How to upgrade Collections Management on the same Microsoft Dynamics GP® Product

Scenario:

A

An upgrade of Collections Management is needed on the same Microsoft Dynamics GP Product, i.e.:

• Collections Management is already installed on Microsoft Dynamics GP® YYYY and needs to be upgraded on Microsoft Dynamics GP® YYYY* 

or

• Collections Management is already installed on Microsoft Dynamics GP® 2015 and needs to Microsoft Dynamics GP® 2015

or

• Collections Management is already installed on Microsoft Dynamics GP® 2016 and needs to Microsoft Dynamics GP® 2016

*=Year

 Steps:

Step 1

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

Step 2

Next, download the latest version of Collections Management 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, —> go to the Sales pane —> Utilities —> Collection Installation and Registration, and then:

a. Select all company Databases needed to be upgraded.

b. Click Create / Upgrade the tables (if you are on the OEM Build of Collections, you will be prompted to remove Collections from the Dynutils, Click Yes)

c. Enter your registration keys and expiration date (You will be able to access your registration keys by clicking on the” Get Registration info button” shown below or retrieving them at the following website http://papayments.cloudapp.net/gen/)

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

#

These steps 2 and 3 will need to be completed on the Server and Client Workstations where Collections Management is installed.