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dynamiczip:faq:upgrade_instructions [2016/07/15 19:37] chuckdynamiczip:faq:upgrade_instructions [2021/03/29 20:28] (current) chuck
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   - 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 the new version of 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.))   - [[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.))   - 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. 
-  - 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.+  - 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.))
   - 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:service_pack_faq|Minor Updates]]
    
  
dynamiczip/faq/upgrade_instructions.1468611457.txt.gz · Last modified: 2016/07/15 19:37 by chuck

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