soffit installation grayslake siding companies painting aluminum siding siding replacement crane siding .. 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:

Not All Project Management Software is Created Equal

The purpose of Project Management Software is to provide an... Read More

Microsoft CRM Integration with Microsoft Retail Management System (RMS) ? Overview

Microsoft Client Relation Management system (Microsoft CRM) and Microsoft RMS... Read More

Linux for Home Users

Hey Guys! Don't raise your eyebrows or fear by hearing... Read More

Corporate ERP: Microsoft Great Plains For The Plant In Brazil ? Overview For CIO

Microsoft Business Solutions Great Plains as new ERP for multinational... Read More

Microsoft Great Plains 8.0 Brazilian Version ? Overview For International Consultant

Microsoft Great Plains has substantial mid-market share in the USA... Read More

Business Plan Software Review: Ultimate Business Planner?

One of the main reasons business owners and entrepreneurs use... Read More

Microsoft Retail Management System (RMS) SQL Customization ? Overview for Programmer

Microsoft Retail Management System serves retail single store as well... Read More

Popular Fleet Maintenance Programs

Some companies that are in need of fleet management may... Read More

Cisco Certification: Introduction To ISDN, Part IV

In part III of this ISDN primer, we learned that... Read More

Document Templates Give You The Perfect Framework For Your Documents

When it comes to running an office, the SOHO entrepreneur... Read More

Linux ? Keyboard Or Mouse

Just stress testing one of the latest Linux distributions. Been... Read More

S is for Spying, Surveillance -- and for Software as Well

Words we choose to describe things and phenomena often show... Read More

New SQL Delta Version 3.1

COMMAND LINE FUNCTIONA powerful command line script processor has been... Read More

Do You Know These Facts About Spyware ?

Imagine something that follows you home and sets itself up... Read More

XML Parser and Their Types

XML parser is a software module to read documents and... Read More

Microsoft Great Plains Upgrade ? Version 8.0 Overview for IT Director/Controller

If you have Microsoft Great Plains as main accounting and... Read More

Microsoft and Webmasters

Does Microsoft care for WebmastersIt's always been a problem with... Read More

Manufacturing Outsourcing: Microsoft Great Plains Implementation, Customization & Reporting

Manufacturing in the USA is far away down from mid... Read More

Screenshots Vista Windows

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

ERP Implementation: Success Factors

As seeing large number of implementations ? in our case... Read More

HSphere Control Panel Tips and Tricks - Power At Your Fingertips: Part 1

The first topic we are going to discuss... Read More

Implementing ERP for Large Publicly Traded Corporation ? Microsoft Great Plains

We would like first emphasize the change in the paradigm.... Read More

Microsoft Great Plains Inventory Control ? Overview For Consultant

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

Database Guru James F. Koopmann Reviews DBxtra Reporting and Query Tool

DBxtra is a powerful query and reporting tool that hides... Read More

String in Java

Handling character strings in Java is supported through two final... Read More

street lights video street lighting suppliers Pete's produce ..
street lights video street lighting suppliers Pete's produce ..