Up User Group

Proactis II


Proactis II CRMSoft Proactis Data Mining

The INDEPENDENT user group for users of CODA's DREAM accounting software.

 

This is an example, but real, page about a Dream-compatible product.

Vendor The PROACTIS Group in partnership with Suddensource Ltd. Contact sales@suddensource.com.
Product Name Proactis 2, formerly known as DreamSuite. Don't confuse this with the PROACTIS Group's current Product portfolio (Proactis P2P, Plaza, Expenses, etc).
Main functions The product's main functions are purchase ordering/invoicing, stock control, sales ordering/invoicing, accruals and an Excel interface. Subsidiary functions include credit control, XML import/export, reporting, sales order bundles and works orders.
Detailed description Proactis 2 allows DREAM users to create sales or purchase orders, on which despatch notes/GRNs are based, and on which invoices are based in turn. The invoices are then posted to DREAM using the External DLL. The customers/suppliers are read from DREAM, though additional data can be held against the accounts within Proactis. Items to use on documents are maintained within Proactis. Items are linked to purchase, sales and stock nominals, with support for first and second ledgers, and both free wildcards and departmental costing. Items can be stock or non-stock items. For stock items, full stock records are maintained. Stock issues, transfers, etc can also be posted to DREAM.  Items can be linked to accounts with account-specific prices/descriptions. Proactis 2 fully supports Dream's multi-company and multi-currency features. Other features include accruals, which can be posted to DREAM, XML import/export of orders and invoices, Credit Control, and Excel-based requisition wizard and wide range of Excel-based reporting and data load utilities.
Number of DREAM users 8 organisations use Proactis 2 in conjunction with DREAM as at 1st June 2007.
Relationship with DREAM Proactis 2 shares a database with DREAM. It uses DREAM master files (customers, suppliers, periods, nominals, VAT periods, currencies, etc). It uses the DREAM users table - though users can be in zero-level groups if required, so that a DREAM user licence is not required if a user doesn't also use DREAM. Proactis uses its own tables to store its own data. It updates DREAM only via the External DLL.
Version limitations Proactis 2 currently (@ version 2.10.0) works with any version of DREAM up to and including 3.3.
Price range For a 10-user licence and a typical set of functional modules, the price per concurrent user starts at about £2500. Support costs vary from 15-30% of the total licence price.
Platform The product is a Windows-based client-server system using a Sybase infrastructure which is installed with the product. It requires DREAM to be installed on Microsoft SQL Server 7 or later. Some of the most complex data updates are done by means of server-based procedures to cut down on network traffic. Some features require Microsoft Office 2000 or later.
DUG Approval Not yet...
Vendor's website See here
Brochure Here is a write-up about the product.


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Last modified: 26-02-2010