Tuesday 5, 2006

mzl.dgszsnxj.100x100 75 Microsoft Small Business Financials Conversion To Dynamics GP Notes

One of the recommended options for the future (Small Business Financials version 9.0 is the last one available) is migration to Microsoft Dynamics GP Business Ready.  To remind you the history of Great Plains Small Business Manager 7.0 - this was specially scaled down code of Great Plains Dynamics, where Dexterity dictionary (Dynamics.dic) was simplified.  However most of the tables names, forms technical names in SBF 9.0. 8.0, 7.5 or 7.0 are similar to Great Plains or its successor Dynamics GP respective objects.  Let's review migration path and steps:

1. Small Business Financials upgrade to version 9.0.  If you are still on older versions: 8.0, 7.5, 7.0, you will need to upgrade, prior to migration to Dynamics GP.  SBF upgrade is typically simple and you should not expect major problems or issues, assuming that you do not have complex modifications, customizations (including in-house programmed Dexterity add-ons), ongoing data integration, etc.  Small Business Financials was not exposed to advanced customization, reporting and programming tools, this is one of the reasons why version upgrade is relatively smooth

2. Migration tool: SBF 9.0 to Dynamics GP 9.0.  You can request this tool from your Small Business Financials and likely future Microsoft Dynamics GP Partner or Reseller.  Dynamics GP VAR can download this tool from Microsoft Dynamics Partner Source.  Migration tool itself is sort of black box, which connects to your SBF databases and converts them (it doesn't need any support from Small Business Financials client or even doesn't call Dynamics GP user workstation, as you probably expect for GP service packs).  One of the important things here to keep in mind - when you install Dynamics GP 9.0, please do not apply any service pack, as migration tool expects it work to be finished by launching GP 9.0 Utilities installed directly from OEM CD Dynamics GP 9.0

3. Launching Dynamics GP 9.0 Utilities.  This step will move you to Dynamics GP 9.0 deployment.  At this point, please review the list of known issues.  We got two of them: upgrade to GP 10.0 fail (had to delete DU000030 table as work around recommended by MBS), plus Security transfer fail (as you may know in Dynamics GP 10.0 Security model is completely redesigned).  Probably good option to work around to move security (for each individual user in the form of user specific roles) is to avoid applying Dynamics GP 9.0 SP4 (apply SP3 only)

4. Upgrade to Dynamics GP 10.0.  As normally in upgrade to Great Plains 10.0 you apply recent Service Pack (currently October 2009 it is SP4) and then you launch GP 10.0 Utilities to convert data and reports

5. Some ideas on Dexterity Customization migration.  Such Dex add-ons as eOne Extender could be simply left in the Company database and then taken care by purchasing licenses for Extender on Dynamics GP 10.0 (including Extender Enterprise).  If you have in-house coded Dexterity module, use the same technique - try first to reapply you Dexterity chunk file on version 10.0 (as data conversion is likely not required, you will keep the same functionality in 10.0).  You may still need help in Dexterity programming in repackaging custom logic into new chunk (where you may need, but hopefully this problem will not happen, to review Dexterity code in order to respect new table fields, etc)

6. Advantages of being on Dynamics GP, versus Small Business Financials.  One of the good examples is Report Writer Graphical reports (such as Payable Management Module Graphical Check form).  Another apparent plus is Dynamics GP eConnect (which could be the gateway to ecommerce, EDI and other integrations).  Also, Dynamics GP has Dexterity modification tool (in SBF you could also use Dex, if you involve external Dexterity consulting partner)

7. Alternatives.  If you feel that Microsoft Dynamics GP Business Ready licensing is out of your budget, consider converting SBF to Microsoft Office Accounting, or two alternative Corporate ERP application vendors: SAP Business One seems to be reasonably priced for Small Business or Non Profit organization.  If you consider SAP B1, we have trained programmer and technical consultants to secure data conversion via export to Text files and import via SB1 Data Transfer Workbench

8. Notes on Great Plains Accounting for DOS and Windows Migration to Small Business Financials.  SBF could be considered as intermediate phase in GPA archaic version upgrade to Dynamics GP (Great Plains Accounting 9.5, 9.2, 9.1 and earlier).  You can also consider GPA migration to Dynamics GP 7.5 and then upgrading to GP 10.0, if desired.  Typical problem for old GPA customers is budget.  You will have to purchase Dynamics GP Business Ready licenses with GPA owned modules respecting discount

9. How to get help?  Please, feel free to call us: 1-866-528-0577, outside of USA: 1-630-961-5918 or email us h...@albaspectrum.com  We are very technical and real Dynamics GP Dexterity, SAP Business One SDK and Microsoft CRM programming gurus.  We have Great Plains Software Development Factory and could support unlimited Dynamics GP Customization and Programming needs.  Plus we speak English, Chinese, Spanish, Portuguese, Russian, and not only as native speaking sales folks, but as real technical consultants.  If you prefer skype: albaspectrum

Article Source: http://www.articlesbase.com/software-articles/microsoft-small-business-financials-conversion-to-dynamics-gp-notes-1350437.html

About the Author

Andrew Karasev, Alba Spectrum , h...@albaspectrum.com 1-866-528-0577 http://www.albaspectrum.com Serving ERP and MRP community since 1994, local service in Chicago, Houston, San Diego, Atlanta, Los Angeles. Information portal: http://www.pegasplanet.com We serve you USA and Canada nationwide from our Dynamics GP and SAP Business One call center: California, Illinois, New York, Florida, Minnesota, New Jersey, North and South Carolina, Georgia, Louisiana, Texas, Ontario, Quebec, Washington, Missouri, Iowa, Nebraska, Kansas, Colorado, Nevada, New Mexico, Utah, Arizona, Montana, Oregon, New York, New England. International clients welcome from Australia, New Zealand, Oceania, South Africa, UK, Brazil, Caribbean, Russia, Central America: Mexico, Honduras, Costa Rica, San Salvador, Panama, Nicaragua, Guatemala , South America: Chile, Argentina, Paraguay, Peru, Uruguay, Venezuela, Colombia, Ecuador, Bolivia


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4 Responses

  • Anguel says:

    What is wrong with my resume? I cannot get a job – for over a year…?
    This is the resume I am using. For more than I year and more than 1000 applications, I got a few calls/interviews. It is super depressing. I am applying mostly for entry level positions.

    PROFLE
    Multilingual, highly motivated individual equipped with progressive accounting knowledge and expertise. Ready to sit for the CPA examination. Astute understanding of IFRS, GAPP, SOX and DFA. Excel and Quick Books conversant. Proficient in wide range of accounting functions, including general accounting, journal entries preparation, general ledger, reconciliations, budgeting and financial statement preparation and reporting. Extremely meticulous; outstanding analytical, quantitative, and problem solving skills. Great communicator.

    EDUCATION
    Bachelors of Science in Business and Management May 2011
    The Carey Business School – Johns Hopkins University
    Coursework Highlights: Strategic Management, Corporate Finance (relevant coursework in principles, intermediate levels), and Financial Statement Analysis
    Senior Thesis: Post Great Depression Financial Regulation in the US and the Dodd-Frank Wall Street Reform and Consumer Protection Act

    Associates in Applied Science in Business Administration Jan 2009
    Associates in Applied Science in Business Management Jan 2009
    Associates in Applied Science in Financial Accounting Dec 2008
    Anne Arundel Community College, Arnold MD
    Coursework Highlights: Financial Accounting (relevant coursework in principles, intermediate and advanced levels), Governmental and Non-Profit Accounting, Audit, Tax Accounting, Small Business Accounting

    Master of Law
    New Bulgarian University, Sofia Bulgaria
    Completed 105 semester hours of credit Sep 1998 – June 2001

    WORK EXPERIENCE
    Internship – Business Analyst Sep 2010 – December 2010
    XXXXXXXXXXXXXXXXXXXXXXXXX
    • Analyzed revenue forecasts and SEM campaigns for high profile accounts such as XXXXXXXXXXX
    • Assembled weekly reports from large datasets and interpreted data statistics on monetization objectives

    Accounting Volunteer Spring 2008
    XXXXXXXXXXXXXXXXXXXXXXXX
    • Assisted in setting up and fine-tuning Quick Books Pro for the organization
    • Handled revenues/expenses entries and their appropriate input in the accounting system

    Assistant Accounting Manager Oct 1996 – June 2000
    XXXXXXXXXXXXXXXXXXXXXXX
    • Responsible for weekly payroll, general ledger accounts and journal entries
    • Registered inventory and assets; reviewed and supplemented invoices

    SKILLS/AWARDS
    Computer Skills: Certified Excel Microsoft Office Specialist, Advanced Quick Books Pro
    Awards: Johns Hopkins University’s 2009 Dean’s Undergraduate Scholarship recipient, Johns Hopkins University’ 2010 Dean’s Alumni Advisory Board Scholarship, Maryland’s Senatorial Scholarship; Bruce C. Burns/Northwestern Mutual Annual Business Award, Friedman and Kahn Award, 2010 Baltimore CFA Society Scholarship

    ADDITIONAL EXPERIENCE
    Real Estate Salesperson – License Holder May 2005 – Present
    Server, XXXXXXXXXXXXXXXXXXXx May 2004 – Present

    • Stephen T says:

      Put your MA above your other degrees as it is the most valuable. Here is a secret – sometimes people are overqualified. My brother is a lawyer and could not get a job anywhere for 9 months and one day he stopped putting down that he had a JD and he got hired within 2 weeks from the change – and then when he got his new job he put it back on his resume and kept looking, and then got an even better job because he was currently employed.

      It looks like you have a lot of good experience – just keep it to the most valuable and minimum.

  • CocoGoddess21 says:

    What’s wrong with my resume? Why can’t I get a job?
    WORK EXPERIENCE:

    August 2009-September 2009: Customer Service; PG College Bookstore; Largo, MD

    Assisted customers by providing them with items needed such as book, equipment, supplies, and uniforms. Filled out the necessary paperwork to complete sales; advised customers about the process for using financial aid, grants, and other sources to purchase items. Also answered telephones and responded to customer inquiries.

    August 2009: Volunteer; Stone Soul Picnic; Washington, DC

    I provided full accommodation and support to the artists according to regulations; event calendar management, made transportation arrangements. I also provided artists with food, beverages, and other items at their request. Organized and prepared trailers to accommodate the celebrities and radio station employees from WKYS 93.9.

    March 2008-November 2008: Teller; Bank of America, Clinton, MD

    I processed transactions accurately and efficiently in accordance with established policies and procedures. Identified customer needs and refer financial products and services to consumer and small business customers. Act as Bank of Americas face to the customer and consistently seek to delight our customers by demonstrating The Bank of America Spirit. Ensured regulatory requirements, such as Anti-Money Laundering and Bank Secrecy Act are adhered to. Contributed to a positive team environment in the banking center through 360-degree coaching.

    August 2007-January 2008: Sales Associate; Sears; Clinton, MD

    Assisted customers by providing knowledge and expertise on electronic devices; sold merchandise; filled out necessary paperwork to complete sales; advised customers about the process for applying and opening accounts with the company.

    July 2005-August 2005: Clerical Assistant; US EPA; Arlington, VA

    Xeroxed, answered phones, delivered documents, light typing on the computer is MS Word format.

    During PG County public school holidays 2004-2005: Clerical Assistant; US EPA;

    Arlington, VA

    Performed filing duties; organized and sorted budget files in numerical/sequential order and placed in the appropriate folders by branch/division created by execution personnel; typed labels; xeroxed documents as requested; deliver to in-boxes; received phone inquiries and forwarded calls to the appropriate budget execution team member; scheduled meetings for the team.

    June 2002-August 2002: Camp Assistant; Hillcrest Heights Community Center;

    Temple Hills, MD

    Assisted camp leaders with children activities (cheerleading, dance routines, arts and crafts); helped camp leaders keep track of children on field trips; helped serve meals.

    June 2003-August 2003: Childcare Assistant; Woodyard Road Nursery;

    Clinton, MD

    Assisted day care workers with daily activities for kids; attended field trips with workers; helped supervise young children; taught basic elementary skills (reading, writing, counting, colors).

    As needed (8 hour days): Sonja Winfrey’s residence; Private Home

    Clinton, MD

    Provide childcare services for one toddler and a 5 year old; feed kids on schedule; prepare breakfast, lunch and afternoon snacks; read stories; assist with potty training; teach nursery rhymes; take kids for daily walks, play and exercise; provide entertaining movies; schedule nap times.

    As needed (2-3 times per week 4 hours minimum): Cowherd Residence; Private Home

    Capital Heights, MD

    Provide childcare services for 3 children; feed kids on schedule; prepare breakfast, lunch and afternoon snacks; read stories; play games; take kids for daily walks, play and exercise.

    SKILLS:

    Computers

    Typing

    Internet

    Wordperfect

    Microsoft Word

    Create Web Pages on Black Planet

    OTHER ACTIVITIES/INTERESTS:

    Surrattsville High School

    - MD-942 AFJROTC

    - Non-Commissioned Officer Academy (NCO) – April 2004

    - Honor Guard (August 2004-June 2005) – National Drill Competitions

    - Cadet Officer Leadership Program (July 30-August 5, 2005)

    - Gospel Choir

    - R&B Band

    EDUCATION:

    High School Graduate

    Surrattsville High School 05/30/2007

    REFERENCES AVAILABLE UPON REQUEST

    DESCRIPTION OF OTHER ACTIVITIES

    Non-Commissioned Officer Academy (NCOA) – April 2004

    I developed leadership and life skills, by performing military tasks in group activities. I learned USA ROTC standards for living and performed physical. I learned public speaking and team work by using my teammates to complete obstacle courses.

    For more information contact Chief Black at Surrattsville High School.

    Honor Guard (August 2004-June 2005) – National Drill Competitions

    I participated in drill competitions along the east coast. I learned organization skills by being in put charge of organizing the AFJROTC HONOR GUARD uniform as well as the standard ROTC uniform. I learned public speaking and team work.

    For more information contact Chief Black at Surrattsville High School.

    Surrattsville High School R&B



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