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

expert residential cleaners Buffalo Grove ...

In The News:

Gmail's Verified Sender Program launches September 8, 2026, giving U.S. political committees a more reliable path to your personal email inbox.

Elroy Air's Chaparral can carry over 500 pounds and fly 450 miles without a runway, and the FAA just tested it under a new federal program.

Bedrock Robotics says its autonomous excavators are doing paid earthwork on active job sites in Texas and Nevada with no operator in the cab.

A dedicated banking computer isolates your financial accounts from malware and phishing, but passwords, SIM swapping and outdated software remain risks.

The OlloNi SS1 AI robot pet uses a 4K camera and facial recognition to learn your family, but its removable Red Heart memory module raises questions.

Nine identity theft warning signs range from unfamiliar credit inquiries to SIM swap attacks that can quietly drain your bank account funds.

Robot.com's R-dog uses articulated legs and wheels to climb stairs and deliver packages, while its built-in screens display paid ads along the route.

MyChart phishing emails mimic real patient portal alerts with fake lab results and malware tricks that target Windows users across the country.

The Fox News AI Newsletter covers the latest artificial intelligence technology advancements, including the challenges and opportunities AI presents now and for the future.

Google's Motion Assist places animated dots on Pixel screens to combat motion sickness in vehicles, but the Android 17 rollout remains limited.

Moving to a 55+ community can quickly expose your data to scammers and data brokers before you even unpack, putting your whole family at risk.

Amazon Prime Air drone delivery plans to reach nearly 500 U.S. cities by the end of 2026, but your yard and ZIP code may determine eligibility.

The FBI reports nearly $21 billion in cybercrime losses for 2025, up 26%, as AI scams make fake voices and identities more convincing than ever.

Uber teen accounts now feature live video streaming from the driver's camera, but encrypted recordings stay on Uber's servers for up to 14 days.

Router firewalls and software firewalls serve different roles in protecting your home Wi-Fi from unwanted traffic and suspicious connections.

A Chrome extension with 70,000 users and a 4.7-star rating began injecting fake update warnings after a threat actor acquired and weaponized it.

Amazon's Alexa+ rolls out free to Fire TV devices across the U.S., but hands-free microphones and stored voice data raise key privacy questions.

Meta's new teen accounts settlement sets a default two-hour daily limit on Instagram and Facebook, plus night mode and school mode restrictions.

The CareCloud data breach exposed Social Security numbers, banking information and medical records belonging to more than 3.75 million people.

Waymo reveals its custom 5-nanometer chip and dual computing systems designed to take over instantly if the robotaxi's primary computer fails.

Identity theft now includes account takeover, phone hijacking and payment card exposure. Here's what to look for in identity theft protection services.

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

The FBI and Justice Department seized domains tied to QScan and QTRouter, tools allegedly used by China-linked hackers to breach NASA and other agencies.

Uber Eats drone delivery launches later this year through a Zipline partnership, starting in Dallas and Houston with a goal of one million daily flights.

Medicare Open Enrollment scams start with data broker targeting months before October. Learn why August is the time to remove your personal info.

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

Software