Drill Down builder allows you to enhance Microsoft Office and Microsoft Dynamics GP integration.
This topic provides instructions for installing and setting up the GP Invoice Drill-Down add-in.
Copy the INSI file from one of the following Insight folders to one of the following locations, depending on which version you have installed:
| Version | Copy File | From Folder | To Folder |
|---|---|---|---|
| 10 | INSI_10.cnk | ..\Distribution Media\Client Applications\Add-ons\Microsoft Dynamics GP\10 | C:\Program Files\Microsoft Dynamics\GP10 |
| 2010 | INSI_11.cnk | ..\Distribution Media\Client Applications\Add-ons\Microsoft Dynamics GP\2010 | C:\Program Files\Microsoft Dynamics\GP2010 |
| 2013 | INSI_12.cnk | ..\Distribution Media\Client Applications\Add-ons\Microsoft Dynamics GP\2013 | C:\Program Files\Microsoft Dynamics\GP2013 |
| 2016 | INSI_16.cnk | ..\Distribution Media\Client Applications\Add-ons\Microsoft Dynamics GP\2016 | C:\Program Files(x86)\Microsoft Dynamics\GP2016 |
- Log into GP as Administrator.
- The first log in after the INSI file is in place causes custom tables to be installed on the selected GP company database. A dialog box opens asking if you want to allow this. Klicken Sie OK.
- In the next dialog box, enter the registration key.
- Run SQL Scripts from the Insight folder ..\Distribution Media\Server Tools\SQL\Addons\GP\04 Upgrade SQL Objects to install the four required stored procedures into the GP company database.
- Close and then reopen GP.
- In the Microsoft Dynamics GP menu, select Tools > Setup > Company > InSight Setup.
- The InSight Setup dialog box opens. In the SQL Server Name field, enter the name of the SQL Server where Insight and GP are installed.
- In the Database Name field, type the name of the Insight database.
- For additional GP users, repeat the first three steps.