Dynamics GP Upgrade Data Preparation - Locus IT Services

Dynamics GP Upgrade Data Preparation

Locus IT ServicesMicrosoft Dynamics GP / Great PlainsDynamics GP Upgrade Data Preparation

Dynamics GP Upgrade Data Preparation

This article provides important information about how to preapre your data before performing MS Dynamics GP Upgrade. Make that you have installed the most current updates for your Dynamics GP system before using Dynamics GP Utilities to upgrade your databases.

If you don’t install the Dynamics GP update before using MS Dynamics GP Utilities, the fixes will not take effect. After updating your databases, install the updates on your client computers.

You can’t sign-up to Dynamics GP on a client computer if a Dynamics GP feature or additional component installed on the client has a different version information than the server. Be sure to review the known issues before performing Great Plains Upgrade.

Dynamics GP Upgrade Steps

  • Payroll

If you’re performing to Dynamics GP Upgrade or Dynamics GP Upgrade of 2018 R2, you need to determine whether the payroll tax update tables are current. To do so, verify the Last Tax Update field in the Payroll Tax Setup window (Tools >> Setup >> System >> Payroll Tax).

If your tax tables are not updated, update them after you upgrade to Dynamics GP. preview the latest tax update documentation for the date of the last tax update. Choose Tax and Regulatory Updates. Follow the important instructions for installing the tax update to ensure that clients and servers are updated properly.

  • Payables Management 1099 Amounts

After you perform Dynamics GP Upgrade, the 1099 amounts might be transferred to a different month if you have transactions that are posted in one month and applied in another month after you upgrade. You may need to make adjustments to your 1099 amounts so that the 1099 amounts aren’t overstated or understated.

For instance, enter and post the following transaction in December.

  • Invoice for $100.00 that has a 1099 amount of $100.00.
  • Credit memo for $75.00 that has a 1099 amount of $75.00.
  • A payment for $25.00.

You apply all three documents together in January. The 1099 amount is $25.00 for December.

If You upgrading to Dynamics GP in February and you can reconcile data.

  • Direct Debits and Refunds

You must process Direct Debits or deleting existing Direct Debits and Refunds batches before upgrading from an earlier release of Direct Debits and Refunds (DDR).

  • Field Service Series

You must ship and post all inventory transfers that have a shipped, partially shipped, or partially received status before you upgrade.

  • Workflow for SharePoint

SharePoint Workflow is no longer available for Dynamics GP. There is no Great Plains Upgrade from Workflow for SharePoint to the new Workflow feature in Dynamics GP.  Any workflows that you were created in the SharePoint-based workflow feature will need to be re-created in the new workflow feature after the upgrade is complete.

  • Posting Open Transactions

Before you perform Dynamics GP Upgrade, you should post all single-use batches. We recommend you that post all transactions that can affect your purchase receipts and sales transactions. For some instance , the upgrade process removes and re-creates work tables, which will cause open transactions to become corrupted.

If you are utilizing the Analytical Accounting, Make sure that post all saved batches that you have created using the Collection and Payment Methods – Withholds, Perceptions, Tax Administration Purchasing, or Tax Administration Sales modules. You can utilize the Analytical Adjustment Entry window to enter analysis information for the posted transactions.

  • Reconciling

If you want to reconcile your accounting records before upgrading to Dynamics GP to verify that your accounting records are accurate. Refer the documentation of the modules that you are using for specific information. Before reconciling, back up your company’s accounting data.

  • Backups

You have to create at least one complete backup of all your databases before upgrading. You also should make a backup of your modified reports and forms, e-Connect pre and post procedures and your existing Integration Manager database.

  • Reports you Should Print

Before you perform Great Plains Upgrade, it’s a good idea to print the following reports to a printer or to a file. You can now use them to verify that your system was upgraded properly or to re- create modifications.

  • System – Process Server Setup List
  • General Ledger – Detailed Trial Balance

Known Issues

The following known issues that we face before upgrading to Dynamics GP.

  • Records that aren’t valid in purchase order tables
  • Microsoft SQL Server 2012 database compatibility level
  • SQL Server 2014 database compatibility level
  • SQL Server 2016 database compatibility level
  • The Server drop-down list is blank in Dynamics GP window
  • Tables contain incorrect account framework information
  • Dynamics GP Utilities not responding
  • Budget date records in Analytical Accounting

If you would like to know more about Microsoft Dynamics GP Upgradation or have any questions about how Dynamics GP can help your business, please reach out to us. Locus IT also provides Microsoft Dynamics GP staffing, training, implementation and support services.

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