GP Vs BC Jo’s Presentation-Finally Finished and Recorded for Your Viewing Pleasure

  • GP Vs BC Jo’s Presentation-Finally Finished and Recorded for Your Viewing Pleasure

    Posted by Jo deRuiter on February 22, 2021 at 11:40 am
    • Jo deRuiter

      Member

      February 22, 2021 at 11:40 AM

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      Jo deRuiter
      ?? GPUG AllStar 2019
      ??Granite Award Winner 2018,2019
      Atlanta Chapter Leader
      Credential Council Co-Chair
      Aisling Dynamics Consulting, LLC
      ERP Practice Manager
      jo.deruiter@aislingdynamics.com
      9518674366
      Alpharetta, GA
      aislingdynamics.com
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    • Jeff Woodard

      Member

      February 24, 2021 at 10:29 AM

      Hi Jo,

      Thanks for putting that presentation together, I found it a very useful comparison of the two products, and I think you addressed the key mis-information points out there quite tactfully – well done :).

      A couple questions about BC popped up for me:

      1. Sales tax data – in GP, we have everything from DIY to mac-daddy on-line 3rd party add-ons – how is the tax data handled in BC?  In our business model we sometimes need to charge tax for materials delivered to a remote area that may not have a physical address (i.e. wind/solar farm), so it’s sometimes a challenge to figure out what tax rate applies.?
      2. Forms – As an admin, I was a little horrified watching you hide form fields as an end user – I was imagining all of the support calls asking where fields went. Is there a balance from the admin side in being able to push out customized forms for all users?  Looks like great functionality for power users, but a little onerous to train users who’s forms may look significantly different.
      3. Reports – what is the mechanism/development environment for editing standard OOB BC reports like invoices or trial balances?  Power BI admittedly is super nice, but can be a little pricey. We have quite a few just plain tabular reports where SQL/SSRS is our go-to environment with GP.

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      Jeff Woodard
      Chief Technical Officer
      Transportation Financial Services, Inc.
      West Palm Beach FL
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    • Jo deRuiter

      Member

      February 24, 2021 at 10:51 AM

      Hi

      I’ll do my best:

      1. Sales tax data – in GP, we have everything from DIY to mac-daddy on-line 3rd party add-ons – how is the tax data handled in BC?  In our business model we sometimes need to charge tax for materials delivered to a remote area that may not have a physical address (i.e. wind/solar farm), so it’s sometimes a challenge to figure out what tax rate applies.?
        1. BC has a sales tax configuration much like GP’s – although it WILL look different it’s kind of the same thing.  You’d have
          1. Tax Groups = Tax Schedules (kind of)
          2. Tax Areas = Tax Schedules – more like GP
          3. Tax Jurisdictions = Tax Details in GP
          4. Here is more on Tax Setups in BC
        2. There are also, of course a number of add-ons that already work well with BC, you’re welcome to research more, but Avalara has a good product.
          1. Their support is, at times a bit slow, but the product is solid
      2. Forms – As an admin, I was a little horrified watching you hide form fields as an end user – I was imagining all of the support calls asking where fields went. Is there a balance from the admin side in being able to push out customized forms for all users?  Looks like great functionality for power users, but a little onerous to train users who’s forms may look significantly different.
        1. You CAN control security to it in the security settings.
        2. Here is more on personalization: Microsoft DOC on How to Personalize
        3. You can also (As an Admin) personalize Role Pages FOR your users IF you turn off the ability to add and remove fields
          1. Customizing Pages for Profiles
      3. Reports – what is the mechanism/development environment for editing standard OOB BC reports like invoices or trial balances?  Power BI admittedly is super nice, but can be a little pricey. We have quite a few just plain tabular reports where SQL/SSRS is our go-to environment with GP.
        1. In BC you can’t modify the built-in layouts….BUT you Can make your own custom layouts
          1. How to Create a Custom Layout

      I’ll add my other two cents on this, you will find that the windows look different and feel foreign, but you will soon grow to love it!?

      ——————————
      Jo deRuiter
      ?? GPUG ALL STAR
      ??Granite Award Winner
      Atlanta Chapter Leader
      Aisling Dynamics Business Solutions
      Business Applications Practice Manager
      jo.deruiter@aislingdynamics.com
      9518674366
      aislingdynamics.com
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    Jo deRuiter replied 3 years, 8 months ago 1 Member · 0 Replies
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