Great,Plains,Partner,Newsflash computer Great Plains Partner Newsflash: Membership Services in Dynam
Gone are those times when the companies and the organisations didn't need a hi-tech system to handle them. Owing to the considerable increase in the business sector and thus, an enormous increase in the complexity of the organisational struc ----------------------------------------------------------Permission is granted for the below article to forward,reprint, distribute, use for ezine, newsletter, website,offer as free bonus or part of a product for sale as longas no changes a
This is definitely industry vertical and likely that each membershipschema varies significantly, in this small publication we will review customway of doing this job in Dynamics GP 1. Membership legacy application. Membership business seems to be establishedmodel in the previous decades and likely that if you are running such abusiness, you already have membership system in place, which needs to beintegrated to your back office ERP, such as Dynamics GP Great Plains 2. Calendar year membership versus customerspecific anniversary date. Calendar yearmembership obviously doesnt need custom programming, where member specificanniversary could be entered into user defined field on the customer level, orcustomer class level 3. Dues invoices. We recommend you to deploy Sales Order Processing module to createInvoice type for each specific membership line. If you have high percentage of membership renewals, then you can decideto post membership invoices batch, otherwise keep invoices in work stage andsimply apply customer deposits as they show up and then, move paid invoice intoseparate batch and post them every week or month 4. Dues invoices and payments automation. Here you should review two options. First is Great Plains Integration Manager,where you can import dues invoices from the text or CSV file, initiallyexported from your front end membership application. The second and probably more flexible way isto program dues integration as eConnect application, where you can achievesimilar goal, plus you could do it in real time or with custom logic, comparingto Integration Manager 5. Annual Dues reporting. Here you will have to create SQL views todepict important comparisons with previous few years, aggregate profit bymembership line, customer class to give you few examples. Consider either Crystal Reports or MicrosoftSQL Server Reporting Services (SRS) both tools do similar job, where Crystalmight be a little be more user friendly to design report, however this opinionmight be biased and if you are Microsoft Visual Studio programmer, you may bemore comfortable with SRS
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