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VBA Modifier
Case Studies
VBA / Modifier
Alba Spectrum Technologies
Industry Specific CRM Vendor with International Support
Situation
Client had turn key system installation plan and support for its customers. The
system had the requirement to show the status of the part of the supported
hardware and it’s history through multiple Great Plains
modules: Sales, Purchasing, Inventory and Fixed Assets by it’s serial number.
Also Clients had support and billing plans with installment payments options and
considering high volume of customer checks – the AR group notification mechanism
was required
Our approach
In order to provide immediate support for the hardware, installed as part of the turn key system and payment notifications
- Dexterity, VBA, SQL and Continuum customization was recommended, addressing several Great Plains modules: SOP, Inventory, Purchasing, Fixed Assets
- SQL queries to provide immediate reporting of customer outstanding invoices and payments history
- SQL and Dexterity triggers, deploying SQL mail to notify AR on customer payments
Results
- Client was able to switch all its legacy systems to Great Plains
- All real-time customer support calls were facilitated, resulting in increasing of customer service quality
Industry: Services
Applications: Great Plains
Technologies: Dexterity, VBA & Modifier, Continuum, ReportWriter, SQL Server: Stored Procs, Triggers, Mail, Crystal Reports
Payroll Funding Company for Placement Agencies
Situation
Company had several hundred clients – placement agencies and needed the system
to bill them and make payroll transfer to their temps. Standard mid-size
accounting application with payroll module can produce payroll checks and direct
deposits. Management decision was to have individual database/company per
client, which resulted in several hundred SQL databases. The addition of new
clients required automatic setup in this case, plus consolidation of accounting
records from these client databases into corporate accounting required
sophisticated SQL integration.
Our approach
Our research confirmed supported management decision to have separate Great Plains company for each individual client and we suggested
- To have SQL Server Data Transformation Package for installing and setup new client
- SQL DTS package for consolidation of client’s companies transaction into Corporate GL
- Dexterity, Modifier with VBA standard Great Plains logic customizations to fit business logic
Results
- Unique business processes were automated within Great Plains
- Client’s IT team got single and reliable database platform (MS SQL Server) as the basis for multiple reporting needs
Industry: Placement
Applications: Great Plains
Technologies: Dexterity, VBA & Modifier, SQL Server: Stored Procs, Triggers
Collection Agency
Situation
Company had UNIX based collection system. However feeding data into accounting
package with billing and payment functionalities was a need. The old accounting
system was too small to serve growing business volume. The uniqueness of the
business processes required automatic switch from the original creditor to the
bank, who bought the AR from this creditor
Our approach
We suggested deployment of Great Plains Integration Manager to feed data from UNIX based collection system into Great Plains
- VBA vendor translation in Integration Manager
- VBA for payment check date and additional fields modification formula programming
Results
- Integration of Collection System with Great Plains
Industry: Services
Applications: Great Plains
Technologies: VBA, Integration Manager
Alba Spectrum Technologies
Phones
Toll Free: 1-866-528-0577
Office: 1-630-961-5918
Cell (consultant-on-duty): 1-630-854-0597
Email: help@albaspectrum.com
Great Plains Dexterity Customizations Dynamics eEnterprise Microsoft CRM Microsoft RMS Crystal Reports SQL .Net C# International