Home
>
Software
>
Microsoft Great Plains Implementation: Collection Management ? Overview For Consultant

Microsoft Great Plains Implementation: Collection Management ? Overview For Consultant

Microsoft Business Solutions Great Plains is very good fit for mid-size company and probably good budget solutions for large corporation. Being matured product ? Great Plains provides such horizontal solutions as Collection department automation. The most common question we hear in collection department is how we assign problem clients to specific collection manager and how she/he works with them one by one, simply by hitting next arrow button. This is not possible in Great Plains Accounts Payable module and this is where Collection Management module comes to the scenes.

Installation

? Reg Key. Great Plains reg key allow you to use specific set of module and number of user (this is in System Manager). Collection Management module requires Receivables Management module and you need to purchase it and get new reg key

? Loading. You should load collection management from CD#2. It is Dexterity chunk file and it will be integrated the next time you launch Great Plains Workstation.

? Company Install. Utilities->Sales->Install Collections. This utility creates tables and stored procedures on MS SQL Server side Setup

? Module. Here you set up the module itself: is it integrated with SOP or Invoicing, User Defined fields, etc

? Collectors. Here you associate Great Plains user with collector role

? Actions. In you collection cycle you can assign actions to your customers. Later on Actions could be used as selection range in the Collection Query

? Letters. You can automate your actions with sending different type of predefined letters where customer info goes into designated fields

Transactions

? Collection Management Build Query. Here you can restrict the quiry by Customer Info, Balance, Period, Notes, Action Type.

? Collection Main Window. When you are done with building the query ? click on query tab in Build Query window and you will open collection main window, where you will see the range, defined in the build query ? and here is the answer on the question from the introduction paragraph

Maintenance

? Check Links. If you are administrator of Great Plains ? you should be familiar with check licks ? it checks consistency of the tables and if any orphan or missing info is there. Shrink/Rebuild were actual for Pervasive SQL and Ctree only, you do not do these for SQL based system

Happy implementing! You can always appeal to us to help you with your system. Give as a call 1-630-961-5918 or 1-866-528-0577, help@albaspectrum.com

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies ( http://www.albaspectrum.com ), Microsoft Business Solutions Great Plains, Microsoft CRM, Navision, Microsoft RMS, Microsoft Business Portal customization company, serving clients in Chicago, Boston, New York, Miami, Atlanta, Houston, Dallas, Denver, Los Angeles, San Francisco, San Diego, Seattle, Minneapolis, Phoenix, Toronto, Montreal, Brazil, Mexico, UK, Australia, Canada, UK, Europe, Russia an having small offices in multiple states and internationally.

Mokena prom limo .. Lockport Chicago limo O’Hare

In The News:

Tech expert Kurt “CyberGuy" Knutsson urges you to use Apple’s App Privacy Report to see what your apps are really up to.

Tech expert Kurt “CyberGuy" Knutsson talks about how to smoothly transfer your data from an old laptop to a new one using cloud storage or external drives.

Kurt the CyberGuy offers tips to safeguard your personal information as scammers become more sophisticated with scam texts and other methods.

WeRide's unmanned electric delivery van, the Robovan W5, has 194 cubic feet of cargo space and can carry payloads up to about 2,205 pounds

Kurt the CyberGuy recommends deleting 16 browser extensions immediately in response to a report saying more than 3.2 million web users were affected by a security breach.

Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.

A robotics firm in China claims a robot has performed the world's first humanoid robot front flip, which is significantly more difficult than a backflip.

A digital ID may be even more secure than a physical ID. Storing your driver's license in your Apple Wallet is an ideal solution for commuters.

A cybersecurity firm has shed some light on just how common tax scams have become. Kurt the CyberGuy offers his advice for how to protect your refund.

Lifesize Plans offers immersive walk-throughs that allow customers the opportunity to tour a home's design before construction actually begins.

Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.

A man invested $4 million in bitcoin and lost it all with a single click when he was targeted by a vishing scam, which uses phone calls to trick people.

Expandable's Touchdown is a designer trailer that promises a luxury off-grid living experience and unfolds into a home in about 15 minutes.

Major employee screening company data breach affects 3.3 million people. Tech expert Kurt “CyberGuy" Knutsson explains what happened and gives five ways to protect your data.

Kurt “CyberGuy" Knutsson reveals mind-blowing tech that gives you sunlight on demand.

New malware "FrigidStealer" targets Mac computers. Tech expert Kurt “CyberGuy" Knutsson offers four ways to stay safe from infostealer malware.

Kurt “CyberGuy" Knutsson talks about how lab-grown muscles power a biohybrid hand for scalable prosthetics and research.

Reports of task scams have significantly risen in the past four years, according to the Federal Trade Commission. Kurt the CyberGuy offers some red flags.

iPhones have a hidden folder that eats up storage without you knowing it. Kurt the CyberGuy offers some tricks to free up storage on your device.

A recent ransomeware attack targeted Zacks, an American investment firm, and a cybercriminal claimed to have stolen records for millions of customers.

Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.

Researchers unveiled a new soft prosthetic hand that combines the natural coordination patterns of our fingers with the decoding of motoneuron activity in the spinal column.

Accidentally deleting a text message on your iPhone or iPad is not a problem if you still need the message. Apple has a built-in way to recover it.

Just two months into 2025 there have been numerous Mac malware threats targeting Apple laptops, ranging from infostealers to malicious software.

A self-driving electric bus powered by artificial intelligence has an electric powertrain for zero-emission operation and an automated drive system.

Microsoft Great Plains Implementation: Collection Management ? Overview For Consultant

Software