Its 64 Bit only and supported on Windows Server 2008 SP2 and 2oo8 R2 SP1 + Sharepoint Server and Foundation 2010.  (BP 6.1 will be supported on SharePoint 2013 when its released).

Not supported on Windows Server 2012 because Sharepoint is not currently supported – wait for Sharepoint SP2.

Upgrade paths direct to 6 from BP version 4 SP2. Moving from 4 and 5 will require upgrading SharePoint to 2010…first! If you’re dropping any Business Portal applications – uninstall them before upgrading. The sequence is:

….Upgrade to Sharepoint 2010, upgrade to GP 2013,  upgrade web services if in use, finally upgrade business portal.

When you create a newDynamics GP Manufacturing Order based on a Sales Order the link information is stored in table IS010001 (ICONrol Sales Order Line). Remember that each sales item line on a sales order will create an individual manufacturing order to make that product. So this table also stores the sales order line item sequence number.

A quick query (where ???? is the manufacturing order number) would look something like:

SELECT SOPNUMBE, LNITMSEQ FROM IS010001 WHERE MANUFACTUREORDER_I = ‘?????’

Additionally table WO010032 (Manufacture Order Master) may contain the Sales Order number in the DSCRIPTN field – if users haven’t overwritten the Description field when the manufacturing order is created.

Hopefully save someone some time!

General ledger, Accounts Receivable and Sales Order Processing, Accounts Payable and Purchase Order Processing, Inventory control. These modules were released as part of Phase I. Any changes you make using Modifier will render in the Web Client…but VBA code will not run. (Check out Rubal’s post about migrating VBA code). For Excel reports to run, you need to be connected to the domain.

Whats coming next and in what sequence? The latest news is:

• Human Resources and Payroll, then
• Field Service and Project Accounting, then
• Manufacturing

Check out the free dashboards here.

Dynamics GP Financial Dashboard – Refreshable XL Report

So – like anything else that is procedure driven – you need a plan. I suggest the following:

1. Post everything in RM relating to the current year.
2. Make a backup.
3. Run the RM Year End close process.
4. Close the Financial Periods for RM (Tools >> Setup >> Company >> Financial Periods).
5. Close the Tax Year.
6. Make a final back up.
7. Get going on processing the next years transactions as per normal.

This side of the Atlantic – he plans to run a course in London during the first week in April 2013.

Read the related Microsoft Dynamics GP Official Blog post here.

You know the great AR/AP to GL Reconciliation tool that identifies differences beteen the sub ledgers and the GL? Well its going to be expanded to the other two core subledgers – Inventory and Bank Rec. Thanks be to the all mighty!

Historical Journal Entry enquiry and select printer at report runtime, I have covered in a previous post. But what about printing SSRS reports direct from the interface? I.e. it doesn’t open an IE session – these reports will be rendered much the same way as the existing ‘Print To Screen’ output. The death of the GP report writer? – my guess is no. Its still required for producing the XML outputs for Word Templates, and to be honest its still a great tool – but we will probably see a move towards more SSRS integration and usage.

The OLE and Notes Container will stay , but there is a new guy in town called Document Attach – a seemingly richer tool to allow attachment of documents (pictures, contracts, etc) to transactions in GP.

If you use the VAT Daybook – the utility will not copy across the VAT setup – specificially the ‘Use VAT Daybook’ setting in Tools >> Setup >> System >> VAT Daybook. This is where you mark what companies will use this functionality. These settings (since they are held at a DYNAMICS database level), won’t be created for the new company. Also, you will need to set up the VAT Calendar for the new company.

Country codes are not copied accross. These will need to be set up manually in the new company.

Also – you may need to reset some document numbers. If the originating company is up to GL Journal number 189, then the Next GL Journal number in the new company will be 189. So – check the next GL, AR, AP, SOP, POP and inventory numbers before you start – you may want to reset these to ’1′.

Remember PSTL is free to users on Dynamics GP 10 and 2010.

Lets look at users first. Dynamics GP Users come in two flavours – Full Access Users and Limited Users. The concept of concurrent users doesn’t change – the number of licences purchased determines how many connections there can be at any one time – regardless of who is actually accessing.

Full Access Usesr have full access rights (Read and write) to all of the functionality through any means – be that the standard locally installed client, the new web client, sharepoint, web services, and any other connecting software.

Limited Access Users have full read, but limited write access rights, to all of the licenced functionality. What this means in practical terms is – these users can access all of the data available through the standard Locally installed client or the Web Client. They have however only write capability through the Time and Expense module. You can kind of see where this is aimed at – users such as maybe Sales People who need to enquire and print reports, and record their time and expense details.

Thats users…now for the more significant changes of how we licence functionality. Similarly with the current BRL licence model, there are two levels of licence available. Thats where the similarity largely ends.

Starter Pack- This includes core financial and distribution functionality, plus three Full Access Users. Its intention is to make Dynamics GP a more attractive prospect for smaller companies. The ‘smaller’ bit is covered by the 3 user licences – however there is nothing small about the levels of functionality included. Apart from the core financial (GL, Cash Flow, Fixed Assets, AR, AP, Multicurrency, Intercompany, Bank Reconciliation, Electronic Banking, Analytical Accounting etc)  and distribution modules (Sales Order Processing, Purchase Order Processing, Inventory Management, Bill of Materials, Landed Cost, PO Generator, Time and Expense), the following are also included:

Unlimited Busines Portal users, Modifier with VBA, Customisation site licence and the Microsoft Dynamics GP connector.

Extended Pack -  All of the above plus unlimited Forecaster, Manufacturing Suite, Project Accounting, Additional supply chain functionality (Available to promise, Returns Management) and CRM (Note this is the inbuilt CRM within Dynamics GP…and NOT Microsoft CRM).

Microsoft Dynamics GP 2013 is only available under the new Perpetual Licence model. Therefore existing customers will need to transition from BRL in order to upgrade. There are transition paths based on when your system was first registered – While details are still a bit hazy the key date is October 1 2012. If registered before this data (which is ALL current users of the system)…then you will follow the Licence Migration Transition model. This maps your current system to a new perpetual licence on a ‘same functionality or better’ basis but excluding any discontinued functionality.