13 May Dynamics GP Setup Basic Steps to Implementation
Dynamics GP setup requires a few basic steps upfront to make sure that the rest of the implementation moves along smoothly.
These are the basic steps you’ll go through:
This is a good time to setup at least one vendor class. If you setup a vendor class and then assign new vendors to it as the vendors are added to your system, it makes it much easier to manage your vendors.
Make sure you do this. Whether you’re going to use inventory or not, identify at least one segment of your GL account format as an inventory location. Setup at least one site ID. This will make things easier in the future.
You can start entering your account numbers here. But you may want to use Integration Manager to import them. I usually choose to post in detail, but you have an option by account. You will want to select to block input for control accounts used for subsidiary ledgers, e.g. Accounts Payable, Inventory, etc.