The worst mistakes you can make with Dynamics GP. Slides include: Not Backing Up, Chart of Account Errors, Deleting, History, Ignorance, Ownership, Reconciling, Security, Year End, Attention to Detail, Customizations, Implementations, Support and more tips. For more from Vertical Solutions visit www.verticalsol.com

1. The Worst Mistakes You Can
Make With Dynamics GP
Mark Polino - I.B.I.S., Inc.
John Lowther – Sta-Home Health
GPUG® Summit 2011
November 8-11
Caesars Palace – Las Vegas, NV

2. Not Backing Up
 Backing up only the sample DB
 Not backing up files, forms, reports, etc.
 Not backing up before year end
 Not backing up before SQL commands
 Not backing up to separate drive
 Not performing TEST RESTORES!
GPUG Summit 2011– Las Vegas www.gpug.com

3. Chart of Accounts Errors
 Framework too small
 Not updating the chart
for GP
 Wrong account posting
type
GPUG Summit 2011– Las Vegas www.gpug.com

4. Deleting
 Drop Table
 Remove
 Delete
– Batch
– Budget
 Deleting the LDF/MDF files
 Deleting SQL Elements – users, procedures,
views, etc.
GPUG Summit 2011– Las Vegas www.gpug.com

5. History
 Not Maintaining History
 Maintaining Inconsistent History
 Running utilities without History
GPUG Summit 2011– Las Vegas www.gpug.com

6. Ignorance
 What does this utility do?
 Testing Mass Modify in Production
 Activating Account Security without setup
 Changing posting settings
 Testing in production
 Using Auto Shrink
GPUG Summit 2011– Las Vegas www.gpug.com

7. Ownership
 No process owner
 Lack of business buy in
 Separating decision making from
consequences
 No implementer/poor implementer
 Lack of internal resources
GPUG Summit 2011– Las Vegas www.gpug.com

8. Reconciling
 Multiple AR/AP accounts
 Bringing unreconciled accounts into GP
 Timing Differences
– Setup
– Transactional
 Not maintaining history
 Posting in summary
GPUG Summit 2011– Las Vegas www.gpug.com

9. Security
 Locking security down to the point that
people can’t do their jobs
 Security through obscurity
 Everyone a Power User
 Turning off company master security
 Not rebuilding security from v9 to v10+
GPUG Summit 2011– Las Vegas www.gpug.com

10. Year End
 Running Fixed Asset Year End Close without
depreciating through Year End
 Not checking account types
 Fixed Asset calendar out of sync with Fiscal
Year
 Closing year multiple times [GL, Inv., etc.]
 Not backing up
GPUG Summit 2011– Las Vegas www.gpug.com

11. Attention to Detail
 SQL statements without a Where clause
 Trying to remove one history record and
removing them all
 Not validating correct posting [payroll, GL,
etc.]
 Allow Logs or TempDB to grow uncontrolled
and use up all available space
GPUG Summit 2011– Las Vegas www.gpug.com

12. Customizations
 Customizing to fit old system
 Customizing instead of using ISV solution
 Customizing for today with no room for
change
 Solving problems with complicated
processes instead of customization
 No customization support
GPUG Summit 2011– Las Vegas www.gpug.com

13. Implementation
 Not running and clearing catch up
depreciation before 1st depreciation run
 Running the full GP client remotely over VPN
 Truncating zeros with Excel/CSV on master
data load
 Assuming that change is easy
 Under training
 Under communicating
GPUG Summit 2011– Las Vegas www.gpug.com

14. Support
MyGPSearch.com
– Custom search engine dedicated to Dynamics
GP
– Search more than 100 sites with tens of
thousands of resources for support
information on Dynamics GP
– Web (http://mygpsearch.com)
– Mobile (http://m.gpsearch.com)
– Android (http://tinyurl.com/4uqr3bf)
GPUG Summit 2011– Las Vegas www.gpug.com

15. More Tips
http://community.dynamics.com/product/gp/f/32.aspx
GPUG Summit 2011– Las Vegas www.gpug.com