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passing packages forms from gp versions

Posted on 2013-06-19
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Last Modified: 2013-06-29
we have upgrade from gp  9 to gp 10 and needed some guidance in vba package upgrade to the new version.
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Question by:rayluvs
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Author Comment

by:rayluvs
ID: 39259631
please note that what we are testing is: for FORMS (in gp9 exports forms and in gp10 import forms), for REPORTS (open gp10, goto report writer, locate gp9 report.dic and import reports forms).

If we are missing some thing or any observations, please advice.
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Steve Endow earned 500 total points
ID: 39261388
Hi,

I have found that transferring modified forms and reports using package files works very well for GP upgrades.

I recommend using the package files to upgrade  both forms and reports.  Based on some problems I have had upgrading dictionaries, I do not recommend trying to use the GP forms/reports upgrade features.

Packages should work just fine.

Occasionally, there is a form or report that was heavily modified as part of a GP upgrade, in which case customizations cannot be imported.  In those rare cases, you would need to recreate the customizations in the new version.  Such forms and reports are usually clearly documented in the GP upgrade documentation.

Please let me know if this answers your question or if you need any additional information.

Thanks,

Steve Endow
Dynamics GP Certified Trainer
Dynamics GP Certified IT Professional
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Author Comment

by:rayluvs
ID: 39263866
Thank you very much!

So which worked for you best: exporting/importing forms via Customization Management or Reportes Writer Import button (we know that VBA forms do not import via this option)

Please advice.
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Expert Comment

by:Steve Endow
ID: 39263907
Hi,

I have only used the Customization Maintenance window.  Honestly, I didn't even know that packages could be imported directly into Report Writer.

Importing with the Customization Maintenance window will work fine and should be the only window you need to work with for packages.

Thanks,

Steve Endow
Dynamics GP Certified Trainer
Dynamics GP Certified IT Professional
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Author Comment

by:rayluvs
ID: 39264006
We did find that and some VBA imported has some issues (we working on that).

We would like to know if there is any documentation, link or any official Microsoft Dynamics GP docs that provide proper steps to migrate the forms (windows & reports).
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LVL 18

Expert Comment

by:Steve Endow
ID: 39264470
Hi,

The Dynamics GP Upgrade Guide (attached) has some instructions for migrating modified forms and reports, but it discusses using the "Update modified forms and reports" option within GP Utilities.

The one time I used that technique it didn't work and the update failed, so I used packages instead, which have always worked fine.

Thanks,

Steve Endow
Dynamics GP Certified Trainer
Dynamics GP Certified IT Professional
Upgrade.pdf
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Author Comment

by:rayluvs
ID: 39265816
Thank you very much.  We check it.
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Author Comment

by:rayluvs
ID: 39265951
Just downloaded the PDF, seems to be foe GP 2010, we GP 10; ok to use it as reference to our need?
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Assisted Solution

by:Steve Endow
Steve Endow earned 500 total points
ID: 39266029
Hi,

Sorry about that.  Attached is an old copy of the GP 10 upgrade guide.

See page 18 for reports that will not upgrade, and page 45 for the dictionary upgrade process.

Thanks,

Steve Endow
Dynamics GP Certified Trainer
Dynamics GP Certified IT Professional
2009-06-16-GP-10-Upgrade-Updates.pdf
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Author Comment

by:rayluvs
ID: 39267041
Ok thanx
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Author Comment

by:rayluvs
ID: 39287319
We are working on this and it will take some time so we will close the question with your answer.

Again thanx
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Author Closing Comment

by:rayluvs
ID: 39287321
Thanx
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Is Your Active Directory as Secure as You Think?

More than 75% of all records are compromised because of the loss or theft of a privileged credential. Experts have been exploring Active Directory infrastructure to identify key threats and establish best practices for keeping data safe. Attend this month’s webinar to learn more.

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