Rose Business Solutions Dynamics GP

After setting up a new location for a company I had to input several settings in Dynamics. Thought I’d list them off below so I don’t forget what needs to be done in the future.

1. Copy GL accounts to include new location. Used Mass Modify under Cards>>financial>>mass mass modify
2. Add Customer Class ID for new location
3. Add new site and linked new location to inventory account
4. Setup new tax detail and tax schedule
5. Add location to tree in FRx
6. Add new logo to invoice and PO for new location
7. Add items to site for SOP

Anything I forget to do?

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