BCM / Office Accounting integration next version suggestion

  • Thread starter mrtimpeterson via OfficeKB.com
  • Start date
M

mrtimpeterson via OfficeKB.com

If BCM truly was FULLY "integrated" with Office Accounting, a user would be
able to:

1) Directly cross relate a Business Contact record (PERSON) over to
Accounting's Customer record for sharing of Receivables data. Currently,
only the Account record (ORGANIZATION) can do this.

2) Directly cross relate either a Business Contact record (PERSON) or an
Account record (ORGANIZATION) over to Accounting's Vendor record for sharing
of Payables data.

3) Directly cross relate a Business Contact record (PERSON) over to
Accounting's Employee record for sharing of Operations / HR / Payroll data.

A user could choose from which or all of these 3 BCM to Office Accounting
Linking module options they wished to employ.

The above 3 features would be required to define BCM / Office Accounting as
full "integration." MS would then be much more competitive with Quick books.
Currently, "integration" is mostly still a marketing pitch and an incomplete
promise yet to be completed in the design of these 2 Office components.

-THP
 
L

Luther

If BCM truly was FULLY "integrated" with Office Accounting, a user would be
able to:

1) Directly cross relate a Business Contact record (PERSON) over to
Accounting's Customer record for sharing of Receivables data. Currently,
only the Account record (ORGANIZATION) can do this.

2) Directly cross relate either a Business Contact record (PERSON) or an
Account record (ORGANIZATION) over to Accounting's Vendor record for sharing
of Payables data.

3) Directly cross relate a Business Contact record (PERSON) over to
Accounting's Employee record for sharing of Operations / HR / Payroll data.

A user could choose from which or all of these 3 BCM to Office Accounting
Linking module options they wished to employ.

The above 3 features would be required to define BCM / Office Accounting as
full "integration." MS would then be much more competitive with Quick books.
Currently, "integration" is mostly still a marketing pitch and an incomplete
promise yet to be completed in the design of these 2 Office components.

-THP

I agree completely with 2 and 3. A business contact manager should
manage all business contacts and not just potential and actual
customers.

1 is trickier. BCM has Accounts with child Business Contacts, and MOA
has Customers with child Contacts. When integrated, Accounts are
linked to Customers and the child contacts are automatically linked.
If Business Contacts are linked to Customers, how should the
Customer's child contacts be integrated? I can think of several
possible solutions, but I'm not sure any of them would be a more
natural fit to the greatest number of users.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top