Ian Grieve - Microsoft Dynamics GP 2013 Cookbook
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Copyright 2013 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: July 2010
Second edition: May 2013
Production Reference: 1170513
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham B3 2PB, UK.
ISBN 978-1-84968-938-0
www.packtpub.com
Cover Image by Sandeep Babu (<>
)
Authors
Ian Grieve
Mark Polino
Reviewers
Vaidhyanathan Mohan
Jivtesh Singh
Joseph R. Tews
Acquisition Editor
Kartikey Pandey
Lead Technical Editor
Susmita Panda
Technical Editors
Prasad Dalvi
Worrell Lewis
Amit Ramadas
Varun Pius Rodrigues
Project Coordinator
Kranti Berde
Proofreaders
Lawrence A. Herman
Linda Morris
Indexer
Monica Ajmera Mehta
Production Coordinator
Aparna Bhagat
Cover Work
Aparna Bhagat
Ian Grieve is a Microsoft Dynamics GP and CRM certified consultant specializing in the delivery of Microsoft Dynamics GP and CRM projects. He is a senior consultant at Perfect Image Ltd., a Microsoft partner and VAR in the North East of England.
Ian has worked with Microsoft Dynamics GP since 2003 and, over the years since, has dealt with all aspects of the product life cycle from presales, to implementation, to technical and functional training, to post go-live support and subsequent upgrades, and process reviews.
Alongside his work with Microsoft Dynamics GP, he has fulfilled a similar role dealing with Microsoft Dynamics CRM, with a special emphasis on project delivery and training of end users on the management of sales, marketing, and service.
In his spare time, Ian runs the azurecurve | Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk) blog dedicated to Microsoft Dynamics GP and related products and tries, often unsuccessfully, to squeeze in extra time for the Dynamics CRM-related blog coralcurve | A Consultant's Dabblings in Dynamics CRM (http://www.coralcurve.co.uk).
Thanks to my parents for their support through the years, especially my dad who got me into computers when I was young; it's turned from a hobby into a good career.
Thank you to Rob Hankin and William Morris at Perfect Image Ltd., for your openness to my writing this book; without your support this project would never have been started.
Thanks also to Dave Staples who, despite my initial reluctance, first got me working on Financial Management Systems and then working with Microsoft Dynamics GP; first on the helpdesk and then progressing into a consultant's role. Without you I'd never have been in a position to start this book.
Thanks must also go to Andrew Cooper (AGC, never AC) with whom I worked alongside on Dynamics GP for a number of years as we not only learned the system, its flaws, and imperfections, but also its depth, breadth, and capabilities.
Finally, thanks to the people at Packt Publishing who I worked with through the course of the project and, not least, to Mark Polino for the predecessor version of this book and for his efforts in the wider Dynamics GP community.
Mark Polino is a Microsoft MVP for Dynamics GP, a Certified Public Accountant, and a Microsoft Certified Business Management Solutions Professional. He is the author of the premier Dynamics GP related blog, DynamicAccounting.net, and the creator and presenter of the successful series Getting More Out of Microsoft Dynamics GP: 50 Tips in 50 minutes . Mark has worked with Dynamics GP and its predecessor, Great Plains, for more than 10 years.
He works as a Principal Consultant with I.B.I.S., Inc. and spends his days helping clients implement Microsoft Dynamics GP.
To my wife Dara and my children, Micah and Angelina, thank you for your support in this project. You've patiently endured this obsession without complaining or killing me in my sleep. To mom and dad, thanks for the cheerleading even though you had no idea what this book is about.
Thank you to Andy Vabulas, Dwight Specht, and Clinton Weldon at I.B.I.S. for your support of this book. Without your openness to this project it never would have happened. To Abby, Troy, Ross, and all the other I.B.I.S. consultants who listened to me drone on about how the book was progressing, you have both my apologies and my thanks for your encouragement.
I owe a debt of gratitude to the kind folks at the Hampton Inn in Mt. Airy, NC. The majority of this book was written there while working on a Dynamics GP project. The hotel is staffed with some of the nicest people that you will ever meet and they were happy to fuel this book with great rooms and Diet Mt. Dew.
Much of this book was written on an Acer netbook. Without the small size and long battery life of the netbook, Microsoft Dynamics GP 2010 Cookbook would never have been finished on time.
To everyone else who has offered encouragement throughout this project, you have my thanks. To those who have been less than encouraging, I hope you someday decide to write a book.
Vaidhyanathan Mohan is a Microsoft-certified freelance Microsoft Dynamics GP consultant with expertise in Microsoft Dynamics GP and related technologies. Starting his career as a GP developer, he slowly and steadily enhanced his skills on Microsoft Dynamics GP, both on the product and technologies, and became a complete product consultant.
He has worked on various challenging customization developments and Dynamics GP implementations. He is an active participant on all Microsoft Dynamics GP community forums and Microsoft Dynamics GP technical blogger, namely Dynamics GP Learn & Discuss (http://vaidymohan.com), which is listed on Microsoft's official Dynamics GP blog space. He is also one of the technical reviewers of the book, Developing Microsoft Dynamics GP Business Applications by Packt Publishing .
He is who he is now because of his devoted parents, his brother and family, his wife and his daughter. He is an avid photography enthusiast (http://500px.com/seshadri), music fanatic, coffee addict, and immensely fond of anything about Microsoft Dynamics GP.
Jivtesh Singh is a Microsoft Dynamics GP MVP, and a Microsoft Dynamics Certified Technology Specialist for Dynamics GP. Through his blog, which is widely read in the Dynamics GP community, he covers Dynamics GP tips, tricks, and news.
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