Dynamics GP notes Timesheet CRM solution
If you deploy Microsoft CRM in the organization of professional advice or service-oriented company, where your engineers and service technicians to support their time in the timesheet application protocol, the proposed solution could be interesting for you to realize. Let us introduce you to CMS logic timesheet and how Microsoft Dynamics GP (formerly Great Plains) or any other enterprise ERP or accounting application (SAP Business One, Oracle eBusiness Suite, Axapta, etc. exported.) We test the product and deployment is expected in the last 2010:
Invoice contract. This action transfers the contract to the active state. Now you open the case, assign the job to the line and continue with activities in the left pane, and click on the icon of the new activity. Working in the list of default selection highlighted option on, and this will open a new task for you. This problem is your line of the timesheet with date, duration (log billable time) and description. Click the Save icon in the toolbar, rounded out the top and the time is now connected to the housing (which is your order) on the budget (contract line) and the Treaty
3 Import time entry, your accounting application. In the case of Microsoft Dynamics GP, we recommend Great Plains Integration Manager to direct operations for Time and Attendance module to process orders as sales orders or sales invoices. Each line is the non-stock, and if the length of the CRM task is too long, we recommend the line (VBA Scripting must be related to the beginning of the word) cut and spend the rest of the SOP in comment line. If you do – the comment will be automatically GP SOP invoice blank form to print (long or short form or another). In the case of SAP Business One, we recommend the Data Transfer Workbench, providing work to the integration ODBC. Integration we are using an ODBC connection to MS SQL Server linked server Recommend (ODBC driver to connect to a text file – export). But in SQL to create the view (OPENROWSET), the CSV templates for oInvoice mimics: document header and document lines. If you have any other ERP or accounting application, please contact your advisor in ERP integration tool available to the text file in Sales Invoice move
Model timesheet