New Company set up in GP...how to put in tools?

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My company uses Microsoft Dynamics GP 2013. We are launching a new franchise, so we made a new company in the system. However, I am unable to put in invoices, generate reports, etc. I do not know how to set it up, and there is no options on the screen available. I also need to make distribution codes for each account that we have. I would like step by step instructions on how to set up everything from scratch in the new company. For reference, here is what my screen looks like right now:

Screen-Shot-2017_2D00_08_2D00_07-at-12.38.45-PM.png

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L Vail 65,271 on at

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RE: New Company set up in GP...how to put in tools?

Hi,

Something else you might try if you already have a company with the setups you want to replicate in the new company is to use the PSTL tools 'Copy Company' tool. It will copy as much of the setup information as you want and is an easier way to get up and running.

Kind regards,

Leslie
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Beat Bucher GP Gee... 28,058 Moderator on at

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RE: New Company set up in GP...how to put in tools?

There is lot more involved when setting up a new GP company than just creating it with the GP Utilities tool.. like Mick said, bring in some experienced consultant or partner that will help you setup properly your company (security, account framework, module config & setup, etc..)
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Mick Egan 3,561 on at

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RE: New Company set up in GP...how to put in tools?

Microsoft Dynamics GP >> Tools >> Setup>> Setup Checklist, has a complete guide.

I suggest you should use assistance from experienced consultants or internal resources that can assist.

Mick