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Microsoft Dynamics GP: Project Accounting integration scenarios - overview for consultant
By Andrew Karasev
Microsoft Great Plains or
former Great Plains Software Dynamics/eEnterprise is very good platform for
service business automation, including midsize and large corporations,
specializing in routine projects: placement, small contracts to residential and
small business customers, franchisee networks, distribution, etc. In our small
article we will be giving you example of medical personnel placement projects,
where hospitals and clinics are the customers. The advantage of such
standard-functionality system as Great Plains/Dynamics GP is reasonable price
and very reliable database platform: MS SQL Server. The other way is to deploy
rich-functionality ERP, such as SAP R/3/mySAP, Oracle Financials, however the
implementation, customization and integration cost would be a way higher.
Timesheet import.
Placement industry is underserved and placement application market is very
weak, this results in a high demand in standard ERP customizations. Usually
placement agency has CRM application with sophisticated or simple time and
expenses logging functionality. This time logs should be integrated with
project accounting timesheet header and line tables. Timesheet import should
come in parallel with the import of new customers, new contracts and
projects. Tables: PA10000 - Timesheet header and PA10001 - Timesheet line,
PA01901 - PA Key Master, PA01301 - PA Budget Master, PA01101 - Contract Master
and PA01201 - Project Master.
Employee Expenses.
Your temps usually file you expense reports, especially if they are traveling
to remote locations/hospitals/clinics
Billing Process. In
the billing itself you usually need fixes to Project, Contract and Timesheet
records - if you deploy simple custom logic and user defined fields plus
notes. Prior to billing you typically run SQL scripts and stored procedures.
The necessity of this custom logic should be attributed to legacy design -
please note that GP was designed as database and graphical platform
independent application/MRP back in the earlier 1990th. Its IDE
and programming language is kind of a shell written in C - Great Plains
Dexterity, current name is Microsoft Dexterity.
Invoice
Formats/Forms. Great Plains Project Accounting is former MatchData Dexterity
third party module. The initial design was done in Philippines at the end of
20th century. Since then Great Plains Software tried to integrate
PA into DYNAMICS.DIC (as well as its new acquisitions - Great Plains
Manufacturing), later on the decision was made to keep third party (now
purchased and integrated modules) in their own dictionaries. Further
complication - Project Green was intended to merge all the applications into
one: Microsoft Navision, Axapta, Solomon, Great Plains - currently the idea is
to have web portal type of integration. As you can expect - the invoice form
is very flexible and is probably too generic for the standard functionality of
GP Project Accounting. You might need Dexterity custom touches to activate
required features
For C#/VB.Net
developers. With the version 9.0 Microsoft Dynamics GP will be exposing you
Microsoft Great Plains objects and forms. This is not a Dexterity, however
you should be familiar with Dexterity design and architecture.
Dexterity Legacy. You
should still see it out there: DYNAMICS.SET, DEX.INI, DEX.EXE. In some cases
we see ancient legacy applications, coming back to 1980th - Great
Plains Accounting for DOS and MS Windows: 9.2, 9.5. The only recommendation
to the customers who are without GP/MS support - upgrade to Microsoft Dynamics
GP Standard 9.0
Future Directions.
Microsoft Dynamics GP has a long history of success. However in the US, UK,
Australia, New Zealand, South Africa and Continental Europe Microsoft Business
Solutions is now promoting new MRP/ERP application, originally developed and
designed by Navision Software - Microsoft Dynamics AX/Microsoft Axapta/Navision
Axapta
Please do not hesitate to
call or email usUSA 1-866-528-0577, 1-630-961-5918,
Brazil: +55-11-3444 4949,
help@albaspectrum.com About the Author Andrew Karasev is Chief Technology Officer
at Alba Spectrum Technologies (
http://www.albaspectrum.com
http://www.enterlogix.com.br
http://www.greatplains.com.mx ) - Microsoft Business Solutions Great Plains,
Navision, Axapta, MS CRM, Oracle Financials and IBM Lotus Domino Partner,
serving corporate customers in the following industries: Aerospace & Defense,
Medical & Healthcare, Distribution & Logistics, Hospitality, Banking & Finance,
Wholesale & Retail, Chemicals, Oil & Gas, Placement & Recruiting, Advertising &
Publishing, Textile, Pharmaceutical, Non-Profit, Beverages, Conglomerates,
Apparels, Durables, Manufacturing and having locations in multiple states and
internationally.
We are serving USA Nationwide: CA, IL, NY,
FL, AZ, CO, TX, WI, WA, MI, MA, MO, LA, NM, MN, Europe: Germany, France,
Belgium, Poland, Russia, Middle East (Egypt, Saudi Arabia, OAE, Bahrain), Asia:
China, Australia, New Zealand, Oceania, South & Central America: Mexico, Peru,
Brazil, Venezuela, Columbia, Ecuador, Chili, Paraguay, Uruguay, Argentina,
Dominican Republic, Puerto Rico
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