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How do I upgrade GP 2015 from a previous version of GP?

Overview

You want to know how to upgrade to GP 2015 from a previous version of GP, where Avalara AvaTax was also installed.

Environment

Microsoft Dynamics GP

Resolution

  • Download software for Avalara Avatax for GP 2015
  • Ensure you have your AvaTax Credentials (Account Number, License Key, URL) before proceeding
  • A SQL backup is highly recommended before proceeding to protect against accidental deletion of data.
  • Log in to GP as SA
  • Take note of your AvaTax configuration settings:
    • Go to Tools > Setup > System > AvaTax > Setup
    • You will need to reproduce these settings in your new GP version
  • Remove the Avalara tables and stored procedures
    • Go to Dynamics GP > Maintenance > SQL 
    • Select the Dynamics database > Select Avatax in product > Highlight all tables on the left > Check the boxes for Drop Tables and Drop AutoProcedures > click Process
    • Repeat for each company database, making note of settings for each company
  • Exit GP
  • Go to Control Panel > Programs and Features
  • Uninstall Avalara AvaTax for GP (old version)
  • Proceed with the installation instructions below as if this was a fresh installation of Avatax

 

Note:  These instructions should only be followed by a qualified GP administrator. Failure to follow the directions properly could result in lost data in SQL. A SQL backup is highly recommended before proceeding to protect against accidental deletion of data.

 

Avatax for GP Install guide