Microsoft Business Solutions Great Plains is very generic accounting application out of the box and has multiple modules to address specific horizontal or vertical market requirements. At the same time Great Plains, now being moved on MS SQL Server platform allows you to deploy standard tools to customize and fit to these requirements, when you don't need rich custom functionality, just few touches. In this small article let's take a look at finance industry.
Bonds and Loans. If you are issuing these documents ? you probably already have production system in place. What is often seen ? this loans tracking system is not integrated with accounting application. Another case ? loan tracking system may required manual interest recording, especially when client is state agency working in state subsidized programs, such as loans to farmers or small inland townships
? Customer Link. In Microsoft Great Plains borrowers are usually customers in the Accounts Receivables module (RM00101 table ? customer master). To link customer with loans you can have simple Dexterity or web application/extension to be opened from customer maintenance screen. This custom application will show you all the loans associated with this borrower/customer
? Interest/Principal invoices. In Great Plains you naturally use Receivables Management invoices for this purpose. The first step would be manual entry, based on the interest/principal portion, recorded in the above tracking system.
? Automatic Interest Calculation. Yes ? you could associate loan with repayment schema and program it in the formula. The easiest way is to have this implemented as Stored Procedure in MS SQL Server company database. Using SQL Exec statement you can build formula on the fly, considering multiple case scenarios and calculations.
? Reporting. Reporting could be based on both sources ? Microsoft Great Plains customer records and loan tracking database, even if the last one sits in different platform, such as Microsoft Access. You can create so-called linked server to MS Access in MS SQL Server Enterprise Manager and use OPENROWSET construction to pull the data from heterogeneous sources. Feel free to use popular tools, such as Crystal Reports ? you usually base your Crystal Report on SQL view or stored procedure (the second one allows you to use parameters and build temp tables in the body of your stored procs). If you are building web-application you can incorporate Crystal Report in it or deploy html publishing directly with your result set.
? Tools. Consider these tools first: direct web publishing from Great Plains Company database ? use C# or VB.Net with ADO.Net classes; Great Plains Modifier with VBA ? if you are VBA or VB programmer ? you can create masterpieces here, if you need GP tables structure ? Tools->Resource Description->Tables; direct SQL Programming ? you can create custom SQL views or stored procedures in company and DYNAMICS databases; Great Plains Dexterity ? this tool requires Dexterity knowledge and you should probably contract 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 Technology Officer in Alba Spectrum Technologies ? USA nationwide Great Plains, Microsoft CRM customization company, serving clients in Chicago, California, Texas, Florida, New York, Georgia, Arizona, Minnesota, UK, Australia and having locations in multiple states and internationally ( http://www.albaspectrum.com ), he is CMA, Great Plains Certified Master, Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer. You can contact Andrew: http://www.albaspectrum.com
Dowagiac prom limousines .. Lockport Chicago limo O’HareIf you are software developer or database administrator - we... Read More
Scrapbooks are very popular these days. I think that almost... Read More
Microsoft Business Solutions Great Plains serves to the wide spectrum... Read More
At the end of XX century, in the late 1990th... Read More
(1) Avoid using the same variable again and again for... Read More
"Pfishing", sometimes spelled "Phishing", is a word that's used to... Read More
Buying accounting software is a major investment. It's an important... Read More
The cornerstone of successful automated office systems is the ability... Read More
We all already got used to computer monitoring both at... Read More
Heard about the Quark "killer"?Adobe InDesign CS2. Will it really... Read More
IBM Lotus Notes with Domino email server is traditional document... Read More
In this small article we will show you the possible... Read More
When Great Plains Software introduced the first graphical accounting application... Read More
Here is some free software tools to help you build... Read More
Handling character strings in Java is supported through two final... Read More
Microsoft Business Solutions Great Plains is marketed for mid-size companies... Read More
Microsoft Business Solutions CRM is present several years on the... Read More
Looks like Microsoft Great Plains becomes more and more popular,... Read More
Microsoft PowerPoint has dramatically changed the way in which academic... Read More
Are you one of those people that keeps track of... Read More
Imagine something that follows you home and sets itself up... Read More
Microsoft Great Plains is now standard mid-market ERP application, serving... Read More
An operating system (abbreviated OS) is essentially the path through... Read More
Great Plains Fixed Assets Management module is a robust tool... Read More
Security flaws have long plagued Internet Explorer (IE), the market-dominating... Read More
shuttle from O'Hare Lake Villa ..Executive SummaryAn effective plan for entering, cleaning and updating the... Read More
Microsoft Business Solutions Great Plains has several options to enable... Read More
Microsoft Great Plains fits to majority of industries, in the... Read More
The destruction of the Soviet Union about 15 years ago,... Read More
In linux, one of great commands for finding out information... Read More
Which Type of Shop Can Rely On A Home Built... Read More
Did you ever give a thought to the number of... Read More
The major reason I recommend getting your hands on real... Read More
Hi, Guys,I believe a lot of programmers are trying to... Read More
Microsoft Business Solutions Great Plains version 8.5, 8.0, 7.5, Great... Read More
Whether you have used Microsoft Word for years, have just... Read More
If you are to buy a HelpDesk & Asset Management... Read More
Microsoft Business Solutions Great Plains was historically designed to serve... Read More
Microsoft Business Solutions CRM is present several years on the... Read More
Are you lost in the mess of documents that get... Read More
Siebel is traditional CRM market leader, however and mostly due... Read More
In the Clinton era the status quo was simple: you... Read More
Shareware is software that you can try before you buy;... Read More
If you are software developer or database administrator - we... Read More
Google Inc. has launched a new software package that allows... Read More
Microsoft Great Plains has full-featured Manufacturing suite of modules: Capacity... Read More
Current Microsoft Business Solutions Great Plains has more that 10... Read More
There is many things more frustrating than surfing a website... Read More
Lotus Domino/Notes ? Microsoft Great Plains tandem as ERP with... Read More
Microsoft CRM customization techniques are very diversified and based on... Read More
Software |