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

limo rental North Chicago .. Lockport Chicago limo O’Hare

In The News:

New Mac malware variant targets browser credentials and personal data, researchers find. Kurt “CyberGuy" Knutsson gives tips to safeguard your Mac from the latest malware threats.

The Jetson One eVTOL showcases air racing potential, ushering in a new aviation era. Tech expert Kurt “CyberGuy" Knutsson says the race for eVTOL supremacy is just beginning.

Tech expert Kurt “CyberGuy" Knutsson reveals that hackers stole data from Gravy Analytics, a major seller of smartphone location data to the U.S.

Kurt “CyberGuy" Knutsson: If you just bought a new iPhone, here’s what to do first when you fire it up.

AC Future and Pininfarina unveil AI Transformer homes, merging sustainability and innovation. Kurt “CyberGuy" Knutsson says this could change the way we think about home.

Technology expert Kim Komando shares her easy tips on how to declutter your phones, computers and devices from the files you no longer need.

Tech expert Kurt “CyberGuy" Knutsson has the details on a Volkswagen data leak that exposed the personal data of around 800,000 EV owners.

Tech expert Kurt “CyberGuy" Knutsson takes a closer look at Shell's Starship 3.0: A natural gas big rig boosting efficiency 2.5 times, proving greener trucking.

PowerSchool, which serves over 60 million students and teachers globally, has become the latest target of cybercriminals. Millions of records were stolen.

CES 2025 showcased everything from artificial intelligence-powered sleep aids to smart ear-cleaning devices. Kurt the CyberGuy has the details.

A truck powered by hydrogen traveled 1,806 miles on a single tank of hydrogen with zero emissions and set a new Guinness World Record.

A Chinese company has developed a new bipedal humanoid robot that stands over 5 feet tall and can tackle a wide range of tasks in different settings.

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

Artificial intelligence can be a helpful tool for anyone who is willing to give it a try; here are some simple prompts you can use in order to make your life easier.

An automotive maker in China has developed a flying car that is setting the stage for a new era in how we think about commuting and connectivity in cities.

Most cameras allow you to instantly transfer images from a camera to a smartphone via Bluetooth, and you can print photos directly from your phone.

Security researchers have found a fake app pretending to be a version of the messaging app Telegram, and hackers are using the app to spread malware.

Meta recently announced it will cease working with third-party fact-checking organizations to flag misleading posts on Instagram, Facebook and Threads.

Scientists have developed a floating solar still device that is capable of harnessing the sun's energy to purify seawater and withstanding harsh maritime conditions.

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

Tech expert Kurt “CyberGuy" Knutsson says business email compromise scams are a serious threat, as shown by Teresa W.'s near loss of thousands of dollars.

Big tech coming in 2025 includes solar umbrellas, AI TVs, smart earbuds and crazy robots. Tech expert Kurt “CyberGuy" Knutsson gives his take on the wonders revealed at CES 2025.

Tech expert Kurt “CyberGuy" Knutsson provides two methods to restore your contacts for iPhone and Android devices.

FBI warns that criminals are using generative AI to exploit individuals with deceptive tactics. Kurt “CyberGuy" Knutsson explains their tactics and how to protect yourself from them.

Tech expert Kurt “CyberGuy" Knutsson says hackers are embedding dangerous code in Chrome extensions to steal your data.

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

Software