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

 

What is installation in the dialect of technology? Installation has attendant and client sides.

  • Server side - Installation creates defense atmosphere (logins) on MS SQL Attendant or MSDE, creates coordination file - DYNAMICS and then business databases. All these tasks are performed by Microsoft Great Plains Utilities
  • Workstation side - workstation installation copies the client side application, installs contemporary description of MDAC (we need SQL ODBC driver - entertain check citations on ODBC DSN setup), registers the application. If you plan to run Great Plains Utilities from the workstation to conceive ma?tre d'h?tel side (see above) - you need to check Fit Client and Head waiter 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 Band information, Broad GL/AR/AP/Payroll setup, User classes, Customer/Vendor/Employee classes to name a few
  • Master Records - you ought to any 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 suggested attempt - you place aside the old accounting attention for querying the chronological 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 chronological data conversion you need to know basic Great Plains tables arrange (Setup->Tools->Resource Description->Tables Structure). This is akin to surgery - so you doubtless need external consultant to help you. If the amount of chronological data is small - you can position Great Plains Integration Executive and then post the proceedings in the modules.
  • User Training - we are just item this item - it is up to you to conclude on the way to train your users
  • Using Two Systems in Comparable - this is recommended. You ought to print the intelligence from both systems at some stage in this test dot and contrast the results
  • Customization - characteristic areas of customizations: Account form, Rock Reports, pulling info from manifold databases, as well as Great Plains database, Great Plains forms modification with Modifier/VBA, Great Plains Agility forms and logic customization, integration with CRM, RMS and other affair 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, above all when you have third-parties not including migration tools
  • You are doing migration from Great Plains Accounting to Microsoft Great Plains
  • You have to build a lot or ReportWriter Custom-made 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 big business problems
  • You don't have assistance for your old Great Plains - then you have to choice 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

Andrew Karasev is Chief Knowledge Administrator in Alba Spectrum Technologies - USA countrywide Great Plains, Microsoft CRM customization company, based in Chicago, California, Texas, Florida, New York, Georgia, Washington, Minnesota, Colorado, Canada, UK, Australia and having locations in numerous states and globally (www. albaspectrum. com), he is CMA, Great Plains Expert Master, Dexterity, SQL, C#. Net, Gemstone Gossip and Microsoft CRM SDK developer. You can associate Andrew: andrewk@albaspectrum. com


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