Great Plains Sales Order Processing and Invoicing Modules ? Tips For Consultants

We'll give you non formal view, based on our consulting practice.

Common Features. SOP and Invoicing have these features

? Sales Automation ? this is obvious statement.

? Posting to GL and Bank Reconciliation ? this means that automated posting across Microsoft Great Plains is applicable to both modules as well as to the whole Microsoft Great Plains design.

? Integration with Accounts Receivable (AR) module - Great Plains has very clear structure of base modules: GL (core), AR, AP, IV (inventory control). When you post document from SOP or Invoicing ? system creates posted RM Sales transaction (Invoice) in Accounts Receivable module

? Integration with Inventory Control Module ? both modules are integrated with Inventory Control ? this means that you can select items from the inventory as well as non inventoried items and have them as Invoice lines.

? Modification & Customization ? you can modify and customize the screens, using VBA/Modifier (customization site enabler is required), Great Plains Dexterity (core Great Plains design technology) ? in this case your Great Plains Dexterity programmer creates so-called Dexterity chunk and integrates it with your GP client application. Also you can use database side MS Transact SQL scripting to alter Great Plains logic

Sales Order Processing Additional Features. These are what you don't have in Invoicing

? Quote/Sales Order/Back Order/Return ? you have workflow. You can start with quotation, then you can transfer quote to sales order (with Items allocation or without it in Inventory control). Then sales order can be transferred to Invoice or Backorder (in the case of shortage)

? Process Holds ? you can have holds with password protection placed on the way of transferring quote to invoice or order. Other holds functions are: printing, fulfilling and posting. However we would like to tell you about our experience. In 10+ years of our consulting practice we had only couple of clients who used this holds feature

? Quote/Order/Invoice types ? you can define these types and have different workflows associated with each of them. Imagine ? Internet Orders you transfer to internet invoices, government quotes you either void or transfer to government orders, etc.

Do I need consultant? It is probably good idea to have consultant to do the upgrade. We strongly recommend you to use consultant in the following cases

? You have Dexterity customization

? You are doing migration from Pervasive/Ctree to Microsoft SQL Server/MSDE, especially when you have third-parties without migration tools

? You have a lot or ReportWriter Modified Great Plains Reports

? You have old version of Great Plains: Dynamics or eEnterprise 6.0 or prior - in this case you can not appeal to Microsoft Technical Support - it is discontinued

? Your Great Plains has more than 20 users and you have to have upgrade done over the weekend - if it fails - you have business problems

? You don't have support - in this case you have to select your Microsoft Business Solutions Partner and pay for the annual support/enhancement plan - you will get new registration key and will be ready for the upgrade

Good luck with modules selection and if you have issues or concerns ? we are here to help! If you want us to do the job - give us a call 1-630-961-5918 or 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, Houston, Atlanta, Phoenix, New York, Los Angeles, San Francisco, San Diego, Miami, Denver, UK, Australia, Russia, Europe 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: akarasev@albaspectrum.com

---

DVD Burning Tips

CD and DVD replication is a process that works by... Read More

Microsoft Great Plains Integration Manager: Using Continuum ? Overview for Developer

Microsoft Business Solutions Great Plains has I'd say end user... Read More

The True Meaning of Freeware

The vast majority of us will have, at some point,... Read More

Free Software - Powerful Alternatives to Budget-Busting Software

When you buy a computer, it most likely comes with... Read More

Microsoft Navision Integration with Microsoft RMS - Overview for IT Specialist

Microsoft Business Solutions Navision serves both European and American megamarkets.... Read More

Manufacturing Outsourcing: Microsoft Great Plains Implementation, Customization & Reporting

Manufacturing in the USA is far away down from mid... Read More

Dont Choose Adobe When Working With PDF

While Adobe is the most known maker of PDF tools,... Read More

Microsoft Great Plains Subcontracting ? Overview for Microsoft Business Solutions Partner

Microsoft Business Solutions Great Plains is very popular ERP/MRP applications... Read More

Microsoft Great Plains Data Conversion ? Overview For Developer

Looks like Microsoft Great Plains becomes more and more popular,... Read More

IT Strategy for Large Corporation: ERP/MRP/CRM, Unix/Linux/Windows, Microsoft/Java

Combining Microsoft Business Solutions Great Plains ERP with non-Microsoft Business... Read More

10 Things You Can Do With Photoshop CS2 That You Couldnt Do Before Now

Is Photoshop CS2 worth the upgrade? You bet it is!... Read More

How to Choose the Right Accounting Software for Your Business

With any good luck and a good amount of hard... Read More

Microsoft Great Plains Partner Selection: Overview

Microsoft Great Plains, Navision, Solomon and Axapta are Microsoft Business... Read More

Four Easy Ways To Prevent Spyware

How would you like to prevent spyware and adware from... Read More

Vlans

In order to implement VLANs in a network environment, you'll... Read More

Pros and Cons of Using FREE Software in Your Business

Itâ??s easy to understand why you might be drawn to... Read More

Internet Relay Chat - A Basic Introduction

What is IRC?IRC is Internet Relay Chat. It is a... Read More

It?s Back!! WordPerfect?s Amazing Comeback

Have you noticed WordPerfect is gearing up for a comeback... Read More

Corel WordPerfect 7 Macro Programming Example

Case study: A secretary using Corel WordPerfect 7 is often... Read More

Create ASP in Minutes

DBxtra goes ASPGetting to the information hidden within corporate databases... Read More

Microsoft CRM Integration with IBM Lotus Notes Domino ? Machinery Dealership Example

IBM Lotus Notes with Domino email server is traditional document... Read More

Microsoft Great Plains Upgrade ? Version 8.0 Overview for IT Director/Controller

If you have Microsoft Great Plains as main accounting and... Read More

Microsoft CRM Custom Design & Development: SDK, C#, SQL, Exchange, Integration, Crystal Reports

Microsoft CRM is new player on the CRM software... Read More

Explore the Internet in a Whole New Way

For a long time now Microsoft's Internet Explorer has ruled... Read More

An Introduction to .NET Framework

.Net Framework is a platform or development environment to seamlessly... Read More

Groupware: Answers the 5 Questions of Document Collaboration

Every organization which creates collaborative documents, whether they are budgets,... Read More

Free Software: How Not To Get More Than You Bargained For!

I completed an experiment recently. I wanted to find out... Read More

String in Java

Handling character strings in Java is supported through two final... Read More

Twelve Things You Should Know to Save on Computer Software

Do you want to get quality software at a reasonable... Read More

These Items Are A Must Before Making The Decision To Purchase Any Off-The-Shelf Software

1. What determines the software price? Is it Per Seat... Read More

Destination: Desktop for Google

First we had the original Google search that evolved into... Read More

Best Spyware Removers

Finding the best spyware removers to detect and remove spyware... Read More

Can Group Collaboration Software Meet Business Needs?

According to a survey conducted by InfoTrends/CAP Ventures entitled "Content-Centric... Read More