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Microsoft Great Plains Solomon
Microsoft Great Plains - Dynamics GP
 
Microsoft Solomon - Dynamics SL
 
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North America Product Comparison Guide

The following comparison guide lists some key differences between the business solutions for North America companies.

Customer for Life Positioning:

Microsoft Office Small Business Accounting is a new, comprehensive, easy to use financial management program that is a pivotal component of a new Microsoft Office Edition for small businesses. It brings the ease of use of Office to accounting, offers deeper Office integration, and when used with Microsoft Office Outlook 2003 with Business Contact Manager, provides robust contact management functionality. Specifically, small business owners will be able to get a complete view of their business to help them manage their business finances, save time and minimize errors, build stronger customer relationships by delivering better customer service and capturing sales opportunities, and provide employees with the tools they need to be successful. 

Microsoft Business Solutions Small Business Financials North America Edition is an affordable, flexible solution that connects the people, information, and processes that help you manage your business more effectively.  Easy to set up, customize, and use, it helps you increase productivity, make informed decisions, and improve business performance.

Microsoft Business Solutions-Great Plains Standard is an integrated, world-class financial and business management solution, packaged for affordability and ease of installation. It enables small and midmarket companies to record, track, and access the information they need to take their business to the next level.

Microsoft Business Solutions–Great Plains Professional is a broad-based, integrated solution for financial management, business analytics, e-commerce, supply chain management, manufacturing, project accounting, field service, customer relationship management, retail management, and human resource management. Microsoft Great Plains provides superior integration to other Microsoft products and technologies, efficient customization capabilities, the ability to extend functionality with tailored industry solutions, and exceptional service and support from Microsoft Certified Business Solutions Partners.

Good Candidates for Professional:

Unlimited Number of Users: Great Plains Professional offers companies that need more than 10 concurrent users and more than 500 active employees an unlimited amount of user’s access to data at the same time.

Additional Security Enhancements: User-defined access levels that can be set, so people see only the information they need and nothing else. This has helped SQL Server 2000 achieve the coveted C2 rating from the National Security Agency.

Advanced Distribution Capabilities: Large organizations can streamline the pick/pack/ship cycle, tailor workflow processes to their organizations with the advanced distribution, advanced picking and improve customer service with available to promise functionality.


Extensive Manufacturing Needs:
When companies need to customize production and planning to a highly granular level through forecasting and scheduling, or Demand Planner.

Advanced Analytics: Manage complex, distributed reporting requirements with Enterprise Reporting or advanced components of FRx Professional.

Manage Complex Field Service Operations: Higher levels of profitability and customer satisfaction. Nine powerful modules integrate essential accounting, distribution, and service processes to increase technician productivity, reduce overhead, and open up new revenue opportunities while focusing on what’s important — your customer.

Flexible expense management: eExpense is only available with Great Plains Professional and automates expense processing, reduces IT administration and controls expense for larger companies.

Good Candidates for Standard:

“Larger” business, strong growth path: Small Business Financials offers up to 10 concurrent users, up to 500 employees in Payroll, no access to Business Portal, single warehouse, no multi-bin, no landed cost – all functions that may be needed by a larger or strongly growing company, but may not be needed in the near term by smaller companies with more Small Business Financials needs.

Business Insight: Utilize Business Portal functionality in a web based environment allowing real-time views that include HR Self-Service, Key Performance Indicators, Requisition Management, Project Time and Expense and customizable web parts.

Robust Industry Standard Tools: Leverage the latest industry standard technologies such as Visual Small Business Financials objects, stored procedures, BizTalk AIC adapters, COM integration, MSMQ utilization, and XML documents

General Manufacturing/Distribution: Microsoft Small Business Financials offers light functionality in distribution; more robust distribution and light manufacturing is available in Standard.

Not-For-Profit Organizations: Capabilities designed to help charities, churches, arts organizations, and other not-for-profit groups adhere to regulations and controls, manage grants and budgets proactively, and improve efficiencies for accounting processes.

Project/HR: Not available for Small Business Financials – clear candidates for Standard.

Multicurrency/Multi-country/Multi-language: Not available for SBF – clear candidates for Standard.

Clearly a “Professional” candidate, but trying to get by on a restricted budget: If it’s clear that your prospect should be using Great Plains Professional, but they’re hoping to keep their investment to a minimum, get them started on Great Plains Standard and begin showing them the value they can achieve by expanding their systems with you.

Good Candidates for Small Business Financials:

Budget Conscious: While Small Business Financials can start at a very low price point, and Microsoft Great Plains Standard can run slightly higher than this, if you have a prospect who absolutely is not interested in spending more than a few thousand dollars for their system, they might be a good candidate for Microsoft Small Business Financials.

“Small Business Financials” needs: Microsoft Small Business Financials is a powerful, affordable, easy-to-use system that intentionally eliminates many of the more “complex” functions which may not be needed by the small and growing business. If you have a prospect who clearly does not need all the extras available with Great Plains Standard and Professional, Microsoft Small Business Financials will be a much better fit for them.

“Easy to use” is key: Microsoft Small Business Financials offers setup wizards, A/P check wizards, A/R statement wizards, predefined aging buckets, a simpler account structure format, with lots and lots of the complexity “turned off,” making Microsoft Small Business Financials much easier to implement, use and support.

Good Candidates for Small Business Accounting:

All in One Solution: The new Microsoft Office Edition provides small businesses with a single, integrated solution, combining familiar Office 2003 programs, an updated version of Outlook 2003 with Business Contact Manager and Microsoft Office Small Business Accounting, a new financial management program.

Easy to Set Up, Easy to Use: Microsoft Office Small Business Accounting is easy to install, set-up and use because it is based on the familiar Microsoft Office user interface.  Small Businesses can install and start using Small Business Accounting without any help from a technical or financial advisor.

Small Business Accounting Includes:

  • Core accounting functionality, general ledger, accounts receivable, accounts payable, bank reconciliation, fixed assets, inventory management

  • Quotes, sales orders, invoices, purchase orders

  • Job tracking

  • Payroll services, banking, and credit card processing

  • Reporting

Microsoft Small Business Financials Includes:*

  • System Manager, Report Writer, FRx, Crystal Reports 9.0 Standard

  • General Ledger, Accounts Receivable, Accounts Payable, Bank Reconciliation, Fixed Assets

  • Payroll, Direct Deposit, Magnetic Media, ADP integration

  • SOP, POP, Inventory

  • Integration with Microsoft-RMS

Great Plains Standard Includes:

  • Multi-language, Multi-currency

  • Multidimensional Analysis, Collections Management, Electronic Funds, Analytical Accounting, Intercompany

  • Transfer, Cash Flow Management

  • Interfund Accounting, Control Account Management, Encumbrance Management, Commitments, and Grant Management

  • Bill of Materials, Invoicing, Landed Cost

  • Business Portal

  • Crystal Reports 9.0 Professional

  • Human Resources, Project Accounting

  • eConnect, Integration Manager, Modifier with VBA

Great Plains Professional Includes:

  • Advanced Distribution, Advanced Picking, Available to Promise, Demand Planner, Extended Pricing, Landed Cost, PO Generator, other “high-end” distribution functionality

  • eOrder and eExpense

  • Enterprise Reporting, FRx Forecaster and advanced FRx functionality

  • Sales Forecasting, Master Production Scheduling, Capacity Requirements Planning, Sales Configurator, Quality Assurance and Job Costing

  • Field Service

  • Account Level Security and Field Level Security

Note: This is not intended to be a complete list of functionality differences – please review the Microsoft Small Business Financials to Great Plains Feature comparison document for full details.

 

  Office Small Business Accounting MBS Small Business Financials  Great Plains Standard Great Plains Professional
System        
Maximum number of users Up to 5 concurrent users accessing the data at the same time Supports an unlimited number of users, with a maximum of 10 concurrent users accessing the data at the same time Supports an unlimited number of users, with a maximum of 10 concurrent users accessing the data at the same time Supports an unlimited number of users accessing the data at the same time
Database Microsoft SQL Server™ 2000 Desktop Engine (2 gigabyte database maximum per company)

Support for Microsoft SQL Server 2000 (service pack 3a or later)

No database limit
Microsoft SQL Server™ 2000 Desktop Engine (2 gigabyte database maximum per company) Microsoft SQL Server 2000 (service pack 3a or later)

No database limit

Microsoft SQL Server™ 2000 Desktop Engine – service pack 3a or later (2 gigabyte database maximum per company)

Microsoft Small Business Server Standard 2003 (2 gigabyte database maximum per company)

Microsoft Small Business Server Premium 2003 (no database limit)

Microsoft SQL Server 2000 (service pack 3a or later)

No database limit
Microsoft SQL Server 7.0 (service pack 4 or later) 

Microsoft SQL Server 2000 (service pack 3a or later)

No database limit
Login Integrated Windows Login Auto Login Required Login Required Login 
Backup and Restore Built-in backup and restore feature Built-in backup and restore feature Built-in backup and restore feature Built-in backup and restore feature
Security Includes the ability to grant access to modules/tasks by role (ie. Administrator, owner, Office Manager, Accountant) Includes the ability to grant or deny access to windows for each user either by entire module or by specific task Includes the ability to grant or deny access to forms, windows, fields, and programs Includes the ability to grant or deny access to forms, windows, fields, and programs
Currency Single Currency Single Currency;

US or Canadian

Multicurrency available  Multicurrency available 
User Classes Not Available Not Available Includes the ability to set up user classes and assign new users to specific classes, reducing effort and time spent to set up new user records Includes the ability to set up user classes and assign new users to specific classes, reducing effort and time spent to set up new user records
Posting Pre-defined setup sends single transaction posting directly through to the general ledger. This is transparent to the end user. Pre-defined setup sends batch/single transaction posting directly through to the general ledger, with the exception of payroll batches that post to the general ledger User-defined, optional setup supports batch posting “To” or “Through” to the general ledger; single transactions post to the general ledger User-defined, optional setup supports batch posting “To” or “Through” to the general ledger; single transactions post to the general ledger
Reminders Window The Dashboard surfaces reminders for common tasks and business alerts. Opens by default upon launch; organizes documents and tasks assigned by one or more users by due date Opens by default upon launch; organizes documents and tasks assigned by one or more users by due date Opens by default upon launch; organizes documents and tasks assigned by one or more users by due date
Letter Writing Wizard Wizard for writing customer, vendor or employee letters. Ability to use customized Word templates. Guided process for  generating custom letters for vendor, customer, and employee mailings  Guided process for  generating custom letters for vendor, customer, and employee mailings  Guided process for  generating custom letters for vendor, customer, and employee mailings 
Setup Wizards Guided processes assist with setting up company, fiscal period, and account information Guided processes assist with setting up company, fiscal period, and account information No wizard. Includes comprehensive, user-defined setup features and functionality No wizard. Includes comprehensive, user-defined setup features and functionality
Integration to MapPoint Not Available with SBA but available with BCM Available Available Available
Integration with Microsoft Small business Services Integration with ListBuilder and BCM (Not SBA) Services Bundle includes ListBuilder and Appointment Manager Integration with Small Business Manager. Retail Bundle includes Commerce Manager and List Builder integration to Small Business Manager  Not available Not available
SmartTag Integration Not available Not available Available Available
Window Messenger Integration Not available Available Not available Not available
General Ledger        
Number of GL accounts Unlimited Unlimited Unlimited Unlimited
Accounts Maximum 127 characters. Single level sub-account Maximum: 25 characters, 5 segments(Financial accounts only) Maximum: 66 characters, 10 segments (Financial and Statistical accounts) Maximum: 66 characters, 10 segments (Financial and Statistical accounts)
Unit Accounts Not available Not available Unit accounts can be used to track non-financial data Unit accounts can be used to track non-financial data
Fixed/Variable Allocation Accounts Not available Fixed Allocation accounts can be used to track financial data, but not Variable Allocation accounts Fixed and Variable Allocation accounts can be used to track financial data Fixed and Variable Allocation accounts can be used to track financial data
Account Alias Not available Not available An Account Alias for each account number can be defined, to assist in searching for a particular account An Account Alias for each account number can be defined, to assist in searching for a particular account
Cash Flow Calendar Full featured robust cash flow tool that shows current cash flow situation as well as the ability to carry out “What If” scenarios.  View the current month, jump from month to month, or enter a specific date to view current cash balances and predict future inflows and outflows View the current month, jump from month to month, or enter a specific date to view current cash balances and predict future inflows and outflows View the current month, jump from month to month, or enter a specific date to view current cash balances and predict future inflows and outflows
Miscellaneous Checks Ability to write checks directly  Ability to write checks directly from Bank Reconciliation Not available Not available
Payroll        
Employees No hard limit, but solution is positioned to support <25 employees  Includes the ability to set up an unlimited number of employees, with system support for up to 100 active employees per company; purchase additional blocks of employees as needed up to 500 employees Includes the ability to set up an unlimited number of employees, with system support for up to 500 active employees per company Includes the ability to set up an unlimited number of employees
Workers Compensation Includes Workers Compensation functionality Includes Workers Compensation functionality Includes Workers Compensation functionality Includes Workers Compensation functionality
Payroll Setup Includes guided payroll setup features Includes guided payroll setup features Includes user-defined setup features and functionality Includes user-defined setup features and functionality
Shift Differentials Not available Not available Available Available
Human Resources        
Number of employees No hard limit, but solution is positioned to support <25 employees  Includes the ability to set up an unlimited number of employees, with system support for up to 100 active employees per company; purchase additional blocks of employees as needed up to 500 employees Includes the ability to set up an unlimited number of employees, with system support for up to 500 active employees per company Includes the ability to set up an unlimited number of employees
Applicant Management Not Available Not Available Available Available
Employee Management Available through Payroll Available through Payroll Available Available
Core HR functionality Not Available Not Available Available Available
Employee and Manager Self Service Not Available Not Available Available for an equal number of HR or Payroll employee users up to 500 limit Available; includes unlimited employee users
Project        
Number of Projects and Contracts Not Available Not Available Unlimited Unlimited
Time and Expense Management Not Available Not Available Available Available
Billing Not Available Not Available Available Available
Payables        
Number of Vendor Accounts Unlimited Unlimited Unlimited Unlimited
Vendor Class Supports the ability to set up vendor groups and assign new vendors to specific groups for tracking & reporting.  Not available Supports the ability to set up vendor classes and assign new vendors to specific classes, reducing time and effort spent to set up new vendor records  Supports the ability to set up vendor classes and assign new vendors to specific classes, reducing time and effort spent to set up new vendor records 
Aging Periods Four pre-defined aging buckets, but the user can change the customize the aging bucket and period. Four (4) pre-defined aging buckets, including the current aging bucket Seven (7) user-specific aging buckets, including the current aging bucket Seven (7) user-specific aging buckets, including the current aging bucket
Payables Checks No wizard. Includes comprehensive, user-defined select check features and functionality A Payables Check Wizard assists in selecting which vendors and document types to include in a check-run, and applies unapplied payments, credit memos and returns to selected vendors No wizard. Includes comprehensive, user-defined select check features and functionality No wizard. Includes comprehensive, user-defined select check features and functionality
Scheduled Payments Not available  Not available Includes the ability to create payment schedules, calculate interest and amortization amounts, and perform “what-if” scenarios to determine the impact of various interest rates, payment amounts, frequency and installment number changes Includes the ability to create payment schedules, calculate interest and amortization amounts, and perform “what-if” scenarios to determine the impact of various interest rates, payment amounts, frequency and installment number changes
Receivables        
Passwords Not available Not available Includes the ability to set up a password for: maximum write off amount, waive finance charges, add a customer during transaction entry, print refund checks, change a customer’s status, and allow the customer to exceed their credit limit for greater security Includes the ability to set up a password for: maximum write off amount, waive finance charges, add a customer during transaction entry, print refund checks, change a customer’s status, and allow the customer to exceed their credit limit for greater security
Receivables Statements No wizard.  Includes comprehensive, user-defined Receivable Statement options A Receivables Statement Wizard assists in selecting date, form, and balance conditions, as well as specific sorts, restrictions, and the option to print select messages on Customer Statements No wizard. Includes comprehensive, user-defined Receivable Statement options No wizard. Includes comprehensive, user-defined Receivable Statement options
Receivable Statement Formats Not Applicable Blank Paper

Long Form

Short Form
Blank Paper

User Definable Forms

Long Form

Short Form

Side Form

Short Form Continuous

Side Form Continuous

Multicurrency Long Form

Multicurrency Blank Form
Blank Paper

User Definable Forms

Long Form

Short Form

Side Form

Short Form Continuous

Side Form Continuous

Multicurrency Long Form

Multicurrency Blank Form
Customer Types Not available Open Item customer types only Balance Forward and Open Item customer types available Balance Forward and Open Item customer types available
Customer Classes Includes the ability to set up customer groups and assign new customers to specific groups. Allows for tracking the reporting.  Not available Includes the ability to set up customer classes and assign new customers to specific classes, reducing time and effort spent setting up new customer records  Includes the ability to set up customer classes and assign new customers to specific classes, reducing time and effort spent setting up new customer records 
Refund Checks Includes the ability to create receivables debit memos for customers who have credit balances, as well as print refund checks for those customers. Not available Includes the ability to create receivables debit memos for customers who have credit balances, as well as print refund checks for those customers using Payables Management Includes the ability to create receivables debit memos for customers who have credit balances, as well as print refund checks for those customers using Payables Management
Inventory Management        
Unit of Measure User can use the custom fields to setup unit of measure. (only used for tracking) One unit of measure description Includes the ability to set up multiple units of measure schedules for an inventory item Includes the ability to set up multiple units of measure schedules for an inventory item
Price Levels No price levels at item level. There are unlimited price levels at customer level.  Supports the ability to define up to 5 price levels per inventory item Unlimited Unlimited
Track Serial and Lot numbers Supports manual assignment of serial or lot numbers to specific inventory items, enabling easy differentiation of similar items with the same item number Supports manual assignment of serial or lot numbers to specific inventory items, enabling easy differentiation of similar items with the same item number Supports automatic assignment of serial or lot numbers to specific inventory items, enabling easy differentiation of similar items with the same item number Supports automatic assignment of serial or lot numbers to specific inventory items, enabling easy differentiation of similar items with the same item number
Item Classes Includes the ability to set up item groups and assign new items to specific groups. Enables easy tracking & reporting. Not available Includes the ability to set up item classes and assign new items to specific classes, reducing time and effort spent setting up new item records Includes the ability to set up item classes and assign new items to specific classes, reducing time and effort spent setting up new item records
Warehouse Locations Not available Includes one pre-defined warehouse site Includes the ability to set up multiple warehouse sites.  Includes the ability to set up multiple warehouse sites. 
Quantity Types Includes On Hand, on Purchase Order &  on Sales Order. Includes On Hand, Allocated, Available, Back Ordered, On Purchase Orders, and Drop Ship PO quantity types. Includes On Hand, Allocated, Available, Sold, Returned, In Use, In Service, Damaged, Back Ordered, Requisitioned, On Order, and Drop Ship PO quantity types Includes On Hand, Allocated, Available, Sold, Returned, In Use, In Service, Damaged, Back Ordered, Requisitioned, On Order, and Drop Ship PO quantity types
Cost Methods FIFO Includes FIFO Perpetual, LIFO Perpetual, and Average cost methods. Includes FIFO Perpetual, LIFO Perpetual, Average, FIFO Periodic, and LIFO Periodic cost methods Includes FIFO Perpetual, LIFO Perpetual, Average, FIFO Periodic, and LIFO Periodic cost methods
ABC Analysis Not Available Not Available The ABC Analysis wizard assists in analyzing item usage and prioritizing items, helping users manage inventory more effectively The ABC Analysis wizard assists in analyzing item usage and prioritizing items, helping users manage inventory more effectively
Item Types Includes Inventory, non-inventory, service & Kit Includes Stock Item, Discontinued Item, Kit Item, Miscellaneous Charge, Service, and Labor item types. Includes Sales Inventory, Discontinued, Miscellaneous, Kit, Service, and Flat Fee item types Includes Sales Inventory, Discontinued, Miscellaneous, Kit, Service, and Flat Fee item types
Assemblies Not Available.  All Item Types with the exception of Kits can be added as Components to an Assembly – including: Stock Item, Discontinued Item, Misc Charge, Service, Labor as well as Assembly, which will be indicated as a subassembly Includes the ability to enter bills of materials for all the Sales /Inventory items in inventory that are manufactured, as well as create phantom bills for kit items Includes the ability to enter bills of materials for all the Sales /Inventory items in inventory that are manufactured, as well as create phantom bills for kit items
Multi-Bin Not Available Not Available Includes the ability to not only track items within inventory sites, but also track item quantities in bins that reside within each site Includes the ability to not only track items within inventory sites, but also track item quantities in bins that reside within each site
Landed Cost Not Available Not Available Includes the ability to create a group or collection of landed cost records. Creating groups of landed costs enables the user to assign several landed costs to an item at once Includes the ability to create a group or collection of landed cost records. Creating groups of landed costs enables the user to assign several landed costs to an item at once
Purchase Order Processing        
Drop Ship Purchase Orders Not available Includes the ability to deliver goods directly from a vendor to a customer. The item will not be physically received or sold from inventory Includes the ability to deliver goods directly from a vendor to a customer. The item will not be physically received or sold from inventory Includes the ability to deliver goods directly from a vendor to a customer. The item will not be physically received or sold from inventory
Document Types Purchase Order, Receipt, Receipt/Invoice, Invoice, Credit Memo Purchase Order, Shipment, Invoice, Shipment/Invoice Purchase Order, Receipt, Receipt/Invoice, Invoice, Drop Shipment, Blanket, Drop Ship Blanket Purchase Order, Receipt, Receipt/Invoice, Invoice, Drop Shipment, Blanket, Drop Ship Blanket
PO Returns Includes the ability to adjust items from inventory that have previously been received, or to decrease the amount owed to the vendor due to previous purchase order invoice activity Not available Includes the ability to remove items from inventory that have previously been received, or to decrease the amount owed to the vendor due to previous purchase order invoice activity Includes the ability to remove items from inventory that have previously been received, or to decrease the amount owed to the vendor due to previous purchase order invoice activity
Automatic Purchase Order Generation Not Available Not Available Not Available Available
Buyers Not Available Not Available Available Available
Dates Tracked Includes automatic tracking of required date, purchase order date, and promised date Includes automatic tracking of required date, purchase order date, and promised date Includes automatic tracking of requisition date, required date, purchase order date, promised date, promise shipped date, released date, and released by date Includes automatic tracking of requisition date, required date, purchase order date, promised date, promise shipped date, released date, and released by date
Combined Inquiry  Provides a combined view in one window for both items received & bills Provides a combined view in one window for both purchase order and payables detailed information Provides separate inquiry views for purchase order and payables transactional information Provides separate inquiry views for purchase order and payables transactional information
User defined fields Not Available Includes two (2) user defined fields Includes thirty-five (35) user defined fields Includes thirty-five (35) user defined fields
Sales Order Processing        
Document Types Quotes, Orders, Invoices, Returns Quotes, Orders, Invoices, Returns (Backordered items remain on the order until fulfillment, when they can be manually transferred to invoice)   Quotes, Orders, Invoices, Returns, Backorders Quotes, Orders, Invoices, Returns, Backorders, Fulfillment Order
Bulk Order Processing Not available Available Available Available
Process Holds Not available Not available Includes the ability to set up process holds (user-defined restrictions that control the processing of sales documents at different stages of the sales cycle) Includes the ability to set up process holds (user-defined restrictions that control the processing of sales documents at different stages of the sales cycle)
Separate Fulfillment Process No-Automatic fulfillment No-Automatic fulfillment Provides the user the flexibility of a separate fulfillment process  Provides the user the flexibility of a separate fulfillment process 
User Defined Fields Not available Two (2) user defined fields Seventeen (17) user defined fields Seventeen (17) user defined fields
Commissions

Includes the ability to set up records for all salespeople and view sales broken out by salesperson.

 

Includes the ability to set up records for all salespeople and view commissioned sales with updated and accurate commission reports, using Microsoft Excel

 
Includes the ability to set up records for all salespeople and territories and enter, edit, and split salesperson commissions for accurate tracking. Reports can be viewed within the application where commission date is stored Includes the ability to set up records for all salespeople and territories and enter, edit, and split salesperson commissions for accurate tracking. Reports can be viewed within the application where commission date is stored
Combined Inquiry Provides separate windows  for sales order processing and receivables information Provides a combined view in one window for both sales and receivables information Provides separate inquiry views for sales order processing and receivables transactional information Provides separate inquiry views for sales order processing and receivables transactional information
Sales Order to Purchase Order Integration Not Available Not Available Available Available
Fixed Assets        
Books Not Available 3 Pre-Defined Books (Amount, Corporate, Tax) Unlimited Unlimited
User Defined Fields Not Available 2 15 15
Depreciation Projects Not Available Not Available Available Available
Mass Transactions Not Available Mass Depreciation only Available Available
Reporting        
Business Analytics Advanced Financial Analysis Advanced Financial Analysis Advanced Financial Analysis Advanced Financial Analysis

FRx Forecaster

 
Ability to add fields to a report Custom fields added to records are picked up in reports Available Available Available
Reporting Tools Full featured built in report generator with the ability to customize the look and fields. The user can save customize report definitions. SmartList

Advanced Financial Analysis

Report Writer

Crystal Reports Standard Edition

FRx Financial Reporter

 

 
SmartList

Report Writer

Crystal Reports Professional Edition

FRx Financial Reporter (Designer User)

FRx Drill Down Viewer

Advanced Financial Analysis

SmartList

Report Writer

Crystal Reports Professional Edition

All FRx Components 

Advanced Financial Analysis

 

 
Toolsets        
Customization and Integration Tools Visual Studio .NET compatible SDK available for integration. Import wizard, integration thru VS.NET for Excel, Word.  Dexterity (available through a Microsoft Business Solution Partner)

SQL Direct Access

Import Wizard 

Migration Wizard

Modifier with VBA

eConnect

Integration Manager

Integration Assistant for Excel

SQL Direct Access 

 

Modifier with VBA

eConnect

Integration Manager

Integration Assistant for Excel

SQL Direct Access

Dexterity

Professional Services        
Support and Services Support consistent with Office model:

Unlimited installation support plus 2 free incidents over product lifetime

5 support incidents prepaid plan (approx $150/year)

Unlimited incidents prepaid plan (approx $250/year)

Training:

In application training

Manual

Office online courses

Webinars

MS Learning book

Services:

Payroll

Credit card processing

Checks and forms

bCentral services

Support:

Standard A plan includes two support incidents with a 3-hour guaranteed response time (for system list price of $3000 or more only). 

Affordable pre-paid packs of support incidents

Training:

Standard A includes eLearning Foundation Library.

Training Manuals available 

Support:

Customers can choose the service plan that’s right for their business – from Standard A, Standard B and Premier Services

All service plans guaranteed response times (1 or 3 hours)

Most service plans include educational elements

 Affordable pre-paid packs of support incidents

Access to award-winning Web site

Training:

eLearning Foundation Library

eCourses

Training Kits

Small Business Financials Procedures

Training Manuals

Classroom Training
Support:

Customers can choose the service plan that’s right for their business – from Standard A, Standard B and Premier Services

All service plans include choice of guaranteed response times (1 or 3 hours)

Most service plans include educational elements

Affordable pre-paid packs of support incidents

Access to award-winning Web site

Training:

eLearning Foundation Library

eCourses

Training Kits

Small Business Financials Procedures

Training Manuals

Classroom Training
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