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Microsoft great plains - microsoft rms integration ? overview - software


Microsoft Great Plains and Microsoft Retail Management Coordination (Microsoft RMS) are firstly industrial by altered software vendors, who had no idea that in the cold hope (now) these two applications will be owned by Microsoft and will need to be tightly integrated. Contemporary integration amid the two is not an easy thing. At this time MBS has RMS integration on the All-purpose Ledger and Asset Order level into Great Plains out of the box. This integration has some advancements in contrast to old product: QuickSell, but it is still GL and PO only. We do be au fait with the need for midsize and large retail companies, structured as clubs and advertising on checking account to their members to have more ample integration when you can bring into line your Sales in rank and have robust Great Plains reporting.

There is the artifact on the market, which is integration on the Receivables Management and Acquire Order Doling out level from RMS to Great Plains, printed by Daniel Sionov and Andrew Karasev and maintained by the alliance concerning LightEdge Solutions (www. lightedge. com) and Alba Spectrum Technologies (www. albaspectrum. com). In Alba Spectrum Technologies we in fact do coding and creation tuning for aspect client needs. This artifact allows you to map compound RMS supplies to one or compound Great Plains companies. We by and large have to tune it for aspect needs of the customer, but in all-purpose words - it is based on SQL enclosure into account and so can carry out hundred thousands transactions per day - greatest extent of what RMS can handle. Integration is as a rule setup on RMS H. Q. database. In spite of this we can set it for Store Operations database.

Overview of out-of-the-box Microsoft RMS integration. This integration is now existing for Great Plains edition 7. 5 and Microsoft RMS 1. 2. MBS is in deal with of subcontracting Nodus Technologies to write new integration for edition 8. 0. The weak points of the out-of-the-box 7. 5 integration are:

1. It is for integration into one Great Plains ballet company only. If you have numerous supplies as numerous companies in Great Plains - then you have to consider which batch must be posted into which Great Plains company.

2. It is on GL and Purchasing level only. So, if you have to reconcile checkbooks / Bank Appeasement module in Great Plains - you can not do it with average integration

If you are developer you can end up with your own custom solution, we would like to give you directions.

1. Great Plains Integration Boss - if the sales book is very low, say 100 transactions per day - then you can do data export from RMS and import it into Great Plains via Integration Manager. This is instead end-user tool - it is very intuitive, it validates 100% of affair logic, brings in/updates master proceedings (accounts, employees, customers, vendors. etc. ) brings in transactions into work tables. The limitation of Integration Administrator - it does use GP windows after the scenes devoid of screening them - so it is moderately slow - you can bring 100 report - but when you are discussion about thousands - it is not a good option. By the way you can curriculum Integration Administrator with VBA.

2. eConnect - You can build VB. Net appliance which will be pulling info from RMS and then uses eConnect to move it to Great Plains. eConnect is kind of Software Education Kit with samples in VB. Net. Clearly the change location ought to be Visual Studio. Net. eConnect will allow you to integrate master proceedings - such as new customers, vendors, employees, etc. , plus you can bring transactions into so called Great Plains work tables (eConnect doesn't allow you to bring open or past proceedings - you need to post work minutes in Great Plains, the same limitation applies to Integration Director above) eConnect is moderately for ongoing integration. It was at first produced for eCommerce attention integration to Great Plains.

3. SQL Stored Procedures. The consequence we've mentioned above is assembly of stored procs. Apparently you have boundless be in command of and promise with SQL queries. You need to know Retail Management Approach Command center and Great Plains tables assembly and data flow. Launch Great Plains and go to Tools->Resource Description->Tables. Find the table in the apt series. If you are looking for the customers - it ought to be RM00101 - buyer master file. If you need past Sales Order Dispensation credentials - they are in SOP30200 - Sales Annals Footer file, etc. Do not adjustment free tables - do not build new fields, etc. Also you need to achieve that each GP table has DEX_ROW_ID - individuality column. Every so often it is good idea to use inbound/outbound XML in the parameters - then you can arrange web benefit as a central point party connecting two systems. RMS tables assembly is self explanatory.

4. Data Transformation Military (DTS) - Good tool for importing your third party data into production tables in GP - then you can pull them in using also stored procs of Integration Manager. You can also organize this tool for EDI export/import.

5. Great Plains Ability Custom Screens. You can build the window, which will have integration settings in it - RMS store ID matching GP Business database, etc. Every so often users favor to have seamlessly integrated into GP border custom screens - for parameters settings and initiating integration. Adroitness is a good option, but bear in mind - it is continually beat to construct new custom barrier versus customizing accessible one - due to the hope upgrade issues. Also - Ability is in phasing our by Microsoft Big business Solutions.

6. Modifier/VBA custom buttons on the obtainable screens - another to Agility is you are comfortable with VBA and ADO.

Happy integrating! if you want us to do the job or use our creation - 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 generally Great Plains, Microsoft CRM, Microsoft RMS customization company, based in Chicago, Arizona, Colorado, California, Texas, New York, Georgia, Florida and having locations in many states and globally (www. albaspectrum. com), he is Dexterity, SQL, C#. Net, Gem Gossip and Microsoft CRM SDK developer; akarasev@albaspectrum. com

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