What you do is - enter beginning balances in Great Plains General Ledger (GL) and begin using your new system. We recommend you to use integration manager to bring customer and vendor invoices and payments and post them in Great Plains. Conversion means the process of extracting data from your legacy application and massaging it to be ready to be fed to Great Plains. When you need to enter invoice for existing customer - you create customer record in Great Plains and go ahead with Invoice in Accounts Receivables or Sales Order Processing (SOP. The best way is - purchase Great Plains Integration manager and do it in-house or with minimal help from external consultant.
If you place custom fields and logic on the existing forms then, you should know that Great Plains can change the form for the new version and you will have to review and redo the custom logic. The most challenging portion of upgrade is Alternate Great Plains forms. If you have Microsoft Great Plains Standard or Professional license, you Great Plains CD #2 has Dexterity installation files. 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. In our days Microsoft Great Plains is available for Windows and MS SQL Server only (since version 8.
This is Great Plains Dexterity customization, which provides parallel unit of measure, associated with the lot number. We'll describe industry requirements and the way them to be implemented in Great Plains. In this small article we will show you the possible way of deploying Microsoft Business Solutions Great Plains for the market niche of large, mid-size and small reselling and distribution business in carpeting and floor covering, textile & fabric. Microsoft Great Plains itself in our case should be considered as a platform for light customization and modification. This means that you will have to assign the same or modified lot number to the cut-bed.
We think that if you are in the USA, Canada, Australia, New Zealand, Middle East, Latin America and your are not a construction company - then Great Plains is good choice for you. First jewel, that was bought by Microsoft was Great Plains Software, in fact Doug Burgum, GPS leader was old friend of Bill Gates. Great Plains is the platform for the customization. Great Plains Software Dynamics, which is prototype of our days Microsoft Great Plains was released in 1994-95 as the first Graphical Accounting/MRP application, working on the Microsoft Windows and Mac OS. Few years after Great Plains acquisition, Microsoft Business Solutions purchased Denmark based Navision Software.
This is Great Plains Dexterity customization or web-development (if you need your agents lookup features from remote locations. We recommend you to deploy Great Plains Integration manager to import Vendor and Customers plus open documents. Great Plains requires consultant help to be implemented and integrated, because it has sophisticated tables structure and documents flow mechanism. You can issue Quote and Sales Order directly in CRM if needed or could have them issues in Microsoft Great Plains with propagation to Microsoft CRM (deploying MS CRM-Great Plains integration tool - BizTalk based connector. Microsoft Great Plains could play this role, being integrated with Microsoft CRM and with industry-specific business system.
Great Plains is integrated with MS CRM on the level of Sales Order Processing module (SOP. Great Plains is good ERP solution for majority midsize business and fits to variety of business niches. Currently, Microsoft Business Solutions has MS CRM integrated with Microsoft Great Plains. If you have something else, besides Microsoft CRM and Great Plains, then you might need the integration. Microsoft Business Solutions Great Plains and Microsoft CRM.
Great Plains Integration Manager - this is rather end-user tool - it is very intuitive, it validates 100% of business logic, brings in/updates master records (accounts, employees, customers, vendors. It was initially created for eCommerce application integration to Great Plains. You need to know Great Plains tables structure and data flow. Launch Great Plains and go to Tools->Resource Description->Tables. Great Plains Dexterity Conversion Utilities.
Microsoft Great Plains as ERP and Microsoft CRM as Client Relation Management system is very robust combination and could serve midsize to large corporation as Business System.
These people should be probably cross-trained in both Great Plains, Microsoft CRM, Crystal Reports, SQL and C# programming, so you do not depend on the unique skills of one person.
Crystal Reports Designer/Programmer - Crystal Reports is the best tool available on the market to address both Great Plains and MS CRM reporting needs.
Happy hiring and training! But in any case you need to select Microsoft Business Solutions Partner/Var/Reseller to be your official representative. Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies - USA nationwide Microsoft CRM, Microsoft Great Plains implementation and customization company, based in Chicago, Boston, New York, San Francisco, Los Angeles, Phoenix, Houston, Atlanta, and Miami and having locations in multiple states and internationally (www.
Mid-Size partners in Major Business Metros - these companies were classical Great Plains VARS/Resellers with balanced application consulting and technical expertise. Microsoft Great Plains and Microsoft CRM become more and more popular, partly because of Microsoft muscles behind them. Now Great Plains is targeted to the whole spectrum of horizontal and vertical market clientele. Also couple of hints about how do you switch the partner. It is actually more easy than you may think - you just send the new proposed partner the letter in free format saying that you would like to switch to you as my Microsoft Business Solutions partner - and this is it.
Great Plains Dexterity allows you to create either custom forms or place modifications to the existing forms (SOP Entry, for example. This facility should be located in the country, where Great Plains Software had former development force. Considering the fact that majority of Great Plains users have rather accounting background - to spec out customization or integration - project manager should have combination of functional/application and technical consulting experience. Andrew is Great Plains specialist in Alba Spectrum Technologies ( http. Great Plains Dexterity (IDE and programming language), SQL programming with XML in/out bound, VBA/Modifier/Continuum, Crystal Reports, Web publishing/eCommerce.
Microsoft Great Plains, Microsoft Navision, Solomon, Axapta. In this small article we'll consider the ways to implement large corporation required features in Microsoft Great Plains. Microsoft Great Plains doesn't have this feature out of the box, and you have to implement it via MS SQL Server Data Transformation package, Stored Procedure or Great Plains Dexterity customization. Great Plains is MS SQL Server based application and if you base your Crystal Report on the stored procedure in SQL Server - you can easily get random selection. This is probably complicated with multicurrency - but Great Plains has the module to address this issue.
The easiest way to create it in Great Plains - export SOP orders via EDI fixed-length-position SQL formatted query. In Microsoft Great Plains you could deploy eOrder to sell on existing account. Microsoft Great Plains might be considered as ERP platform to build your own custom solution upon or as the assembly place for the existing modules. This means that Great Plains should give you catch weight routine. You can purchase simple catch weight module from existing Microsoft Great Plains partner and tune it, using Great Plains Dexterity, Modifier with VBA and SQL Server scripts.
It should be done in Great Plains Dexterity to provide seamless interface for GP users. This is typical customization for Inventory, Sales Order Processing (SOP) and Purchase Order Processing (POP) modules in Great Plains. Microsoft Great Plains serves majority of US based horizontal and vertical markets. And barcode could help you in automatic picking ticket printing and allocation. If you sell on consignment - you may simply send trucks to your customers every day with recommended combination of items, based on historical data - day of the week, holidays, seasonal variations, etc.
Great Plains Tables Structure - first of all you need to know the tables to link. Microsoft Great Plains is main accounting / ERP application from Microsoft Business Solutions, targeted to the US market.
Create SQL Query to probe the data - we always recommend tuning your query and see that you are getting adequate results - in any case - Crystal Report is just a nice tool to show the results of your query. Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies - USA nationwide Great Plains, Microsoft CRM customization company, based in Chicago, Los Angeles, San Francisco, San Diego, Boston, New York, Houston, Dallas, Miami, Atlanta, Minneapolis, Seattle and having locations in multiple states and internationally (www. Net, Crystal Reports and Microsoft CRM SDK developer.
However if you just envision your warehouse workers with barcode scanners - then read this article to understand your options with Microsoft Business Solutions Great Plains. It should be done in Great Plains Dexterity to provide seamless interface for GP users. 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. This is typical customization for Inventory, Sales Order Processing (SOP) and Purchase Order Processing (POP) modules in Great Plains. Good luck and you can always seek our help in customization, implementation, integration and support.
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