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: http://www.albaspectrum.com
Culver prom limo ..What is Groupware?Have you ever had to manage document collaboration... Read More
There are many commands that are used in linux on... Read More
Handling character strings in Java is supported through two final... Read More
Enabling Chinese input is quick and easy, there are only... Read More
It???s easy to understand why you might be drawn to... Read More
Microsoft Great Plains is now standard mid-market ERP application, serving... Read More
Is Photoshop CS2 worth the upgrade? You bet it is!... Read More
The Internet is reshaping every form of communications medium, and... Read More
Introduction: The creating of a computer program involves a number... Read More
If you use Microsoft Outlook (or similar applications) for e-mailing,... Read More
Although statistics often is blamed for various deadly sins --... Read More
Program Flow is what you think it is. How the... Read More
After seeing many people complain about their weak Internet security... Read More
What is Interactive Mapping?Interactive mapping is a visual display medium... Read More
What is installation in the language of technology? Installation... Read More
As Mozilla Firefox nears 10% market share, with well over... Read More
Almost all new and major brand of PCs come with... Read More
Microsoft CRM is CRM answer from Microsoft Business Solutions. If... Read More
Microsoft Word is one of the most popular office applications... Read More
Microsoft Great Plains might be considered as ERP platform to... Read More
Microsoft Business Solutions Great Plains, former Great Plains Software Dynamics... Read More
With any good luck and a good amount of hard... Read More
Microsoft has never released a service pack for Windows98 SE,... Read More
Customer Relationship Management (CRM) is a strategy and processes used... Read More
How do you run a program on a remote server... Read More
Wood Dale limo ..What is RAID RECOVERY?RAID stands for Redundant Array of Inexpensive... Read More
Microsoft has never released a service pack for Windows98 SE,... Read More
Microsoft SQL Server is the leader for inexpensive and middle... Read More
Need software to record your voice, streaming audio or musical... Read More
When you think... Read More
In linux, one of great commands for finding out information... Read More
There are two approaches for application integration:? Programmer's approach ?... Read More
Microsoft bought Navision, Denmark based software development company, along with... Read More
When Great Plains Software was designing and developing Great Plains... Read More
Microsoft Business Solutions Great Plains is mid and even corporate... Read More
Music downloads are off the charts! We're listening to digital... Read More
Well, even if the combination might look very unusual, we... Read More
Many reasons made GBM a unanimous choice for experts, one... Read More
When you need a phone number, you do a quick... Read More
Microsoft Business Solutions Great Plains, Navision, Axapta, Solomon and CRM... Read More
Three highly respected names in Human Resources have joined forces... Read More
Java has come along a long way. Many would agree... Read More
Since technology changes so quickly, it is hard to begin... Read More
There are several kinds of software piracy. The bottom line... Read More
Now there are Three Steps To Heaven Just listen and... Read More
Think of this, first we had the HAM Radio, then... Read More
Looks like Microsoft Great Plains becomes more... Read More
Lotus Notes Domino is very efficient in electronic document workflow... Read More
Usually, the easiest way to tell you have spyware is... Read More
Domino server is a buffer between the operation system and... Read More
Software |