Portal 2

Portal 2 Connects and Integrates to Great Plains 6, 7, 7.5 and 8

The power of portal 2 lies in its ability to present valuable information from Microsoft Business Solutions Great Plains on the web without the requirement of additional user licences.

This means higher productivity with lower implementation costs for your business.
Portal 2 Great Plains Integration Features:

• Viewing
  • Major drilldown screens from Great Plains are available for viewing.
  • From myEnquiries, users can view up to the second information on vendors, customers, items and employees.
  • View down to the transaction level on vendor and customer data.
  • Discover on-stock levels across all warehouses on an item.
  • Get contact information with email links built in and much more.
• Exporting
  • When expenses, requests and orders and Time are approved on the web, they become available for export to Great Plains.
  • In two clicks, those same records are available on import screens from within your accounting system.
  • At this point, data can be checked, fixed and imported into Great Plains.
• Posting
  • myExpense records are created as a payables transaction.
  • An additional transaction is created in receivables in the event that the expense is charged back to a customer.
  • myRequest records are created in purchase order processing.
  • myOrder records are created as a sales invoice or receivables transaction.
  • myTime records can be brought into US payroll, Canadian payroll, Encore project tracking or Great Plains project accounting.
• Quick Links to both the print-ready screen and the tracking history are available from within Great Plains.