ikea bathroom remodel lakewood log cabin sunroom additions amazing home additions niles addition before and after northfield split level addition before and after .. Chicago Drug testing

Microsoft Great Plains Accounting/ERP Implementation ? Finance Industry Customization Example

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: andrewk@albaspectrum.com

In The News:

Understanding XML Server

XML Server can be a Web Server that stores the... Read More

Why Java RDBMS?

It is a well known fact that Java as a... Read More

Groupware as a Document Manager: Collaboration Series #3

This article is the third of a series of articles... Read More

Microsoft Great Plains GL: General Ledger ? Overview For Consultant

Microsoft Business Solutions Great Plains is marketed for mid-size companies... Read More

Need of Document Management System (DMS)

Document Management or Enterprise Information Management is perhaps one of... Read More

The Truth about Colossus: Are You Just A Magnetic Image?

What is Colossus?Colossus is software licensed to about twenty-five insurance... Read More

MultiNational Corporation ERP Implementation ? Microsoft Business Solutions Great Plains

If you look back to the history, you will see... Read More

Screenshots Vista Windows

Features Additionally, Vista will include many other new features.Aero Vista... Read More

Microsoft CRM in Latin America: Implementation, Customization, Support ? Overview for Consultant

Microsoft Business Solutions CRM is present several years on the... Read More

Software Companies: Generate New Revenue Streams and Decrease Costs with Custom e-Learning Content

It's no secret that software companies operate in a very... Read More

Software Process Improvement -A Successful Journey

Background: For many organizations like ours, the interim target of... Read More

ERP Software Financing: the Future? ? Overview for Company Owner

In our case ? we serve Microsoft Business Solutions ERP... Read More

A Simple Guide To Wikis

A wiki is an editable text-based website. But you don't... Read More

OSI Layers Model

IntroductionDuring the early years of our modern computer era, very... Read More

Internet Security Threats: Who Can Read Your Email?

Before being able to choose a secure Internet communication system,... Read More

Microsoft RMS ? Great Plains Integration ? Overview For IT Specialist

Microsoft Great Plains and Microsoft Retail Management System (Microsoft RMS)... Read More

Linux vs Windows Operating Systems

With so many Microsoft Windows related viruses, errors, and other... Read More

The Truth: Netzero 3G

We've all seen the ads on TV for Netzero 3G.... Read More

IT Department Skills to Support Microsoft Great Plains and Microsoft CRM

Microsoft Great Plains as ERP and Microsoft CRM as... Read More

eCommerce development for Microsoft Great Plains: tools and highlights for programmer

Microsoft Business Solutions Great Plains, former Great Plains Software Dynamics... Read More

Microsoft Great Plains Oil & Gas ? Implementation & Customization Highlights

Microsoft Great Plains serves the wide spectrum of horizontal markets.... Read More

How to Choose the Right Accounting Software for Your Business

With any good luck and a good amount of hard... Read More

How to Upgrade Dexterity Customization ? Tips for IT Manager

If you have Microsoft Great Plains and support it... Read More

Recovering Microsoft Great Plains Customization ? Tips for IT Director

Remember nice and prosperous Clinton era? When you implemented innovative... Read More

Easy Guide to RAID Recovery

What is RAID RECOVERY?RAID stands for Redundant Array of Inexpensive... Read More

led street lighting fixtures flood lighting fixtures Pete's produce ..
led street lighting fixtures flood lighting fixtures Pete's produce ..