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Microsoft great plains: data conversion & migration scenarios ? overview for consultant - software

 

Microsoft Affair Solutions Great Plains serves many industries in the US, plus it has beefy attendance in Latin America, U. K. , Australia, Canada, Average East, South Africa. Great Plains is biological blend for emergent company, when small affair accounting application, such as QuickBooks, M. Y. O. B, Peachtree, Speed up or others ought to be replaced with ERP, beat positioned to serve mid-size business. With the change to Microsoft Great Plains you need to conclude on data migration and conversion. Let us give you highlights on your options:

? Beginning Balances approach. This is the simplest way. What you do is - enter activation balances in Great Plains Broad-spectrum Ledger (GL) and begin using your new system. When you need to enter bill of lading for obtainable buyer - you coin buyer best ever in Great Plains and go ahead with Account in The books Receivables or Sales Order Dispensation (SOP). The same symmetric method is for vendor invoices in Buy Order Dispensation (POP)

? Master Account migration. If you have large come to of customers and vendors, plus manifold addresses for customers, copious array items, clever chart of balance sheet with more than a few thousand the books in GL - you need to migrate these master minutes from your old accounting to Great Plains. The best way is - acquisition Great Plains Integration director and do it in-house or with minimum help from exterior consultant. If Integration Administrator abandon seems to be classy and you have SQL expertise in your IT group - you could your programmer populate master tables: GL00100, RM00101, RM00102, PM00200

? Open & Work Data Migration. In Great Plains Financial statement Receivables and Balance sheet Payables invoices have open category if payments are not yet useful to these documents. We advocate you to use integration executive to bring client and vendor invoices and payments and post them in Great Plains. This way will allow you to save on consulting army and keep good association with you Microsoft Big business Solutions Partner. We do not commend using SQL scripts for bringing open data into Great Plains - you will have redeployment issues, associated to faulty distributions. In other words do not populate such tables as SOP10100, SOP10200 via as the crow flies SQL stored procs.

? Historical Data Migration. We advise stay away from this migration but for it is completely compulsory - you may have order takers needing burning admission to patron past proceedings to place new order. In this case having two system: bequest accounting for data lookup and Great Plains for new papers - may not be efficient. Then you do absolute past tables population: SOP30200, SOP30300, etc.

? Data Conversion. Conversion means the deal with of extracting data from your inheritance claim and massaging it to be ready to be fed to Great Plains. In case of each certain classification you ought to use certain approach. In case of QuickBooks you cleanly print reports, save them in text file and knead there - commonly in Excel or Lotus 1-2-3. The detail of small accounting applications is proprietary folder platform, which makes established tools, such as ODBC bond complicated.

Good luck with conversion and migration 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 Knowledge Detective in Alba Spectrum Technologies - USA countrywide Microsoft RMS, Great Plains, Microsoft CRM customization company, portion clients in Chicago, California, Texas, Florida, New York, Georgia, Arizona, Minnesota, UK, Australia and having locations in many states and globally ( http://www. albaspectrum. com ), he is CMA, Great Plains Proficient Master, Dexterity, SQL, C#. Net, Precious stone Information and Microsoft CRM SDK developer. You can acquaintance Andrew: andrewk@albaspectrum. com


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