Setup

Install

Before installing Paid Transaction Reversals, please ensure that there are no users logged into Microsoft Dynamics GP as this could adversely affect the installation process. This process will need to be completed on all workstations on which Microsoft Dynamics GP is installed. However, if Microsoft Dynamics GP is run from a network (DYNAMICS.dic is installed in a network location), you only need to install to that location.

1. Launch the install application which will have been provided to you.
2. Follow the on-screen instructions to complete the install. The install will confirm the location of Microsoft Dynamics GP and will install the Paid Transaction Reversals chunk file into this directory.
3. Once the install has completed, run Microsoft Dynamics GP to load the chunk file.
   
   

Setup

Form security changes, additions to the menu structure, and any necessary file upgrades are not made during the previous application install process. Use the Install window to complete these tasks automatically by following the steps below. See Appendix A for information on which forms and menus will be affected.

1. Make sure that no other users are logged into the system.
2. Start Microsoft Dynamics GP – if you log in using the ‘sa’ user, the install window will automatically be added to your shortcuts (go to step 7). You must login as ‘sa’ to install when using Microsoft Dynamics GP on a SQL database.
3. Open the ‘Shortcut Bar’ and select Add. Then select Other Window.
4. Enter Paid Transaction Reversals Install into the Name field and then expand the Paid Transaction Reversals folder in the Available Windows list.
5. Expand the Company folder. Then find and select the Install Paid Transaction Reversals window in the list and push the Add button.
6. Click on the Done button to close the Add Shortcut window.
7. Select Paid Transaction Reversals Install from the Shortcut Bar. A window showing all the companies will appear, as illustrated below.
   
   
   
   
8. To register Paid Transaction Reversals, enter your Registration Keys in the fields provided (You will have received these Registration Keys with your purchase of Paid Transaction Reversals). This is required to enable use of Paid Transaction Reversals in companies other than the sample company, ‘Fabrikam, Inc.’.
   
   Note: The registration keys may have a built-in expiry date. This information is displayed at the bottom of the window (to the left of the Install button).
   
   
9. Click on the Register Button, you will receive a message indicating that the Registration was successful.
10. Use the Mark/Unmark, Mark All and Unmark All buttons to mark all the companies to install Paid Transaction Reversals to. Finally, push the Install button.