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Business Portal guides [GP 2010]

You can download the following documents, which contain information about Business Portal for Microsoft Dynamics GP 2010. The documents are in PDF format. To view the PDF file, you will need a PDF reader, such as the free Adobe Reader.

NoteNote

Except for the Administrator's Guide, the following documents also apply to Business Portal for Microsoft Dynamics GP 2013.

You can also find this list of documents on the Microsoft Download Center.

Document

Description

Administrator's Guide (Release 5.0) 
–or–
 Administrator's Guide (Release 5.1)

Includes information for administrators who set up and provide access to Business Portal, manage its daily use, create back office queries, and generate reports. This document also describes the Business Data Catalog and includes reference information about users and roles.

Use the document that is appropriate for your implementation:

  • Release 5.0 – Business Portal is on a web server that is running either Microsoft Windows SharePoint Services or Microsoft Office SharePoint Server.

  • Release 5.1 – Business Portal is on a web server that is running either Windows SharePoint Foundation or Microsoft SharePoint Server 2010.

Benefit Self Service User's Guide

Describes how both employees and human resources administrators can use Benefit Self Service to view and administer benefit information by using Business Portal.

Common KPIs Guide

Explains how to create common key performance indicators (KPIs), such as the current ratio and gross profit margin.

Field Service Suite

Explains how to set up and use Field Service Suite, which you can use to view, modify, and create service calls and return merchandise authorizations by using Business Portal.

Human Resources Management Self Service Suite Administrator's Guide

Explains how to set up and maintain Employee Profile, Employee Pay, Time and Attendance, Skills and Training, and Recruitment. This document also describes how to set up workflow to route and approve documents.

Human Resources Management Self Service Suite Canadian Release

Explains how the Canadian version of Human Resources Management Self Service Suite differs from the U.S. version. This includes system requirements.

Human Resources Management Self Service Suite User's Guide

Describes how employees and managers can use the applications in the Human Resources Management Self Service Suite to update personal information, enter timecards, view paychecks, submit vacation requests, and complete other self-service tasks.

Key Performance Indicators (Release 5.0) 
–or–
 Key Performance Indicators (Release 5.1)

Explains how to set up the Key Performance Indicators application. This includes information about sample KPIs and the Executive Center site. This document also describes how to create and administer KPIs and display them to Business Portal users.

Use the document that is appropriate for your implementation:

  • Release 5.0 – Business Portal is on a web server that is running either Windows SharePoint Services or Office SharePoint Server.

  • Release 5.1 – Business Portal is on a web server that is running either Windows SharePoint Foundation or SharePoint Server 2010.

Order Management Administrator's Guide

Explains how to set up Order Management in an intranet or extranet environment. This document also explains how to set up Microsoft Dynamics GP and Catalog Maintenance for use with Order Management.

Project Time and Expense Administrator's Guide

Explains how to set up and maintain Project Time and Expense, a web-based time and expense tracking tool that integrates with Personal Data Keeper.

Project Time and Expense User's Guide

Describes how to enter and approve timesheets and expense reports, and view project-related information.

Requisition Management Administrator's Guide

Explains how to set up and administer Requisition Management, which employees can use to create, approve, and modify purchase requests in Business Portal.

Requisition Management User's Guide

Explains how to use Requisition Management to create and approve purchase requests by using Business Portal, and then convert them to purchase orders in Microsoft Dynamics GP.

User's Guide (Release 5.0) 
–or–
 User's Guide (Release 5.1)

Explains concepts and helps users complete day-to-day tasks in Business Portal. This document also includes information about queries and how to access the back office.

Use the document that is appropriate for your implementation:

  • Release 5.0 – Business Portal is on a web server that is running either Windows SharePoint Services or Office SharePoint Server.

  • Release 5.1 – Business Portal is on a web server that is running either Windows SharePoint Foundation or SharePoint Server 2010.

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