Small Business Manager

Great Plains Edition

System

Maximum number of users

Supports an unlimited number of users, with a maximum of 5 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), and Microsoft SQL Server 2000

Microsoft SQL Server 7.0 (service pack 3 or later)

Microsoft SQL Server 2000 (service pack 2 or later)

No database limit

Login

Auto Login

Required Login

Backup and Restore

Built-in backup and restore feature

Not available

Security

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

Currency

Single Currency;

US or Canadian

Multicurrency available

User Classes

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

Posting

Pre-defined setup sends batch/single transaction posting directly through to the general ledger, with the exception of payables and receivables where single transaction posting posts 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

Opens by default upon launch; organizes documents and tasks assigned by one or more users by due date

No Reminder Window

SmartLists opens upon launch

Letter Writing Wizard

Guided process for  generating custom letters for vendor, customer, and employee mailings

Not available

Setup Wizards

Guided processes assist with setting up company, fiscal period, and account information

No wizard. Includes comprehensive, user-defined setup features and functionality

General Ledger

Number of GL accounts

Unlimited

Unlimited

Accounts

Maximum: 25 characters,

5 segments

(Financial accounts only)

Maximum: 66 characters, 10 segments

(Financial and Statistical accounts)

Unit Accounts

Not available

Unit accounts can be used to track non-financial data

Fixed/Variable Allocation Accounts

Not available

Fixed and Variable Allocation accounts can be used to track financial data

Account Alias

Not available

An Account Alias for each account number can be defined, to assist in searching for a particular account

Cash Flow

Calendar

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

Write Checks from Bank Reconciliation

Available

Not available

Payroll

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

Includes the ability to set up an unlimited number of employees

Workers Compensation

Not Available

Includes Workers Compensation functionality

Payroll Setup

Includes guided payroll setup features

Includes user-defined setup features and functionality

Shift Differentials

Not available

Available

Payables

Number of Vendor Accounts

Unlimited

Unlimited

Vendor Class

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

Aging Periods

Four (4) pre-defined aging buckets, including the current aging bucket

Seven (7) user-specific aging buckets, including the current aging bucket

Payables Checks

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

Scheduled Payments

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

Receivables

Passwords

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

Receivables Statements

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

Receivable Statement Formats

Blank Paper

Long Form

Short Form

Blank Paper

Pre-Printed Forms

Long Form

Short Form

Side Form

Short Form Continuous

Side Form Continuous

Multicurrency Long Form

Multicurrency Blank Form

Customer Types

Open Item customer types only

Balance Forward and

Open Item customer types available

Customer Classes

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

Refund Checks

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

Inventory Management

Unit of Measure

One unit of measure description

Includes the ability to set up multiple units of measure schedules for an inventory item

Price Levels

Supports the ability to define up to 5 price levels per inventory item

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 automatic assignment of serial or lot numbers to specific inventory items, enabling easy differentiation of similar items with the same item number

Item Classes

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

Warehouse Locations

Includes one pre-defined warehouse site

Includes the ability to set up multiple warehouse sites.

Quantity Types

Includes On Hand, Allocated, Available, Back Ordered, and On Purchase Orders 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

Includes FIFO Perpetual, LIFO Perpetual, and Average cost methods.

Includes FIFO Perpetual, LIFO Perpetual, Average, FIFO Periodic, and LIFO Periodic cost methods

ABC Analysis

Not Available

The ABC Analysis wizard assists in analyzing item usage and prioritizing items, helping users manage inventory more effectively

Item Types

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

Bill of Materials

Not Available

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

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

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

Document Types

Purchase Order and Receive/Invoice

Purchase Order, Receipt, Receipt/Invoice, Invoice, Drop Shipment

PO Returns

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

Automatic Purchase Order Generation

Not Available

Available

Buyers

Not Available

Available

Dates Tracked

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

Combined Inquiry

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

User defined fields

Includes two (2) user defined fields

Includes thirty-five (35) user defined fields

Sales Order Processing

Document Types

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

Process Holds

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)

Separate Fulfillment Process

No-Automatic fulfillment

Provides the user the flexibility of a separate fulfillment process

User Defined Fields

Two (2) user defined fields

Twelve (12) user defined fields

Commissions

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

Combined Inquiry

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

Sales Order to Purchase Order Integration

Not Available

Available

Reporting

Business Analytics

Advanced Financial Analysis

Advanced Financial Analysis

FRx Forecaster

Reporting Tools

SmartList

Advanced Financial Analysis

Report Editor

Crystal Reports Standard Edition

SmartList

Report Writer

Crystal Reports Professional Edition

FRx Financial Reporter

Advanced Financial Analysis

Customization/Integration

Customization Tools

Continuum Products and Dexterity available through a Microsoft Business Solution Partner

Modifier with VBA

Continuum Products Dexterity

eConnect

Integration Tools

SQL Direct Access

Import Wizard

Migration Wizard

Integration Manager

Integration Assistant for Excel

eConnect

SQL Direct Access

Integration with Microsoft bCentral™ Services

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

Integration to MapPoint

Available

Not available

SmartTag Integration

Not available

Available

Window Messenger Integration

Available

Not available

Professional Services

Support and Services

Support:

·         Single-User- Service Plan includes maintenance and 3 incidents.

·         5-User- Service Plan includes maintenance and 5 incidents.

·         Additional incidents available for purchase, as well as an option for unlimited support.

Support:

·         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:

·         Orientation CD

·         Online Training

·         Support Interacts

·         Transition/ Productivity Meetings

·         Classroom Training