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dynamiczip:faq:upgrade_instructions [2016/04/13 16:42] connidynamiczip:faq:upgrade_instructions [2021/03/29 20:28] (current) chuck
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 **NOTE:** Settings and options from a previous build are retained, unless they are not compatible with the new build.  **NOTE:** Settings and options from a previous build are retained, unless they are not compatible with the new build. 
   - Before installing DynamicZip, we recommend that you make a complete backup of your accounting system.      - Before installing DynamicZip, we recommend that you make a complete backup of your accounting system.   
-  - [[dynamiczip:faq:new_install_instructions|Install DynamicZip.]]+  - [[dynamiczip:faq:new_install_instructions|Install the new version of DynamicZip.]] 
 +  - Launch Dynamics GP as administrator and include new code. 
 +  - [[dynamiczip:windows:dz_table_status_window|Convert DynamicZip tables to the new version.]]((Not required for Minor Updates.)) 
 +  - Enter your new [[dynamiczip:windows:dz_registration_window|DynamicZip registration keys]].((Not required for Minor Updates.))
   - Check the [[dynamiczip:windows:DynamicZip Setup window]] to configure any settings that have changed or been added.    - Check the [[dynamiczip:windows:DynamicZip Setup window]] to configure any settings that have changed or been added. 
-  - Check the [[dynamiczip:windows:DZ State Setup window]] to configure any settings that have changed or been added. +  - Complete the [[dynamiczip:faq:rate_and_boundary_import_checklist|Rate & Boundary Import Checklist]] to update the Tax Schedule IDs and Tax Detail IDs to the latest format, as well as update your customer address records to match.((Not required for Minor Updates.))
-  - Complete the [[dynamiczip:faq:rate_and_boundary_import_checklist|Rate & Boundary Import Checklist]] to update the Tax Schedule IDs and Tax Detail IDs to the latest format, as well as update your customer address records to match. **IMPORTANT:** This step is __required__ because the format of existing tax detail IDs and tax schedule IDs may become invalid after the upgrade. Additionally, the [[dynamiczip:features:import:rate_and_boundary_import|rate & boundary import]] may have been improved to better handle complex jurisdictions. Please see [[dynamiczip:faq:Tax Schedule Format Change|Tax Schedule Format Change]] for more information. **NOTE:** Upgrading to a new [[dynamiczip:faq:Service Pack Faq|service pack]] within the same build number should not require this step.+
   - Review all of the [[dynamiczip:install:mods:modifications|Modifications]] from your previous build up to your current build installed. There may be additional steps specific to the builds you are upgrading from and to.   - Review all of the [[dynamiczip:install:mods:modifications|Modifications]] from your previous build up to your current build installed. There may be additional steps specific to the builds you are upgrading from and to.
  
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 [[dynamiczip:Checklists]] \\  [[dynamiczip:Checklists]] \\ 
-[[dynamiczip:faq:Frequently Asked Questions]] \\ +[[dynamiczip:faq:Frequently Asked Questions|FAQ]] \\  
-[[dynamiczip:faq:new_install_instructions|Installation & Setup]]+[[dynamiczip:faq:new_install_instructions|Installation & Setup]] \\ 
 +[[dynamiczip:faq:service_pack_faq|Minor Updates]]
    
  
dynamiczip/faq/upgrade_instructions.1460565757.txt.gz · Last modified: 2016/04/13 16:42 by conni

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