Why are there so many transaction types in Great plains

I am trying integrate my POS with Great plains.
I am trying to figure out which tables to populate based
on which table get populated when I create transactions in Great
plains itself.
But I can't decide which transaction I need to create.

Why are there so many transaction types?

There are receivables, SOP, and Invoicing.

What is a user suppose to do. Make all these transaction for one sales
order.

Shouldn't it be that if someone enters an order
the receivable and the invoice to that customer get created
automatically.

When ever I enter a sales order for a customer
it doesn't increase what they owe us.(receivalbe summ)
its only when I enter a receivable transaction.

Why is that.

And then if I enter a sales order and I want to send the
customer an invoice to pay, I have to create an invoice transaction?

My main questions is, What is the point of creating the sale?
I can just create a receivable and an invoice, no need for sop.
Is tht right?

Keep in mind I don't have any inventory management needs.

All we are trying to do is manage our A/R and A/P great plains.

My problem is that I don't know great plains or accounting very well
and I don't understand the flow of great plains.

Event if I were to use integration manager I don't see
know if I should be using sop integration and receivable integration
and payable integration or just sop.
I can't use integration manager becuase sales get update and edited
within our pos and we need to transfer those changes over.

Can any one explain it to me. I have less than 2 weeks to integrate
with great plains.

Thanks

Kourosh

Gill
Sun Nov 30 18:55:59 CST 2003

This is the wrong discussion for this sort of problem


>-----Original Message-----
>I am trying integrate my POS with Great plains.
>I am trying to figure out which tables to populate based
>on which table get populated when I create transactions
in Great
>plains itself.
>But I can't decide which transaction I need to create.
>
>Why are there so many transaction types?
>
>There are receivables, SOP, and Invoicing.
>
>What is a user suppose to do. Make all these transaction
for one sales
>order.
>
>Shouldn't it be that if someone enters an order
>the receivable and the invoice to that customer get
created
>automatically.
>
>When ever I enter a sales order for a customer
>it doesn't increase what they owe us.(receivalbe summ)
>its only when I enter a receivable transaction.
>
>Why is that.
>
>And then if I enter a sales order and I want to send the
>customer an invoice to pay, I have to create an invoice
transaction?
>
>My main questions is, What is the point of creating the
sale?
>I can just create a receivable and an invoice, no need
for sop.
>Is tht right?
>
>Keep in mind I don't have any inventory management needs.
>
>All we are trying to do is manage our A/R and A/P great
plains.
>
>My problem is that I don't know great plains or
accounting very well
>and I don't understand the flow of great plains.
>
>Event if I were to use integration manager I don't see
>know if I should be using sop integration and receivable
integration
>and payable integration or just sop.
>I can't use integration manager becuase sales get update
and edited
>within our pos and we need to transfer those changes over.
>
>Can any one explain it to me. I have less than 2 weeks to
integrate
>with great plains.
>
>Thanks
>
>Kourosh
>.
>

Alan
Mon Dec 01 09:55:49 CST 2003

Kourosh,

This is probably the wrong forum to post this question as it is intended to
answer CRM questions.

It all has to do with the fact that Great Plains has different modules for
different client needs. In addition, the way many of the things work that
you are questioning have to do with accounting rules (i.e., you don't
automatically invoice a client just because you create an order because
legally until you fulfill that order you can't invoice, etc.).

If I remember correctly from an earlier post you put in, you are not using
Integration Manager or eConnect to accomplish this. I think this is a big
mistake on your company's part. If you do not understand accounting or the
GP table structure you are making this job about 100 times more difficult
than if you spent the little extra money and purchased Integration Manager
or eConnect.

The best I can suggest is that you approach your Great Plains reseller who
sold you the system and ask them for advice.

Alan


"Kourosh" <kourosh@digitalmediums.com> wrote in message
news:7b200516.0311281816.276a5650@posting.google.com...
> I am trying integrate my POS with Great plains.
> I am trying to figure out which tables to populate based
> on which table get populated when I create transactions in Great
> plains itself.
> But I can't decide which transaction I need to create.
>
> Why are there so many transaction types?
>
> There are receivables, SOP, and Invoicing.
>
> What is a user suppose to do. Make all these transaction for one sales
> order.
>
> Shouldn't it be that if someone enters an order
> the receivable and the invoice to that customer get created
> automatically.
>
> When ever I enter a sales order for a customer
> it doesn't increase what they owe us.(receivalbe summ)
> its only when I enter a receivable transaction.
>
> Why is that.
>
> And then if I enter a sales order and I want to send the
> customer an invoice to pay, I have to create an invoice transaction?
>
> My main questions is, What is the point of creating the sale?
> I can just create a receivable and an invoice, no need for sop.
> Is tht right?
>
> Keep in mind I don't have any inventory management needs.
>
> All we are trying to do is manage our A/R and A/P great plains.
>
> My problem is that I don't know great plains or accounting very well
> and I don't understand the flow of great plains.
>
> Event if I were to use integration manager I don't see
> know if I should be using sop integration and receivable integration
> and payable integration or just sop.
> I can't use integration manager becuase sales get update and edited
> within our pos and we need to transfer those changes over.
>
> Can any one explain it to me. I have less than 2 weeks to integrate
> with great plains.
>
> Thanks
>
> Kourosh