Great Plains Sales Purchase Processing and Invoicing Segments – tips for consultant

Microsoft Great Plains : main Microsoft Business Options application for US and Latina American (except Brazil, wherever MBS promotes Navision) marketplaces is built with multiple segments. In the case of Sales automation a person – software selection professional should consider two Microsoft Excellent Plains modules: Sales Buy Processing (SOP) and Invoicing. You should understand the difference between two and see which one is the greatest fit for your company. Let us consider two modules SOP and Invoicing. We’ll provide you with non formal view, depending on our consulting practice.
Typical Features. SOP and Invoicing have these features

Product sales Automation – this is apparent statement.
Posting to GL and Bank Reconciliation ~ this means that automated posting throughout Microsoft Great Plains applies to both modules along with to the whole Great Flatlands design.
Integration with Trading accounts Receivable (AR) module — Great Plains has clear structure of base quests: GL (core), AR, AP, IV (inventory control). Whenever you post document from SOP or Invoicing – program creates posted RM Revenue transaction (Invoice) in Addresses Receivable module
Integration along with Inventory Control Module , both modules are incorporated with Inventory Control : this means that you can select products from the inventory as well as no inventoried items and have all of them as Invoice lines.

Income Order Processing Additional Features. They are what you don’t have in Invoicing

Quote/Sales Order/Back Order/Return ~ you have workflow. You can start together with quotation, then you can transfer quotation to sales order (with Items allocation or without having it in Inventory control). Then sales order could be transferred to Invoice or Backorder (in the case of shortage)
Process Holds – you could have holds with password safety placed on the way of transferring estimate to invoice or purchase. Other holds functions tend to be: printing, fulfilling and publishing. However we would like to tell an individual about our experience. Within 10+ years of our talking to practice we had only few clients who used this particular holds feature
Quote/Order/Invoice kinds – you can define these kinds and have different workflows related to each of them. Imagine – Web Orders you transfer in order to internet invoices, government estimates you either void or even transfer to government purchases, etc .

Do I need consultant? It really is probably good idea to have advisor to do the upgrade. All of us strongly recommend you to use consultant within the following cases

You have Dexterity customization
You are doing migration through Pervasive/Ctree to Microsoft SQL Server/MSDE, especially when you have third-parties without migration tools
There is a lot or ReportWriter Altered Great Plains Reports
You might have old version of Fantastic Plains: Dynamics or eEnterprise 6. 0 or earlier – in this case you can not attract Microsoft Technical Support – it really is discontinued
Your Great Flatlands has more than 20 customers and you have to have upgrade carried out over the weekend – if this fails – you have company problems
You don’t have support : in this case you have to select your own Microsoft Business Solutions Companion and pay for the yearly support/enhancement plan – you’ll new registration key and will also be ready for the upgrade

 

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