| |
| |
|
softwarecatch.com
|
|
|
|
Microsoft Great Plains Accounting/ERP Implementation - Finance Industry Customization Example
Microsoft Business Solutions Great Plains is very generic accounting application out of the box and has multiple modules to address specific horizontal or vertical market requirements. At the same time Great Plains, now being moved on MS SQL Server platform allows you to deploy standard tools to customize and fit to these requirements, when you don't need rich custom functionality, just few touches. In this small article let's take a look at finance industry. Bonds and Loans. If you are issuing these documents - you probably already have production system in place. What is often seen - this loans tracking system is not integrated with accounting application. Another case - loan tracking system may required manual interest recording, especially when client is state agency working in state subsidized programs, such as loans to farmers or small inland townships ? Customer Link. In Microsoft Great Plains borrowers are usually customers in the Accounts Receivables module (RM00101 table - customer master). To link customer with loans you can have simple Dexterity or web application/extension to be opened from customer maintenance screen. This custom application will show you all the loans associated with this borrower/customer ? Interest/Principal invoices. In Great Plains you naturally use Receivables Management invoices for this purpose. The first step would be manual entry, based on the interest/principal portion, recorded in the above tracking system. ? Automatic Interest Calculation. Yes - you could associate loan with repayment schema and program it in the formula. The easiest way is to have this implemented as Stored Procedure in MS SQL Server company database. Using SQL Exec statement you can build formula on the fly, considering multiple case scenarios and calculations. ? Reporting. Reporting could be based on both sources - Microsoft Great Plains customer records and loan tracking database, even if the last one sits in different platform, such as Microsoft Access. You can create so-called linked server to MS Access in MS SQL Server Enterprise Manager and use OPENROWSET construction to pull the data from heterogeneous sources. Feel free to use popular tools, such as Crystal Reports - you usually base your Crystal Report on SQL view or stored procedure (the second one allows you to use parameters and build temp tables in the body of your stored procs). If you are building web-application you can incorporate Crystal Report in it or deploy html publishing directly with your result set. ? Tools. Consider these tools first: direct web publishing from Great Plains Company database - use C# or VB.Net with ADO.Net classes; Great Plains Modifier with VBA - if you are VBA or VB programmer - you can create masterpieces here, if you need GP tables structure - Tools->Resource Description->Tables; direct SQL Programming - you can create custom SQL views or stored procedures in company and DYNAMICS databases; Great Plains Dexterity - this tool requires Dexterity knowledge and you should probably contract consultant or programmer to spec out this customization and do the job. Good luck with implementation and customization and if you have issues or concerns - we are here to help! If you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies - USA nationwide Great Plains, Microsoft CRM customization company, serving clients in Chicago, California, Texas, Florida, New York, Georgia, Arizona, Minnesota, UK, Australia and having locations in multiple states and internationally ( http://www.albaspectrum.com ), he is CMA, Great Plains Certified Master, Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer. You can contact Andrew: andrewk@albaspectrum.com
MORE RESOURCES:
Google News |
|
|
|
RELATED ARTICLES
Great Plains DOS Support - Notes for Consultant Great Plains Accounting, accounting package for mid-size and small companies was in its peak of popularity back in earlier 1990th. It first had DOS interface, later on migrated to classic Windows version (remember earlier event driven Windows and its strange and at the same time revolutionary programming model - guys who remember Borland C++ and Microsoft C++). Dreamweaver vs FrontPage There are two major WYSIWYG(What You See Is What You Get) editors available for beginners. These are: Microsoft FrontPage and Macromedia Dreamweaver. C++ Tutorial 1, Introduction to C++ Introduction to C++Why Learn C++?C++ may at first seem like a boring, confusing programming language that you can only program command prompt applications with. Well, that is what it is like in the [b]begining[/b]. Great Plains Accounting Migration to Microsoft Great Plains - Overview for IT Specialist This is a short article, written in question/answer/FAQ style to give IT Specialist/developer/programmer balanced top level information on Great Plains Accounting migration to Microsoft Business Solutions Great Plains. If you have Great Plains Accounting as main accounting and ERP system you need to know some technical details on the migration to Great Plains and what is going on behind the scenes. Great Plains Dexterity Development: FAQ Microsoft Business Solutions Great Plains is Dexterity-written application and currently we see increased interest for Great Plains customers to do in-house Dexterity development and customization. Dexterity itself is written on C programming language and its initial architecture was based on the Graphical and Database platform independence, which C programming language was believed to provide. ERP for Large Corporation - New Selling Strategy Our opinion is based on our Microsoft Business Solutions Great Plains, Microsoft CRM sales and marketing campaign to large businesses in the following industries: Aerospace, Furniture, Beverages, Placement, Distribution & Logistics, Textile, Services, Food, Manufacturing. With the new economy recovery we see signs on the market, signaling selling strategy change. Reporting Tools for Microsoft Great Plains - Overview For Developers Looks like Microsoft Great Plains becomes more and more popular, partly because of Microsoft muscles behind it. Now it is targeted to the whole spectrum of horizontal and vertical market clientele. CRM 101: Customer Relationship Management for Beginners Customer Relationship Management, abbreviated "CRM," is the term for a business strategy that is designed to improve customer service. CRM is also designed to increase customer satisfaction and gain new customers, thus increasing a business' revenue. Microsoft Great Plains international implementation - USA / Mexico - overview for consultant Microsoft Business Solutions Great Plains was purchased from Great Plains Software and Great Plains Software itself had strong international marketing plans and campaigns. If we look back to 1990th - we'll see that GPS had Multilanguage support and Great Plains Dynamics / Dynamics C/S+ was localized and translated into multiple languages, including Spanish. Making The Decision To Automate Your Software Testing Not every software testing project can or should be automated. Before your department accepts a new test automation project, you should establish a process by which projects are reviewed and either accepted or rejected. 10 Ways to Learn a Software Following tips help you to learn a software in lesser time and in an efficient manner:1. After installing a software package, look for any README file in the installed folder. Microsoft Great Plains Logistics & Warehouse Management - Implementation & Customization Highlights Logistics automation is often considered as barcoding extension to Sales Order Processing, Purchase Order Processing, Inventory Control modules. Software extensions makers may disagree with this simplification, but budget solution works exactly like barcoding extension and is usually done via Great Plains Dexterity, Modifier with VBA and SQL stored procedures. Microsoft Great Plains: Manufacturing or Bill of Materials - Overview for IT Specialist Microsoft Great Plains is main Microsoft Business Solutions product, targeted to mid-size companies. Currently Microsoft is in progress of transforming several ERP products it has: Microsoft Great Plains, Solomon and Navision into several business suites - Microsoft Financial, Microsoft HR, Microsoft Manufacturing, Microsoft Logistics. Professional Software Icons For Your Standalone Application User interfaces and accessibility are some of the most important aspect of an application. It can have a million features, it can do a thousand things once, but if it doesn't look quite right then it will be a disaster. Microsoft CRM Customization Secrets - Second Edition This article is for advanced Microsoft CRM SDK C# developers. It describes the technique of direct SQL programming, when SDK doesn't have the functionality to do the job. How To Create A Data Capture Procedure Checklist For Your Small Business CRM Software Fortunately one of the most common reasons cited for the high failure rate of CRM systems - poor data quality - is also one of the easiest to avoid. Your CRM software is only as good as the information it contains. Microsoft CRM Lotus Notes Domino Connector FAQ Microsoft Business Solutions CRM and IBM Lotus Notes Domino, being two groupware products from competing software development leaders, however could coexist within one organization computer network and even work together in collaboration. There maybe multiple reason why corporation would use both products: licensing, commitment to IBM Lotus Notes as legacy product, risk balancing - staking on both Microsoft and Java/EJB/J2EE platforms, deploying Lotus advanced workflow to automate document management, etc. Microsoft CRM and Great Plains Implementation: Freight Forwarding Business Automation Example Microsoft Business Solutions offers several ERP applications: Great Plains, Navision, Solomon and its own CRM solution - Microsoft CRM. Targeting to automate all business operations, Microsoft CRM is now integrated with Microsoft Great Plains and in the close future it should have integration with Microsoft Navision. Great Plains Customization - Programming Auto-apply in Accounts Receivable Microsoft Great Plains is one of three Microsoft Business Solutions mid-market ERP products: Great Plains, Solomon, Navision. Considering that Great Plains is now very good candidate for integration with POS application, such as Microsoft Retail Management System or RMS and Client Relation Systems, such as Microsoft CRM - there is common need in Great Plains customizations and integrations, especially on the level of MS SQL Server transact SQL queries and stored procedures. eStore Advantage - Extending Microsoft eConnect for MBS Great Plains eStore Advantage allows front-office applications to communicate with back-office business environments. It has a built-in support for electronic payment processing, and serves as a core integration platform for Nodus Technologies front-to-back office connectivity suites including RMS and CRM Advantage.
|
|
Powered By: Free Work At Home Business Opportunity! |
| © 2006 |
