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
house refresh service Lincolnshire ..Language development computer: Computer-based method for aiding language development seems... Read More
If you feel intimidated when someone tries to teach you... Read More
Think of this, first we had the HAM Radio, then... Read More
IBM Lotus Notes Domino and Microsoft CRM (Client Relation Management)... Read More
Executive SummaryAn effective plan for entering, cleaning and updating the... Read More
When you own a small business, time is money. And... Read More
FTP stands for "file transfer protocol". FTP is basically a... Read More
Stop the Runaway MouseWhat's the "runaway mouse?" You've seen it...you... Read More
Remember old good days when your company probably had Great... Read More
Several software companies design programs for preventive maintenance. Most of... Read More
What is Tripwire?Tripwire is a form intrusion detection system (IDS)... Read More
The fact that a software tester is a most infamous... Read More
Spyware is like the new technological nuclear weapon on the... Read More
Microsoft Business Solutions Navision serves both European and American megamarkets.... Read More
What is Snort?Snort is an open source network intrusion detection... Read More
To all web designers out there, this article is for... Read More
Whether you have used Microsoft Word for years, have just... Read More
Microsoft Word is one of the most popular office applications... Read More
Microsoft Business Solutions Navision is main ERP application for European,... Read More
The cornerstone of successful automated office systems is the ability... Read More
Domino server is a buffer between the operation system and... Read More
The research in the field of Natural Language Processing usually... Read More
It's no secret that software companies operate in a very... Read More
The purpose of Project Management Software is to provide an... Read More
Microsoft Great Plains - Microsoft Business Solutions accounting and ERP... Read More
licensed cleaning services Lake Forest ..Anyone who has ever used Microsoft Word knows that it... Read More
IBM Lotus Notes Domino and Microsoft CRM (Client Relation Management)... Read More
Microsoft Great Plains has full-featured Manufacturing suite of modules: Capacity... Read More
Do you want to get quality software at a reasonable... Read More
It is now common thing when large corporation selects mid-market... Read More
If you have Great Plains Dynamics/eEnterprise (version 6.0 or earlier)... Read More
Are you ready? SQL Server 2005, the next-generation data management... Read More
Microsoft Business Solutions Great Plains is marketed for mid-size companies... Read More
Assertion facility is added in J2SE 1.4. In order to... Read More
Your computer cost you from hundreds to thousands of dollars,... Read More
.NET platform does not support multiple inheritance. Do not confuse... Read More
Former Great Plains Software Dynamics/eEnterprise and currently Microsoft Business Solutions... Read More
Cyberspace has opened up a new frontier with exciting possibilities... Read More
Bar charts, bar graphs, and any other chart or graph... Read More
Running Applications in Compatibility Mode With Windows XP, you can... Read More
Microsoft Great Plains is main Microsoft Business Solutions accounting package... Read More
I have always regretted how Microsoft price gouges and rips... Read More
Microsoft Business Solutions Small Business Manager is scaled down Great... Read More
Microsoft Great Plains as ERP and Microsoft CRM as... Read More
Following tips help you to learn a software in lesser... Read More
The intentions of this short tutorial are not to teach... Read More
One of the main reasons business owners and entrepreneurs use... Read More
In the Clinton era the status quo was simple: you... Read More
Are you a database professional? Do you work with a... Read More
Does Microsoft care for WebmastersIt's always been a problem with... Read More
Software |