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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Upgrading Forms and Re...
Finance | Project Operations, Human Resources, ...
Answered

Upgrading Forms and Reports with GP Utils

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Posted on by Pablito 225

I am testing the upgrade from 2015 R2 to 2018 R2. I have installed the 2018 client on the same machine as the existing 2015 client. When I first ran GP Utils the DB upgrade went through fine enough and I arrived at the Additional Tasks window. I picked the "Update modified forms and reports", hit Process. The launch file selected was for the 2018 instance of GP. I then selected the products I wanted and hit Update. Once done, I was expecting that all artifacts from the 2015 Customization Maintenance window (for the selected products of course) would have been transfered/imported. However, I note that VBA code and related items (user forms, references) have not been brought in.

Have I misunderstood the purpose of the tool? Was I meant to Export/Import using Customization Maintenance and then run GP Utils to upgrade fields as needed?

On a side note, I run into an error when updating Project Accounting, but I'll wait to confirm that I have the basic process right first.

Categories:
Microsoft Dynamics GP
  • Richard Wheeler Profile Picture
    Richard Wheeler 75,848 Moderator on at
    RE: Upgrading Forms and Reports with GP Utils

    Using export/import will work as long as the version of GP is not changing. If fields get changed or equations change between versions they will not be brought forward using only export/import. That is the job of GP Utilities.

  • Pablito Profile Picture
    Pablito 225 on at
    RE: Upgrading Forms and Reports with GP Utils

    Thanks Richard! To clarify, I meant that after importing to GP2018 I thought I'd then run GP Utils. Anyway, I ran it as you suggested and Utils appeared to do its thing correctly and completed successfully for the most part (I got the same error for one Project Accounting report as I mentioned earlier).

    While looking to resolve the problematic report, I happened to come across Derek's post on the Support and Services Blog which provides the Export/Import method as an alternative to GP Utils (option A in the second half of the article). Curious, I reverted back by removing the modification DIC files in GP2018/Data (as well as the VBA files in GP2018), made a correction to the package file with the problematic report and Imported all the Packages. I then ran GP Utils and it reported that the dictionaries were already updated. In short, it looks like both methods are equivalent.

    We still have to finish testing our changes, but thanks again for taking the time to help!

    Paul

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,848 Moderator on at
    RE: Upgrading Forms and Reports with GP Utils

    Exporting and importing would not have the same result as that does not upgrade anything. The forms and reports need to go through the upgrade process.

  • Pablito Profile Picture
    Pablito 225 on at
    RE: Upgrading Forms and Reports with GP Utils

    No, I can't say I did, but it sounds like the answer to my question then is Yes. An export from 2015 followed by an import to 2018 before running GP Utils should have the same result right? Well, at least for the main product dictionaries. I expect all the dictionaries in the Data folder or importing equivalent package files are necessary before GP Utils.

  • Verified answer
    Richard Wheeler Profile Picture
    Richard Wheeler 75,848 Moderator on at
    RE: Upgrading Forms and Reports with GP Utils

    Did you copy the GP 2015 REPORTS.DIC and FORMS.DIC file from you GP 2015 Data subfolder and put them into your GP 2018 Data subfolder before launching GP 2018 Utilities? Did you also point back to your GP 2015 DYNAMICS.DIC file during the upgrade process?

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