Monthly Billing In Dynamics Gp How To Set It Without Programming And Integration

Monthly Billing In Dynamics Gp How To Set It Without Programming And Integration

By:




In Dynamics GP or how it was known formerly Great Plains regular billing setup depends on business type. If you are in leasing business it is recommended to deploy Scheduled Payment functionality in Receivable Management module. Obviously leasing logic doesnt fit to all billing scenarios, as it is pretty complex from principal and interest standpoints and posting to General Ledger. Second method is placing repeating customer invoices in recurring batch in Receivable Management. Some customer may say wait a minute, but receivable management invoice doesnt support inventory item lines. Yes, this is correct. If you need invoice to be itemized, then we recommend the third method deploying repeating Quotes in Sales Order Processing module. We have dedicated publication to leasing and scheduled payments, in this small paper we would like to highlight recurring batches and repeating quotes:

1.Recurring Batches. This method is pretty straightforward and every consultant can help to set it up. You create initial set of customer invoices or maybe import them from external legacy billing application, place them into the batch and the batch itself you make recurring. In order to set the batch as recurring you change Frequency from Single Use to Monthly for example. If you select frequency as miscellaneous you will need to enter number of days to increment. If you expect the set of invoices to be generated indefinitely until further notice, you keep Recurring Posting field as zero. If you expect billing to be done specific number of time, change Recurring Posting to that number. This method doesnt support Inventory items on the invoice. If inventory is required in your case, next paragraph is for you

2.Repeating Quotes in Sales Order Processing. You should first enable transfer sales Quote to Invoice in Sales Document Type form. Plus, here mark select in Default Quantities to Invoice in drop down list (default might be to Order, here you cannot transfer Quote to Invoice as there are no quantities to Invoice on the Quote lines). In SOP Quote you can enter multiple items, both defined in Inventory Control module and so-called non inventory items. If your organization is in membership related field or if you are selling services, such as public utilities consider deploying Miscellaneous Charge as Item type. Create SOP batch, and key in or import via Integration Manager your quotes. Please, note here that you do not expect printing these quotes and mailing them to your customers. They are to be transformed to Sales Invoices with itemized lines. On each Quote form click on the arrow next to document number field and you will have Sales Document Detail Entry form opened. Here mark Repeating checkbox, specify Transfer to Fulfillment Order/Invoice type ID, Batch (as you probably want invoices to be placed into separate batch and not be mixed with your repeating quotes). Keep Time to Repeat as zero if you plan to bill the customer indefinitely. Now you are ready to transfer your batch of quotes to Invoices. You can do it either for each individual Quote or as the whole batch. When the transfer is complete, the batch itself and all the repeating quotes stay and will be ready to be transferred in the next billing period

3.Price Increase or Adjustment. If the number of customers is small and each order is reasonably priced for manual adjustment, you can simply open your Quotes one by one and alter the amounts there. It is also possible to remove obsolete items and insert new ones. If you have large volume of small customers (public utility company, serving residential clients, for example), manual adjustment is not feasible option. In this case we recommend you to use Integration Manager, where Integration Type is Update. Such integration could pull out each individual quote and alter its lines. If you have generic update plan, you may use VBA event driven scripts. If you have special negotiation for each customer, likely integration should be based on text file or ODBC connection to your Customer Billing system. ODBC option allows you to connect to most of the DB platforms, including Oracle, MS SQL Server, Microsoft Access, FoxPro, Sybase, MySQL/PHP, etc.

4.What is not recommended for the price update? Dynamics GP is hosted in MS SQL Server database and if you have SQL DBA and programming enthusiasts, they may tell you. It is not a problem at all for us to update item prices directly in SOP10200 table. Well GP is mid-market Corporate ERP application with pretty advanced and complex business logic. Doing the work in SQL requires multiple tables/fields update and is not recommended for somebody, who doesnt have long time proven experience doing such things. It is easy to compromise business logic and make your data inconsistent

About the Author:
Andrew Karasev, http://www.albaspectrum.com Great Plains Dynamics GP and eEnterprise Certified Master, Microsoft MVP and consultant with 15 years and plus experience and expertise. Alba Spectrum, 1-866-528-0577, help@albaspectrum.com . If you are thinking implement Dynamics GP in challenging environment, we recommend you to give us a call



Article Originally Published On: http://www.articlesnatch.com


Tags: , ,

|

Loading...
Related....
Videos...

Recent Software Articles

Comments

Still can't find what you are looking for? Search for it!

Loading

Site Navigation:

Copyright 2005-2011 ArticleSnatch, LLC - All Rights Reserved.
Privacy Policy | Terms of Service.