Microsoft Small Business Financials 7.5 Migration To Dynamics Gp10.0 Notes

By: Andrew Karasev

If your organization has Microsoft Small Business Financials 7.5, 8.0 or 9.0, you should think about the future of your Corporate ERP application. Small Business Financials is finalized on version 9.0 and recommended migration path is to Microsoft Dynamics GP 10.0 Business Ready with Business Essentials license model. If you are current in Microsoft Business Solutions annual enhancement program you should expect refund for the price of your current Small Business Financials, when you purchase Dynamics GP licenses. In this small publication we will give you technical highlights on migration, and what to expect:

1.Upgrade Path. You should first upgrade Small Business Financials to version 9.0. Second Step is Migration Tool: SBF->GP 9.0. Next step is preparation of Dynamics GP 9.0 for upgrade (SQL Scripts). Next step is applying Service Pack 3 or 4 for Dynamics GP 9.0. And then final migration to Dynamics GP 10.0 SP3 or 4

2.Additional steps in Dynamics GP 10.0. As Business Ready comes with multicurrency, you may decide to disable it or enable (it is enabled by default to give you the option to deploy multicurrency). If you would like to setup Multicurrency, you should follow enabling technical paper, or simply set it in Tools->Setup->System->Currency (add at least one currency, such as Z-US$ and make if functional and reporting). Grant access to the currency for your company in Multicurrency Access Setup, Pick Currency for your Check Books (may need to do it in SQL Scripts)run Check Links for your Financial Series

3.Sales Order Processing Setup. In our experience we had to reset SOP Transactions (Invoice, Quote, Sales Order, etc.) next number reset

4.Test Migration. This step is recommended, especially when you cannot stop operations for several days to test and fix on the fly production upgrade

5.Customization Upgrade. If you have Dexterity or Extender customizations for SB Manager/Financials, you should consider Extender or Dexterity programmers to review these add-ons and make them compatible with Dynamics GP 10.0

6.User Training for Dynamics GP 10.0 interface. Code base for Small Business Financials and Dynamics GP was very similar and tables structure was near identical. However User interface in Small Business Financials was simplified. This is why you may expect some learning curve from your users, as they are discovering Dynamics GP. User training may be recommended
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Andrew Karasev, Alba Spectrum, 1-866-528-0577, Please visit our info portal Serving Chicagoland and Northern Illinois customers in Chicago downtown, Naperville, Lisle, Schaumburg, Aurora, Joliet, Romeoville, Downers Grove, Plainfield, Evanston, Glenn Ellyn, Wheaton, Batavia, St. Charles, Elgin, Crystal Lake, Morris, Channahon, Kankakee, Lombard, Hinsdale, Des Plaines, Gary, Oak Park, Alsip, Lyons, plus San Diego