Home
>
Software
>
Great Plains Sales Order Processing and Invoicing Modules ? Tips For Consultants

Great Plains Sales Order Processing and Invoicing Modules ? Tips For Consultants

We'll give you non formal view, based on our consulting practice.

Common Features. SOP and Invoicing have these features

? Sales Automation ? this is obvious statement.

? Posting to GL and Bank Reconciliation ? this means that automated posting across Microsoft Great Plains is applicable to both modules as well as to the whole Microsoft Great Plains design.

? Integration with Accounts Receivable (AR) module - Great Plains has very clear structure of base modules: GL (core), AR, AP, IV (inventory control). When you post document from SOP or Invoicing ? system creates posted RM Sales transaction (Invoice) in Accounts Receivable module

? Integration with Inventory Control Module ? both modules are integrated with Inventory Control ? this means that you can select items from the inventory as well as non inventoried items and have them as Invoice lines.

? Modification & Customization ? you can modify and customize the screens, using VBA/Modifier (customization site enabler is required), Great Plains Dexterity (core Great Plains design technology) ? in this case your Great Plains Dexterity programmer creates so-called Dexterity chunk and integrates it with your GP client application. Also you can use database side MS Transact SQL scripting to alter Great Plains logic

Sales Order Processing Additional 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 transfer quote to sales order (with Items allocation or without it in Inventory control). Then sales order can be transferred to Invoice or Backorder (in the case of shortage)

? Process Holds ? you can have holds with password protection placed on the way of transferring quote to invoice or order. Other holds functions are: printing, fulfilling and posting. However we would like to tell you about our experience. In 10+ years of our consulting practice we had only couple of clients who used this holds feature

? Quote/Order/Invoice types ? you can define these types and have different workflows associated with each of them. Imagine ? Internet Orders you transfer to internet invoices, government quotes you either void or transfer to government orders, etc.

Do I need consultant? It is probably good idea to have consultant to do the upgrade. We strongly recommend you to use consultant in the following cases

? You have Dexterity customization

? You are doing migration from Pervasive/Ctree to Microsoft SQL Server/MSDE, especially when you have third-parties without migration tools

? You have a lot or ReportWriter Modified Great Plains Reports

? You have old version of Great Plains: Dynamics or eEnterprise 6.0 or prior - in this case you can not appeal to Microsoft Technical Support - 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 business problems

? You don't have support - in this case you have to select your Microsoft Business Solutions Partner and pay for the annual support/enhancement plan - you will get new registration key and will be ready for the upgrade

Good luck with modules selection 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 Technology Officer in Alba Spectrum Technologies ? USA nationwide Great Plains, Microsoft CRM customization company, serving clients in Chicago, Houston, Atlanta, Phoenix, New York, Los Angeles, San Francisco, San Diego, Miami, Denver, UK, Australia, Russia, Europe 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

maide service in Lincolnshire ..

In The News:

New Android banking trojan Sturnus steals credentials, reads encrypted messages and controls devices.

Denmark's 3D-printed student village proves automation builds 36 apartments faster than traditional methods. Skovsporet project shows housing future.

Discover Android's new Sound Notifications feature that alerts you to smoke alarms, doorbells, and baby cries even when wearing headphones.

New SantaStealer malware reportedly threatens holiday shoppers with password theft. This Christmas-themed info-stealer targets browsers and crypto wallets.

The Christmas season brings a surge in Netflix phishing scams targeting shoppers with fake emails. Stacey P received convincing scam but verified account first.

San Francisco Giants invite Jamie Grohsong to throw ceremonial first pitch at Oracle Park after he learned to play baseball with a bionic hand following an injury.

FBI warns cybercriminals are stealing family photos from social media to create fake proof of life images in virtual kidnapping scams targeting victims.

Instagram's new 'Your Algorithm' tool lets you control your Reels feed in real time. The app now gives you power to customize what videos you see.

Major Marquis fintech breach exposes 400,000-plus Americans' data through unpatched SonicWall vulnerability, with Texas hardest hit at 354,000 affected.

Free up iPhone storage fast by clearing large photos and videos from Messages app. Simple steps for iOS users to delete attachments without losing chats.

Scammers are flooding inboxes with fake tracking alerts that mimic real carriers, exploiting the holiday rush to steal logins and personal data.

The Fox News AI Newsletter brings you the latest news on AI technology advancements and the challenges and opportunities AI presents now and for the future.

Texas family reunites with missing 11-year-old cat Grayson after 103 days using Petco Love Lost's AI photo matching technology and community help.

Tired of AI customer service loops? These insider tricks help you escape "frustration AI" and get real human help when you need it most for urgent issues.

Unlock richer audio from your streaming apps with simple tweaks to volume normalization, equalizer settings, and quality preferences for cleaner sound.

Scammers are sending fake Facebook settlement payout emails that mimic legitimate notices from the privacy settlement administrator to deceive users.

Holiday shopping scams surge as fake refund emails target distracted consumers during Black Friday and holiday seasons, costing Americans billions annually.

The AI-powered IRMO M1 exoskeleton features four modes, including turbo, eco, training and rest for hiking, running, cycling and sports with eight-hour battery life.

OpenAI announced upgrades for its ChatGPT Images platform on Tuesday, saying the program can now make more precise edits and produce images more quickly.

Chrome for Android now turns web articles into AI-powered podcast conversations. Get hands-free browsing with Google Gemini's natural audio summaries.

LastPass faces $1.6 million fine from U.K. regulators after 2022 data breach exposed 1.6 million users. Password manager failed proper security controls.

Petco disclosed a data breach exposing customer Social Security numbers, financial account details, and driver's license information due to a software error.

Baseball teams can now analyze complete swing mechanics in normal training environments using Theia's markerless AI system that processes standard high-speed footage.

Smart home hacking fears overblown? Expert reveals real cybersecurity risks and simple protection tips to keep your connected devices safe from hackers.

MIT develops needle-free glucose monitor using light technology. Revolutionary device could replace painful finger pricks for diabetes management.

Great Plains Sales Order Processing and Invoicing Modules ? Tips For Consultants

Software