GPUG 2014 Stories From the War Room: Upgrade Successes and Lessons Learned

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Jim Lemkau, Andrew Kampwerth, Pat Schimpf talked about how to not have your Microsoft Dynamics GP 2013 upgrade turn into a horror story

Technology

#GPUGsummit
Upgrade Horror Stories
Dynamics GP 2013
Jim Lemkau, Andrew Kampwerth, Pat Schimpf

#GPUGsummit
Upgrade Horror Stories
• Though we are in a season of ghosts and goblins, your upgrade to Dynamics GP 2013 does not have to be a
horror story. This morning we will discuss some potentially grave situations, that if not addressed in your
upgrade planning could result in its untimely demise.
• Consider your environment and GP 2013 System Requirements.
https://mbs.microsoft.com/customersource/northamerica/GP/learning/documentationmdgp2013_system_requirements
• Consider your current GP version and the upgrade paths available.
https://mbs.microsoft.com/customersource/northamerica/GP/support/hot-topics/HOT_TOPIC_MDGP2013Upgrade#UpgradePaths
2

#GPUGsummit
Upgrade Horror Stories
• Obtain registration keys for all 3rd parties. Some have reverted back to the original developers and their
upgrade steps may differ.
• Smartlist Builder
• Collections Management
• Extender
• Concur Expense
• Audit Trails
• Electronic Signatures
3

#GPUGsummit
Upgrade Horror Stories
• FRx migration to Management Reporter.
• ISO codes assigned to all currencies.
• Functional currency set in all companies.
• Cleanup FRx prior to migration.
• Migrated reports will need to be tweaked in Management Reporter.
• Currently on GP 2010, why not migrate now.
4

#GPUGsummit
Upgrade Horror Stories
• Test Upgrades
• Pros
• Uncover data corruption and have time to fix it prior to production upgrade.
• Ensure data integrations are working properly.
• Resolve issues with modified reports that do not upgrade properly.
• Users will develop knowledge of additional features.
• Cons
• Cost.
• Time.
• Introduction – Pat Schimpf
5

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