Great Plains Integration Example importing MS CRM hours to GP Service Invoice - Alba Spectrum

Released on: August 2, 2008, 4:05 pm

Press Release Author: Alba Spectrum

Industry: Computers

Press Release Summary: Microsoft Dynamics GP customization tools selection changed
with the introduction of eConnect. If you are on version 9.0 or higher (current GP
version is 10.0 - August 2008), we recommend you to deploy eConnect in GP
integration routines programming

Press Release Body: Microsoft Dynamics GP customization tools selection changed with
the introduction of eConnect. If you are on version 9.0 or higher (current GP
version is 10.0 - August 2008), we recommend you to deploy eConnect in GP
integration routines programming. In this small publication we would like to orient
you in Microsoft CRM consulting hours capturing and moving them into Great Plains
SOP invoice for billing out to your customers. This example allows MBS consulting
practice to build their time billing and accounting systems virtually for free, as
Microsoft Dynamics certified partners at this time enjoy GP and Microsoft CRM
licenses for free

1. Service Activity in MS CRM. You can schedule, assign your CRM users and
resources, associate with Account, Contract, Contract Line or even case. In our
example we have case, created on contract line level as future Service Invoice in GP

2. Account contract and contract lines. In MS CRM you budget your time and assign
hours (more precisely minutely) rates on the contract line level. Then you invoice
contract to enable creating case, associated with contract line and toward this case
your consultants log their time in the form of tasks.

3. Closing the cases and transferring them to your custom time log table. First of
all, you should know that in MS CRM database you should not create custom objects,
such as table, view, stored procedure. Instead you should create new database and
place your custom objects there. Having time log table, you should create nightly
SQL job, which will move closed cases and their tasks into time log table and mark
these cases as transferred

4. Creating Service Invoices in GP. This job is done by eConnect application. You
scan time log table, and create SOP Invoice with non-inventory item lines simply by
placing consultant name as item number and description as task title. Finally, when
your eConnect routine creates Sales Invoice for the case, you should mark case as
integrated in your time log table

5. Dexterity nature of GP tables and fields. Great Plains Dexterity places some
limitations on the length of GP SOP invoice line records. Please, read about the
field descriptions in GP tables in Tools->Resource Description->Tables


Web Site: http://www.albaspectrum.com

Contact Details: Alba Spectrum http://www.albaspectrum.com help@albaspectrum.com
1-866-528-0577, 1-630-961-5918, serving Great Plains USA and Canada nationwide.
Local service in Chicago, Houston, Dallas, San Diego. Please visit our information
portal Pegas Planet: http://www.pegasplanet.com . If you need custom programming for
GP, we are happy to help you with Dexterity, eConnect, VBA/Modifier, SQL Stored
Procedures, Crystal Reports. We also provide instant support to new and existing
clients via web sessions for the customers in CA, IL, WI, NY, FL, IN, MI, TX, GA,
NE, NM, AI, NC, SC, OR, WA, DC, DE, PA, VI, AZ, LA

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