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Microsoft great plains installation ? overview for it director/controller - software

 

Microsoft Great Plains is main mid-market concentration from Microsoft Big business Solutions. This is short article, in black and white in question/answer/FAQ style to give IT Director/Controller balanced top level in sequence on Microsoft Big business Solutions Great Plains implementation. If you have categorical on Microsoft Great Plains as main accounting and ERP coordination you need to know some mechanical minutiae on Great Plains installation and implementation and what is going on after the scenes. As of right now the contemporary adaptation is Microsoft Great Plains 8. 0

What is installation in the dialect of technology? Installation has ma?tre d'h?tel and client sides.

  • Server side - Installation creates defense ecosystem (logins) on MS SQL Ma?tre d' or MSDE, creates arrangement folder - DYNAMICS and then ballet company databases. All these tasks are performed by Microsoft Great Plains Utilities

  • Workstation side - workstation installation copies the client side application, installs in progress edition of MDAC (we need SQL ODBC driver - entertain check documents on ODBC DSN setup), registers the application. If you plan to run Great Plains Utilities from the workstation to coin head waiter side (see above) - you need to check Fit Client and Ma?tre d'h?tel Components

What is next implementation? Implementation requires code of technological and accounting skills

  • System Setup - you must refer to GP documentation. In common setup consists of Business information, All-purpose GL/AR/AP/Payroll setup, User classes, Customer/Vendor/Employee module to name a few

  • Master Proceedings - you must also use integration tools, such as Integration Manager, SQL queries or have users to type in all your GL Accounts, Customers, Vendors, Employees .

  • Beginning Balances - this is optional approximate - you place aside the old accounting appliance for querying the past data and enter commencement balances in Great Plains GL, AR, AP, SOP, POP, Payroll. When you have balances in the coordination you are ready to use it in production

  • Historical Data conversion - this is optional, in order to do past data conversion you need to know basic Great Plains tables assembly (Setup->Tools->Resource Description->Tables Structure). This is alike to surgery - so you in all probability need exterior consultant to help you. If the book of chronological data is small - you can position Great Plains Integration Director and then post the proceedings in the modules.

  • User Exercise - we are just item this item - it is up to you to choose on the way to train your users

  • Using Two Systems in Comparable - this is recommended. You ought to print the information from both systems at some point in this test cycle and balance the results

  • Customization - archetypal areas of customizations: Account form, Rock Reports, pulling info from numerous databases, counting Great Plains database, Great Plains forms modification with Modifier/VBA, Great Plains Ability forms and logic customization, integration with CRM, RMS and other commerce systems, web publishing from Great Plains tables, EDI with your suppliers, SQL Data Transformation packages

Do I need consultant? We clearly commend you to use consultant in the next cases

  • You have identified the need for Great Plains Agility customization

  • You are doing migration from Pervasive/Ctree to Microsoft SQL Server/MSDE, in particular when you have third-parties not including migration tools

  • You are doing migration from Great Plains Accounting to Microsoft Great Plains

  • You have to conceive a lot or ReportWriter Customized Great Plains Reports

  • You have old account of Great Plains: Dynamics or eEnterprise 6. 0 or prior - in this case you can not allure to Microsoft Industrial Aid - it is discontinued

  • Your Great Plains has more than 20 users in this case the confuse may lead to critical affair problems

  • You don't have assist for your old Great Plains - then you have to cliquey your Microsoft Affair Solutions Partner and pay for the yearly support/enhancement plan - you will get new registration key and will be ready for the upgrade

Good luck with installation, implementation, upgrade 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

About The Author

Andrew Karasev is Chief Equipment Administrator in Alba Spectrum Technologies - USA all over the country Great Plains, Microsoft CRM customization company, based in Chicago, California, Arizona, Minnesota, Texas, Florida, New York, Washington, Georgia, Canada, UK, Australia and having locations in numerous states and worldwide (www. albaspectrum. com), he is CMA, Great Plains Expert Master, Dexterity, SQL, C#. Net, Gemstone Hearsay and Microsoft CRM SDK developer. You can call Andrew: andrewk@albaspectrum. com; akarasev@albaspectrum. com


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