1 Where can I access the Collections Management Installation and Registration Window? 2 I am logged into GP, but I am unable to view/access the

Transcription

1 1 Where can I access the Collections Management Installation and Registration Window? 2 I am logged into GP, but I am unable to view/access the Collections Management Installation and Registration Window, why? What permissions do I need to view this window? 3 Do I need a registration key for my Company Fabrikam with the following site name: Two, Inc.? 4 Where can I access my Collections Management registration keys? 5 What information do I need to retrieve my Collections Management Registration Keys via the registration portal? 6 Will my registration keys from one GP Version work on a different GP Version? 7 Do all users need to be out of the system when entering Collections Management registration keys? 8 Are Collections Management Registration keys based on the number of GP Users? 9 Where can I find my current Collections Management registration keys expiration date? 10 Can I use my registration keys in more than one company database? 11 Is there a process to have my Collections Management Registration keys updated automatically? 12 How can I manually enter my Collections Management Registration Keys and expiration date? 13 I received the following error message after clicking on the Get Registration Info Button. Professional Advantage registration service has encountered an other error. What should I do? 14 As a Microsoft Dynamics GP Partner(VAR), where can I get my Microsoft Dynamics GP Partner s Collections Management Registration Keys? 15 When launching GP, I received the following message: Your keys have expired. You can continue to use Collections Management but you may experience SQL errors What should I do? 16 Following an upgrade or an installation of Collections Management, after clicking on Create/ Upgrade Tables And "Get Registration Info' or manually entering the Collections Management registration key and expiration date, the following occurs: The Install Stored Procedure Button remains Grayed Out and/or The Registration Key and Expiration Date are not saved as expected, what should I do? 17 My Registration keys and expiration date are valid, but I am getting a message stating that the keys are invalid. What should I do?

2 1 Where can I access the Collections Management Installation and Registration Window? Logged into Microsoft Dynamics GP, the Collections Management Installation and Registration window can be accessed by going to: Microsoft Dynamics GP Tools Utilities Sales Collection Installation and Registration Or Sales pane Utilities Collection Installation and Registration 2 I am logged into GP, but I am unable to view/access the Collections Management Installation and Registration Window, why? What permissions do I need to view this window? Based on your user permissions setting, you may not be able to view the Collections Management Installation and Registration window. To access this window, you will need to be one of the following users: sa dynsa user assigned the Power User role user assigned the Collections Manager Role 3 Do I need a registration key for my Company Fabrikam with the following site name: Two, Inc.? For the test company Fabrikam (Site Name: Two, Inc.) any registration key and expiration date will be valid. So, whether 1 or 3 or or is used as the registration key and 01/01/2099 or 12/31/2030 is used as the expiration date, you will be able to register Collections Management in this test/ demo company Fabrikam (Site Name: Two, Inc.)

3 4 Where can I access my Collections Management registration keys? Your Collections Management Registration keys can be retrieved either through: The Profad Registration Portal Click Here or Directly within Collections Management by clicking on the Get Registration info button. Microsoft Dynamics GP Tools Utilities Sales Collection Installation and Registration Get Registration Info 5 What information do I need to retrieve my Collections Management Registration Keys via the registration portal? You will need the following: the exact GP Site Name registered with Microsoft ( From the Home Pane in Microsoft Dynamics GP, the GP Site Name can be retrieved by pressing ALT+H and clicking on About Microsoft Dynamics GP) the GP Version the registration key is needed for. For example, to retrieve the Collections Management Registration Keys compatible with Microsoft Dynamics GP 2013, GP 2013 should be selected in the GP Version section on the portal. It is very important that the correct GP Site Name and the GP Version are selected during this process, otherwise, the correct registration keys will not be generated. 6 Will my registration keys from one GP Version work on a different GP Version? No, your Collection Management Registration keys from one version of GP will not work on another Version of GP. The registration keys will work based on the compatible GP Version they are generated for. For example, Collections Management Registration keys generated for Microsoft Dynamics GP 2013 will only work on Microsoft Dynamics GP 2013, they will not work on GP 2015 or GP Similarly, Collections Management Registration keys generated for Microsoft Dynamics GP 2016 will only work on Microsoft Dynamics GP 2016, they will not work on GP 2015 or GP 2013.

4 7 Do all users need to be out of the system when entering Collections Management registration keys? No, all users do not need to be out of the system when entering the new registration keys. 8 Are Collections Management Registration keys based on the number of GP Users? No, they are not based on the number of GP Users. The Collections Management Registration keys are based on: The GP Site Name The Microsoft Dynamics GP Version (e.g. GP 2013, GP 2015, GP2016) 9 Where can I find my current Collections Management registration keys expiration date? The Collections Management Registration Keys expiration date can be found in the update and support expiration date section of the Collections Management Registration and Installation Window. Microsoft Dynamics GP Tools Utilities Sales Collection Installation and Registration Update and support expiration date 10 Can I use my registration keys in more than one company database? The Collections Management Registration keys, based on the GP Site name and the Microsoft Dynamics GP Version, are stored on the Dynamics (system )database. In this perspective, regardless, of the company database one is logged in, as long as the Collections Management Registration keys entered in the Collections Management Installation and Registration window are valid, the keys will work across all companies database.

5 11 Is there a process to have my Collections Management Registration keys updated automatically? Yes, this process is enabled provided the AEP* fees have been paid to Professional Advantage prior to the due date, Collections Management will automatically update the registration key. There is nothing more to do. *AEP or Annual Enhancement Plan, pertains to the Update and Support of Collections Management or in other words, the Maintenance plan. How does this automated process work? 7-10 days before the AEP expiration date, provided the client machine has a working internet connection, the system will pull Professional Advantage records to check if fees have been paid. If yes, then new registration keys are automatically sent and updated. This does not require any action from the end-user. The registration service will continue to search for an updated key (within the 7-10 day period) until the AEP expiration date. Alternatively, as needed, the registration service can be manually overridden at any time by clicking the Get Registration Info button. 12 How can I manually enter my Collections Management Registration Keys and expiration date? The Collections Management Registration Keys and expiration date can be manually entered in the Collections Installation and Registration Window, respectively in the Registration Key field and the Update and Support Expiration Date field. Logged in Microsoft Dynamics GP, please go to Microsoft Dynamics GP Tools Utilities Sales Collection Installation and Registration Enter the Registration Key in the Registration Key Field Enter the Expiration Date in the update and Support Expiration Date field Click OK

6 13 I received the following error message after clicking on the Get Registration Info Button. Professional Advantage registration service has encountered an other error. What should I do? Please contact the registration team at profad@profad.com or and provide them the following information: The GP Site Name The Microsoft Dynamics GP Version (e.g. GP 2013, GP 2015, GP2016) 14 As a Microsoft Dynamics GP Partner(VAR), where can I get my Microsoft Dynamics GP Partner s Collections Management Registration Keys? Please contact the registration team at profad@profad.com or and provide them the following information: Your Company Name ( VAR / GP Partner Name) Your GP Site Name The Microsoft Dynamics GP Version (e.g. GP 2013, GP 2015, GP2016) 15 When launching GP, I received the following message: Your keys have expired. You can continue to use Collections Management but you may experience SQL errors What should I do? Please contact your Microsoft Dynamics GP Partner (VAR)

7 16 Following an upgrade or an installation of Collections Management, after clicking on Create/ Upgrade Tables And "Get Registration Info' or manually entering the Collections Management registration key and expiration date, the following occurs: The Install Stored Procedure Button remains Grayed Out and/or The Registration Key and Expiration Date are not saved as expected, what should I do? Please visit the following Knowledge Base Article which goes over the steps to address this issue. Click Here KB 17 My Registration keys and expiration date are valid, but I am getting a message stating that the keys are invalid. What should I do? Please contact support by clicking Here