The following steps are prerequisite to an upgrade. These steps MUST be completed by the client prior to the upgrade. If you require assistance or clarification with any of these actions please don't hesitate to contact your account manager.

	TASKS	Date Completed
1.	You have been sent the Great Plains CD and registration Keys for the version you are upgrading to
2.	Environment checklist completed / updated within last three weeks
3.	Before starting perform backup of all Dynamics Data
4.	On all companies perform the following for all Series in this order: 1.   Shrink 2.   Rebuild 3.   Checklinks
5.	Find resolution to the errors encountered from the shrink and rebuild
6.	Information from the Checklinks report presented to and signed off by the CFO.
7.	Post all single use batches. If using APOP you MUST post all Payables Management batches that originated in APOP
8.	Perform another backup unless there were minimal errors
9.	Clear unnecessary files, ie. Temp, backups, etc.
10.	Within Dynamics remove unneeded companies including TWO + PLAY if operational, also remove these files from the file system ie c:\dynamics\ …
11.	Confirm free space on the database file servers drives of around 1x of the largest Company database.
12.	If the upgrade is being done on the desktop of the file server be sure the partition it is on has free space in excess of 400mb - Refer Note 1
13.	Resolve any problems highlighted by error messages

NOTES
1. Extra disk space can be made available by compressing the folders containing the backups and the local dynamics folders

Either print this form and fax it completed, together with any notes or comments to Richard Prior at Turtle Bay Fax +64 4 473 7991 or alternatively download this form as a MSWord Document, edit it then email as an attachment

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