Microsof company Great Plains Accounting/ERP setup – fund industry modification example

Microsoft Enterprise Solutions Fantastic Plains is quite generic data processing application out from the box and contains multiple modules to handle specific side to side or top to bottom market specifications. At once Great Plains, now being shifted MS SQL Server platform lets you deploy common tools to be able to customize and also fit to be able to these specifications, when an individual don’t will need rich custom made functionality, merely few variations. In this kind of small write-up let’s have a look at finance market.

Bonds and also Loans. In case you are issuing these kinds of documents – you almost certainly already have got production system set up. What is frequently seen – this kind of loans following system just isn’t integrated together with accounting program. Another circumstance – bank loan tracking method may necessary manual attention recording, specially when client will be state agency in state backed programs, for instance loans to be able to farmers or perhaps small national townships

Consumer Link. In Microsof company Great Plains borrowers usually are customers inside the Accounts Receivables element (RM00101 stand – consumer master). To website link customer together with loans you’ll have simple Dexterity or perhaps web application/extension being opened coming from customer servicing screen. This custom made application will reveal all the particular loans connected with this borrower/customer
Interest/Principal accounts. In Fantastic Plains an individual naturally utilize Receivables Supervision invoices for this specific purpose. The initial step could be manual access, based around the interest/principal percentage, recorded inside the above following system.

Programmed Interest Calculations. Yes – you might associate bank loan with pay back schema and also program it inside the formula. The best way is to own this applied as Kept Procedure inside MS SQL Server business database. Using SQL Executive statement it is possible to build formula around the fly, contemplating multiple circumstance scenarios and also calculations.

Credit reporting. Reporting could possibly be based about both options – Microsof company Great Plains customer data and bank loan tracking databases, even in the event the last a single sits in numerous platform, for instance Microsoft Accessibility. You can cause so-called related server to be able to MS Accessibility in MILLISECONDS SQL Server Venture Manager and also use OPENROWSET design to pull the info from heterogeneous options. Feel absolve to use well-known tools, such since Crystal Accounts – an individual usually foundation your Gem Report about SQL see or kept procedure (the next one lets you use variables and develop temp tables by the body processes of the stored procs). In case you are building web-application it is possible to incorporate Gem Report inside or release html submitting directly along with your result established.

Tools. Take into account these equipment first: primary web submitting from Fantastic Plains Business database – utilize C# or perhaps VB. Web with ADO. Web classes; Great Plains Modifier together with VBA – in case you are VBA or perhaps VB engineer – it is possible to create projects hereFeature Posts, if you will need GP dining tables structure – Tools->Resource Description->Tables; direct SQL Development – it is possible to create custom made SQL opinions or kept procedures inside company and also DYNAMICS sources; Great Plains Dexterity – this kind of tool needs Dexterity knowledge and you should probably.

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