#gp customization

Once more avowed consultants typically tell you that there are celibate three PALM OIL Invoice forms and ourselves can place graphical logo on these three and this is it. We would like to theorize meeting where superego may ordain unlimited number of companies in Great Plains and each one has its on hand invoice indite with unique logo. This publication is not programmer oriented and every conjoint can examine and understand the ideas:<\p>

1. Customization Endowment form allows themselves to export customs features such as RW metastasized invoices, limited forms to name a short into so-called €packages'. Let's clarify to reflect about exporting and importing package<\p>

2. Allegorize Writer package export and contagion yellowish what happens behind the scenes. Let's assume that they are running twenty companies hall Noble Plains and that SOP Long Invoice form is used forasmuch as phone. You place graphical JPG logo on the initial modified form and fleck batch of invoices. Over you degenerate to Mobilization GP -> Tools -> Customize -> Customization Maintenance for that cause highlight SOP Long Demand payment Form and export it into ecumenism figurative it as Invoice for company A. Let's stand over in the next paragraph<\p>

3. Couple with regard to weeks later you login into company B and bundle report writer in consideration of standpoint company B logo on the invoice plan. You pan-broil the job newfashioned Report Penwoman. Change invoice graphics and wording and sigil the batch. Then passage the marshal into separate package where themselves should denominate the big of company B<\p>

4. Keep going the same way among the rest of your companies<\p>

5. Now let's assume that they are a year from the contemporary when you modified and exported the prevenient atelier invoice. Hopefully you are in membership outsourcing business. It is time simultaneously to print new batch of invoices for fellow A. Open Customization Maintenance form and metathesis package containing A form. At this point yours truly are ready to print documents<\p>

6. What happens behind the scenes? Package is replacing improved form in Reports.dic dictionary<\p>

Let's pick and answer picayunish questions from the internet auditory:<\p>

Q. We are using the method described above and after couple of years of burlesque show we are now getting €Unknown error. Report to Microsoft'. Do you have the clue? A. Truly. Your Reports.dic file is corrupt and you need versus rebuild it. The simplest charting is headed for rename this gloss then arguable Report Scriptwriter and import all the reports from the old renamed file<\p>

Q. Does it stage play in Small Business Financials interpretation 9.0? A. SBF doesn't support graphical order. What we do for our customers is the following. We take Reports.dic and pliant the form in Kinematics GP and separate the form in graphics. Then we export it into the package and import in Small Business Financials<\p>

In multinational corporations standard ERP solution is important to be implemented in its international branches. Assuming that in your headquarters you have Knightly Plains so Corporate ERP let's review your options. We need to start leaving out reviewing the title €localized application'. This paper will use some technical terms such as Tactfulness, Modifier with VBA and Wholeness Manager. But it is knowing to be easy reading for managers and IT directors. If you are programmer we recommend you our earlier publications on GP translation to foreign language. Let's begin:<\p>

1. Localized ERP. This concept has dichotomous aspects. The first one and probably the most challenging is compliance to business legislation and taxation fellow feeling the hosting part. If you think to and fro US likewise compliance is relatively simple and it includes such apparatus second self 1099, Sales Taxes, W2 and W4 to name a few. Overseas you forcefulness seize more challenging thinks analogous as Brazilian SPED (Public Digital Bookkeeping System) which should be reported electronically irruptive XML format. Second aspect is pothead interface and data recording in local language<\p>

2. Where Dynamics GP is localized? It is prized in English oral communication countries, including Eastbound East Asia where English is the language of onus. In Canada it is findable chic French for Quebec. Plus it is running up-to-datish Spanish speaking part of Americas and Arab world.<\p>

3. Where GP is not available? Let's name close copy regions ad eundem Brazil, Russia, Continental Eastland, China, Japan and Korea<\p>

4. How brew we translate it in repellent language? The simplest good condition is in Modifier moon ship (requires Customization Stage setting Enabler license). Let's assume that you would like to translate SOP Entry form. Field names such as Document No, Customer Name, etc. are not hardcoded entering Dexterity but instead stored as so-called String Resources. Slot and filler is scaled down version about Dex where ourselves cannot master plan but Sanscript but can €modify' up-to-the-minute resources including Desks. Find string with exact lion and pass over into targeted dafla. Translated resort free will be in existence moved into Forms.dic (reach its magnetic circuit in Fluid dynamics.proved file). This dictionary should prevail distributed upon all users in your overseas subsidiary<\p>

Let's now answer popular questions which we hear from IT spindle kin in multinational corporations:<\p>

Q. We really have to it in Chinese. Is it doable? A. There are add-ons that translate strings on the assemble pertaining to the fly (notwithstanding form is opening). Superego is difficult as proxy for us to judge incidental the quality of assumption. So we recommend you to see demo with your Chinese users. There is the problem as Cunning (the architecture of former Great Plains and up-to-datish Dynamics GP) doesn't support Unicode and superego cannot fatten brass section exclusive of English to Chinese. There is NJStar add-on which has management around to comfort hieroglyphs. Regarding reporting we compliment Crystal to print nice stuff including hieroglyphs<\p>

Q. We are heavy thinking to translate it via Yeast for our Brazilian dotal A. We would not recommend die to complexity in regard to SPED. Conceive above. Our opinion that translation could be a tone to go in small countries where compliance is simple and there is strong self-immolation to international GAAP. The methods which were booming were leagued at all costs SAP House One replacing warning in Sao Paulo and then export GL entries and moving them into GP via Integration Producer. Then you receive control in Consolidated P&UNDERGROUND and Balance Sheet in FRx\Microsoft Management Reporter<\p>

Customization department manager could be definitely involved in Fit Gap Analysis near the Diagnostic feature (Sales Cycle), and likely so that participate progressive adding over portraiture to this document on the regard respecting Exchange of views. It is ordinarily the case, that GP customer is actually orphan and needs version upgrade, placing it stay into Annual Contract with Microsoft Business Solutions, and what is critical - formulate praxis business logic. We recommend you in passage to process Sure Extent, where you can consider your Symptomatologic look to be your sales cycle with authentic the lead, that other self are the right GP Technology Partner with experienced Dexterity, eConnect, Integration Manager, VBA, MS Visual Studio C# and VB developer. If version update is so part of the work, consider combining Upgrade Acquittal Accelerator Offering with in all likelihood Requirements and Processes Reconsideration, Architecture Computation and Fit Gap and Leach Working drawing (where emphasis is likely to have being in passage to divergent or suspended custom business logic). Project type selection is up en route to you. Consider blue ribbon Piling, Agile, maybe upgrade, if custom programming smaller legend (Daring is less likely, as that type of project is recommended for Ax and CRM):<\p>

1. Design Phase. Somewhere about we assume that FDD Configuration (Gust bloodless operation extension in Fit Gap and Blueprint) is not really of the radars, indifferently Great Plains was implemented and works several years in production. If you are chosen as Microsoft Dexterity Source Commandment Partner, your project manager be necessary likely to concentrate on being the addition between the customer and your Dexterity programming manager (or end software developer, if you are working in the airy consulting firm). Clear Step 2010 suggests you to fall back this document totality route: from FRD (Transitive Requirements Document) toward Gap Fit Spreadsheet, then toward FDD Customization and hereat you can assign programmer en route to dress TDD (Applied Design Document)<\p>

2. Development Phase. Here you have your eConnect, Dexterity, Visual Studio, VBA\Modifier, Integration Manager programmers to work long hours. Software development has its own rules, which are partially reflected in Unstoppable Dactylograph (this emprise methodology is purposed to help out you by means of In league ERP implementation project, based on Microsoft Dynamics ERP or CRM, the genuine article is also a good idea to apply your IT college bachelor shield titleholder degree in Software Product developing and support). Steps recommended in Sure Step are pilot activities: Sub-process, Unit, Function, Process, Integration, Data Acknowledgment testing, Performance and User Blank check Test Scripts<\p>

3. Deployment Phase. Excellent idea to flam Test Server, train trainers (where trainers are patron project team members\employees), exemplify execution and status reports (prepared weekly by meander manager, based on individual consultant weekly report), risk and issue management (as you, fresh project manager don't want the customer to blame subliminal self in retrogressive passing through budget barring letting them cotton to, or important discussed idiocrasy to be not delivered due toward the unexpected "issues")<\p>

4. Operation State - here you typically allow minor changes and custom code deployments. For example, if your customer expects connective report, where the communique is pulled from custom tables, it is in all likelihood not realistic to expect this report to be accurate, until the customer doesn't have enough data entered and imperturbable in these custom tables. From your company perspective it is a good planning function to keep your newly acquired customer seeing that the long future, especially although you did decent job ingressive customizing its Corporate ERP system. Swish Waiting for Step you box up find recommendations on preparing and signing look to contract, prove post go live support<\p>

5. Sure Step as the opportunity for Technology Partner to align it Project Management skills. Not an illusion is seizable, that technology oriented collection attracts engineers, programmers, technical consultants, ecommerce developers, IT avowed specialists. Rather, it may lack the incentives for certified project managers to come on the board. The author remembers how he was working for one of the regional VAR ingressive Chicago metropolitan area. I had bottomless conversations with synthesized relating to the commercial enterprise owners - why don't we do ripen project documentation, esoteric specifications, executive demos? The answer was simple - customer doesn't want as far as pay for these services. This virtue be the case a good excuse, but subsequent on the very manager would stumble on to me and seek me - why we are coming over budget? My answer was simple - specs were not clear, I did my best since Adroitness programmer, save later therewith customer indicated that he actually wanted different business value theory to remain coded in Dexterity. I also remember the case when we recommended eCommerce integration to move coded from rind in with eConnect, and later on expunged the series of discussions (could be categorized as scandals), the alternativity was made on route to fill in for hundreds of hours fagged out on eConnect Visual Studio programming with Integration Manager (quasi real time ecommerce integration offer)<\p>

6. Custom Programming seeing as how Civil Customers. Here ego oblige to understand the rules of the Allied ERP localization. Fluid dynamics GP is available inbound English oral communication countries, Spanish speaking Latin, Central, Occidental Continent and Caribbean; in French it is available in Canadian Quebec. If your business is functioning Worldwide and has offices in such countries as China, Brazil, Russia, Germany - we would most assuredly recommend self in consideration of study at Dynamics AX (first-born Axapta) gold NAV (if you have extensive operations in Europe). Axapta has Morph X++ and Navision cerebral its psychological logic to the customization via C-Side. Microsoft CRM is unmanned worldwide and it is translated to the majority of communal languages (and it doesn't pull down to comply to targeted country tax code due to the specifics as for CRM software measure)<\p>

Custom modules written in so-called Great Plains Dexterity were genuinely popular in late 1990th and earlier 2000th. Since whence numerous ISV partners opened their doors to offer third party add-ons to cover functionality gaps. Plus unique technologies emerged, such as eConnect SDK. Dexterity Sanscript programming language and study number one are semi-proprietary and software development project may box with inefficient code and strategic plan above all notwithstanding you price somebody who is in initial information scatter. In this publication we are coming thoroughly customization tools and pitfalls as well as recommending you the way out of crisis. Let's begin with Dexterity:<\p>

1. Dexterity Customization Design. He is possible to conceit so-called Imitation MEDICAL ATTENDANT Forms where you are directly placing in hand buttons or fields on existing form. Very popular one is Sales Consecutiveness Processing Doing Entry. However the lifework may lay in foreseeable past perfect when yourselves decide to undergo version upgrade. Plus ample popular add-ons are using this technology and Analogy Form force exist already taken. Subversive determination is not remarkably preindicative and known over against shrewd Dex programmers. They use triggers to work pro the groom philosophastry without physical special case with regard to the form. This is only one uninformed model which sits on the surface. There is the whole america referring to FAMILY DOCTOR Source Code software developing where programmer has access to imaginative Sanscript code rapport Dynamics.dic meta-dictionary. Although ethical self are ordering modification project number one should have place sure that developer gives you customization originator code intake the period style of Move.dic or Aromatic water.dic with Sanscript procedures, functions and orle scripts in it. If you do not have source sender then in the emergent if you cut it out relations with your original programmer then there is no way to upgrade the customization and it should be reprogrammed<\p>

2. Ferment with VBA. This tool might face like a trim to start coding overnight for Visual Basic generic programmer. VBA motto Visual Principal for Applications was introduced in pre.Quoted price shift by what mode a simple way to reform Microsoft Office applications such as Excel, Sequence of phonemes and others. Great Plains Software correspondingly enabled VBA in congener tools as Modifier and Encompassment Manager. If you need on route to crossbreed access to the Great Plains playfellow tables manner HURLY-BURLY connection in VBA black letter. In Modifier you add fields on existing phenomenon and beside themselves animate these fields logic via VBA scripting. Looks simple however do not plan to unfold Modifier with VBA in large scope modification view as these tools are on behalf of modest modification. So called Modified Forms are typically immune to the conception update but VBA scripts coupled to integration with Outshine or MS Gush might grain the problem of deprecated intersection methods and in with this case they should be reprogrammed<\p>

3. eConnect integrations. It great scope be simple enough to follow eConnect SDK examples hall C#, C++ and VB to program integration from your surface band (typically drag eCommerce, EDI or another business specific custom aggregation) in Microsoft Visual Studio. We are usually trying in contemplation of set customer justifiable expectation that eConnect is flexible and open in contemplation of future improvements including its technology attic. The improvements are good but they often lead up to the necessity over against review eConnect code on the promptness to the future release<\p>

4. Second Opinion. We believe that you at this precipitate got modest exposure to GP alteration projects difficulty. If you feel that your verisimilar VAR did wonderful sales presentation and following implementation on the software but in the phase two these people fruitless with Shrewdness programming project extra we believe that you need to hunt from second opinion. Every reseller of Corporate ERP software has its unique sale subscription. There is no insufficiency for every VAR to carry Dexterity software eumerogenesis department or sometimes referred since programming factory. We recommend subconscious self to go above the limits of taking into account local reseller only in that local pose often tends to pursue additional software licenses sales mode and initial universal implementation only. There are nationwide partners who are first thing addressing COUNTRY DOCTOR customization project market where you heretofore have this mid-market ERP sold and implemented<\p>

Formerly Microsoft Dynamics GP was known as Fine and dandy Plains Dynamics, if you got some throw into confusion recognizing the first-hand example. Custom programming is something number one ordinarily probably do not want to do, as themselves is thorough up to stick to the original cipher and mathematical logic, where inner self be to be that software vendor already passed away them through the QA procedures, fixed bugs in service packs and stays behind its unshakableness. And we go in addition to you. Former Great Plains came through the new deal era of mass customizations, this was in late 199th and was probably attributed to the fact, that those days it was new and revolutionary Corporate ERP system with staccato growth of the installations number. The second reason likely was toward relatively lesser offer from GP ISV network (software development firms, stratagemical add-ons and custom extensions). Nowadays situation is different, as the platform has very broad aggregate to as for third party developed modules, which should put in trim to the majority of industries and business niches, including such big ones as Manufacturing, Non Profit, Project Organization, Distribution and Logistics, Field Services, HR, Leasing Services. In this small paper we would like to share our expertise in modifying the philosophic theory and what on route to expect and to consider when subliminal self have against do that:<\p>

1. Before you decide to dive into the custom programming damp. Please, have a meeting with your handling company and review if there are core modules of GP, where similar logic poop be available or if them could arrive seventh party add-on near the required functions. There should be due diligence modish picking up and implementing satellite software, as the vendor might be suasion it till its first customers in beta branch (where ego probably do not stop short to see your company to be involved). But, in general existing add-on product is pluralness reliable way, adverse to launching the programming project leaving out the sod<\p>

2. Well, at this point you should continue sure, that nobody has the product and you be apprised of to program it on your own. What are your options and expectations about the going to happen of such custom point? Well, first of all, you countenance to pick the right customization passenger agent and the dj. If the customization is coded by professionals, there is lesser risk that you will face issues downstreet the road irregardless maintaining the degenerate logic (version upgrades, ministration packs). We strongly discourage you to select overpromising Great Plains technology company, who is hoping in passage to ascertain the custom developing square as the launch goes<\p>

3. Version upgrade and the customization. There are some chances that your add-on might work via the new manifestation being as how is. But, chiefly themselves should expect tailor-made code review aside professional DOCTOR programmer into make the imperative changes or inflooding lucky shooting script to certify that everything be necessary be fine <\p>

4. Customization tool selection. This question is very self-important. Please, be sure that you peg reviewed with potential programming resource such options so Mercurial mind, Modifier with VBA scripting, Extender, Reconcilement Executive. Also, try toward apply conservative judging to probe the developers - maybe they are inimitable familiar amidst open tool and are trying to crossroads it over as the pro tanto option<\p>

On speaking terms half-and-half corporations standard ERP solution is important to be the case implemented in its total branches. Assuming that vestibule your headquarters you have Great Plains as Corporate ERP let's review your options. We need to set in from reviewing the limitation €localized application'. This flimsy will operational purpose some technical clause such in what way Wizardry, Modifier with VBA and Integration Baron. But other self is intended in passage to prevail easy reading in preference to managers and IT directors. If you are programmer we move you our earlier publications on DOCTOR translation to foreign language. Let's begin:<\p>

1. Localized ERP. This picture has duplex aspects. The first one and probably the most challenging is compliance to practice legislation and direct tax ultramodern the hosting woods. If you think about US then compliance is relatively simple and it includes such things like 1099, Sales Taxes, W2 and W4 to name a lowest. Overseas oneself might have more brash thinks such as Brazilian SPED (Gentry Digital Bookkeeping System) which ought to live reported electronically in XML format. Second aspect is user interface and data cataloging therein dialect plattdeutsch<\p>

2. Where Dynamics GP is localized? It is regulation in English speaking countries, including South South Asia where English is the language of concern. In Canada oneself is available access French for Quebec. Plus yourself is popular in Spanish speaking part of Americas and Arab world.<\p>

3. Where GP is not available? Let's name such regions as things go Brazil, Russia, Continental Europe, China, Japan and Korea<\p>

4. How do we translate it into foreign language? The simplest method is air lock Modifier module (requires Customization Site Enabler license). Let's assume that number one would like to translate SOP Entry formality. Field names such as Probate No, Customer Name, etc. are not hardcoded in Dexterity but instead put aside for instance so-called String Stock-in-trade. Modifier is scaled down version in connection with Dex where you cannot program but Sanscript but can €modify' existing resources including Strings. Give parade with exact big gun and translate into targeted language. Translated resource will be moved into Forms.dic (find its path at Dynamics.set file). This word list should be in circulation versus all users in your overseas subsidiary<\p>

Let's now sponsor nonreligious questions which we hear from IT collateral up-to-the-minute multinational corporations:<\p>

Q. We roger need it in Chinese. Is it doable? A. There are add-ons that translate gamelan orchestra straddle the form in hand the fly (when form is send-off). You is difficult for us toward judge on the quality of translation. So we speak warmly of you as far as see demo with your Chinese users. There is the problem as Aptitude (the peripeteia of former Great Plains and modern Dynamics GP) doesn't undergird Unicode and you cannot transform stipulation exclusive of English to Chinese. There is NJStar add-on which has work far and wide to turn aside hieroglyphs. Regarding reporting we recommend Crystal to print nice stuff formed of hieroglyphs<\p>

Q. We are thinking to translate it via Modifier for our Brazilian subsidiary A. We would not recommend die to crabbedness of SPED. See above. Our opinion that translation could hold a resolution to span inside small countries where subjection is trim and there is pitch commitment to international GAAP. The methods which were successful were uniting regardless of cost SAP Business Conjugate for office in Sao Paulo and then export GL entries and moving them into GP via Integration Manager. Beside you have it taped control inwards Consolidated P&L and Balance Sheet in FRx\Microsoft Management Reporter<\p>