Microsoft “Project Green” phase one is reflected in Microsoft Great Plains/Dynamics GP 9.0 realization. It is exposed to .Net developer currently through eConnect and as time goes – more and more eConnect object will have XML web service interfaces. In this small article we will be touching the set of object, deployed in eCommerce application, using Microsoft Dynamics GP as a backend.
• Sales Order Processing (SOP). In the light eCommerce case – you push data into SOP10100 – SOP
Header table and SOP10200 – SOP Line table. If you do create Sales Orders Only, do not accept deposits against sales order – then you do not care about SOP Distribution table: SOP10102. All these tasks could be realized through eConnect.
• Inventory Tables. If you sell from your inventory (not just services), then you use Inventory module tables: IV00101 – Item master, IV00102 – Item QTY master, the last one shows you quantity at the specific location and in general
• Receivable Management Tables. RM00101 – Customer master – in case if you create and register new customer or update existing customer info in Great Plains.
• eConnect extensions. Obviously eConnect will be repeating the logic of former Great Plains Dexterity objects. In Great Plains you typically create work documents: Quotes, Orders, Invoices and then you post them individually or in the batch – posting process is functionally assigned to the operator, this is why you will have hard time to program it via eConnect (which allows you to create work documents). You will need eConnect extensions or simply stored procedures, which post work records in Sales Order Processing and potentially Receivable Management modules – it is not recommended to create ones from scratch – posting and order transferring logic is very complicated.
• Stored Procedures approach. We see more and more cases when eCommerce is built around Microsoft Small Business Financials, former Microsoft Small Business Manager – in such a situation eConnect might be too expensive and too complex – you may need just several SOP oriented stored procedures to create SOP orders and invoices at the back end in SOP SQL tables. The advice to the developer in the case of Small Business Financials – ask SBF user to create sample transaction – Sales Order and watch how did it distribute across SOP tables – you will get the idea and replication pattern for your SQL coding
• Development Tools. Microsoft Visual Studio.Net is becoming the tool of choice (over now legacy Microsoft Dexterity or Great Plains Software Dexterity). However if you are eCommerce developer – you will have to use SQL scripting. Usually the first question is – where do I get Great Plains table structure description: Tools->Resource Description->Tables. Sometimes developers ask about Great Plains Integration Manager. This tool is in process of being rewritten with eConnect panidea. Integration Manager up to version 8.0 was relatively slow in its technical ability to integrate bulk number of records – it used legacy OLE Server technology – Great Plains was OLE Server and IM used GP screens to validate integration records. New integration manager should be more powerful and it is in the process of the creation as we write these lines.
• Microsoft Dynamics CRM web front. In some cases we see this scenario. Microsoft Great Plains – MS CRM integration is in process of being rewritten on eConnect – currently it uses BizTalk server (and does a nice job, however sometimes you have to programmatically tune the BizTalk integration). In CRM you can create Account or Contact that will be integrated to Great Plains Customer, then Order when submitted can be integrated to Great Plains if needed. Sometimes developers complain, that they have to force credit limit for the CRM Account to be non-zero – in order for the invoice to come through.
Microsoft Dynamics Gp 9.0
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