@Kim Peterson and @Tanya Henderson Thank you for responding.
I do not think we have Advanced Pack. I know we have Analytical Accounting. But I do not think it is installed. I will have to get with our GP Administrator regarding it.
@Tanya Henderson QUIRKS?? Too funny.
I actually asked our GP Admin to set up a demo company so I could explore setting up Contract Administration to manage what we are now doing outside of Great Plains. I spoke to our Accounting Manager to make sure the Analytical Accounting is also there. Then we go for it in the test company. Thank you for the caveat.
Our "TEST" company is a totally different server from the live company. The test company is loaded with the backed up data from the live.
I think I am going to explore how AA works in the Demo company. If it does what I think it can do, I will get it installed as part of the next upgrade. It is too late for the current project. It will have to be analyzed the old fashion way. The project group is meeting today. The Accounting Manager will address doing a short term fix. Then I am going to build a database tool... in my spare time.
I really appreciate your comments and feedback.
Our GP Administrator has installed AA and Project Accounting to our Demo Server. I will be exploring these. I am sharing my temp solution, if it helps others or sparks inspiration. Since we are starting this new contract NOW, I will have to go with an external solution. It is simplistic just pulling data from the different modules in Great Plains.
First Screen, setting up the summary of the bid:
Second, input the Orders. Keying the ORDNumber pulls relevant data via ODBC.
Third, enter the Purchase Orders. Keying the PO Number pulls in relevant information via ODBC.
Fourth, enter the other invoice information, such as freight or miscellaneous COGS not done by purchase order, keying the voucher number pulls invoice data, but I have to manually say what portion goes to the project. The INVO button will pull up the PDF of the invoice as we have been scanning them for four years.
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