ChangerTM - For Microsoft Dynamics GP

6 Antares Drive, Phase 1, Suite 200, Ottawa, ON K2E 8A9 Canada

Tel: 613.232.4295 Fax: 613.232.7276

www.crgroup.com

Changer

For Microsoft Dynamics GP

Version 2016

Use Changer to change or combine General Ledger

Accounts, Vendor Numbers, Item Numbers and Customer

Numbers for all current and historical transactions. In

addition, Changer can transfer Employee ID with all

current and historical transactions to new Employee IDs.

Corporate Renaissance Group

Changer

for Microsoft Dynamics GP

Version 2016

This License Agreement is your proof of license.

Please treat it as valuable property.

Corporate Renaissance Group License Agreement

This is a legal agreement between you (either an individual or an entity) and Corporate Renaissance Group. By opening the sealed

software packages and/or by using the SOFTWARE, you agree to be bound by the terms of this Agreement. If you do not agree to the

terms of this Agreement, promptly return the disk package and accompanying items (including printed materials and binders or other

containers) to the place you obtained them for a full refund.

Corporate Renaissance Group Software License

1. GRANT OF LICENSE. This Corporate Renaissance Group License Agreement (“License”) permits you to use one copy of the

specific version of the Corporate Renaissance Group software product identified above, which may include user documentation

provided in “online” or electronic form (“SOFTWARE”), on any single computer, provided the SOFTWARE is in use on only

one computer at any time. If this package is a License Pak, you may make and use additional copies of the SOFTWARE up to

the number of Licensed Copies authorized above. If you have multiple Licenses for the SOFTWARE, then at any time you may

have as many copies of the SOFTWARE in use as you have Licenses. The SOFTWARE is “in use” on a computer when it is

loaded into the temporary memory (i.e. RAM) or installed into the permanent memory (e.g. hard disk, CD ROM, or other

storage device) of that computer, except that a copy installed on a network server for the sole purpose of distribution to other

computers is not “in use”. If the anticipated number of users of the SOFTWARE will exceed the number of applicable Licenses,

then you must have a reasonable mechanism or process in place to ensure that the number of persons using the SOFTWARE

concurrently does not exceed the number of Licenses. If the SOFTWARE is permanently installed on the hard disk or other

storage device of a computer (other than a network server) and one person uses that computer more than 80% of the time it is in

use, then that person may also use the SOFTWARE on a portable or home computer.

2. UPGRADES. If the SOFTWARE is an upgrade from another product, whether from Corporate Renaissance Group or another

supplier, you may use or transfer the SOFTWARE only in conjunction with that upgraded product, unless you destroy it. If the

SOFTWARE is an upgrade from a Corporate Renaissance Group product, you now may use that upgraded product in accordance

with this License, except that if the software is an upgrade from a component of a package of software programs which you

licensed as a single product, the SOFTWARE may be used and transferred only as part of that single product package, and

according to the License Agreement provided earlier with that single product package.

3. COPYRIGHT. The SOFTWARE (including any images, “applets”, photographs, animations, video, audio, music, and text

incorporated into the SOFTWARE) is owned by Corporate Renaissance Group or its suppliers and is protected by United States

and Canadian copyright laws and international treaty provisions. Therefore, you must treat the SOFTWARE like any other

copyrighted material (e.g. a book or musical recording) except that you may either (a) make one copy of the SOFTWARE solely

for backup or archival purposes, or (b) transfer the SOFTWARE to a single hard disk provided you keep the original solely for

backup or archival purposes. You may not copy the printed materials accompanying the SOFTWARE, nor print copies of any

user documentation provided in “online” or electronic form.

4. OTHER RESTRICTIONS. This License is your proof of license to exercise the rights granted herein and must be retained by

you. You may not rent, lease or transfer the SOFTWARE.

5. DUAL-MEDIA SOFTWARE. You may receive the SOFTWARE in more than one media. Regardless of the type or size of

media you receive, you may use only the media appropriate for your single designated computer or network server. You may

not use the media on any other computer or computer network, or loan, rent, lease, or transfer them to another user except as part

of a permanent transfer (as provided above) or other use expressly permitted by this License.

6. The Customer agrees that the SOFTWARE contains proprietary information, including trade secrets, know-how and confidential

information, that is the exclusive property of Corporate Renaissance Group. During the period this Agreement is in effect and at

all times after its termination, the Customer and its employees and agents shall maintain the confidentiality of this information

and not sell, license, publish, display, distribute, disclose or otherwise make available this information to any third party nor use

such information except as authorized by this Agreement.

7. The Customer shall not disassemble, unassemble, or decode any portion of the SOFTWARE. The Customer shall not modify

any portion of the SOFTWARE, or merge or embed the SOFTWARE in another computer program.

Limited Warranty

1. LIMITED WARRANTY. Corporate Renaissance Group warrants that (a) the SOFTWARE will perform substantially in

accordance with the accompanying printed materials for a period of ninety (90) days from the date of receipt; and (b) any

hardware accompanying the SOFTWARE will be free of defects in materials and workmanship under normal use and service for

a period of one (1) year from the date of receipt. Any implied warranties on the SOFTWARE and hardware are limited to ninety

(90) days and one (1) year respectively. Some states/jurisdictions do not allow limitations on duration of an implied warranty, so

the above limitation may not apply to you.

2. CUSTOMER REMEDIES. Corporate Renaissance Group’s entire liability and your exclusive remedy shall be, at Corporate

Renaissance Group’s option, either (a) return of the price paid or (b) repair or replacement of the SOFTWARE or hardware that

does not meet Corporate Renaissance Group’s Limited Warranty and that is returned to Corporate Renaissance Group with a

copy of your receipt. This Limited Warranty is void if failure of the SOFTWARE or hardware has resulted from accident,

abuse, or misapplication. Any replacement SOFTWARE will be warranted for the remainder of the original warranty period or

thirty (30) days, whichever is longer. Outside the United States or Canada, neither these remedies nor any product support

services offered by Corporate Renaissance Group are available without proof of purchase from an authorized non-U.S. or non-

Canadian source.

3. NO OTHER WARRANTIES. To the maximum extent permitted by applicable law, Corporate Renaissance Group disclaims all

other warranties, either express or implied, including but not limited to implied warranties of merchantability and fitness for a

particular purpose, with respect to the SOFTWARE, the accompanying written materials, and any accompanying hardware.

This limited warranty gives you specific legal rights. You may have others, which vary from state/jurisdiction to

state/jurisdiction.

4. LIMITATIONS OF LIABILITY.

(1) Licensee’s Remedies. Your sole and exclusive remedies for any damages or loss in any way connected with the

products or services furnished by Corporate Renaissance Group whether due to any negligence or any other cause,

shall be, at Corporate Renaissance Group’s option: (a) to bring the performance of the product into substantial

compliance with the functional specifications; (b) re-performance of services; or (c) return of an appropriate portion

of any payment made by you with respect to the applicable portion of the Software or services.

(2) Not Responsible. Corporate Renaissance Group will not be responsible under this Agreement (a) if the product is not

used in accordance with its specifications; or (b) if the defect is caused by you, any modification to the product, third-

party software, or third-party database. CORPORATE RENAISSANCE GROUP SHALL NOT BE LIABLE FOR

ANY CLAIMS OR DAMAGES ARISING FROM INHERENTLY DANGEROUS USE OF THE SOFTWARE

AND/OR THIRD-PARTY SOFTWARE LICENSED HEREUNDER.

(3) Limitation of Liability. ANYTHING TO THE CONTRARY HEREIN NOTWITHSTANDING, UNDER NO

CIRCUMSTANCES SHALL CORPORATE RENAISSANCE GROUP BE LIABLE TO YOU OR ANY OTHER

PERSON OR ENTITY FOR AN AMOUNT OF DAMAGES IN EXCESS OF THE AMOUNT PAID TO

CORPORATE RENAISSANCE GROUP FOR THE PRODUCTS AND SERVICES PURCHASED BY YOU

UNDER THIS AGREEMENT. For further clarity, to the maximum extent permitted by applicable law, in no event

shall Corporate Renaissance Group or its suppliers be liable for any damages whatsoever (including, without

limitation, damages for loss of business profits, business interruption, loss of business information, or other pecuniary

loss) arising out of the use or inability to use this Corporate Renaissance Group product, even if Corporate

Renaissance Group has been advised of the possibility of such damages. Because some state/jurisdictions do not

allow the exclusion or limitation of liability for consequential or incidental damages, the above limitation may not

apply to you.

(4) Severability of Actions. IT IS EXPRESSLY UNDERSTOOD AND AGREED THAT EACH AND EVERY

PROVISION OF THIS AGREEMENT WHICH PROVIDES FOR A LIMITATION OF LIABILITY, DISCLAIMER

OF WARRANTIES, OR EXCLUSION OF DAMAGES IS INTENDED BY THE PARTIES TO BE SEVERABLE

AND INDEPENDENT OF ANY OTHER PROVISION AND TO BE ENFORCED AS SUCH.

U.S. Government Restricted Rights

1. The SOFTWARE and documentation are provided with RESTRICTED RIGHTS. Use, duplication, or disclosure by the

Government is subject to restrictions as set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer

Software clause at DFARS 252.227-7013 or subparagraphs (c)(1) and (2) of the Commercial Computer Software - Restricted

Rights at 48 CFR 52.227-19, as applicable. Manufacturer is Corporate Renaissance Group at 6 Antares Dr., Phase 1, Suite 200,

Ottawa ON K2E 8A9 Canada.

Trademarks

1. CRG Changer™ is a trademark of Corporate Renaissance Group and is one of the family of utility products for Dynamics,

eEnterprise and Dynamics SQL developed by Corporate Renaissance Group.

2. If you acquired this product in the United States, this Agreement is governed by the laws of the State of Washington.

3. If this product was acquired in Canada, this Agreement is governed by the laws of the Province of Ontario.

4. If this product was acquired outside the United States or Canada, then local law may apply.

5. Should you have any questions concerning this Agreement, or if you desire to contact Corporate Renaissance Group for any

reason, please contact or write: Corporate Renaissance Group at 6 Antares Dr., Phase 1, Suite 200, Ottawa ON K2E 8A9

Canada.

Entire Agreement

This agreement is the complete and exclusive statement of agreement between the parties relating to the subject-matter of this

agreement and supercedes all proposals, written or oral, and all other communications between the parties relating to subject-matter of

this agreement. The parties agree that this agreement may be modified from time to time only by an instrument in writing signed by

an authorized representative or representatives of both parties.

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Table of Contents

Table of Contents i

Introducing Changer ..................................................................................................................... 1

Introduction ............................................................................................................................................ 1

Installation .................................................................................................................................... 3

Changer Hardware/OS and Software Requirements .............................................................................. 3

Changer Installation ............................................................................................................................... 3

Installation Procedures 3

Server Installation of Changer ............................................................................................................... 5

Setting Security Access for Changer Windows and Reports ................................................................... 8

Accessing and Registering Changer ....................................................................................................... 8

Changer Maintenance ............................................................................................................................ 9

Uninstalling Changer ............................................................................................................................. 9

Preparing for Changer (Operational checklist) ................................................................................... 13

The Changer Process ................................................................................................................ 15

Chapter 1 .................................................................................................................................... 19

Main Changer Control Window ........................................................................................................... 19

To Access the Main Changer Control Window: 19

Changer Main Window Controls 21

Changer PA Main Window Controls 22

Chapter 2 .................................................................................................................................... 25

Changer Options window ..................................................................................................................... 25

Chapter 3 .................................................................................................................................... 27

Setting Up Changer Requests ............................................................................................................... 27

To access a Changer Maintenance Window: 27

Maintenance Window Controls ............................................................................................................ 28

Selecting Accounts for Setup 28

Wildcards 30

Account Validation 33

Maintenance Window Table Display 34

Marking Changes for Processing 35

Assigning Changes to Batch Processing 35

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Chapter 4 .................................................................................................................................... 39

Batch Adjustments ................................................................................................................................. 39

To access the Changer Batch Window: 39

Batch Window Controls 40

Chapter 5 .................................................................................................................................... 43

Processing Assigned Batches ................................................................................................................ 43

Printing Changer History ..................................................................................................................... 45

Chapter 6 .................................................................................................................................... 47

Notes ..................................................................................................................................................... 47

Chapter 7 .................................................................................................................................... 48

Changer with Dates .............................................................................................................................. 48

Appendices 50

Appendix A ................................................................................................................................. 50

Changer Illustrations ............................................................................................................................ 50

Changer Procedures ............................................................................................................................. 51

Appendix B ................................................................................................................................. 53

Validation Rules .................................................................................................................................... 53

Appendix C ................................................................................................................................. 55

Import GL Accounts for Mass Account Modification ........................................................................... 55

Import RM Customer ID for Mass Customer ID Modification ............................................................. 56

Import PM Vendor ID for Mass Vendor ID Modification..................................................................... 57

Import IV Item Numbers for Mass Item Number Modification ............................................................. 59

Select the Import file. ................................................................................................................. 60

Import Payroll Employee ID for Mass Employee ID Modification ...................................................... 60

Import Project Numbers for Mass Modification ................................................................................... 61

Import Contract Numbers for Mass Modification................................................................................. 62

Appendix D ................................................................................................................................. 64

Third party products and GP non-core modules (additional products) updated by Changer: ............. 64

Appendix E ................................................................................................................................. 66

Minimum Hardware and Operating System Requirements for Microsoft Dynamics GP: .................... 66

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Introducing Changer

Introduction

Microsoft Dynamics GP does not allow changing the GL account numbers, Customer

Numbers, Vendor IDs, Item Numbers, and Employee IDs once they are created in GP.

Changer provides you with a tool to change/merge account numbers and allows for

multiple accounts to be consolidated into a single account. All associated transactions

and summary details from the old accounts “are transferred” to the “new account”.

Changes made by Changer do not in any way change the standard Dynamics GP

functionality.

Changer changes GL account numbers, RM customer numbers, PM vendor IDs, IV item

numbers and Payroll employee IDs. Changer is comprised of distinct components that

deal with each series separately (GL/RM/PM/IV/Payroll).

Another module of Changer (Changer PA) changes Project Numbers and Contract

Numbers in the Project Accounting module of Microsoft Dynamics GP.

1. GL Accounts (General Ledger)

The GL Changer allows you to globally change or consolidate one or more GL account

numbers (and all associated transactions). Changer also allows you to transfer the

transactions of one account to another account only after a specified date. GL Changer is

very useful in ever-changing business scenarios that require changes to chart of accounts

originally set-up.

2. RM Customer (Receivable Management)

The RM Changer allows you to globally change customer identification numbers and all

associated transactions into an existing or new single customer. RM Changer is useful if

same customer is set up multiple times by mistake or if customer consolidation is

required due to company mergers etc.

3. PM Vendor (Payables Management)

The PM Changer allows you to globally change or consolidate vendor identification

numbers and all associated transactions. PM Changer is useful if same vendor is set up

multiple times by mistake or if vendor consolidation is required due to company mergers

etc.

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4. IV Items (Inventory)

The IV Changer allows you to globally change or consolidate item numbers and all

associated transactions (Some restrictions apply. Please check Appendix B for Validation

Rules). IV Changer is useful if same item is set up multiple times by mistake, or if

manufacturers code for an item changes and GP item numbers are same as these codes or

if item consolidation is required.

5. Payroll Employee (US Payroll/Canadian Payroll)

The Payroll Changer allows you to globally change employee IDs and all associated

transactions. Payroll Changer is useful if Employee IDs need to be changed.

6. Project Numbers and Contract Numbers (Project Accounting)

Changer PA (Changer for Project Accounting) allows you to globally change project

numbers and contract numbers in Project Accounting module. Changer PA is useful if

contract numbers or projects numbers need to be changed at a later stage after they are set

up.

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Installation

Changer Hardware/OS and Software Requirements

Changer is designed to work with Microsoft Dynamics GP version 2016 and hence

supports the requirements that Dynamics GP version 2016 supports. Refer to Appendix

E for the minimum hardware and operating system requirements for Dynamics GP as

per the Installation guide of Microsoft Dynamics GP.

Changer Installation

Before beginning Changer installation, be sure your system meets the following

requirements:

♦ Microsoft Dynamics GP version 2016 installed and configured.

♦ Microsoft Dynamics GP version 2016 – client installed and configured

on all the workstations that Changer will be used from.

Installation Procedures

Same steps can be followed for upgrading Changer from previous versions of

Microsoft Dynamics GP.

1. Download Changer version 2016 setup file from the download section

of Corporate Renaissance Group web site www.crgroup.com.

2. Once downloaded, open the file “Setup.exe”.

3. A message will appear confirming “This will install Changer for

Microsoft Dynamics GP 2016. Do you wish to continue?” Select

“Yes”.

Note: If an instance of Changer for Microsoft Dynamics GP 2016 is

already installed on the machine, you will receive a message that

another version of the product is already installed. If you wish to

install a new instance of Changer in addition to the previous

instance for a separate install of Dynamics GP, remove the previous

instance through Add/Remove Program and run the Changer Setup

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again. During the installation point to the directory where the

additional instance of Dynamics GP is installed.

4. The welcome screen will appear. Select “Next”

5. After accepting the License Agreement, the next window requires

the destination location of where Changer will be installed on the

workstation. Select the same directory where Microsoft

Dynamics GP is installed.

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6. Click on Browse to change location or just select ‘Next’ to accept the

default.

7. The Setup program now lets you review and, if necessary, change the

settings. Selecting ‘Next’ will begin copying the files, ending the

Client Installation process.

8. Start Microsoft Dynamics GP. When GP is launched the first time

after installing Changer, the user will be prompted with a message

“New code must be included in the DYNAMICS.SET dictionary.

Do you wish to include new code now?”. Selecting “Yes” will

create the Changer dictionary, synchronize the Changer dictionary

and update the GP launch file. If “No” is selected, this message will

appear each time GP is launched, until the new code is included in

the Dynamics set file.

9. The installation (steps 2 to 8) should be run on each workstation on

which you wish to use Changer.

Server Installation of Changer

Running Changer Server Installation will create tables and stored procedures on

SQL Server and set permissions on these objects. If updating from a previous

versions of Microsoft Dynamics GP, the server installation will update the tables

and stored procedures.

Server installation should be run for each company on which you wish to run

Changer. User must be logged on as ‘sa’ to run Changer Server Installation.

When Microsoft Dynamics GP is launched after running the Changer setup, the

following dialog box will automatically come up for server installation (only for

‘sa’ user) when the user logs in to a company on which the server installation

process is not done.

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Server installation can be done simply by selecting ‘Yes’.

This dialog box gives users a choice of not installing Changer on the company on

which they do not wish to use it.

If the above dialog box does not open after GP is launched or if you wish to install

Changer on other companies within Dynamics GP, follow the procedure below to

open the server installation window.

To attach Changer Server Installation form to your shortcuts bar:

1. On the Navigation Pane, right-click on the Shortcuts option (or click on the

arrow at the bottom of the Navigation pane) and select ‘Add’ > ‘Add

Window…’

2. In the ‘Add Window Shortcut’ window, double-click Changer, double-click 3

Party and select ‘Changer Multi-company Install’.

3. Click the ‘Add’ Button. ‘Changer Multi-company Install’ will be added to

Navigation pane. Click on the ‘Done’ button to close the ‘Add Window

shortcut’ window.

To run Changer Server Installation on one or more company databases, choose

‘Changer Multi-company Install’ from the navigation pane. The following window

will open listing all the Dynamics GP companies along with Changer build

information as well as Status of Changer install.

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Select the companies you wish to install Changer on by clicking the check-box in

the ‘Install’ column. All the companies can be marked or un-marked by using the

‘Mark All’ and ‘Unmark All’ buttons respectively. Once the companies are selected

for installation, click the Install button to start the installation. After successful

installation, the status will change to ‘Updated’ for each company and the Changer

build will show the latest Changer build.

• If the client workstation has an older build of Changer than the server

version, the Status column in the Changer Multi-Company Install window

will show as ‘Client Upgrade Required’. In this scenario, it will be required

to un-install the current version and re-install the new version of Changer on

the workstation so that client is up-to-date with server.

• If there are table structure changes since the last upgrade of Changer, these

tables will be updated automatically. If there are no changes to table

structures, the tables will be recreated only if ‘Recreate Tables’ is marked

on the Changer Multi-Company Install window.

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Setting Security Access for Changer Windows and

Reports

User ‘sa’ (who is a power user in GP) will always have access to Changer windows

and reports. For other users, there are multiple ways of setting up security access for

Changer windows and reports.

1. During server installation of Changer, a security task called

CHANGERDEFAULUSER is created. This task can be assigned to any existing

role. The users with that role will have access to Changer.

2. A new role called ‘CHANGER USER’ is also created with

CHANGERDEFAULTUSER task assigned to this role. This role can be

assigned to any user. That user will have access to Changer.

3. Alternatively, a new task can be manually created or Changer windows and

reports can be added to an existing task which in turn can be assigned to a new

or existing role. If a new role is created, it can then be assigned to appropriate

users.

Accessing and Registering Changer

As part of installation, Changer automatically gets added to the Dynamics GP menu.

To access the Main Changer Control Window, select Microsoft Dynamics GP -

Tools – Utilities – Company - Changer.

To access the Main Changer Control Window for Changer PA, select Tools –

Utilities – Company – Changer PA.

At this point, if you have not registered Changer, you will be prompted with a screen

requiring you to either register Changer for use or to use it as demo on the sample

company (Fabrikam, Inc.).

If you have received your Registration ID from Corporate Renaissance Group and

select to register, the Changer Start window appears as below.

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Enter the Registration ID provided to you in the corresponding field. Select the Save

button to validate your license to use Changer.

Note: Changer registration ID is based on the Changer modules purchased. If the

registration key changes at any time due to purchase of additional modules, the

registration window can be accessed by adding the Changer Registration window to

the Navigation Pane under Home - Shortcuts. Changer Registration window can be

found under Changer – Financial on the ‘Add Window Shortcut’ window.

Changer Maintenance

Changer does not require any ongoing maintenance (such as separate data

backup) outside the maintenance procedures required for Dynamics GP.

Changer uses the Microsoft Dynamics GP Dexterity customization and extension

capabilities. For information on modifications to Changer reports and windows,

refer to ReportWriter.pdf and ModifierUserGuide.pdf in the Dynamics GP

[Installation]\Documentation folder.

Uninstalling Changer

Users may have three scenarios while un-installing Changer:

• Scenario 1: User wants to remove Changer entirely from GP.

• Scenario 2: User wants to remove Changer from one company only.

• Scenario 3: User wants to remove Changer only from the workstation. It will

still be used from other workstations.

Depending on your scenario, you can follow the steps below:

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Scenario 1: User wants to remove Changer entirely from GP

The following steps should be followed in the same order:

1. Go to Start – Control Panel – Add and Remove Programs. Select Changer for

Dynamics GP 2016 and click on the Remove button. Repeat this process on

each workstation from which you want to remove Changer entirely.

2. The following process should be run for each company on which you wish to

un-install Changer. Users must be logged on to GP as ‘sa’ to run the Changer

Server Un-install process. Running Changer Server Un-install will remove

tables and stored procedures from the company database on SQL Server.

• On the Navigation Pane, right-click on the Shortcuts option and select

‘Add’ > ‘Add Window…’

• In the ‘Add Window Shortcut’ window, double-click Changer, double-click

Party and select ‘Changer Server Un-Install’.

• Click the ‘Add’ Button. ‘Changer Server Un-Install’ will be added to

Navigation pane. Click on the ‘Done’ button to close the ‘Add Window

shortcut’ window.

• Choose ‘Changer Server Un-Install’ from the navigation pane. The

following widow will show.

• ‘Remove Company Database Objects’ is always checked and cannot be

changed. Select ‘Remove Dynamics Database Objects’ and click the ‘Un-

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Install’ button. The ‘Changer Server Un-Install’ window will close

automatically after the installation is complete.

• Repeat this process for each company. After the process is run for all the

companies, remove the ‘Changer Server Un-install’ shortcut from the

navigation pane.

3. Remove Changer from the Dynamics.set file:

• Open the Dynamics.set file (located in the GP installation folder on the

workstation) in notepad.

• Change the number on the top line of the Dynamics.set file to 1 less than

what it is currently. (For example if the number on the top line shows as 14,

change it to 13.)

• Find and delete the following five lines from the file:

342

Changer

{Directory where GP is installed}/CHANGER.DIC

{Directory where GP is installed}/Data/FRM342.DIC

{Directory where GP is installed}/Data/RPT342.DIC

• Save the Dynamics.set file.

Note: This will need to be completed on all client installations on which

Changer was installed.

4. Remove Changer.dic file from the GP installation folder. This will need to be

done on all client workstations on which Changer was installed.

5. If ‘Changer Server Installation’ shortcut or any other shortcuts are added to

Navigation Pane to open Changer windows directly from the Navigation Pane,

these should be removed as these will no longer work after the un-install.

6. If CHANGERDEFAULTUSER task and CHANGER USER role are not used

for giving access to any windows other than Changer windows, these can also

be deleted as this task and role will not be required.

Scenario 2: User wants to remove Changer from one company only

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logged on to GP as ‘sa’ to run the Changer Server Un-install process. Running

Changer Server Un-install will remove tables and stored procedures from the

company database on SQL Server.

• On the Navigation Pane, right-click on the Shortcuts option and select

‘Add’ > ‘Add Window…’

• In the ‘Add Window Shortcut’ window, double-click Changer, double-click

Party and select ‘Changer Server Un-Install’.

• Click the ‘Add’ Button. ‘Changer Server Un-Install’ will be added to

Navigation pane. Click on the ‘Done’ button to close the ‘Add Window

shortcut’ window.

• Choose ‘Changer Server Un-Install’ from the navigation pane. The

following widow will show.

‘Remove Company Database Objects’ is always checked and cannot be changed.

DO NOT select ‘Remove Dynamics Database Objects’. This will make sure that

Changer can run on other companies on which it is already installed. Click the

‘Un-Install’ button. The ‘Changer Server Un-Install’ window will close

automatically after the installation is complete.

Scenario 3: User wants to remove Changer only from the workstation. It will still

be used from other workstations

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1. On the workstation that you wish to un-install Changer from, go to Start –

Control Panel – Add and Remove Programs. Select Changer for Dynamics GP

2016 and click on the Remove button.

2. Remove Changer from the Dynamics.set file:

• Open the Dynamics.set file (located in the GP installation folder on the

workstation) in notepad.

• Change the number at the top of the Dynamics.set file to 1 less than what it

is currently.

• Delete the following lines from the file:

342

Changer

{Directory where GP is installed}/CHANGER.DIC

{Directory where GP is installed}/Data/FRM342.DIC

{Directory where GP is installed}/Data/RPT342.DIC

• Save the Dynamics.set file.

3. Remove Changer.dic file from the GP installation folder.

Preparing for Changer (Operational checklist)

Before making any changes, check Data Integrity of GP data. Within Microsoft

Dynamics GP, complete the following:

Check Links (for all files). If running Changer PA, also complete the PA

Check Links.

Print Open and Historical trial balance and receivable/payables summary.

These reports can be used for reference after the Changer process.

In addition to the above procedures, please follow the guidelines below while running

Changer.

• Make a complete backup of the existing data before and after the file maintenance

procedure and before processing Changer.

• For information about using Changer with third party products (or any additional

modules/products outside Dynamics dictionary such as Fixed Assets, Project

Accounting etc.), please refer to Appendix D.

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• Although users other than ‘sa’ can process Changer, the user must have full access to

all the tables and accounts. If you are not sure about the security level of the user,

please log in as ‘sa’ to process Changer batches.

• If multiple accounts are merged into a single account, the information (such as account

description, Alias, category, active/inactive) from the first account set to be changed

will be copied to the new account. If the first ‘From’ account is inactive, the new

account will be created as ‘inactive’ if created by Changer.

• If Project Accounting module is used and Payroll Changer is used to change an

employee ID that has project related expenses, make sure that PM Changer is used to

change the related Vendor ID to exactly the new Employee ID. If Vendor ID is not

changed, the link between employee and vendor will be broken.

• If intercompany transactions are used and the GL accounts that are used in another

company are changed using Changer, the accounts in the other company do not get

changed as Changer does not work across companies.

• If Sub Account Format is used in Project Accounting, it may be required to manually

re-enter the Override Values for the Sub Acct Format for both the Project

Maintenance and Contract Maintenance.

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The Changer Process

To successfully change or merge accounts, it is imperative to understand the steps

in the Changer process. The following illustrates the major steps in the Changer

process:

NOTE: Unless otherwise specified, “accounts” includes GL accounts, Customer

Numbers, Vendor Ids, Item Numbers and Employee IDs.

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WARNING! DO NOT PROCESS CHANGER WHILE ANY OTHER

ACTIVITY IS BEING PERFORMED ASSOCIATED WITH GP

(including activities such as running Management Reporter Reports,

using Business Portal).

Due to the nature of the Changer process, make sure that all users (other

than the Changer user) exit from GP before running Changer.

1. Set Up Account/Customer/Vendor/Item/Employee Change

Requests.

Using the Changer Maintenance Windows, setup the accounts, customers, vendors,

items or employees to change. This “mapping” of accounts is referred to as setting

up change requests. In this step, the mapping of accounts, customers, vendors or

items to an existing account or new account is completed. For Employee Ids

mapping can be done to new non-existing codes only.

2. Validate Change Requests.

Changer includes a validation process that ensures that the change requests are valid.

In the case of GL accounts, Changer will only allow accounts of the same type

(Posting Account, Unit Account etc..) and the same posting type (Balance Sheet,

Profit and Loss) to be merged. Changer will not allow the consolidation of a Balance

Sheet account with an Income Statement account or a unit account with a posting

account. In case of Item numbers, Changer will only allow to merge the items with the

same Quantity of Decimals, Item Type, Valuation Method and U of M Schedule ID.

Changer will not allow merging of items if they are defined as kit or as BOM.

Changer will also not allow merging of items if the item tracking option is serial

number. A “change” request will not be processed unless it is validated. A

comprehensive listing of all validation rules is included in Appendix B.

3. Mark Changes for Processing.

Once the change requests are validated, they must be marked before they can be

assigned to a batch. This provides flexibility in the timing of Changer processing. If

there are a large number of change requests, processing could be very time consuming.

Changer allows you to individually mark change requests, so that you can assign them to

a batch allowing you to control both the amount and scope of processing. The batches

can then be processed separately.

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4. Assign Change Requests to Batches.

All marked change requests must be assigned to a batch. To further enhance flexibility

in processing, Changer also provides the functionality to specify a maximum number

of change requests to be assigned per batch. Batches will then be automatically

tagged in sequence and referenced to the original batch ID. The “batch” function

provides the ability to assign changes to multiple batches.

5. Select the batches to process.

Changer allows you to select the batches that you want to process. This is extremely

useful if a large number of change requests are to be processed and you don’t have the

available time to process all the change requests at once. By default, all batches are

flagged to be processed.

6. Process the batches.

At this stage, all change requests have been selected, validated, marked, assigned to

batches, and the respective batches selected for processing. The final step is to initiate

the processing of each batch.

7. Run File Maintenance

Check Links process is recommended for all files in the series for which Changer has

processed. If Account Format is changed using Changer, Check Links process after

Changer will take longer than usual.

NOTE: For information about using Changer with third party

products (or any additional modules/products outside

Dynamics dictionary such as Fixed Assets, Project

Accounting etc.), please refer to Appendix D.

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Chapter 1

Main Changer Control Window

To Access the Main Changer Control Window:

In Microsoft Dynamics GP, select Microsoft Dynamics GP - Tools - Utilities –

Company - Changer from the main menu.

To access Changer PA, select Tools – Utilities – Company – Changer PA.

At this point, if you didn’t register Changer, you will be prompted with a screen

requiring you to either register Changer for use or to use it as demo on the sample

company (Fabrikam, Inc.).

NOTE: If Changer has been registered before,

skip to the next page showing the

Changer Control Window.

If you have received your Registration ID from Corporate Renaissance Group

and wish to register, the Changer Start window appears as below.

Enter the Registration ID provided to you in the corresponding field. Select the

Save button to validate your license to use Changer.

Note: Changer registration ID is based on the Changer modules purchased. If

the registration key changes at any time due to purchase of additional modules,

the registration window can be accessed by adding the Changer Registration

window to the navigation pane. Changer Registration window can be found

under Changer – Financial on the ‘Add Window Shortcut’ window. For

instructions on how to add a window to navigation pane, refer to Installation

Chapter (page 3)

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If it is the correct Registration ID then the Changer Control Window is

displayed. The previous registration process is only completed once at initial

startup. This window will appear directly after choosing Microsoft Dynamics

GP > Tools > Utilities > Company > Changer (or Changer PA) once

registration has been completed. Note that separate registration keys are required

to access Changer and Changer PA.

Before processing any changes, the accounts to be changed and/or merged must

be set up, validated, and assigned to a batch. Once this is accomplished, Changer

requests can be processed.

The following section describes the functionality and processing features of the

main Changer window.

Changer:

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Changer PA:

Changer Main Window Controls

1. GL, RM, PM, IV, Payroll buttons

These buttons initiate the respective Changer processes, which perform the

changes. GL will process the change requests for GL accounts while RM,

PM, IV and Payroll will process the change requests for customers,

vendors, items and employees respectively. Changer change requests should

be set up prior to processing using the maintenance windows which can be

accessed using the respective links in blue.

2. Changer Process Description

In this column, the five main components of Changer are listed: GL Changer,

RM Changer, PM Changer, IV Changer and Payroll Changer. Each row has

four status columns. They provide information on whether the component is

processing, whether the process has been marked to stop, how many batches

have been assigned, and whether the accounts should be deleted after the

Changer process.

In order to set up change requests, you need to activate the corresponding

[GL/RM/PM/IV/Payroll] Changer Maintenance Window. To do this,

position the cursor on the text describing the relevant Changer Process

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Descriptions (e.g. RM Changer). When the cursor is positioned over the text

RM Changer, it changes its shape from an arrow to a pointing hand.

Clicking on the mouse when the cursor is in the shape of a pointing hand will

open the RM Changer Maintenance Window or the GL/PM/IV/Payroll

Changer Maintenance window depending on which button is selected.

3. Delete Originals

This column provides the functionality to delete all the original accounts

once they have been changed for any or all of the modules. Once the change

requests are processed with this function, it is not possible to reverse it.

4. Current Activity

This column indicates whether a Changer component is currently processing.

If an ‘X’ is marked in any of the boxes in this column, the corresponding

Changer component is currently processing. Changer components can only

be processed one at a time.

5. Mark to Stop

An ‘X’ marked in any of the boxes in this column indicates that the

corresponding Changer process has been marked to be halted upon

completion of the current batch. This can be accomplished by checking

‘Mark to Stop’ checkbox for the appropriate Changer component.

6. No. of Batches

This column indicates how many batches are ready for processing in each of

the Changer components.

7. Redisplay

Selecting redisplay refreshes the contents of the window to display the

current Changer activity status.

Changer PA Main Window Controls

1. Project, Contract

These buttons initiate the respective Changer processes, which perform the

changes. Project button will process the change requests for Project

Numbers while Contract button will process the change requests for

Contract Numbers..

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2. Changer Process Description

In this column, the main components of Changer are listed: Project No.

Changer and Contract No. Changer. Each row has three status columns.

They provide information on whether the component is processing, whether

the process has been marked to stop as well as how many batches have been

assigned.

In order to set up change requests, you need to activate the corresponding

[Project/Contract] Changer Maintenance Window. To do this, position the

cursor on the text describing the relevant Changer Process Descriptions (e.g.

Project No. Changer). When the cursor is positioned over the, it changes its

shape from an arrow to a pointing hand. Clicking on the mouse when the

cursor is in the shape of a pointing hand will open the Changer Maintenance

window.

3. Current Activity

This column indicates whether a Changer component is currently processing.

If an ‘X’ is marked in any of the boxes in this column, the corresponding

Changer component is currently processing. Changer components should

only be processed one at a time.

4. Mark to Stop

An ‘X’ marked in any of the boxes in this column indicates that the

corresponding Changer process has been marked to be halted upon

completion of the current batch.

5. No. of Batches

This column indicates how many batches are ready for processing in each of

the Changer components.

6. Redisplay

Selecting Redisplay refreshes the contents of the window to display the

current Changer activity status.

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Chapter 2

Changer Options window

A ‘Changer’ menu item will be available on the Main Changer Control window when this

window is open.

Select Changer > Changer Options from the menu. The Changer Options window will open.

Changer Options window allows users to decide whether to change the Item Description,

Customer Name and Vendor Name in transactions during the Changer process.

By default these check boxes are checked.

Customer Name Change Option ‘Change Customer Name in Transaction tables while

changing/merging customers’ -

If the customer name is changed from the default customer name to a different name while

creating invoices, this option can be cleared so that the customer name will not be changed by

Changer in any of the invoices. When this box is cleared, customer names will not change in any

transaction tables when the customer numbers are changed or merged.

Item Description Change Option ‘Change Item Description in Transaction tables while

changing/merging items’ –

If the item description is being changed from the default description to a new description while

creating invoices, this option can be cleared so that the item descriptions will not be changed by

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Changer in any of the invoices. When this box is cleared, the item descriptions will not change in

any transaction tables when the items are changed or merged.

Vendor Name Change Option ‘Change Vendor Name in Transaction tables while

changing/merging vendors’ –

If the vendor name is changed from the default vendor name to a different name while creating

invoices, this option can be cleared so that the vendor name will not be changed by Changer in

any of the invoices. When this box is cleared, vendor names will not change in any transaction

tables when the vendor IDs are changed or merged.

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Chapter 3

Setting Up Changer Requests

To make GL account, vendor, customer, item, or employee changes, you must

first access the corresponding Changer Maintenance Window; [GL Changer

Maintenance, RM Changer Maintenance, PM Changer Maintenance, IV Changer

Maintenance or Payroll Changer Maintenance] and set up the change request. A

change request basically represents information about the mapping of accounts.

Thus change 000-1150-02 to 000-1950-02 is an example of a change request.

The appearance of each Changer Maintenance Window is nearly identical, but

each window sets up change requests for the given Changer component. GL

Changer Maintenance assigns change requests for GL accounts while RM, PM,

IV Changer and Payroll Changer Maintenance assign change requests for

Customer, Vendor, Item numbers and Employee numbers respectively.

Project Changer Maintenance window assigns change requests for Project

Numbers and Contract Changer Maintenance window assigns change requests

for Contract Numbers.

To access a Changer Maintenance Window:

1. Position the cursor over the Changer component in the Changer Process

Description column that you wish to setup changes for.

2. The shape of the cursor will change to a magnifying glass.

3. Click the mouse.

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The following Changer Maintenance Window will appear, if the cursor is

positioned over GL Changer and the mouse is clicked:

To access the RM, PM, IV and Payroll Changer Maintenance Windows, position

the cursor over the text RM / PM/ IV/Payroll Changer and click.

To access the Project and Changer maintenance windows, position the cursor on

‘Project No. Changer’/ ‘Contract No. Changer’ in the Changer PA window and

click.

Maintenance Window Controls

The Maintenance Windows are workplaces where you select the accounts,

customers, or vendors to be changed, set up change requests, mark them, and

assign them to batches.

Selecting Accounts for Setup

1. Change Account [Mask]/ Transfer To [Mask]

In the GL Changer Maintenance Window it appears as follows:

♦

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♦ GL Changer Maintenance

Change Account [Mask] represents the account(s) you wish to change,

modify, or merge. Enter or lookup the account number you wish to

change. Transfer To [Mask] represents the new account to which the

account(s) to Cbe changed will be transferred. You may use wildcards in

both these modes to set up multiple change requests.

♦ RM Changer Maintenance

Change Customer [Mask] represents the customer(s) you wish to change,

modify, or merge. Enter or look up the customer number you wish to

change. Transfer To [Mask] represents the new customer to which

customer(s) will be transferred to. You may use wildcards in both these

masks to set up multiple change requests.

♦ PM Changer Maintenance

Change Vendor [Mask] represents the vendor(s) you wish to change,

modify, or merge. Enter or look up the vendor ID you wish to change.

Transfer To [Mask] represents the new vendor name where the Change

Vendor [Mask] vendor(s) will be transferred to. You may use wildcards

in both these masks to set up multiple change requests.

♦ IV Changer Maintenance

Change Item [Mask] represents the item(s) you wish to change or merge.

Enter or look up the item number you wish to change. Transfer To

[Mask] represents the new item number where the Change Item [Mask]

item(s) will be transferred to. You may use wildcards in both these

masks to set up multiple change requests.

♦ Payroll Changer Maintenance

Change Employee [Mask] represents the employee(s) you wish to

change. Enter or look up the emplyee ID you wish to change. Transfer

To [Mask] represents the new employee ID where the Change Employee

[Mask] employee(s) will be transferred to. You may use wildcards in

both these masks to set up multiple change requests.

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2. Insert, Wild Fill

Select Insert to enter a “change request” from the Change Account [Mask]

/Transfer To [Mask] to the listing. However, Insert will not enter a change

involving wildcards. Select Wild Fill to insert a change request that uses

wildcards. Selecting Wild Fill will use the wildcard mask(s) and select the

matched patterns, to set up change requests.

Wildcards

In each of the Changer Maintenance Windows as well as Changer PA

Maintenance Windows, you may use wildcards in both Change Account [mask]

and Transfer To [mask]. If the Account Numbers/Customer Numbers/Vendor

Ids/Item Numbers/Employee IDs that need to be changed have a common pattern

in their numbering scheme, wildcards can help you enter multiple change

requests in one pass. You can use one or more wildcards to specify groups of

accounts, customers, or vendors. While GL Changer supports only the question

mark (?) as a wildcard, other Changer support both the question mark (?) and the

asterisk (*) to represent single and multiple pattern matches respectively. The

following three examples illustrate the use of wildcards.

NOTE: The examples illustrated have been designed

to help you understand how Changer

performs pattern matching.

Importing ‘Changer Requests’

For instructions on importing the ‘Changer Requests’ refer to Appendix C.

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1. In the GL Changer Maintenance Window:

The following accounts will be merged into a single account:

Using wildcards, the entry would look as follows:

If you use wildcards in the Change Account [mask], only while the

Transfer To [mask] is set up with a single account number, the wild

fill will result in setting up multiple accounts [which match the

wildcard pattern] to be merged into a single transfer to account.

Changer DOES NOT support the opposite process shown below.

Transactions from one account cannot be divided up and transferred

into several accounts (e.g. from 000-1270-00 to 000-127?-??).

2. In the GL Changer Maintenance Window:

NOTE: The following example illustrates the use

of wildcards in both Change Account

From and Transfer To Account fields.

The setup for the account change requests

is displayed below.

Change

Account From

Transfer To

Account

000-1271-00

000-1272-00

000-1273-00

000-1274-00

000-1275-00

000-1276-00

000-1277-00

000-1270-00

---*---

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Using wildcards, the change requests can be setup using only one

entry. The entry would look as follows:

Wildcards in both Change Account From and Transfer To Account

indicate multiple changes to accounts. The Account Mask Set up in

the Transfer To Account is used to generate the new account number.

3. In the RM Changer Maintenance Window:

This example illustrates the use of asterisks (*) in Customer From

and Customer To.

The entry would appear as follows:

All accounts beginning with ‘CUST’ will now begin with ‘NEWC’.

NOTE: Changer performs standard DOS pattern

matching. This results in all characters to

the right of a * being ignored during a

pattern match. CUST*5 will only search

all data beginning with CUST, the 5 is

ignored. Also, characters may only be

overwritten, no insertion is permitted.

Change Account

From:

Transfer To

Account:

100-9010-00

100-9020-00

100-9030-00

110-9010-00

110-9020-00

110-9030-00

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Account Validation

1. Display(Invalid/Valid)

Display allows you to look at valid change requests or change

requests yet to be validated. Selecting Invalid will display all change

requests that have not been validated or are invalid. Selecting Valid

displays all change requests that have been validated.

2. Validate

After setting up the change requests, they must be validated.

Validation determines whether the change requests are legal or

illegal. For example, GL Changer will not allow the consolidation of

a Balance Sheet account with an Income Statement account. A list

of validation rules is provided in Appendix B.

3. Case: Transfer To Account Does Not Exist

When Validate is selected, a window appears asking you the action

to be taken if the Transfer To Account does not exist. If Transfer To

Account does not exist, select Create New Account, otherwise select

Don't Create New Account. Validate checks the validity of all

changes in the table. If the “change request” is legal, Changer

moves the “change request” to the valid table. Select Display -

Change

Customers

To Customers

Cust00001 NewC00001

Cust00002 NewC00002

Cust00003 NewC00003

Cust00004 NewC00004

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Valid, to view the change. If the “change request” is illegal, it will

remain on the Invalid table.

NOTE:

In case of Payroll validation, New Employee must be

created during the validation process as Changer

does not support merging of employees.

For Changer PA, validation will check non-existence

of the ‘New’ Project and Contract Numbers.

Maintenance Window Table Display

The table displays all relevant information about accounts, customers, vendors,

items and employees that have been selected for “change request”. Five

elements are displayed in the table: The ‘From’

Account/Customer/Vendor/Item/Employee/Project/Contract, transfer ‘To’

Account/Customer/Vendor/Item/Employee, Batch ID, Sequence Number, and

Marked status.

The word “Accounts” is used to designate GL accounts, Customer Numbers,

Vendor IDs, Item Numbers, Employee IDs, Project Numbers and Contract

Numbers.

1. Sort By

Located at the top left hand corner of all Maintenance Windows, this drop

down list allows you to sort the table by Account/Customer

/Vendor/Item From or by Account/Customer/Vendor/Item/Employee To.

2. Change Account:

This column displays all accounts, which are to be changed or merged.

3. Transfer To Account:

Represents the new account or merged account.

4. Mark:

Indicates which requests are ready to be assigned to a batch. You cannot

assign a change request to a batch request unless it is marked and you cannot

mark a change request unless it is validated.

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5. Batch ID:

This is the name of the batch to which the change request has been assigned.

If a maximum number of change requests per batch is specified, Changer will

generate as many batches as are required to assign all the marked change

requests. Changer will simply append a sequence number (beginning with

the number 1) to the end of the batch ID thus generating a unique batch ID +

Sequence number combination for each batch.

Marking Changes for Processing

1. Delete // Delete All

This function removes a change request from the list. The change request

can be deleted before or after it is assigned to a batch. Selecting Delete All

will delete all change requests listed in the window. To delete an individual

change request, highlight the “change request” in the window and select

Delete.

2. Mark // Mark All

This feature provides flexibility in processing your change requests by

determining which change requests will be assigned to a batch.. If a change

request is not marked it cannot be assigned to a batch. Therefore, all changes

that have been marked will be assigned to a batch while the change requests

that are unmarked will not be assigned to a batch.

To mark a change request, highlight the desired “change request” and select

Mark. To mark all change requests, select Mark All.

3. UnMark // UnMark All

To un-mark a “change request”, highlight the “change request” and select

UnMark. To un-mark all change requests, select UnMark All.

Assigning Changes to Batch Processing

Having setup, validated, and marked the desired change requests, you must now

assign them to a batch. Select Assign to assign change requests to a batch. The

following window appears:

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This window is designed to assign GL account changes to batches. The RM,

PM, and IV Assign to batch windows are identical except that they refer to

“Customers”, “Vendors”, “Items” and “Employees” instead of “Accounts”.

If you want all marked change requests to be assigned to one batch, select Assign

All Marked Accounts. However, if the batch contains a large number of

changes, you may want to break the batch up to processes in smaller intervals.

The following steps are required to achieve this:

1. If an ‘X’ is marked in Assign All Marked Accounts, click the box to

deactivate the function.

2. Specify the number of change requests per batch by setting Max. Accounts

per Batch to a preferred value.

3. In the Changer Batch ID field, give the batch a name. The batch name can

be any text with a maximum length of 15 characters. Changer will append a

sequence number (starting with number one) to the end of the batch ID to

create a new batch ID for each new batch.

Example

There are 130 changes assigned to a batch called “TEST” and Max. Accounts

per Batch is set to 50. Changer will use the batch ID “TEST” and generate a

sequence numbers to create 3 smaller batches:

Changer would assign the first 50 changes to TEST1, the next 50 to TEST2, and

the remaining 30 to TEST3. This increases flexibility in processing times

because Changer enables you to process each batch separately.

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Please note that if multiple accounts are being merged into a single account,

Changer may automatically create more batches than expected in order to make

the processing easy.

This method of using multiple batches is highly recommended if you have many

change requests. To process requests all at once (a single batch) it may be an

overload on the network and/or server. Also, if nightly backups are run while

Changer is still processing requests, the process will quit before final completion

because the files Changer needs to access are locked due to the backup. The entire

process will have to be restarted. If multiple batches are used, then in the same

situation only the batch Changer was processing at the time of disruption would have

to be restarted. The previously completed batches would not need to be rerun.

Since process is done completely on the SQL server, your workstation looks free but

that may not be true. To get the status of the Changer Process, select the Microsoft

Dynamics GP > Process Monitor and if it is not completed you will see a process

still working.

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Chapter 4

Batch Adjustments

Once all change requests have been assigned to a batch, you may want to specify

which batches are processed. The following window accomplishes this task:

The window displayed is the GL Changer Batches. The RM, PM, IV and Payroll

Changer Batches are identical in layout and functionality.

To access the Changer Batch Window:

1. From the Main Changer Control Window, position the cursor over the

corresponding Changer component in the No. of Batches column.

2. The shape of the cursor will transform into a pointing hand.

3. Click the mouse.

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The window allows you to do the following:

♦ Review the batches to verify that they are correct.

♦ Determine which batches you want to process.

♦ For GL Changer, if you want to transfer the transactions of the

‘From’ Account only after a certain date to the ‘To’ Account,

you can specify the date on this window. For all the accounts in

the batch for which a date is specified, only the transactions after

the specified date will be transferred to the ‘To’ Account. All the

setup information will be transferred to the ‘To’ Account. i.e. All

the information of the ‘From’ Account will be transferred to the

‘To’ Account except the transactions before the specified date.

For more information please refer to Appendix E.

To review the batches you have created, browse batches using the video buttons

in the bottom left corner of the window . The name of the batch will

be displayed in the field Changer Batch ID. The box to the right of the batch ID

shows the generated sequence number if the “max. number of changes per batch”

function was used. The corresponding change requests are listed in the scrolling

window.

Batch Window Controls

1. Sort By

The drop down menu listing by Change Account From and by

Transfer To Account, allows you to sort the table by Change

Account From or by Transfer To Account.

2. Remove

To remove any change requests assigned to the batch, select

Remove. This will un-assign the request from the batch, leaving it as

an un-marked request.

3. Delete

If you want to delete an entire batch, browse to the desired batch and

select Del. If you want all batches to be deleted, select All.

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NOTE: Delete from the batch control window will

simply move all assigned changes back to

the un-marked status on the Maintenance

Control Window.

4. Do Not Process

To flag the batches you do not want to process, browse to the appropriate

batches and select Do Not Process. You may also remove the Do Not

Process mark so that the batch may be processed.

5. Changer Processing in Progress

If an “X” is marked in Changer Processing in Process field, it indicates that

Changer is currently processing the batch or sub-batch.

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Chapter 5

Processing Assigned Batches

After assigning all change requests to batches, close all open windows to return back to

the Main Changer Control Window.

This window provides information on the number of batches in each category, (GL

Changer, RM Changer, PM Changer, IV Changer, Payroll Changer). Choose whether to

delete original accounts after the process, then select the respective category button to

begin processing for the category, (i.e. select the GL button to begin GL Changer).

The Main Control window for Changer PA is similar as below. Click the respective

category button to begin processing for the category. For Changer PA, the original codes

are always replaced with the new codes, hence the ‘Delete Originals’ option is not

available.

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NOTE: Although users other than ‘sa’ can process Changer, the user must have

the full access to all tables and accounts. If you’re not sure about the

security level of the user, please log in as ‘sa’ to process Changer batches.

After making a selection, the following window will appear requesting confirmation of

the process.

Select the Cancel button to return to the Main Changer Control Window without

processing or click Process.

NOTE: Use Process Monitor to check the status

of the Changer SQL process.

Once completed, perform “Check Links” as described in the Microsoft Dynamics

GP User’s Guide.

After the process, a report is printed which shows the changes made by Changer

process. The report includes the accounts that have been changed. An example

of the report is shown below.

09/01/07 11:34:51 AM Fabrikam, Inc. 1

Changer GL : List of Changed Accounts

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-------------------------------------------------------------------------------

Account Number New Account Number Status of Old

Account

-----------------------------------------------------------------------------

000-1100-00 000-1100-99 Deleted

000-1101-00 000-1101-99 Deleted

000-1103-99 000-1103-00 Deleted

000-1104-00 001-1104-11 Deleted

000-1105-00 000-1105-11 Deleted

000-1106-00 000-1106-22 Deleted

000-1107-00 000-1107-22 Deleted

000-1110-00 000-1110-22 Deleted

Printing Changer History

A report can be printed for each module to see the history of changes made using

Changer.

To print the Changer History report, select Changer >> Changer History (or

Changer PA >> Changer History). This menu is available only when the main

Changer window is open. The following window will open when this menu item

is selected.

To print the Changer PA History report, select Extras >> Changer PA >>

Changer History. This menu is available only when the main Changer PA

window is open.

An example of the history report is shown below:

Changer for Microsoft Dynamics GP User’s Guide

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Changer for Microsoft Dynamics GP User’s Guide Chapter 6

Corporate Renaissance Group 47

Chapter 6

Notes

RM Changer

If more than one customer is consolidated (merged) into a single customer, the

summary details pertaining to the “Highest Balance” and “Average Days to Pay”

of the remitting consolidated customer may not necessarily reflect the correct

amounts.

Old Accounts

If you did not select “Delete Originals” when performing change requests, the

old account is not removed automatically by the Changer process. Once the

process is complete, do the following in Dynamics to delete the old accounts:

Cards > Financial > Mass Modify (for old GL account)

Tools > Utilities > Sales > Mass Delete (for old Customer ID)

Tools > Utilities > Purchases > Mass Delete (for old Vendor ID)

Cards > Inventory > Item Number (for old Item Number, item by item)

Cards > Payroll > Employee (for old Employee ID in US Payroll, one

by one)

Cards > Payroll-Canada > Employee (for old Employee ID in Canadian

Payroll, one by one)

The following are a few suggestions for checking the data after the Changer

process has been run. It is, however, not an exclusive list.

♦ Print Open and historical trial balance.

♦ Print Receivables/ Payables summary.

♦ Select accounts/customers/vendors/items/Employee to check the detail.

Chapter 7 Changer for Microsoft Dynamics GP User’s Guide

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Chapter 7

Changer with Dates

To keep the transactions before a certain date under ‘old’ Account number ‘Changer

Batch Window’ can be used. This feature is available only for GL Changer. Following is

the procedure if you are using this feature while changing GL Account Number.

1. If you do not specify any date in the ‘Changer Batch Window’ for any

existing batch, all the transactions will be transferred to the new Account

Number. If you specify a date for any batch in this window in the ‘Transfer

Transactions After’ field, the transactions of all the ‘old’ accounts in that

batch AFTER the specified date will be transferred to the new accounts

numbers and all the transactions UPTO the specified date will remain under

‘old’ account. For example, if the date specified is 01/01/2009, all

transactions from 01/02/2009 onwards will be transferred to the new

accounts. To transfer all the transactions from 01/01/2009 to the new

account, specify 12/31/2008 in the ‘Transfer Transactions After’ field. Even

if ‘delete originals’ check box is marked on the main Changer window,

accounts in this batch will not be deleted as transactions may exist for the old

accounts.

2. Date can be specified only from an open financial year.

3. All the un-posted transactions will transfer to new accounts irrespective of

the date.

4. Summary will not be adjusted during the Changer process if a date is

specified. Reconciling the financial information will update the summary

information. If you keep history information, reconcile current and all history

years (Microsoft Dynamics GP > Tools > Utilities > Financial > Reconcile,

check and select the appropriate year), else reconcile only the current year.

5. All the setup information will be changed to the new account. This feature

works on the assumption that user wants to change all the data and setup

information to new account except the data up to the specified date.

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6. Please note that this feature is available only for GP core modules. If you

have any third party products or modules/additional products outside the GP

dictionary (such as Project Accounting, Fixed Assets etc.), data in those

modules will not change to new account number if a date is specified while

running Changer. The data in third party modules will change if no date is

specified in the ‘Changer Batch Window’ as per the list of products/modules

supported by Changer. (please refer to Appendix D for list of products

supported by Changer)

Appendix A Changer for Microsoft Dynamics GP User’s Guide

50 Corporate Renaissance Group

Appendices

Appendix A

Changer Illustrations

The following step by step example provides a thorough understanding of the

Changer process. The example uses account, customer and vendor change

requests with normal and wildcard entries.

Assume “Fabrikam, Inc.”, the sample company provided with GP, requires the

following changes to their accounts.

Change

Account

From

Transfer To

Account

000-1220-00

000-1220-01

000-1220-02

000-1220-03

000-1220-04

000-1220-10

000-8020-00 000-8888-00

100-6100-00

100-6110-00

100-6120-00

100-6130-00

100-6140-00

100-6150-00

100-6160-00

100-6170-00

100-6180-00

100-6190-00

100-9900-00

100-9910-00

100-9920-00

100-9930-00

100-9940-00

100-9950-00

100-9960-00

100-9970-00

100-9980-00

100-9990-00

Changer for Microsoft Dynamics GP User’s Guide Appendix A

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In the first “change request”, Fabrikam, Inc, would like to consolidate its credit

card receivables into a single account. They also require interest expense

account numbers 000-8020-00 to be renumbered as 000-8888-00. Finally, all

Administration expenses need to be renumbered for accounting purposes.

Changer Procedures

1. Install Changer (see Chapter Installation for details).

2. To Start:

Launch Microsoft Dynamics GP.

Select Tools > Utilities > Company > Changer from the main

When the Changer Control window appears, position the cursor over

GL Changer in the Changer Process Description column.

The shape of the cursor will transform into a magnifying glass.

Click the mouse button.

3. Setup Change Requests

Setup the account change requests in GL Changer Maintenance

window.

The first entry is a consolidation of 5 GL accounts into a single

account.

The first entry is as follows:

Because the first seven positions of Credit Card Receivables are

identical, placing wildcards in the final two positions will allow all

Credit Card Receivable accounts to be merged into a single account.

Select Wild Fill to insert the “change request” into the table.

The second entry changes the account designation of interest

expense.

Enter the following to “change” the interest expense designation:

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52 Corporate Renaissance Group

Select Insert to input the “change request” to the table.

The third entry requires all Administration expenses to be

renumbered.

The following “change request” accomplishes this task:

In this “change request”, all accounts with ‘1’, ‘6’, and ‘1’ in

positions one, four, and five will be affected. Those account

numbers will be translated according to the notation denoted in

Transfer To [Mask] T. Positions four and five of the accounts

will be converted to ‘9’ and ‘9’, respectively.

4. Validation

Select “Invalid” from the Display panel to list any changes not yet

validated. Select Validate, or if the Transfer To account does not

already exist, select Create New Account otherwise select Don’t

Create New Account. All valid changes will be moved from the

Invalid Display list to the Valid Display list.

5. Mark Changes

Select Mark All to mark the changes for processing.

1. Assign Changes

Select Assign to assign all marked changes to a batch. Assign all

changes to one batch called TESTBATCH.

7. Activate Processing

Close the Maintenance Control Window to access the Main

Changer Control Window. To commence processing of GL

Changer, click on GL located at the top of the main Changer

Control Window. This will initiate GL Changer processing.

Changer for Microsoft Dynamics GP User’s Guide Appendix B

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Appendix B

Validation Rules

These rules specify the conditions, which should be met in order for a change

request to be considered valid.

If the accounts are being merged:

Both the ‘account changed from’ and the ‘account transferred to’ must:

a) exist

b) be the same account type

c) be the same posting type

If customers are being merged:

Both the ‘changed from’ and the ‘transferred to’ customers must:

a) exist

b) have the same Currency ID and Tax Schedule ID

c) have the same Balance Type

If vendors are being merged:

Both the ‘changed from’ and the ‘transferred to’ vendors must:

a) exist

b) have the same Currency ID and Tax Schedule ID

If items are being merged:

Both from and To item transferred to must:

a) be of same Quantity of Decimals.

b) be of same Currency of Decimals.

c) be of same Item Type.

d) be of same Valuation Method.

e) be of same U of M Schedule ID.

f) Not defined as kit or BOM.

g) Not assigned with serial numbers or lot numbers as tracking

option.

Please refer to the notes below if merging items.

Appendix B Changer for Microsoft Dynamics GP User’s Guide

54 Corporate Renaissance Group

Note:

1. On Purchase orders and Receiving entries, the notes attached to ‘From’

items will be lost if items that are being merged into, are in the same PO.

2. The price levels of ‘From’ items are not added to the existing price levels of ‘To’

items when items are being merged. If you wish to use the price levels of old

items after merging, please add these prices levels to ‘To’ items manually. These

items will still be validated and can be merged. This applies only to merging

items. If item is being changed to a brand new item, all the price levels will be

carried forward to the new item.

3. Items cannot be merged if manufacturing module is used.

If Employee IDs are being changed:

The Employee ID transferred to must be:

a) A new ID (i.e. should not exist in GP). The new Employee ID

will be created by Changer.

Changer for Microsoft Dynamics GP User’s Guide Appendix C

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Appendix C

Import GL Accounts for Mass Account Modification

1. Create a tab-delimited text file with the following three fields in the following

order:

Change Account - the original account in GP

Transfer To - the new account to be changed to

Account Index - the index for the original account*.

Example: GLBTIMP.TXT

column 2

column 3

column

100-100-000 100-100-123 121

All three fields should be in text format with Account Numbers with dashes (-) as

shown above.

*SmartList may also be used to get the account index.

A ‘Changer’ menu item will be available on the Main Changer Control window

when this window is open.

Select Changer > Changer Import from the menu. The Changer Import window

will open.

Select ‘GL’ as the Changer Module.

Select the Import file.

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56 Corporate Renaissance Group

Check the ‘Import file has column names in the first data row’ checkbox if the

file has a header row and click Import.

A message will be displayed after the import process is complete. If any records

are not imported, a message will be displayed to check reject.rjt file placed in the

same folder as the import file.

2. After importing the accounts, the GL Changer Maintenance window (on user’s

guide p.19) should be filled in with the accounts. Click the Validate button to

validate the imported accounts. The rest of the procedures can be read from

Chapter 3.

Import RM Customer ID for Mass Customer ID

Modification

1. Create a tab-delimited text file with the following two fields:

Change Customer - the original customer in GP

Transfer To - the new customer to be changed to

Example: RMBTIMP.TXT

column 2

column

AARONFIT0001 AARONFIT

Both fields should be in the above order.

A ‘Changer’ menu item will be available on the Main Changer Control window

when this window is open.

Select Changer > Changer Import from the menu. The Changer Import window

will open.

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Corporate Renaissance Group 57

Select ‘RM’ as the Changer Module.

Select the Import file.

Check the ‘Import file has column names in the first data row’ checkbox if the

file has a header row and click Import.

A message will be displayed after the import process is complete. If any records

are not imported, a message will be displayed to check reject.rjt file placed in the

same folder as the import file.

2. After importing the RM Customer ID’s, the RM Changer Maintenance window

should be filled with the customer IDs. Click the Validate button to validate the

imported customers. The rest of the procedures can be read from Chapter 3.

Import PM Vendor ID for Mass Vendor ID Modification

1. Create a tab-delimited text file with the following two fields:

Change Vendor - the original vendor in GP

Transfer To - the new vendor to be changed to

Example: PMBTIMP.TXT

column 2

column

ACETRAVE0001 ACETRAVEL

Both fields should be in a text format and in the above order.

A ‘Changer’ menu item will be available on the Main Changer Control window

when this window is open.

Select Changer > Changer Import from the menu. The Changer Import window

will open.

Appendix C Changer for Microsoft Dynamics GP User’s Guide

58 Corporate Renaissance Group

Select ‘PM’ as the Changer Module.

Select the Import file.

Check the ‘Import file has column names in the first data row’ checkbox if

the file has a header row and click Import.

A message will be displayed after the import process is complete. If any

records are not imported, a message will be displayed to check reject.rjt file

placed in the same folder as the import file.

After importing the PM Vendor ID’s, the PM Changer Maintenance window

should be filled with the vendor ID’s. Click the Validate button to validate the

imported vendors. The rest of the procedures can be read from Chapter 3.

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Import IV Item Numbers for Mass Item Number

Modification

1. Create a tab-delimited text file with the following two fields:

Change Item - the original Item in GP

Transfer To - the new Item to be changed to

Example: IVBTIMP.TXT

column 2

column

ACCS-CRD-12WH PHCORD0112

Both fields should be text fields in the above order.

A ‘Changer’ menu item will be available on the Main Changer Control window

when this window is open.

Select Changer > Changer Import from the menu. The Changer Import window

will open.

Select ‘IV’ as the Changer Module.

Select the Import file. Changer for Microsoft Dynamics GP User’s Guide

60 Corporate Renaissance Group

Select the Import file.

Check the ‘Import file has column names in the first data row’ checkbox if the

file has a header row and click Import.

A message will be displayed after the import process is complete. If any records

are not imported, a message will be displayed to check reject.rjt file placed in the

same folder as the import file.

2. After importing the IV Item Numbers, the IV Changer Maintenance window

should be filled with the item numbers. Click the Validate button to validate the

imported items. The rest of the procedures can be read from Chapter 3.

Import Payroll Employee ID for Mass Employee

ID Modification

1. Create a tab-delimited text file with the following two fields:

Change Employee - the original Employee in GP

Transfer To - the new Employee to be changed to

Example: PRBTIMP.TXT

column 2

column

ALVA001 AMARIA

Both fields should be text fields in the above order.

A ‘Changer’ menu item will be available on the Main Changer Control window

when this window is open.

Select Changer > Changer Import from the menu. The Changer Import window

will open.

Changer for Microsoft Dynamics GP User’s Guide Select the Import file.

Corporate Renaissance Group 61

Select ‘Payroll’ as the Changer Module.

Select the Import file.

Check the ‘Import file has column names in the first data row’ checkbox if the

file has a header row and click Import.

A message will be displayed after the import process is complete. If any records

are not imported, a message will be displayed to check reject.rjt file placed in the

same folder as the import file.

2. After importing the employees, the Payroll Changer Maintenance window should

be filled with the employee IDs. Click the Validate button to validate the imported

employees. The rest of the procedures can be read from Chapter 3.

Import Project Numbers for Mass Modification

1. Create a tab-delimited text file with the following two fields:

Change Project Number - the original Project Number in GP PA

Transfer To - the new Project number to be changed to

Both fields should be text fields in the above order.

A ‘Changer PA’ menu item will be available on the Main Changer PA Control

window.

Select Changer PA > Changer PA Import from this menu. The Changer PA

Import window will open.

Select the Import file. Changer for Microsoft Dynamics GP User’s Guide

62 Corporate Renaissance Group

Select ‘Project’ as the Module.

Select the Import file.

Check the ‘Import file has column names in the first data row’ checkbox if the

file has a header row and click Import.

A message will be displayed after the import process is complete. If any records

are not imported, a message will be displayed to check reject.rjt file placed in the

same folder as the import file.

After importing the project numbers, the Project Changer Maintenance window

should be filled with the project numbers. The rest of the procedures can be

read from Chapter 3.

Import Contract Numbers for Mass Modification

2. Create a tab-delimited text file with the following two fields:

Change Contract Number - the original Contract Number in GP PA

Transfer To - the new Contract number to be changed to

Both fields should be text fields in the above order.

A ‘Changer PA’ menu item will be available when the Main Changer PA Control

window is open.

Select Changer PA > Changer PA Import from this menu. The Changer PA

Import window will open.

Changer for Microsoft Dynamics GP User’s Guide Select the Import file.

Corporate Renaissance Group 63

Select ‘Contract’ as the Module.

Select the Import file.

Check the ‘Import file has column names in the first data row’ checkbox if the

file has a header row and click Import.

A message will be displayed after the import process is complete. If any records

are not imported, a message will be displayed to check reject.rjt file placed in the

same folder as the import file.

After importing the contract numbers, the Contract Changer Maintenance

window should be filled with the contract numbers. The rest of the procedures

can be read from Chapter 3.

Appendix D Changer for Microsoft Dynamics GP User’s Guide

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Appendix D

Third party products and GP non-core modules

(additional products) updated by Changer:

1. Fixed Assets

2. Project Accounting

If Personal Data Keeper is installed, you may need to re-setup PDK on machines working

offline.

3. Collections Management

4. EFT for Receivables Management

5. EFT for Payables Management

6. Safe Pay

7. Electronic Reconcile

8. Cash Flow Management

9. Human Resources

10. Revenue Expense Deferral

11. MICR (by Mekorma)

12. Canadian Payroll

13. Service Advantage (Field Service)

14. Manufacturing (Items cannot be merged if using Manufacturing module)

15. PO Enhancements

16. Billing Series (by Encore Business Solutions)

17. Project Tracking (by Encore Business Solutions)

18. Tax Distribution (Formerly referred to as GST/PST Distribution by Encore Business

Solutions)

19. Interfund

• Changer does not check segment IDs in the setup of Interfund. Only account

numbers in the setup will be changed. The account number may no longer match

the segment ID and will have to be updated manually.

20. Encumbrance Management

21. Electronic Bankrec (by Encore Business Solutions)

22. Enhanced Commitment Management

23. Control Account Management

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Corporate Renaissance Group 65

• Changer does not check segment IDs in the setup of Control Account

Management. Only account numbers in the setup will be changed. The account

number may no longer match the segment ID and will have to be updated

manually.

24. Enhanced Customer Statements (by Encore Business Solutions)

25. Wennsoft (Job Cost and Service Management)

26. Wennsoft (Equipment Series)

27. Cashbook (Bank Management)

28. Integrity Data (HRMSS)

29. Analytical Accounting

30. Grant Management

31. Payment Document Management

32. ML Checks

33. VAT Daybook

34. Dynamics Online Services

35. Extender

36. Horizons Manufacturing Module (HMS)

37. Project Cost (Olympic Systems) (GL Changer only)

38. Diamond Software (GL Changer only)

39. Binary Stream Multi-Entity Management

If you are using any of these modules, Changer should be processed from a workstation that has

all of these products/modules installed. Make sure that the latest service packs for these

products/modules are installed.

Appendix E Changer for Microsoft Dynamics GP User’s Guide

66 Corporate Renaissance Group

Appendix E

Minimum Hardware and Operating System

Requirements for Microsoft Dynamics GP:

Although the minimum requirements are provided here, we strongly recommend

referring to the Microsoft installation documentation to install Microsoft Dynamics

Client Requirements:

Operating System One of the following:

• Windows Vista Business,

Ultimate or Enterprise (32-bit

and 64-bit)

• Windows XP Professional (32-

bit only)

Processor Intel Pentium IV 2.4 gigahertz (GHz) or

higher

Available Hard Disk Space 800 megabytes (MB) or more on the

system root

Minimum Available RAM 512 MB (1 gigabyte (GB)

recommended)

Network card 100-MB Ethernet Full Duplex or 1-GB

Ethernet

Microsoft Office

(required for the

Outlook area to display on the

Microsoft Dynamics GP home page)

One of the following:

• 2007 Microsoft Office System

• Office 2003

• Office XP

Microsoft Internet Explorer Internet Explorer 7 or 6 SP1

Adobe Adobe 8.0, 7.0, or 6.0

Server Requirements:

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Microsoft Dynamics GP server requirements depend on customer profile. Below

are the customer profiles and minimum requirements for each profile as per the

documentation provided by Microsoft.

(Although the minimum requirements are provided here, we strongly recommend

referring to the Microsoft installation documentation to install Microsoft Dynamics

GP)

Customer profile 1

The following profile applies if you:

• Use only Financial Series modules

• Have 0-20 concurrent users

• Use Report Writer, Crystal Reports or FRx

• Process fewer than 100 transactions a day

• Import very little data

• Have a dedicated server with SQL Server only

Operating System One of the following:

• Microsoft Windows Server 2003 Standard

Edition SP2, R2 Standard Edition SP2, x64

Standard Edition SP2, or R2 x64 Standard

Edition SP2

• Windows Small Business Server 2003 Premium

Edition SP2 or R2 Premium Edition SP2

• Windows Small Business Server 2003 Standard

Edition SP2 or R2 Standard Edition SP2

Processor One dual-core or two single-core

RAM 1 GB or greater

Network card 100-MB Ethernet Full Duplex or 1-GB Ethernet

Disk configuration Minimum: RAID 5 for operating system,

applications, and SQL database log and data files

Customer profile 2

The following profile applies if you:

Appendix E Changer for Microsoft Dynamics GP User’s Guide

68 Corporate Renaissance Group

 Use Financial Series modules

 Use Distribution Series modules moderately

 Use Field Service Series modules

 Use Manufacturing Series or Project Series modules moderately

 Have 20-60 concurrent users

 Use Terminal Services

 Use Report Writer, Crystal Reports, or FRx

 Perform some online analytical processing (OLAP) cube generation

 Use an import routine/eConnect/Integration Manager

 Process 1,000–4,000 transactions a day originating in Sales (Sales Order

Processing and/or Receivables Management), Payables Management, or

General Ledger

 Have a dedicated server with SQL Server only

Operating system One of the following:

♦ Windows Server 2003 x64 Enterprise Edition SP2, R2 x64

Enterprise Editon SP2, x64 Standard Edition SP2, or R2

x64 Standard Edition SP2

♦ Windows Server 2003 Enterprise Edition SP2, R2

Enterprise Edition SP2, Standard Edition SP2, or R2

Standard Edition SP2

Processor One dual-core or two single-core

Disk configuration RAID 1 for operating system and applications (two disks)

RAID 1 for SQL database log files (two disks)

RAID 5 (four disk minimum) or RAID 10 (eight disk

minimum) for SQL data files

RAID 1 for TempDB (two disks)—optional, but recommended

RAID 0 for SQL backups (full disk volume and log) (two disks)

RAM 4 GB or more

Network card 100-MB Ethernet Full Duplex or 1-GB Ethernet

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Corporate Renaissance Group 69

Customer profile 3

The following profile applies if you:

♦ Use Financial Series and Distribution Series modules extensively

♦ Use Field Service Series, Manufacturing Series, and Project Series

modules extensively

♦ Have 60-100 concurrent users

♦ Use Terminal Services

♦ Use Report Writer, Crystal Reports, or FRx extensively

♦ Use an import routine -- such as eConnect – extensively

♦ Process more than 4,000 transactions a day originating in Sales (Sales

Order Processing and/or Receivables Management), Payables

Management, or General Ledger

♦ Perform OLAP cube generation to a different machine

♦ Have a dedicated server with SQL Server only

Operating system One of the following:

♦ Windows Server 2003 x64 Enterprise Edition

SP2, R2 x64 Enterprise Edition SP2, x64

Standard Edition SP2, or R2 x64 Standard

Edition SP2

♦ Windows Server 2003 Enterprise Edition SP2

or R2 Enterprise Edition SP2

Processor Two dual-core or four single-core

Disk configuration

♦ RAID 1 for operating system and applications

(two disks)

♦ RAID 1 for SQL database log files (four disks)

♦ RAID 10 for data files (eight disk minimum)

♦ RAID 1 for TempDB (four disks)

♦ RAID 0 for SQL backups (full disk volume

and log) (two disks)

RAM 8 GB or more

Appendix E Changer for Microsoft Dynamics GP User’s Guide

70 Corporate Renaissance Group

Network card 1-GB Ethernet