Great plains sales order giving out and invoicing modules ? tips for consultants - software
We'll give you non conventional view, based on our consulting practice.
Common Features. SOP and Invoicing have these features
? Sales Computerization - this is apparent statement.
? Posting to GL and Bank Appeasement - this means that automated redistribution diagonally Microsoft Great Plains is applicable to both modules as well as to the whole Microsoft Great Plains design.
? Integration with Financial records Receivable (AR) module - Great Plains has very clear build up of base modules: GL (core), AR, AP, IV (inventory control). When you post deed from SOP or Invoicing - approach creates posted RM Sales transaction (Invoice) in Balance sheet Receivable module
? Integration with Catalog Be in charge of Module - both modules are integrated with Catalog Be in charge of - this means that you can choose items from the account as well as non inventoried items and have them as Bill lines.
? Modification & Customization - you can amend and make to order the screens, using VBA/Modifier (customization site enabler is required), Great Plains Adroitness (core Great Plains aim technology) - in this case your Great Plains Agility programmer creates so-called Adroitness chunk and integrates it with your GP client application. Also you can use folder side MS Carry out SQL scripting to alter Great Plains logic
Sales Order Giving out Bonus Features. These are what you don't have in Invoicing
? Quote/Sales Order/Back Order/Return - you have workflow. You can start with quotation, then you can assigning quote to sales order (with Items allocation or not including it in Catalog control). Then sales order can be transferred to Bill or Backorder (in the case of shortage)
? Process Holds - you can have holds with password fortification sited on the way of transferring quote to bill or order. Other holds functions are: printing, fulfilling and posting. Conversely we would like to tell you about our experience. In 10+ years of our consulting attempt we had only fasten of clients who used this holds feature
? Quote/Order/Invoice types - you can circumscribe these types and have altered workflows allied with each of them. Dream - Internet Commands you assigning to internet invoices, authority speech marks you both void or assigning to control orders, etc.
Do I need consultant? It is maybe good idea to have consultant to do the upgrade. We ardently counsel you to use consultant in the subsequent cases
? You have Adroitness customization
? You are doing migration from Pervasive/Ctree to Microsoft SQL Server/MSDE, exceptionally when you have third-parties devoid of migration tools
? You have a lot or ReportWriter Custom-made Great Plains Reports
? You have old edition of Great Plains: Dynamics or eEnterprise 6. 0 or prior - in this case you can not ask to Microsoft Mechanical Assist - it is discontinued
? Your Great Plains has more than 20 users and you have to have upgrade done over the weekend - if it fails - you have big business problems
? You don't have assistance - in this case you have to choose your Microsoft Affair Solutions Partner and pay for the twelve-monthly support/enhancement plan - you will get new registration key and will be ready for the upgrade
Good luck with modules assortment and if you have issues or concerns - we are here to help! If you want us to do the job - give us a call 1-630-961-5918 or 1-866-528-0577! help@albaspectrum. com
Andrew Karasev is Chief Knowledge Administrator in Alba Spectrum Technologies - USA generally Great Plains, Microsoft CRM customization company, plateful clients in Chicago, Houston, Atlanta, Phoenix, New York, Los Angeles, San Francisco, San Diego, Miami, Denver, UK, Australia, Russia, Europe and having locations in many states and globally (http://www. albaspectrum. com), he is CMA, Great Plains Practiced Master, Dexterity, SQL, C#. Net, Precious stone Intelligence and Microsoft CRM SDK developer. You can call Andrew: akarasev@albaspectrum. com
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