in this series.

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    Hands On with Microsoft Dynamics GP Fall 2021 Release: Download the Installation Media

    Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP Fall 2021 Release series where I am going to go hands on with installing the Microsoft Dynamics GP Fall 2021 Release and associated products.

    The Microsoft Dynamics GP Fall 2021 Release is available to download from Microsoft by people with a PartnerSource/CustomerSource login:

    The full download contains all of the prerequisites and additional products such as Integration Manager, Web Services and Web Client.

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    Hands On with Microsoft Dynamics GP Fall 2021 Release: Series Index

    Microsoft Dynamics GPThis post is the Hands On with Microsoft Dynamics GP Fall 2021 Release series index for the series where I am going to go hands on with installing the Microsoft Dynamics GP October 2021 Release and associated products.

    The series index, below, will automatically update here on azurecurve|Ramblings of a Dynamics GP Consultant as posts are published; if you’re reading elsewhere, check back to this series index post:

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    Microsoft Dynamics GP October 2021 Release Feature of the Day: Default 1099 to Single Feed

    Microsoft Dynamics GPThis post is part of the Microsoft Dynamics GP October 2021 Release Feature of the Day series where I am going to echo the posts from the Inside Microsoft Dynamics GP Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP October 2021 Release which is now available.

    This post is on the Default 1099 to Single Feed Financial enhancement.

    For ease of use, often the option that defaults is best to be the one that people use most often. We have responded to that need throughout the years and this feature is one of those. In the Dynamics GP Fall 2021 release for Payables Print 1099, we default the form type to Single Feed instead of continuous.

    The goal is to reduce the number of clicks and make it easier to navigate the windows.

    Print 1099 Form

    Microsoft Dynamics GP October 2021 Release Feature of the Day: Copy Payroll Transactions from Excel

    Microsoft Dynamics GPThis post is part of the Microsoft Dynamics GP October 2021 Release Feature of the Day series where I am going to echo the posts from the Inside Microsoft Dynamics GP Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP October 2021 Release which is now available.

    This post is on the Copy Payroll Transactions from Excel Payroll enhancement.

    Many people use alternate methods to track hours for employees. Because of this, in Dynamics GP Fall 2021 we have added the ability to paste US Payroll transactions from Microsoft Excel directly into Payroll Transaction Entry.

    A paste action item has been added to the ribbon in Payroll Transaction Entry. When you are entering a new batch you copy the transactions in Excel, then select the Paste action in Transaction Entry. This will create the transactions in the batch. The paste action is only available with an empty batch.

    During the paste, the system will create each line and default existing information from Payroll for fields that are not included in Excel. A validation report will print and display any errors found prior to pasting the transactions. If there are any validation errors, the paste process will not complete and no transactions will be added to the payroll batch.

    This will help you add transactions more quickly and accurately into Payroll Transaction Entry to complete the payroll processes.

    Copy from Excel

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