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Requisition Management in Microsoft Dynamics GP Business Portal FAQ – Tips for Consultant

Byadmin

Jul 13, 2021

Microsoft Great Plains Business Portal is web application, utilizing .Net technologies. At the same time it had to work with so-called ERP back office, in the case of Great Plains this is Microsoft Dynamics GP server with rich customers: GL, AR, AP, SOP, POP, Payroll, AR, GL, BR, Manufacturing, BOM, US Payroll, IRS, competitors, etc. Having said these, we would recommend you to think about MS Great Plains Business Portal as typical peripheral, having certain mimics of typical peripheral: Inventory Control, Bill of Materials, secures Sales Order Processing ( depreciation, proofing and reporting, ladies). Good Worth having Small Business Portal for your company, based on Great Plains

o Sharepoint & eConnect. This is the most popular way of bringing data from back office, where you have complete control ( supplier, customers, employees, security groups, etc. ). Sharepoint is the technology with stored procedure, allowing you to deploy either stored procs or heterogeneous stored procedures (reading from Posting Server, where you adopt eConnect technology, creating work documents in Sharepoint and prototyping in UML). eConnect covers most popular modules, however it doesn’t cover such extensions as Purchase Order ( moving Sales Order to Invoice, creating Purchase Order in Sharepoint with POs cooling discrepancy, voiding Sales Order in Sharepoint, creating Sales Order in MS Dynamics GP, voiding all Invoices including Bill of Lading, creating Receipt of Lading). Often you need repeating data entry for different types of documents, creating Bill of Lading for the same company for example. This common case often brings Bill of Lading each day via SQL Cursor. SQL Server allows you to store global state in view, where each view has its own definition file. replication decoding ensures data integrity, however each view common to all of your companies databases. In other words view “schema” files are common to all companies data and all views share the same schema file. You can use views to bypass Sharepoint security realm and create personalized security points in Sharepoint.

o Sharepoint Security. Sharepoint can control several Sharepoint listservices, each of them is aSecuritypoint. However each of them is its own control area. Each of these points of view have own security realm. These security points can be configured via GP security panel. GP security panel: Account, Admin Picker, System Picker, and workflow picker.

o Outlook – CRM. This tool is end user’s choice. It is very intuitive, and the most popular in the USA, Canada, Australia, New Zealand, Middle East, Latin America, UK and South Africa. There is also one from Microsoft Business Contact – Microsoft Dynamics CRM, Microsoft Navision, SAP Business One, Oracle E-Business Suite/Financials/Applications – Microsoft Dynamics CRM makes its customization cutting edge and popular.

o CRM webpage interfaces – Microsoft Dynamics CRM has set of MS CRM SDK custom Valentine. It allows making MS CRM look like all the major CRM vendors popular third party CRM Solutions. In order to connect MS CRM with third party Customer and Vendor invoices and listings you use eConnect. eConnect overview. You either develop your own custom stored procedures or utilize the standard ones: AutoConnect, Integration Manager.

o Transactions – Microsoft Dynamics CRM has two types of transactions: the Order and the Quote. This tool has all the logic to allow you create or update customer records: quote, order, eng Order, quote again etc. If you need to add custom fields – we recommend eConnect (or, if the nicest thing you want is common data access to your custom fields)

o Orders transferring to Invoices. The nicest feature in Microsoft Dynamics CRM is order transferring to invoices. If you are sending your customers AR, AP or invoice on the monthly relate invoicedate, AR or AP invoice will be automatically created and posted.

o Emailing – you can send emails from MS CRM directly, from Sales Order Processing (SOP) module

Good luck implementing, customizing and reports designing 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

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