| tr> | | | | be transferred to Invoice or Backorder (in the case of |
| Microsoft Great Plains — main Microsoft | | | | shortage) |
| Business Solutions application for US and Latin | | | | - Process Holds — you can have holds with |
| American (except Brazil, where MBS promotes | | | | password protection placed on the way of transferring |
| Navision) markets is built with multiple modules. In the | | | | quote to invoice or order. Other holds functions are: |
| case of Sales automation you — software | | | | printing, fulfilling and posting. However we would like to |
| selection specialist should consider two Microsoft | | | | tell you about our experience. In 10+ years of our |
| Great Plains modules: Sales Order Processing (SOP) | | | | consulting practice we had only couple of clients who |
| and Invoicing. You should understand the difference | | | | used this holds feature |
| between the two and see which one is the best fit for | | | | - Quote/Order/Invoice types — you can define |
| your company. Let’s consider two modules | | | | these types and have different workflows associated |
| SOP and Invoicing. We’ll give you non formal | | | | with each of them. Imagine — Internet Orders |
| view, based on our consulting practice. | | | | you transfer to internet invoices, government quotes |
| Common Features. SOP and Invoicing have these | | | | you either void or transfer to government orders, etc. |
| features | | | | Do I need consultant? It is probably good idea to have |
| - Sales Automation — this is obvious statement. | | | | consultant to do the upgrade. We strongly recommend |
| - Posting to GL and Bank Reconciliation — this | | | | you to use consultant in the following cases |
| means that automated posting across Microsoft Great | | | | - You have Dexterity customization |
| Plains is applicable to both modules as well as to the | | | | - You are doing migration from Pervasive/Ctree to |
| whole Great Plains design. | | | | Microsoft SQL Server/MSDE, especially when you |
| - Integration with Accounts Receivable (AR) module - | | | | have third-parties without migration tools |
| Great Plains has very clear structure of base modules: | | | | - You have a lot or ReportWriter Modified Great Plains |
| GL (core), AR, AP, IV (inventory control). When you | | | | Reports |
| post document from SOP or Invoicing — | | | | - You have old version of Great Plains: Dynamics or |
| system creates posted RM Sales transaction (Invoice) | | | | eEnterprise 6.0 or prior - in this case you can not |
| in Accounts Receivable module | | | | appeal to Microsoft Technical Support - it is |
| - Integration with Inventory Control Module — | | | | discontinued |
| both modules are integrated with Inventory Control | | | | - Your Great Plains has more than 20 users and you |
| — this means that you can select items from | | | | have to have upgrade done over the weekend - if it |
| the inventory as well as non inventoried items and | | | | fails - you have business problems |
| have them as Invoice lines. | | | | - You don't have support - in this case you have to |
| Sales Order Processing Additional Features. These | | | | select your Microsoft Business Solutions Partner and |
| are what you don’t have in Invoicing | | | | pay for the annual support/enhancement plan - you will |
| - Quote/Sales Order/Back Order/Return — you | | | | get new registration key and will be ready for the |
| have workflow. You can start with quotation, then you | | | | upgrade |
| can transfer quote to sales order (with Items allocation | | | | Good luck with modules selection and if you have |
| or without it in Inventory control). Then sales order can | | | | issues or concerns — we are here to help! |