Dynamics GP Quick Tips | July 2019

Jul 8, 2019

How Using a Setup Checklist in Dynamics GP can Simplify Your Setup Process

If you have ever been tasked with setting up a module in GP,  then you know the process can be time-consuming and difficult.  Here at Rockton we are all about making work simpler and easier®.

To make the process easier, GP has a Setup Checklist.  The Setup Checklist allows you to see what setup is needed within each module.  This includes the System Setup and Company Setup.

Did you know you can also access the setup windows from within the Setup Checklist?

To access the Setup Checklist, click Microsoft Dynamics GP | Tools | Setup | Setup Checklist.

Microsoft Dynamics GP | Tools | Setup | Setup Checklist

Within this window, you can assign a setup task to different users, then each user can access their tasks individually.  The Setup Checklist window also includes instructions for each of the setup windows in a handy Setup Guide. This window opens automatically when you open the Setup Checklist.

Here is what the Setup Guide looks like:

This is what the Microsoft Dynamics GP Setup Guide looks like

For each setup task, there is a Status provided.  The possible statuses are:

  1. Not Started
  2. In Progress
  3. Complete
  4. Not Used

To access a specific setup window from the Setup Checklist, simply double-click on the task, and the appropriate GP setup window will open. When you close the GP setup window, you will be prompted to identify the status of the task.  Alternately, you can highlight the task in the list, and change the Status by selecting one of the possible statuses from the drop-down list.

The setup tasks are listed in the most efficient order, with the System related setup tasks first, followed by Company, and then Financial, with the remaining modules following.  This helps make the process as efficient as possible.

If you use the Setup Checklist, it can speed up your GP setup processes, and allow you to ensure that all necessary setup is completed successfully.


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