Administrator and user guides for Microsoft Dynamics GPThis page includes links to the administrator and user guides for Microsoft Dynamics GP. You can right-click the document links and choose Save Target As to save the documents to your computer. On This PageAnalytics and reportingAdvanced Financial Analysis
Explains how to create, modify, and format financial statements and reports. You can use Advanced Financial Analysis to modify the Balance Sheet, Profit and Loss Statement, Statement of Retained Earnings, and Statement of Cash Flows, and create custom reports. (82 pp.) |   Download as PDF
1,007 KB
|  Download as XPS
1,479 KB
| January 7, 2007 | Analysis Cubes (Microsoft SQL Server 2005)
Explains how to install, set up, and use Analysis Cubes, which you can view and customize to analyze your Microsoft Dynamics GP data. Also describes the dimensions, attributes, and measures of the cubes, and explains how to create Excel worksheets with PivotTable reports using the cubes. (48 pp.) | Download as PDF
1,070 KB | Download as XPS
1,773 KB | April 17, 2007 | Analysis Cubes for Excel (Microsoft SQL Server 2000)
Explains how to install, set up, and use Analysis Cubes for Microsoft Excel, which you can use to generate OLAP cubes to analyze your Microsoft Dynamics GP data. Also includes descriptions of the tables and reference information about the cubes. (88 pp.) | Download as PDF
1,393 KB | Download as XPS
2,007 KB | April 24, 2007 | Analytical Accounting
Explains how to set up Analytical Accounting, which you can use to create, interpret, and analyze reports based on your company's chart of accounts. Also explains how to enter and use analysis information for transactions. (220 pp.) | Download as PDF
3,486 KB | Download as XPS
5,115 KB | April 25, 2007 | Enhanced Intrastat
Explains how to set up your system to collect statistics on the trade of goods between countries of the European Union, and to generate Intrastat returns specific to various countries. (48 pp.) | Download as PDF
982 KB | Download as XPS
1,762 KB | April 25, 2007 | Report Scheduler
Explains how to set up and use the Report Scheduler to schedule and publish Report Writer reports. Also includes Report Catalog maintenance information. (22 pp.) | Download as PDF
523 KB | Download as XPS
1,115 KB | March 13, 2007 | Report Writer User's Guide
Introduces the functions of Report Writer and explains how to complete tasks such as creating calculations and restrictions. Contains reference information, including mathematical functions and variables. (210 pp.) | Download as PDF
2,319 KB | Download as XPS
2,787 KB | April 13, 2007 | SmartList Builder User's Guide
Provides an in-depth understanding of how to create and maintain SmartLists, including security information. (48 pp.) | Download as PDF
1,091 KB | Download as XPS
1,761 KB | April 5, 2007 | SQL Server Reporting Services Administrator's Guide
Explains how to install and set up Microsoft SQL Server Reporting Services for use with Microsoft Dynamics GP reports. (37 pp.) | Download as PDF
629 KB | Download as XPS
1,048 KB | March 25, 2008 | VAT Daybook
Explains how to set up and use the Value-added Tax Daybook to create VAT reports based on the reporting requirements of the European Union customs agencies. Includes information about additional features for users in Spain, Belgium, and The Netherlands. (72 pp.) | Download as PDF
1,269 KB | Download as XPS
5,562 KB | April 25, 2007 | Working with Crystal Reports
Includes specific procedures for generating reports from Microsoft Dynamics GP using Crystal Reports. Also includes sample reports. (38 pp.)  Note This guide is not a substitute for the Crystal Reports User's Guide.
| Download as PDF
713 KB | Download as XPS
1,398 KB | March 28, 2007 |
Andean region featuresCOA Ecuador
Explains how to use COA Ecuador to set up your system to record monthly tax information that must be reported for sales, purchases, imports, and exports. Also includes information about printing certificates of withholding details from your vendors. (32 pp.) | Download as PDF
815 KB | Download as XPS
1,520 KB | March 29, 2007 | Financial Inflation Adjustment
Describes how to set up your system to adjust your non-monetary accounts for inflation and create General Ledger journal entries for the adjustments. (14 pp.) | Download as PDF
425 KB | Download as XPS
996 KB | March 29, 2007 | Fixed Assets Inflation Adjustment
Explains how to set up and use Fixed Assets Inflation Adjustment to adjust the inflation for fixed assets for each period of the fiscal year. (20 pp.) | Download as PDF
556 KB | Download as XPS
1,210 KB | March 29, 2007 | Inventory Inflation Adjustment
Describes how to set up your system to adjust your inventory accounts for inflation and create General Ledger journal entries for the adjustments. Inventory Inflation Adjustment is used with Inventory Kardex. (16 pp.) | Download as PDF
454 KB | Download as XPS
1,036 KB | March 29, 2007 | Inventory Kardex
Describes how to complete the initial setup of Inventory Kardex, and use it to view information and print reports that summarize your company's inventory transactions. (12 pp.) | Download as PDF
400 KB | Download as XPS
969 KB | March 29, 2007 | Purchase Vouchers
Explains how to set up your system to generate purchase vouchers for accounts payable invoices in accordance with decree 522 issued by the Finance and Public Credit ministry. (12 pp.) | Download as PDF
389 KB | Download as XPS
951 KB | March 29, 2007 | Single Account Plan
Describes how to set up your system to classify your company's accounts according to the structure defined in the single account plan for businesses. This helps standardize information for your legal reporting requirements. (16 pp.) | Download as PDF
383 KB | Download as XPS
914 KB | March 29, 2007 | Tax Administration Purchasing
Explains how to set up your system to calculate taxes based on the legal requirements for the Andean region. Describes how to view, edit, and apply potential taxes and withholdings, and view the credit and debit notes generated for the taxes you've edited. (24 pp.) | Download as PDF
641 KB | Download as XPS
1,321 KB | March 29, 2007 | Tax Administration Sales
Explains how to set up your system to calculate taxes based on the legal requirements for the Andean region. Describes how to view, edit, and apply potential taxes and withholdings, and view the credit and debit notes generated for the taxes you've edited. (21 pp.) | Download as PDF
592 KB | Download as XPS
1,252 KB | March 29, 2007 | Tax Reports
Describes how to set up your system to print reports based on the legal reporting requirements for Colombia. These reports are based on the NIT, C.E, C.C, or R.S tax registration numbers that are assigned to customers and vendors by the tax authorities. (34 pp.) | Download as PDF
919 KB | Download as XPS
1,844 KB | March 29, 2007 |
Argentina featuresCheck Printing
Describes how to use Check Printing to set up a format for each of your checkbooks, and then print checks to be issued to vendors. (10 pp.) | Download as PDF
349 KB | Download as XPS
895 KB | April 17, 2007 | Collection and Payment Methods -- Withholds
Explains how to set up and use Collection Payment Methods -- Withholds, which integrates with Receivables Management and Payables Management so you can enter a single payment using multiple means of payment. You also can calculate withholding taxes on your purchases. Collection and Payment Methods -- Withholds is used with Tax Listing. (130 pp.) | Download as PDF
2,587 KB | Download as XPS
4,206 KB | April 17, 2007 | Credit Analysis
Explains how to set up your system to view and analyze credit information for your customers if you're part of a multicompany organization. Credit Analysis is used in conjunction with both Tax Listing and Collection and Payment Methods -- Withholds. (12 pp.) | Download as PDF
449 KB | Download as XPS
1,066 KB | April 17, 2007 | Inflation Adjustment
Explains how to set up your system to adjust your General Ledger account balances to accurately reflect their changing values due to inflation. Inflation Adjustment is used with Tax Listing and Collection and Payment Methods -- Withholds. (18 pp.) | Download as PDF
485 KB | Download as XPS
1,068 KB | April 17, 2007 | Legal Documents
Describes how to set up your system to generate legal documents to submit to the Argentinean tax authorities to fulfill resolution RG3419. Includes setup and transaction information related to legal documents and numbers. (30 pp.) | Download as PDF
676 KB | Download as XPS
1,299 KB | April 17, 2007 | Perceptions
Describes how to set up and use Perceptions to calculate taxes on sales transactions for specified dates or based on a reduced tax percentage. Also describes how to regenerate taxes for modifications and generate tax files. (16 pp.) | Download as PDF
431 KB | Download as XPS
1,000 KB | April 17, 2007 | Shipping Documents
Explains how to set up your system to generate a physical document with a unique number for each shipment you make. Includes related procedures and information about integrating with Legal Documents. (19 pp.) | Download as PDF
524 KB | Download as XPS
1,204 KB | April 17, 2007 | Tax Listing
Describes how to set up, use, and maintain Tax Listing, which you can use to print the reports to be submitted for VAT, CITI, SICOAR, SIRFT, and SUSS. Also explains how to generate and export tax reports if you're using SQL Server Reporting Services, part of Microsoft SQL Server 2005. (48 pp.) | Download as PDF
993 KB | Download as XPS
1,694 KB | April 17, 2007 |
Business PortalBusiness Portal Administrator's Guide
Includes information for administrators who set up and provide access to Business Portal, manage its daily use, create back office queries, and generate reports. Describes the Business Data Catalog and Search, and includes reference information about users and roles. (192 pp.) Note The Security Synchronization Utility
mentioned in this document is now available for download on CustomerSource.
| Download as PDF
2,101 KB | Download as XPS
2,186 KB | March 29, 2007 | Business Portal User's Guide
Explains concepts and helps users complete day-to-day tasks in Business Portal. Also includes information about queries and accessing the back office. (34 pp.) | Download as PDF
717 KB | Download as XPS
854 KB | March 27, 2007 | Common KPIs Guide
Explains how to create common KPIs, such as your current ratio and gross profit margin. (78 pp.) | Download as PDF
831 KB | Download as XPS
1,384 KB | March 22, 2007 | Electronic Document Delivery
Explains how to set up and administer Electronic Document Delivery, which you can use to send invoice, credit memo, debit memo, finance charge, and return documents to your customers via e-mail or a Web service. (40 pp.) | Download as PDF
657 KB | Download as XPS
891 KB | March 22, 2007 | Field Service Suite
Explains how to set up and use Field Service Suite, which you can use to view, modify, and create service calls and return merchandise authorizations using Business Portal. (29 pp.) | Download as PDF
733 KB | Download as XPS
1,218 KB | November 6, 2007 | Human Resources Management Self Service Suite Administrator's Guide
Explains how to set up and maintain Employee Profile, Employee Pay, Time and Attendance, Skills and Training, and Recruitment. Also describes how to set up workflow to route and approve documents. (94 pp.) | Download as PDF
1,190 KB | Download as XPS
1,887 KB | April 11, 2007 | Human Resources Management Self Service Suite Canadian Release
Explains how the Canadian version of Human Resources Management Self Service Suite differs from the U.S. version. (3 pp.) | Download as PDF
278 KB | Download as XPS
818 KB | November 15, 2006 | Human Resources Management Self Service Suite User's Guide
Describes how employees and managers can use the applications in the Human Resources Management Self Service Suite to update personal information, enter timecards, view paychecks, submit vacation requests, and complete other self-service tasks. (94 pp.) | Download as PDF
1,044 KB | Download as XPS
1,424 KB | April 11, 2007 | Key Performance Indicators
Explains how to set up the Key Performance Indicators application, including information about sample KPIs and the Executive Center site. Also describes how to create and administer KPIs and display them to Business Portal users. (130 pp.) | Download as PDF
1,959 KB | Download as XPS
2,684 KB | April 3, 2007 | Order Management Administrator's Guide
Explains how to set up Order Management in an intranet or extranet environment. Also explains how to set up Microsoft Dynamics GP and Catalog Maintenance for use with Order Management. (74 pp.) | Download as PDF
972 KB | Download as XPS
1,786 KB | March 27, 2007 | Project Time and Expense Administrator's Guide
Explains how to set up and maintain Project Time and Expense, a Web-based time and expense tracking tool that integrates with Personal Data Keeper. (26 pp.) | Download as PDF
642 KB | Download as XPS
1,269 KB | March 28, 2007 | Project Time and Expense User's Guide
Describes how to enter and approve timesheets and expense reports, and view project-related information. (32 pp.) | Download as PDF
742 KB | Download as XPS
1,469 KB | March 28, 2007 | Requisition Management Administrator's Guide
Explains how to set up and administer Requisition Management, which employees can use to create, approve, and modify purchase requests in Business Portal. (46 pp.) | Download as PDF
727 KB | Download as XPS
1,063 KB | March 21, 2007 | Requisition Management User's Guide
Explains how to use Requisition Management to create and approve purchase requests using Business Portal, and then convert them to purchase orders in Microsoft Dynamics GP. (42 pp.) | Download as PDF
629 KB | Download as XPS
1,081 KB | March 21, 2007 | What's New in Business Portal for Microsoft Dynamics GP 10.0
Explains how to use Requisition Management to create and approve purchase requests using Business Portal. Also describes how to convert purchase requests to purchase orders. (2 pp.) | Download as PDF
100 KB | Download as XPS
40 KB | March 29, 2007 |
Chile featuresLocalization Chile
Explains how to set up your system to print reports based on the legal reporting requirements of Chile. Also includes information about routine procedures and inquiries. (48 pp.) | Download as PDF
1,142 KB | Download as XPS
1,871 KB | March 26, 2007 | Monetary Correction of Fixed Assets
Explains how to set up your system to perform monetary corrections for the depreciation of fixed assets. (20 pp.) | Download as PDF
509 KB | Download as XPS
1,081 KB | March 26, 2007 | Monetary Correction of Inventory
Describes how to set up and use Monetary Correction of Inventory to revalue inventory based on the price index. (18 pp.) | Download as PDF
506 KB | Download as XPS
1,093 KB | March 26, 2007 |
Field serviceContract Administration
Explains how to set up, enter, and maintain quote and contract documents. Also includes transaction entry and posting information, and explains how Contract Administration can be integrated with Service Call Management, Sales Order Processing, and General Ledger. (60 pp.) | Download as PDF
1,161 KB | Download as XPS
2,095 KB | April 24, 2007 | Depot Management
Explains how to enter work orders, schedule and track activities within your internal repair depot, and keep track of the usage of parts and labor in the repair process. Also describes how Depot Management can be integrated with Returns Management and General Ledger. (40 pp.) | Download as PDF
851 KB | Download as XPS
1,429 KB | April 24, 2007 | Preventive Maintenance
Explains how to use Preventive Maintenance with Service Call Management to automatically generate service calls and requests for preventive maintenance work. (24 pp.) | Download as PDF
538 KB | Download as XPS
1,107 KB | April 26, 2007 | Returns Management
Explains how to set up, enter, and maintain return materials authorization and return to vendor documents. Also describes how Returns Management can be integrated with Service Call Management and Sales Order Processing. (66 pp.) | Download as PDF
1,187 KB | Download as XPS
1,888 KB | April 24, 2007 | Service Call Management
Explains how to enter customer service requests, dispatch technicians, bill customers for time and materials, and manage parts, labor, and miscellaneous charges. Also describes how Service Call Management can be integrated with Contract Administration, Preventive Maintenance, and Returns Management. (96 pp.) | Download as PDF
1,749 KB | Download as XPS
2,767 KB | April 24, 2007 |
FinancialsBank Reconciliation
Describes how to set up, enter, and maintain cash receipts and disbursements, and how to enter additional transactions that affect checkbook balances and reconciliation processes. Also describes how to analyze transaction information and complete routine maintenance procedures. (74 pp.) | Download as PDF
1,046 KB | Download as XPS
1,562 KB | January 26, 2007 | Cash Flow Management
Explains how to set up cash flow forecasts and enter cash flow transactions. Also includes inquiry and reporting information. (17 pp.) | Download as PDF
612 KB | Download as XPS
1,199 KB | April 3, 2007 | Cashbook Bank Management
Explains how to set up Cashbook Bank Management, which you can use to manage your banking information, import bank statements into Microsoft Dynamics GP, and reconcile transactions. Describes how to enter and reconcile information, and includes inquiry, reporting, and routine procedure information. (108 pp.) | Download as PDF
1,964 KB | Download as XPS
3,603 KB | April 25, 2007 | Collections Management
Explains how to set up and use Collections Management to track customers who meet specific account criteria, send collection letters, and view customer collection information. (50 pp.) | Download as PDF
1,065 KB | Download as XPS
1,795 KB | April 3, 2007 | Electronic Bank Management
Explains how to set up Electronic Bank Management to enter or import all the transactions that appear on your bank statement. Describes how to enter and reconcile information, and includes inquiry, reporting, and routine procedure information. (64 pp.) | Download as PDF
1,134 KB | Download as XPS
2,094 KB | April 25, 2007 | Electronic Banking
Explains how to set up and use Electronic Funds Transfer (EFT) and European EFT for Payables Management, EFT and Direct Debits and Refunds for Receivables Management, Electronic Reconcile, and Safe Pay. You can use Electronic Banking to pay vendors electronically, create direct debit transactions for customers, reconcile checkbooks, and confirm the authenticity of checks with your bank. (83 pp.) | Download as PDF
1,328 KB | Download as XPS
2,143 KB | April 24, 2007 | Fixed Assets Management
Explains how to set up assets, account groups, physical locations, and other information to manage your asset records. Includes information about transactions, routine procedures, integrations, inquiries, and reports. (156 pp.) | Download as PDF
2,027 KB | Download as XPS
2,705 KB | January 9, 2007 | General Ledger
Describes how to set up, enter, and maintain account records and transactions. Explains the various types of accounts and how to set up a chart of accounts, enter beginning balances and history, and set up budgets. Also includes information about revenue and expense deferrals, reports, and routine procedures. (194 pp.) | Download as PDF
2,330 KB | Download as XPS
3,640 KB | April 26, 2007 | GST and Australian Taxes
Explains how to install the Australian tax features for Microsoft Dynamics GP, and set up and use Goods and Services Tax (GST), Pay As You Go, Business Activity Statement reports, and Pay As You Go reports. Also describes how to enter and view tax information. (100 pp.) | Download as PDF
2,260 KB | Download as XPS
3,493 KB | April 25, 2007 | Intercompany Processing
Explains how to set up, enter, and maintain relationships between companies, and enter transactions in one company that create transactions in another company's general ledger. Also describes posting and other routine procedures. (38 pp.) | Download as PDF
599 KB | Download as XPS
1,140 KB | January 9, 2007 | Multicurrency Management
Describes how to set up and maintain Multicurrency Management, currencies, and exchange rates. Also describes reporting functions and maintenance procedures, such as recognizing gains and losses. (60 pp.) | Download as PDF
1,025 KB | Download as XPS
1,642 KB | January 26, 2007 | Multidimensional Analysis
Explains how to set up and maintain analysis codes and groups, and how to automatically apply information to transaction distributions. Also explains how to complete (32 pp.) | Download as PDF
562 KB | Download as XPS
1,107 KB | January 9, 2007 | Multilingual Checks
Explains how to set up and use Multilingual Checks, which you can use to print check amounts in words, in languages other than the system language. (20 pp.) | Download as PDF
468 KB | Download as XPS
1,010 KB | April 25, 2007 | Payables Management
Describes how to set up and maintain vendor information, enter and post transactions and batches, report on payables activity, and complete period- and year-end procedures. Also includes scheduled payments and customer/vendor consolidations information. (154 pp.) | Download as PDF
1,934 KB | Download as XPS
3,236 KB | April 24, 2007 | Payment Document Management
Explains how to set up your system to enter sales and purchasing transactions using payment methods other than cash, checks, and credit cards, such as particular payment documents used in some European and Latin American countries. (42 pp.) | Download as PDF
843 KB | Download as XPS
1,832 KB | April 25, 2007 | Receivables Management
Explains how to set up, enter, and maintain customer records, sales territory records, salesperson records, and transactions. Describes how to analyze and report on information and complete period- and year-end procedures. Also includes scheduled payments, refund checks, customer/vendor consolidations, and lockbox processing information. (224 pp.) | Download as PDF
2,739 KB | Download as XPS
3,716 KB | April 24, 2007 | Scheduled Instalments
Explains how to set up and use Scheduled Instalments, which you can use to split the total amount of an invoice into two amounts due on different days. (20 pp.) | Download as PDF
448 KB | Download as XPS
1,004 KB | April 25, 2007 |
Human resources and payrollAdvanced Human Resources
Describes how to set up and use Benefit Lifecycle Manager, Certification, License and Training Manager, and Employee Health and Wellness, which you can use to extend the functionality of Payroll and Human Resources. (64 pp.) | Download as PDF
1,222 KB | Download as XPS
2,498 KB | April 18, 2007 | Advanced Payroll
Explains how to set up and use Pay Policy Manager, Labor Accrual Manager, Advanced Labor Reporting, and Payroll Hours to General Ledger, which you can use to extend the Payroll transaction functionality. (85 pp.) | Download as PDF
2,020 KB | Download as XPS
2,794 KB | April 19, 2007 | Canadian Payroll
Explains how to set up Canadian Payroll and codes, enter transactions, print reports, and complete routine procedures. Also includes integration information. (304 pp.) | Download as PDF
4,907 KB | Download as XPS
6,151 KB | April 13, 2007 | Human Resources
Explains how to set up and use Human Resources to maintain your employee management needs. Includes information about companies, applicants, employees, and benefits. (338 pp.) | Download as PDF
5,531 KB | Download as XPS
8,155 KB | April 13, 2007 | Payroll
Explains how to set up codes, records, employee classes, and tax information. Also describes how to enter transactions, print reports, and set up and use Payroll Direct Deposit. (234 pp.) | Download as PDF
4,171 KB | Download as XPS
6,010 KB | April 3, 2007 | Payroll Extensions
Explains how to set up, use, and maintain Overtime Rate Manager, Deduction in Arrears, and Payroll Integration to Payables, which you can use to extend the functionality of Payroll. (39 pp.) | Download as PDF
977 KB | Download as XPS
1,833 KB | April 16, 2007 | PTO Manager
Describes how to set up your system to allow for various calculation methods for vacation and sick time. PTO Manager works with Payroll. (25 pp.) | Download as PDF
824 KB | Download as XPS
1,364 KB | April 17, 2007 |
Inventory and order processingBill of Materials
Explains how to set up and maintain bills of materials, which are lists of the components needed to build finished goods. Describes how to create and post assembly transactions, copy bill components, and analyze and print information. (78 pp.) | Download as PDF
1,147 KB | Download as XPS
1,673 KB | April 24, 2007 | German Shipping Documents
Explains how to set up and use shipping documents in Sales Order Processing. These are legal documents that accompany goods that are shipped from a sales company to a customer. (6 pp.) Note This feature is available only if you've installed a German version of Microsoft Dynamics GP.
| Download as PDF
282 KB | Download as XPS
827 KB | January 26, 2007 | Inventory Control
Explains how to set up inventory preferences and records, and how to enter and post transactions and work with stock counts. Also contains information about reporting, year-end closing, and inventory reconciliation and adjustments. (342 pp.) | Download as PDF
5,268 KB | Download as XPS
7,066 KB | April 24, 2007 | Invoicing
Describes how to create and print invoices and packing slips, enter transactions, and print analysis and audit reports. Also describes how to customize Invoicing. (82 pp.) | Download as PDF
1,111 KB | Download as XPS
1,671 KB | January 26, 2007 | Purchase Order Enhancements
Explains how to set up and use purchase order approvals, purchase order commitments, and purchase order returns. (68 pp.) | Download as PDF
1,137 KB | Download as XPS
1,890 KB | April 26, 2007 | Purchase Order Processing
Describes how to set up Purchase Order Processing, and how to enter, print, issue, and manage purchase orders and receipts. Also explains how to analyze this information and complete routine procedures. (252 pp.) | Download as PDF
3,327 KB | Download as XPS
4,582 KB | April 24, 2007 | Sales Order Processing
Describes how to set up Sales Order Processing and enter and print quotes, orders, invoices, back orders, and returns. Also includes information about generating purchase orders from sales documents, working with allocations and fulfillments, completing routine tasks, and analyzing sales information. (242 pp.) | Download as PDF
3,135 KB | Download as XPS
4,235 KB | April 26, 2007 |
ManufacturingNote To view information about the enhancements to Material Requirements Planning for Release 10.0 and how to use the new functionality, see Frequently asked questions about the new Material Requirements Planning functionality in Manufacturing. Manufacturing Core Functions
Includes setup information and describes how Manufacturing extends Inventory Control and Sales Order Processing. Bills of materials, the Sales Configurator, and manufacturing reports also are discussed. (252 pp.) | Download as PDF
3,774 KB | Download as XPS
5,249 KB | April 24, 2007 | Manufacturing Management Functions
Explains how to set up and use information for quality assurance, job costing, and engineering change management. (158 pp.) | Download as PDF
2,507 KB | Download as XPS
3,076 KB | April 24, 2007 | Manufacturing Planning Functions
Explains how to create and use sales forecasts and master production schedules. Describes how to view capacity requirements planning information, and update and calculate material requirements planning information. (114 pp.) |
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