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Microsoft great plains accounting/erp implementation ? finance commerce customization illustration - software

 

Microsoft Affair Solutions Great Plains is very generic accounting claim out of the box and has manifold modules to concentrate on definite horizontal or vertical marketplace requirements. At the same time Great Plains, now being moved on MS SQL Ma?tre d' platform allows you to position banner tools to make specially and fit to these requirements, when you don't need rich custom functionality, just few touches. In this small commentary let's take a look at finance industry.

Bonds and Loans. If you are issuing these papers - you maybe before now have creation arrangement in place. What is often seen - this loans tracking approach is not integrated with accounting application. An added case - loan tracking approach may essential guide appeal recording, chiefly when client is state action running in state subsidized programs, such as loans to farmers or small local townships

? Customer Link. In Microsoft Great Plains borrowers are by and large customers in the The books Receivables module (RM00101 table - consumer master). To link patron with loans you can have clear-cut Adroitness or web application/extension to be opened from consumer maintenance screen. This custom claim will show you all the loans linked with this borrower/customer

? Interest/Principal invoices. In Great Plains you biologically use Receivables Management invoices for this purpose. The first step would be guidebook entry, based on the interest/principal portion, recorded in the above tracking system.

? Automatic Appeal Calculation. Yes - you could accomplice loan with settlement scheme and course it in the formula. The easiest way is to have this implemented as Stored Formula in MS SQL Head waiter band database. Using SQL Exec account you can build formula on the fly, in view of manifold case scenarios and calculations.

? Reporting. Coverage could be based on both sources - Microsoft Great Plains buyer minutes and loan tracking database, even if the last one sits in altered platform, such as Microsoft Access. You can conceive so-called connected ma?tre d' to MS Admission in MS SQL Ma?tre d' Project Boss and use OPENROWSET construction to pull the data from mixed sources. Feel free to use accepted tools, such as Precious stone Gossip - you as a rule base your Rock Account on SQL view or stored course of action (the be with one allows you to use parameters and build temp tables in the body of your stored procs). If you are shop web-application you can incorporate Rock Bang in it or organize html publishing at once with your consequence set.

? Tools. Care about these tools first: aim web publishing from Great Plains Circle folder - use C# or VB. Net with ADO. Net classes; Great Plains Modifier with VBA - if you are VBA or VB programmer - you can coin masterpieces here, if you need GP tables arrange - Tools->Resource Description->Tables; address SQL Indoctrination - you can coin custom SQL views or stored procedures in circle and DYNAMICS databases; Great Plains Agility - this tool requires Adroitness acquaintance and you must doubtless agreement consultant or programmer to spec out this customization and do the job.

Good luck with implementation and customization 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 Bureaucrat in Alba Spectrum Technologies - USA all over the country 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 worldwide ( http://www. albaspectrum. com ), he is CMA, Great Plains Licensed Master, Dexterity, SQL, C#. Net, Precious stone Intelligence and Microsoft CRM SDK developer. You can commerce Andrew: andrewk@albaspectrum. com


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