Great Plains Accounting

RepairCenter interfaces with Microsoft Dynamics Great Plains Accounting. This topic describes the steps to setting up the interface between Great Plains and RepairCenter.

Note: If you are a new MSGP user, you might want to access a document entitled RepairCenter/Microsoft Great Plains Configuration. This document contains MSGP configuration instructions, which were complete and accurate at the time the document was created. Mitchell, International is not responsible for changes made to the MSGP software since the publication date.

Information needed

Before beginning the setup procedure, you should have available the following information, some of which would be available from the administrator of the MS Dynamics Great Plains system:

  • Tax Schedule ID.
  • Check Book ID.
  • Standard Invoice Document Type.
  • Customer Class.
  • Vendor Class.

ClosedTo set up the interface between RepairCenter and Great Plains

Step 1 - Select Accounting Package

  1. Click More , then Configuration , then select the Accounting tab. The General tab is open by default.
  2. In the Select Accounting Package field, select MS Great Plains.
  3. Click Update.
  4. RepairCenter will need to be restarted to make the change effective. Click the Accounting tab to trigger the restart message. Click Yes. RepairCenter restarts with MS Great Plains configured as your accounting package.

Step 2 - Settings and Options

  1. Click More , then Configuration . Click the Accounting tab, and then select the MS Great Plains tab.
  2. Select the MS GP Version from the drop-down list.
  3. Enter the RepairCenter Web Service URL.
  4. Enter the Check Book ID.
  5. Select one or both of the following options, as appropriate for your shop:
  6. Using a single Microsoft Great Plains database.
  7. Our Microsoft Great Plains company is set up with inventory accounting.
  8. Click Update.
  9. Still under the Accounting tab, click the General subtab.
  10. Select any or all of the Invoicing Option check boxes, as desired.
  • Show supplement lines on invoices. If this check box is not selected, supplement lines will not display on invoices.
  • Don't archive outstanding receivables. If there are a number of payments that have not yet been received, you can select this options to keep them from being automatically archived.
  • Do not show deleted lines on invoices. Selecting this check box suppresses deleted repair lines from showing on invoices.
  1. Set up Payment Types and Credit Card Types, as described below.
  2. Click Update.

Step 3 - Accounts

Set up your Profit Centers and Chart of Accounts. See Profit Center Setup.

Payment and Credit Card Types

Set up and maintain the types of payments and credit cards your shop accepts as payment.

ClosedTo set up payment and credit card types

Note: The instructions below work for both Payment Types and Credit Card Types.

  • Click Add to add a new payment or credit card type. Enter the new type name, then click OK. Click Update to save the changes.
  • To Edit an existing type, highlight the line, then click Edit. Make the change, then click OK. Click Update to save the changes.
  • To Delete a type, highlight the line, then click Delete. Click Yes to confirm. Click Update to save the changes.
  • To Import an existing .csv file of payment or credit card types, click Import, navigate to the location of the file, then click Open. Click Update to save the changes.
  • To Export your list of payment or credit card types to a .csv file, click Export, navigate to the desired location, adjust or enter the file name, then click Save.

Setting up your Chart of Accounts

If you have not already done so (see Step 3 - Accounts above), proceed now to Accounts Setup to set up your Chart of Accounts.

See Also

Accounting - General

Accounts Setup

Account Naming/Numbering

Accounting Interfaces