Preparing Your Dynamics GP Database for Migration to Business Central
Streamline your GP database migration process with insights on tools like the GP to BC Migration Tool, focusing on areas such as General Ledger, Cash Management, Sales & Receivables, and Purchasing & Payables. Get ready for a successful transition with expert guidance and practical tips tailored for users by users.
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The Largest IndependentGathering of the Microsoft User Ecosystem For Users, By Users Preparing your GP Database for Migration to BC Eric Mielke Senior Consultant Wipfli LLP Decrease Complexities, Deliver Results. @ 2022 Dynamic Communities
Agenda For Users, By Users GP to BC Migration Overview General Ledger Cash Management Sales and Receivables Purchase & Payables Inventory Post Migration The Largest Independent Gathering of the Microsoft User Ecosystem @ 2022 Dynamic Communities
GP to BC Migration Tool For Users, By Users Built by Microsoft to ease the migration process Actively being improved, updates being made Requirements Dynamics GP 2015 or later SQL Server 2016/compatibility level 130 Database capacity must not exceed 80 GB Decrease Complexities, Deliver Results. @ 2022 Dynamic Communities
General Ledger Migration For Users, By Users What s Included? Fiscal Period Set up Chart of Accounts Monthly Net History GP Database Cleanup Ensure All Segments have Descriptions Ensure no blanks in account numbers *Must allow posting on all accounts Decrease Complexities, Deliver Results. @ 2022 Dynamic Communities
Cash Management For Users, By Users What s Included? Checkbook Master Data Outstanding Bank Transactions GP Database Cleanup Inactivate old unused Checkbooks Decrease Complexities, Deliver Results. @ 2022 Dynamic Communities
Sales & Receivables For Users, By Users What s Included? Customer Master Data Outstanding Receivables Transactions GP Database Cleanup Inactivate old Customers Clean up phone numbers Country Names Set up posting accounts on Class ID page Decrease Complexities, Deliver Results. @ 2022 Dynamic Communities
Purchasing & Payables For Users, By Users What s Included? Vendor Master Data Outstanding Payables Transactions Open Purchase Orders Vendor EFT Info GP Database Cleanup Inactivate old Vendors Clean up phone numbers Country Names Set up posting accounts on Class ID page Decrease Complexities, Deliver Results. @ 2022 Dynamic Communities
Inventory For Users, By Users What s Included? Inventory Master Data Locations Qty on Hand at each location Lot/Serial Information GP Database Cleanup Item numbers must be 20 characters or less All items will Migrate Set up posting accounts on Class ID page Decrease Complexities, Deliver Results. @ 2022 Dynamic Communities
Post Migration For Users, By Users Data Not included in the Migration Vendor 1099 Balances Fixed Asset Master Records and Depreciation Budgets Post Migration Clean-up Customer and Vendor phone numbers Install 3rdparties and configure Turn off direct posting on applicable G/L Accounts Review Posting Account Setups Decrease Complexities, Deliver Results. @ 2022 Dynamic Communities
Questions For Users, By Users Questions? Decrease Complexities, Deliver Results. @ 2022 Dynamic Communities
For Users, By Users Thank you for attending! The Largest Independent Gathering of the Microsoft User Ecosystem Decrease Complexities, Deliver Results. @ 2022 Dynamic Communities
