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Microsoft Great Plains implementation: collection management - overview for consultant
By Andrew Karasev
Microsoft Business
Solutions Great Plains is very good fit for mid-size company and probably good
budget solutions for large corporation. Being matured product - Great Plains
provides such horizontal solutions as Collection department automation. The
most common question we hear in collection department is how we assign problem
clients to specific collection manager and how she/he works with them one by
one, simply by hitting next arrow button. This is not possible in Great Plains
Accounts Payable module and this is where Collection Management (CM) module comes to
the scenes.
Installation
Reg Key.
Great Plains reg key allow you to use specific set of module and number of
user (this is in System Manager). Collection Management module requires
Receivables Management module and you need to purchase it and get new reg key
Loading.
You should load collection management from CD#2. It is Dexterity chunk file
and it will be integrated the next time you launch Great Plains Workstation.
Company Install.
Utilities->Sales->Install Collections. This utility creates tables and stored
procedures on MS SQL Server side
Setup
Module.
Here you set up the module itself: is it integrated with SOP or Invoicing,
User Defined fields, etc
Collectors.
Here you associate Great Plains user with collector role
Actions.
In you collection cycle you can assign actions to your customers. Later on
Actions could be used as selection range in the Collection Query
Letters.
You can automate your actions with sending different type of predefined
letters where customer info goes into designated fields
Transactions
Collection
Management Build Query. Here you
can restrict the quiry by Customer Info, Balance, Period, Notes, Action Type.
Collection Main
Window. When you are done with
building the query - click on query tab in Build Query window and you will
open collection main window, where you will see the range, defined in the
build query - and here is the answer on the question from the introduction
paragraph
Maintenance
Check Links.
If you are administrator of Great Plains - you should be familiar with check
licks - it checks consistency of the tables and if any orphan or missing info
is there. Shrink/Rebuild were actual for Pervasive SQL and Ctree only, you do
not do these for SQL based system
Happy implementing! You
can always appeal to us to help you with your system. Give as a call
1-630-961-5918 or 1-866-528-0577,
help@albaspectrum.com
About the Author
Andrew Karasev is Chief
Technology Officer in Alba Spectrum Technologies (
http://www.albaspectrum.com ), Microsoft Business Solutions Great Plains,
Microsoft CRM, Navision, Microsoft RMS, Microsoft Business Portal customization
company, serving clients in Chicago, Boston, New York, Miami, Atlanta, Houston,
Dallas, Denver, Los Angeles, San Francisco, San Diego, Seattle, Minneapolis,
Phoenix, Toronto, Montreal, Brazil, Mexico, UK, Australia, Canada, UK, Europe,
Russia an having small offices in multiple states and internationally.
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