Great Plains Integration Manager scripting and translation - overview for programmer, software developer, database administrator, IT specialist
Microsoft Business Solutions main middle market ERP application - Microsoft Great Plains has multiple integration options: MS SQL Scripting (stored procedures and views), ADO.Net programming, Microsoft SQL Server DTS packages. You certainly can deploy such SDK tools as eConnect. However here we would like to show you how to program the simplest user friendly tool: Microsoft Great Plains Integration Manager.
We assume that you are familiar with Microsoft scripting technologies: Visual Basic for Application (VBA). You should be aware, however, about poor performance of Integration Manager. We recommend it for low volume of complex transactions. It is good tool, if you are importing about 100 transactions per day from text file (when you need to come through empty lines or something not matching the template to filter integration lines). If you have thousand transactions and performance is critical - switch to SQL Stored procs or Dexterity custom process server.
1. VBA Scripting ? Launch Great Plains Integration Manager, open your integration, right click->Properties, switch tab to scripts, open Before Document script. Now place this code in it:
If Left(SourceFields("F4"), 4)="THRU" Then
SetVariable "DocDate", Right(SourceFields("F4"), 8)
End If
If IsNull(SourceFields("F1")) Or IsNull(SourceFields("F7")) Then
CancelDocument
End If
It should mean that you can create DocDate variable and assign it the value from your query field. The second statement cancels document integration if certain condition met (when line is empty or is not actually integration line - something like comment record, etc.)
Now open Before Document Commit script and place this code there:
Dim MyTime, MyHour
MyTime = Now
MyHour = Hour(MyTime)
If Not IsNull(GetVariable("DocDate")) then
SetVariable "DocNumber", GetVariable("DocNumber")+1
DestinationFields("Document Number")="THRU"+GetVariable("DocDate") &"A" & GetVariable("DocNumber")
DestinationFields("Posting Date")=GetVariable("DocDate")
DestinationFields("Description")="Client Check "+ SourceFields("F1")
If Not IsNull(SourceFields("F8")) Then
DestinationFields("Check.Check Number")=SourceFields("F8")
Else
SetVariable "DocNumber", GetVariable("DocNumber")+1
DestinationFields("Check.Check Number")=GetVariable("DocDate")& MyHour&GetVariable("DocNumber")
End If
DestinationFields("Check.Date")=GetVariable("DocDate")
If Month(DestinationFields("Check.Date")+1)= Month(DestinationFields("Check.Date")) Then
DestinationFields("Check.Date")=DestinationFields("Check.Date")+1
End If
End If
Here you do two things. First you construct check number, using Date and time plus Document number. And the second is even more interesting - you alter check date.
In After Integration script place this code:
ClearVariables
It is good idea to nullify your variables.
2. Translation. Imagine that your are something like collection agency and you need to translate your vendors (from whom you purchase AR) into real vendors (banks). In AP integration open Destination Mapping, select Vendor ID, in the Rule Properties, click on the button next to Translation field, answer No, click on Translation tab and paste from Excel your translation list, something like this:
JOHNB BANKOFAMERICA
PETERP BANKOFAMERICA
MARTHAM CITIBANK
Now your vendors from integration file will be replaced with real vendors from Great Plains.
Happy integrating! if you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com
About The Author
Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies ? USA nationwide Great Plains, Microsoft CRM customization company, based in Chicago, California, Colorado, Arizona, New York, Texas, Florida, Georgia, Canada, UK, Australia and having locations in multiple states and internationally (help@albaspectrum.com), he is Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer; help@albaspectrum.com
housekeepers near Park Ridge ..You have gotten those E_Mails buy software at deep discounts.... Read More
Manufacturing in the USA is far away down from mid... Read More
Just when you thought you were Web savvy, one more... Read More
Bill of Lading is required report for Logistics and Freight... Read More
Microsoft Great Plains and Microsoft Retail Management System (Microsoft RMS)... Read More
Microsoft Business Solutions Great Plains was purchased from Great Plains... Read More
Before September 1995, Microsoft Windows was an MS-DOS program. DOS... Read More
Microsoft bought Navision, Denmark based software development company, along with... Read More
Microsoft Business Solutions Small Business Manager is scaled down Great... Read More
In our case ? we serve Microsoft Business Solutions ERP... Read More
#5 All your hardware components like Printers, PCs etc come... Read More
If you're online using a dialup Internet connection, you'll probably... Read More
What is Snort?Snort is an open source network intrusion detection... Read More
We would like first emphasize the change in the paradigm.... Read More
Microsoft CRM is CRM answer from Microsoft and attempt to... Read More
Shareware has been fighting the stigma of being misunderstood for... Read More
Microsoft bought Navision, Denmark based software development company, along with... Read More
This article is the third of a series of articles... Read More
Running Applications in Compatibility Mode With Windows XP, you can... Read More
If you've been using MySQL database to store your important... Read More
In the previous ISDN article, we looked at how and... Read More
MS CRM is very close to document workflow automation, including... Read More
Looks like Microsoft Great Plains becomes more and more popular,... Read More
This is intermediate level SQL scripting article for DB Administrator,... Read More
The US House of Representatives has recently passed the "Spy... Read More
scheduled cleaning services Mundelein ..Traditionally we were considering functionally rich systems, such as SAP,... Read More
During the years of our consulting practice, which comes back... Read More
In order to meet regulatory and corporate compliance requirements reporting... Read More
We would like to give you several situations, when you... Read More
Microsoft Business Solutions Great Plains was designed back in the... Read More
The Windows registry is a huge database that ensures normal... Read More
It's no secret that software companies operate in a very... Read More
After almost two decades of existence, Quark has become the... Read More
2005 ? Back to the Future.What does the future hold?... Read More
A LOT OF UNWANTED FILES.When you uninstall an item of... Read More
We were recently faced with a decision: either to let... Read More
Lotus Domino/Notes ? Microsoft Great Plains tandem as ERP with... Read More
IntroductionDuring the early years of our modern computer era, very... Read More
Looking at all the ads which promise to get rid... Read More
Fleet Maintenance Management is a critical position in any company... Read More
With any good luck and a good amount of hard... Read More
In our case ? we serve Microsoft Business Solutions ERP... Read More
What is RAID RECOVERY?RAID stands for Redundant Array of Inexpensive... Read More
Microsoft Business Solutions Great Plains, Navision, Axapta, Solomon and CRM... Read More
Table of Contents1) Introduction 2) Related Work 3) Framework 4)... Read More
I love new technology. I am still ready to wait... Read More
Microsoft Business Solutions offers several ERP applications: Great Plains, Navision,... Read More
If you've been using MySQL database to store your important... Read More
Microsoft Great Plains as ERP and Microsoft CRM as... Read More
In this article you will find some background information about... Read More
Software |