Microsoft Great Plains Integration with Microsoft Access - Overview for Developer

Software Information

Microsoft Great Plains Integration with Microsoft Access - Overview for Developer

Microsoft Business Solutions stakes on Microsoft Great Plains as main Accounting/ERP application for US market. At the same time it seems to be staking on Navision in Europe and has Axapta as high end large corporation market competitor to Oracle, PeopleSoft, SAP, IBM. This article is brief review of Microsoft Great Plains integration with Microsoft Access. This is also applicable to Small Business Manager (which is based on the same technology - Great Plains Dexterity dictionary - DYNAMICS.DIC and runtime DYNAMICS.EXE) and Great Plains Standard on MSDE or MS SQL Server.


If you are developer who is asked: how do we implement Great Plains integration/interface with your MS Access-based system - read this and you will have the clues on where to look further.

Great Plains Integration Manager - this is rather end-user tool - it is very intuitive, it validates 100% of business logic, brings in/updates master records (accounts, employees, customers, vendors. etc.) brings in transactions into work tables. The limitation of Integration Manager - it does use GP windows behind the scenes without showing them - so it is relatively slow - you can bring 100 records - but when you are talking about thousands - it is not a good option. By the way you can program Integration Manager with VBA. Microsoft Access is ODBC compliant and so you can do direct Integration Manager query to MS Access

eConnect - it is type of Software Development Kit with samples in VB.Net. Obviously the development environment should be Visual Studio.Net. eConnect will allow you to integrate master records - such as new customers, vendors, employees, etc., plus you can bring transactions into so called Great Plains work tables (eConnect doesn't allow you to bring open or historical records - you need to post work records in Great Plains, the same limitation applies to Integration Manager above) eConnect is rather for ongoing integration. It was initially created for eCommerce application integration to Great Plains.

SQL Stored Procedures. Obviously you have unlimited control and possibilities with SQL queries. You need to know Great Plains tables structure and data flow. Launch Great Plains and go to Tools->Resource Description->Tables. Find the table in the proper series. If you are looking for the customers - it should be RM00101 - customer master file. If you need historical Sales Order Processing documents - they are in SOP30200 - Sales History Header file, etc. Do not change existing tables - do not create new fields, etc. Also you need to realize that each GP table has DEX_ROW_ID - identity column. Sometimes it is good idea to use inbound/outbound XML in the parameters - then you can deploy web service as a middle party between two systems.

Data Transformation Services (DTS) - Good tool for importing your third party data into staging tables in GP - then you can pull them in using either stored procs of Integration Manager. You can also deploy this tool for EDI export/import. You can have DTS working with Linked Server - SQL Server Construction for linking to Microsoft Access

Great Plains Dexterity Custom Screens. Sometimes users prefer to have seamlessly integrated into GP interface custom screens - for parameters settings and initiating integration. Dexterity is a good option, however remember - it is always better to create new custom screen versus customizing existing one - due to the future upgrade issues. Also - Dexterity is in phasing our by Microsoft Business Solutions.

Modifier/VBA custom buttons on the existing screens - alternative to Dexterity is you are comfortable with VBA and ADO.

SQL Linked Servers - you can do direct SQL queries to other ODBC compliant platform via SQL Linked Server (including Microsoft Access) - you may need to familiarize yourself with OPENROWSET command in Transact SQL. This is also good option if you need cross-platform Crystal Report - pulling data from SQL Server and third party databases on the same report.

Warning - do not place existing GP tables into Replication! - you will have upgrade issues.
Happy integrating! if you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com



Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies - USA nationwide Great Plains, Microsoft CRM customization company, based in Chicago, California, Texas, New York, Florida, Georgia, Minnesota, Oregon, Arizona, Canada, UK, Australia and having locations in multiple states and internationally (www.albaspectrum.com ), he is Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer.




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What is installation in the language of technology? Installation has server and client sides.
Server side - Installation creates security environment (logins) on MS SQL Server or MSDE, creates system database - DYNAMICS and then company databases. All these tasks are performed by Microsoft Great Plains Utilities

Workstation side - workstation installation copies the client side application, installs current version of MDAC (we need SQL ODBC driver - please check documentation on ODBC DSN setup), registers the application. If you plan to run Great Plains Utilities from the workstation to create server side (see above) - you need to check Install Client and Server Components

What is following implementation? Implementation requires combination of technological and accounting skills
System Setup - you should refer to GP documentation. In general setup consists of Company information, General GL/AR/AP/Payroll setup, User classes, Customer/Vendor/Employee classes to name a few
Master Records - you should either use integration tools, such as Integration Manager, SQL queries or have users to type in all your GL Accounts, Customers, Vendors, Employees .
Beginning Balances - this is recommended approach - you place aside the old accounting application for querying the historical data and enter beginning balances in Great Plains GL, AR, AP, SOP, POP, Payroll. When you have balances in the system you are ready to use it in production
Historical Data conversion - this is optional, in order to do historical data conversion you need to know basic Great Plains tables structure (Setup->Tools->Resource Description->Tables Structure). This is similar to surgery - so you probably need outside consultant to help you. If the volume of historical data is small - you can deploy Great Plains Integration Manager and then post the records in the modules.
User Training - we are just listing this item - it is up to you to decide on the way to train your users
Using Two Systems in Parallel - this is recommended. You should print the reports from both systems during this test period and compare the results
Customization - typical areas of customizations: Invoice form, Crystal Reports, pulling info from multiple databases, including Great Plains database, Great Plains forms modification with Modifier/VBA, Great Plains Dexterity forms and logic customization, integration with CRM, RMS and other business systems, web publishing from Great Plains tables, EDI with your suppliers, SQL Data Transformation packages

Do I need consultant? We strongly recommend you to use consultant in the following cases
You have identified the need for Great Plains Dexterity customization
You are doing migration from Pervasive/Ctree to Microsoft SQL Server/MSDE, especially when you have third-parties without migration tools
You are doing migration from Great Plains Accounting to Microsoft Great Plains
You have to create a lot or ReportWriter Modified Great Plains Reports
You have old version of Great Plains: Dynamics or eEnterprise 6.0 or prior - in this case you can not appeal to Microsoft Technical Support - it is discontinued
Your Great Plains has more than 20 users in this case the mistake may lead to serious business problems
You don't have support for your old Great Plains - then you have to select your Microsoft Business Solutions Partner and pay for the annual support/enhancement plan - you will get new registration key and will be ready for the upgrade
Good luck with installation, implementation, upgrade and if you have issues or concerns - we are here to help! If you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com
Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies - USA nationwide Great Plains, Microsoft CRM customization company, based in Chicago, California, Texas, Florida, New York, Georgia, Washington, Minnesota, Colorado, Canada, UK, Australia and having locations in multiple states and internationally (www.albaspectrum.com), he is CMA, Great Plains Certified Master, Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer. You can contact Andrew: andrewk@albaspectrum.com

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