How to install and deploy Collections Management

Step 1

Make a Backup of your Microsoft Dynamics GP Folder, your Dynamics and Company Database for safe keeping.

Step 2

Download the latest version of Collections from our website:

DOWNLOAD COLLECTIONS MANAGEMENT

Unzip it and run the setup file. Enter the location of the GP folder you would like to install Collections Management into or click “Browse...” to navigate to your GP folder. The release note will include the compatibility information of Collections Management and Microsoft Dynamics GP®.

Step 3

While other users are logged out of GP, Launch GP as user 'sa', and then go to Sales pane —> Utilities —> Collection Installation and Registration, and then

    A. Click Create / Upgrade tables (if you are on the OEM Build of Collections, you will be prompted to  

         remove Collections from the Dynutils, Click Yes)

    B. Enter your registration keys and expiration date (You will be able to access your registration keys by    

        clicking on the” Get Registration info button” or retrieving them at the following website   

        http://papayments.cloudapp.net/gen/)

    C. Click on Install stored procedures, and Create / update SmartLists.

Step 4

Access the Collections Setup window (Microsoft Dynamics GP > Tools > Sales > Collections Setup and ensure that the following options are selected under note option: “ Save note revision History and Write Selected Invoices to note)> Click OK

Step 5

If a third party application is used to generate invoices, please ensure to select the invoice folder where the invoices are generated. More information on this step is available on this blog post below.

http://blog.profad.com/collections-management/how-to-set-up-collections-management-to-email-third-party-invoices-in-just-two-steps/

Step 6

Load the Collections Sample Data (Microsoft Dynamics GP > Tools > Sales > Collections Sample Data > Check the following checkboxes (Actions, Letters, Text Letters and Word Letters) > select a path where the word letters will be stored to (for example C:\Program Files (x86) \Microsoft Dynamics\GP2013 or GP 2015 or GP2016\Data\Letters\Collection) > Check the Plans Checkbox > Click Process

Step 7

Select a Default Printer in the Collections Local Setup Window (Microsoft Dynamics GP > Tools > Sales > Collections Local Setup > in the Icon in the Fax Printer Field, select a Default Printer)

Step 8

Associate the Collector or Collector Manager with a Collector ID, by going to (Microsoft Dynamics GP > Tools > Sales > Collectors > Enter the Collector information including their Collector ID > Check the Collections Management Checkbox under Collector Access > in the USER ID field, select the Microsoft Dynamics GP User ID pertaining to the Collector > Click Save.

*Once installed on the Server, these Steps 2 & 3 will also need to be completed on the Client Workstation(s) having Microsoft Dynamics GP installed. This will ensure that the installation of Collections Management on the Server and the Client Workstations has been completed, and it will also ensure that the Version/ Build of Collections Management on the server is the same as the Version/ Build of Collections Management on the Client workstations.*

*If Microsoft Dynamics GP is only installed on a Server that all users access to run Microsoft Dynamics GP, the installation steps will only need to be completed on the Microsoft Dynamics GP Server.*