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Microsoft great plains: administration & non-profit company ? workflow implementation - software


Usually workflow & messaging is realized in CRM and then transactions are just logged into Accounting/ERP/MRP. In the case of Microsoft Big business Solutions products: Microsoft Great Plains, Navision, Solomon, Axapta the artless CRM array would be Microsoft CRM. But characteristic CRM appliance targets Sales automation, which is customarily not applicable to authority structure, non-profit or civic ballet company (community services, communal utilities, churches, charities, etc. ). Not-for-profit company needs purchasing and appropriation workflow, payroll agreement workflow, and in a selection of cases elite Broad Ledger (GL) transactions workflow. Microsoft CRM doesn't endow with the functionality. Then how could this be realized? We'll endow with two scenarios to apprehend this customization:

? Lotus Notes/Domino approach. In Great Plains you could achieve both Great Plains Ability triggers or MS SQL list trigger on a few actions (Purchase Order creation, Payroll Transaction, GL transaction). This event calls COM+ appliance and this one in turn creates Lotus bits and pieces via Java agent (Lotus Notes Domino must be description 6. 0 or newer). This is all in all the bridge. Then in Lotus you have to aim workflow - but this is accepted task for Lotus and it is not difficult. Users must work in Lotus to get transactions permitted and when it must be posted in Great Plains - Lotus calls SQL handwriting adjacent to Great Plains circle database. Developer must know Microsoft Great Plains tables structure

? Microsoft Exchange/Outlook approach. This is the back way - when you do not want to arrange Lotus Domino, and would be OK with clear-cut messaging and notification all through Microsoft Exchange. The industrial apprehension must each absorb Adroitness or SQL trigger, passion COM balk (Dexterity) or basically conveyance notification email from MS SQL Server. The scenario to post or take off hold from Great Plains transaction could be realized via MS Chat event sink - this MS Barter event handler will check all the e-mail and when the one has a number of criteria - it calls MS SQL Ma?tre d' stored modus operandi in the Great Plains business database

? Programming Tools. Java agent to concentrate on Lotus - you need both Sun JDK or fairly more advanced: VisualCafe or JBuilder. Great Plains Adroitness trigger must be done in Adroitness IDE - this idiom requires expertise and it is arduous to code lacking experience, Microsoft Barter event sink ought to be automatic in Visual Studio as COM+ application, then you need to chronicle COM+ attention by means of Be in charge of Panel->System->Component Services

? Feasibility. To be direct and do not set unrealistic expectations - this Workflow implementation is cute considerable cast and we do not advise if for small non-profit company - it is instead for large and mid-size-to-large structure.

We cheer you to evaluate your alternatives. You can constantly attract to our help, give us a call: 1-866-528-0577 or 1-630-961-5918, help@albaspectrum. com

Andrew Karasev is Chief Equipment Executive at Alba Spectrum Technologies ( http://www. albaspectrum. com ), plateful Microsoft Great Plains, CRM, Navision to mid-size and large clients in California, Illinois, New York, Georgia, Florida, Texas, Arizona, Washington, Minnesota, Ohio, Michigan

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