How to add a new Microsoft Dynamics GP company so that it will be recognized by Requisition Management in Business Portal 3.0 for Microsoft Dynamics GP 9.0


INTRODUCTION



This article describes how to add a new Microsoft Dynamics GP company so that it will be recognized by Requisition Management in Business Portal 3.0 for Microsoft Dynamics GP 9.0.

More Information


  1. Start Microsoft Dynamics GP Utilities, and then add a new company to Microsoft Dynamics GP.
  2. Close Microsoft Dynamics GP Utilities.
  3. Grant company access to the appropriate users. To do this, follow these steps:
    1. Start Microsoft Dynamics GP.
    2. On the Tools menu, point to Setup, point to System, and then click User Access.
    3. In the Users list, click to select a user ID.
    4. In the Company Name list, click to select the Access check box for a company.
    5. Click OK.
  4. Have all users log off from Business Portal.
  5. Add the company to Business Portal. To do this, follow these steps:
    1. Click Start, click Control Panel, and then double-click Add or Remove Programs.
    2. In the Currently installed programs list, select Microsoft Business Portal, and then click Change.
    3. Click SQL Configuration, click Next, and then click Install.
    4. Click Finish.
  6. In Business Portal, add the appropriate users to the Requisition Management user roles. To do this, follow these steps:
    1. Click Site Settings, click User and Permissions, and then click Manage Business Portal Users.
    2. In the User list, click the user.
    3. Click the Roles tab, and then click Modify.
    4. In the Name list, click to select the check box for the role that you want to assign to the user.
    5. Click OK.
  7. Set up Requisition Management for the new company. To do this, follow these steps:
    1. Click Site Settings, click Application Settings, click Requisitions, and then click Company Setup.
    2. In the Company Setup list, click the company ID, and then click Modify.