After you upgrade

We recommend that you complete the steps in this chapter after you upgrade all Dynamics GP databases. After you’ve completed these steps, see Module upgrades from Dynamics GP 2013 to complete additional procedures that are necessary after you’ve upgraded Dynamics GP and your company data to the latest version of Dynamics GP.

Backups

You should make at least one complete backup of your system database and each company database after upgrading to Dynamics GP.

Reconciling financial data

Use the Reconcile Financial Information window to reset the summary amounts for each year.

To reconcile financial data:

  1. Open the Reconcile Financial Information window. (Financial >> Utilities >> Financial >> Reconcile)

  2. Select a year to reconcile.

  3. Choose Reconcile.

  4. Repeat steps 2 and 3 until all the years in General Ledger have been reconciled.

Use the Check Links window to check relationships among tables to find information that may be missing from one table within the relationship. You must check links for the Multicurrency Setup table even if you are not registered for Multicurrency Management.

To check links for currency tables:

  1. Open the Check Links window. (Dynamics GP menu >> Maintenance >> Check Links)

  2. In the Series list, be sure that Financial is displayed.

  3. In the Logical Tables list, select Multicurrency Setup and choose Insert to insert it into the Selected Tables list.

  4. Choose OK to check links.

Discontinuing the DexSQL.log

You should discontinue using the DexSQL.log file after the upgrade process. The DexSQL.log is a helpful tool that captures SQL operations and can provide information if there are issues during the upgrade process.

To discontinue the DexSQL.log:

  1. Open the Dex.ini file in the Data folder of the Dynamics GP folder.

  2. Change the following statements to FALSE.

    SQLLogSQLStmt=TRUE

    SQLLogODBCMessages=TRUE

    SQLLogAllODBCMessages=TRUE

  3. Save your changes.

Reports you should print after upgrading

After you upgrade, we recommend printing the following reports to a printer or to a file. You can use them to verify that your system was upgraded properly, or to re-create modifications.

Module Reports
System Shortcut Bar
General Ledger Detailed Trial Balance
Receivables Management Aged Trial Balance with Option
Payables Management Aged Trial Balance with Option
Inventory Control Pricing Reports
Error Reports
Purchase Receipts
Purchase Order Processing Purchase orders
Purchase Order Status Report
Payroll Manual Check Edit
List Benefit Summary Deduction Summary
Department Wage Summary
FUTA Summary
Local Tax Summary
Payroll Summary
Pay Code Summary
Position Summary
State Tax Summary
SUTA Summary
Workers’ Compensation Summary
Form 941
Form 941 Schedule B
Employee Pay History*
Transaction History Report*
Check History*
Manufacturing WIP Report
Manufacturing Order Summary
Standard Cost Pending

Print this report only if you’re keeping history.

Removing the previous release

You should remove the previous release from your computer by using your operating system’s Add/Remove Programs utility. This includes the reports dictionary and program files for integrating products from the previous release. After removing the release, use Windows Explorer to find and delete the folder where the release was installed.

To remove Dynamics GP, use your operating system’s Add/Remove Programs utility, and select Dynamics GP.

Security for Dynamics GP

Refer to the Planning for Security document (Help >> Printable Manuals >> select Planning for Security) or to the System Setup Guide (Help >> Contents >> select Setting up the System) for more information about security.

New users, by default, will not have access to any Dynamics GP data. You can use the default security roles and tasks that are available, or you can create your own security roles and tasks to fit your company.

Create security tasks

For new users, you must create security tasks for Workflow, purchase requisitions, Payroll timecards, and Project timesheets. You can use the Security Task Setup window to create those tasks. As a guide for the new tasks, review the following tasks that are created for new Dynamics GP installations.

Field Entry
Task ID ADMIN_COMPANY_013*
Task Name Set up and maintain Workflow
Description Set up Workflow access, calendars, and workflow definitions.
Category Company
Product Dynamics GP
Type Windows
Series Company
Select the following resources Copy workflow
Workflow Email Notification Maintenance
Workflow Maintenance
Workflow User Selection
Workflow Calendar
Workflow Condition Editor
Description View purchase requisition documents and purchase requisition items. Also includes the Purchase Requisition Transactions list and preview.
Category Purchasing
Product Dynamics GP
Type Windows
Series Financial
Select the following resource PO Commitment for Document Inquiry Zoom
Type Windows
Series Purchasing
Select the following resources Purchase Requisition Inquiry
Purchase Requisition Inquiry Zoom
Purchase Comment Inquiry Zoom
Purchase Requisitions
Purchasing Ship To Address Inquiry
Type Windows
Series Company
Select the following resources Attachment Properties
Document Attachment Inquiry
Document Attachment Status Inquiry
Type Navigation Lists
Series Navigation Lists
Select the following resource Purchasing Requisition Transactions
Type Navigation Lists
Series Information Pane
Select the following resource Purchasing Requisition Transactions
Field Entry
Task ID RPT_PURREQ_006*
Task Name Approve Timecards
Description View and approve submitted timecard data. Delegate approval.
Category Payroll
Product Dynamics GP
Type Windows
Series Payroll
Select the following resource Timecard Entry
Type Navigation Lists
Series Navigation Lists
Select the following resource Timecards Pending Approval
Type Navigation Lists
Series Information Pane
Select the following resource Timecards Pending Approval
Type Navigation Lists
Series Customize Lists
Select the following resource Timecards Pending Approval
Field Entry
Task ID PTE_TIME_ENTRY_001*
Task Name Self-service employee project time entry
Description Ability to enter project time entry transactions.
Category Project
Product Project Accounting
Type Windows
Series Project
Select the following resource PTE Timesheet Entry
PTE Inquiry Zoom Timesheet
Type Navigation Lists
Series Navigation Lists
Select the following resource PTE Timesheets
Type Navigation Lists
Series Customize Lists
Select the following resource PTE Timesheets

Create security roles

For new users, you must create the following security roles for Workflow, purchase requisitions, Payroll timecards, and Project timesheets. As a guide for the new security roles, review the following tasks that are created for new Dynamics GP installations

To create security roles:

  1. Open the Security Role Setup window. (Administration >> Setup >> System >> Security Roles)

  2. Create the following new roles.

Field Entry
Role ID ESS PURCHASE REQUESTER*
Role Name Purchase Requisitions PO Preview
Role Description Tasks include entering and reviewing purchase requisitions
Select the following tasks DEFAULTUSER
ADMIN_PURREQ_021*
INQ_PURREQ_005
Field Entry
Role ID ESS EMPLOYEE*
Role Name Employee Self Service Employee
Role Description Tasks include entering payroll time and viewing reports.
Select the following tasks DEFAULTUSER
EMP_TIME_EMPLOYEE_001*
Field Entry
Role ID ESS EMPLOYEE MANAGER*
Role Name Employee Self Service Manager
Role Description Tasks include View and approve submitted timecard data and delegating approval.
Select the following tasks DEFAULTUSER
EMP_TIME_MANAGER_001*
Heading
Role ID ESS PTE EMPLOYEE*
Role Name Project Time and Expense Self Service Employee
Role Description Can enter project time and expense transactions
Select the following tasks DEFAULTUSER
PADEFAULTUSER*
PTE_TIME_Entry_001*

Security for SQL Server Reporting Services reports

After the upgrade, use Report Manager to grant access to additional reports deployed during the upgrade. You should also use the SQL Server Management Studio to assign user groups to the SQL Server database roles that correspond to the additional data connections and reports deployed during the upgrade. The user permissions assigned to the previous versions connections and reports are maintained during the upgrade process.

If you have deployed reports using the SharePoint integrated mode and have already assigned permissions to users, those same users will have access to report server items and operations immediately after you configure the integration settings between Microsoft SharePoint and a report server. You can use existing permissions to upload report definitions and other documents, view reports, create subscriptions, and manage items.

If you have not assigned permissions, assign user and group accounts to predefined SharePoint groups. You also can create new permission levels and groups or modify existing ones to vary server access permissions as specific needs arise.

You can deploy SQL Server Reporting Services reports for multiple Dynamics GP instances to a single Microsoft SQL Server Reporting Server. If you have deployed reports to a folder on a Microsoft SQL Server Reporting Server using the Native mode, you must to provide access to the folder.