integration of bcm and accounting 2007

[UriSchneider]

MS likes to "sell" the idea of integration between the BCM and
Accounting 2007 programs.

I ran the integration, but only my "BCM Accounts" were integrated -
individual "BCM Contacts" did not get into my Accounting 2007
"Customer" list.

In my case, it is my individual BCM "Contacts" - some of whom - who
are my "Customers." I need thos individual Contacts to go into
Accounting.

Anyone have ideas on this?

[Must I export subset of BCM contacts (my "CLIENTS/CUSTOMERS") to csv
file and then send that into Accounting?]

Thanks in advance.

Uri

 

[Luther]

MS likes to "sell" the idea of integration between the BCM and
Accounting 2007 programs.

I ran the integration, but only my "BCM Accounts" were integrated -
individual "BCM Contacts" did not get into my Accounting 2007
"Customer" list.

In my case, it is my individual BCM "Contacts" - some of whom - who
are my "Customers." I need thos individual Contacts to go into
Accounting.

Anyone have ideas on this?

[Must I export subset of BCM contacts (my "CLIENTS/CUSTOMERS") to csv
file and then send that into Accounting?]

Thanks in advance.

Uri

MOA first synchs their Customers with BCM 2007 Accounts, and then
syncs their contacts.

MOA doesn't allow unparented contacts, and so does not sync unparented
BCM Business Contacts.

 

[mrtimpeterson via OfficeKB.com]

Uri,

BCM & MOA currently have a very limited feature set design. This design is
based upon the oversight of a very needlessly limiting assumption that all
small business users operate within a business-to-business selling model vs.
a business-to-individual selling model. Accordingly, you are stuck with a
"one-size-must-fit-all" reality until the clueless MS designers get a better
handle on how business out in the real world actually occurs for a lot of
users. Hopefully, future incarnations of this solution will then reflect a
greater empathy in its design features.

If you are committed to using BCM with MOA, you must free your mind from the
stupidly limiting labels of the various data objects. For example, you can
still use the BCM Account records for individual customers eventhough the MS
propaganda states that these are only a master parent contact record intended
for organizations with more than 1 individual child contact linked. The best
way I have tolerated being able to make any sense out of getting BCM to fit
my own business is to think outside the shoebox from BCM's stated design
intent. Think from the perspective of "creative-work around" and you won't
become so frustrated by its built in limitations.

BCM and MOA are works in progress and it often takes a long time for the
bloated MS bureaucracy to notice and adapt with improvement.

Best regards,

-THP

MS likes to "sell" the idea of integration between the BCM and
Accounting 2007 programs.

I ran the integration, but only my "BCM Accounts" were integrated -
individual "BCM Contacts" did not get into my Accounting 2007
"Customer" list.

In my case, it is my individual BCM "Contacts" - some of whom - who
are my "Customers." I need thos individual Contacts to go into
Accounting.

Anyone have ideas on this?

[Must I export subset of BCM contacts (my "CLIENTS/CUSTOMERS") to csv
file and then send that into Accounting?]

Thanks in advance.

Uri

 

[mrtimpeterson via OfficeKB.com]

Additional comment to summarize:

Always approach the use of BCM with the intent of making its features adapt
to the needs of your individual business requirements vs. attempting to adapt
your individual business needs to BCM's design features. In its current
state of released design, BCM can frustrate you greatly if you do not keep
this in mind at all times.

-THP

Uri,

BCM & MOA currently have a very limited feature set design. This design is
based upon the oversight of a very needlessly limiting assumption that all
small business users operate within a business-to-business selling model vs.
a business-to-individual selling model. Accordingly, you are stuck with a
"one-size-must-fit-all" reality until the clueless MS designers get a better
handle on how business out in the real world actually occurs for a lot of
users. Hopefully, future incarnations of this solution will then reflect a
greater empathy in its design features.

If you are committed to using BCM with MOA, you must free your mind from the
stupidly limiting labels of the various data objects. For example, you can
still use the BCM Account records for individual customers eventhough the MS
propaganda states that these are only a master parent contact record intended
for organizations with more than 1 individual child contact linked. The best
way I have tolerated being able to make any sense out of getting BCM to fit
my own business is to think outside the shoebox from BCM's stated design
intent. Think from the perspective of "creative-work around" and you won't
become so frustrated by its built in limitations.

BCM and MOA are works in progress and it often takes a long time for the
bloated MS bureaucracy to notice and adapt with improvement.

Best regards,

-THP

MS likes to "sell" the idea of integration between the BCM and
Accounting 2007 programs.

[quoted text clipped - 15 lines]

Uri

 

[mrtimpeterson via OfficeKB.com]

Because I wish to sound more than always "negative" about BCM, here are a few
"positive" conceptual suggestions for BCM improvement:

In a future BCM version, I would love to see the creation of a new data
record called an "Organization" that would have a Many-to-Many relationship
capacity for additional Business Contact Record linking. Each Business
Contact Record would maintain its current Company field but the company would
not necessarily have to be the same populated value as the name of the
Organization Record. In many cases it would be but in others, you could have
individual Business Contacts from various Company be able to be linked to an
Organization Record even though their company field designations differed
from each other. The Organization Record would function like a "group record.
"

I would then have an Account status function be designate-able for use on
either each individual Business Contact Record, and/or on each Organization
Record as desired. Perhaps a field level designation could be checked off
that would immediately indicate either record to be identified with an
enhanced status as an Account that could then be linked to MOA. This would
not even have to be an all or nothing design so that one could have both
individual Business Contacts AND Organizations exist side by side as Account
records in the db for those users that transact business with both
individuals and organizations.

This more expanded design could allow and support more versatile adaptation
of various real world scenarios for end users. The Opportunity record could
be made to allow either types of data record to be linked (Business Contact
Record or Organization Record). The "Account" status designation of either
of these records would only occur if an Opportunity evolved into a closed
sale transaction and thus the need for an MOA link, etc.

One can only imagine.

-THP

Additional comment to summarize:

Always approach the use of BCM with the intent of making its features adapt
to the needs of your individual business requirements vs. attempting to adapt
your individual business needs to BCM's design features. In its current
state of released design, BCM can frustrate you greatly if you do not keep
this in mind at all times.

-THP

Uri,

[quoted text clipped - 29 lines]