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Chapter 3. Planning – Dynamics GP System
Now that you have put together your business requirements, you should plan out the details of your Dynamics GP system. In this chapter, we will go over the second implementation planning phase and focus on the following topics:
- How many companies to set up in Dynamics GP
- Integration with other systems
- General Ledger account framework and account format
- Numbering schemes for master records
- Fiscal year and period setup
- Users and security planning
- Sales and purchase tax setup
- Additional setup considerations including shipping methods, payment terms, credit cards, posting setup, and multicurrency