After you upgrade

Article
05/17/2023

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:

Open the Reconcile Financial Information window. (Financial >> Utilities >> Financial >> Reconcile)
Select a year to reconcile.
Choose Reconcile.
Repeat steps 2 and 3 until all the years in General Ledger have been reconciled.

Checking links for currency tables

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:

Open the Check Links window. (Dynamics GP menu >> Maintenance >> Check Links)
In the Series list, be sure that Financial is displayed.
In the Logical Tables list, select Multicurrency Setup and choose Insert to insert it into the Selected Tables list.
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:

Open the Dex.ini file in the Data folder of the Dynamics GP folder.
Change the following statements to FALSE.

SQLLogSQLStmt=TRUE

SQLLogODBCMessages=TRUE

SQLLogAllODBCMessages=TRUE
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:

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