Microsoft Business Solutions Great Plains has Project Accounting module where you can budget the project, assign it to customer contract and then log expenses, timesheets, inventory spending, and finally bill the customer against the project or contract. Microsoft Great Plains Project Accounting does excellent job, but there are cases when you need developer or MS SQL DB Admin touches.
The first script transfers salesperson and sales territory from Customer master file to Project master table
update PA01101
set
SLPRSNID=b.SLPRSNID,
SALSTERR=b.SALSTERR
from
PA01101 a
join RM00101 b on a.CUSTNMBR=b.CUSTNMBR
where a.SLPRSNID<>b.SLPRSNID or a.SALSTERR<>b.SALSTERR
The second scripts unlocks Project Accounting user, this rare and funny one – really hard to get it from Microsoft Business Solutions Tech Support site:
delete PA000001 where userid='put user id here'
The third script is really advanced one – it is for users trying to place billing address with contact info on the PA invoice form at the bottom section – address comes from Contract – not from the project
/*
Updates Primary Bill To Address Code for Billing invoice to be the one from Contract Master table,
instead of Primary Billing Address Code from Customer
*/
update PA13100 set PRBTADCD=c.PRBTADCD
from PA13100 a join PA13200 b on a.PADocnumber20=b.PADocnumber20 join
PA01201 c on b.PAPROJNUMBER=c.PAPROJNUMBER
/*
update PA13100 set PRBTADCD=c.PRBTADCD
from PA13100 a join PA13200 b on a.PADocnumber20=b.PADocnumber20 join
PA01101 c on b.PACONTNUMBER=c.PACONTNUMBER
*/
/*
Fill user defined 1 on the Billing HDR to contact person from the appropriate customer master address rec.
*/
update PA13100
set PAUD1 = left(b.CNTCPRSN,20)
from PA13100 a join RM00102 b on a.CUSTNMBR = b.CUSTNMBR and a.PRBTADCD = b.ADRSCODE
Good luck with customization and support, if you have issues or concerns – we are here to help! If you want us to do the job - give us a call 1-630-961-5918 or 1-866-528-0577! help@albaspectrum.com
Andrew is a Great Plains specialist in Alba Spectrum Technologies ( http://www.albaspectrum.com ) – USA nationwide Great Plains, Microsoft CRM customization company, serving clients in Mexico-city, Chicago, Houston, Atlanta, Phoenix, New York, Los Angeles, San Francisco, San Diego, Miami, New Orleans, Toronto, Montreal and having locations in multiple states and internationally
