|| Home | Free Articles for Your Site | Submit an Article | Advertise | Link to Us | Search | Contact Us ||
Microsoft Great Plains Integration Manager – advanced techniques
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" ThenSetVariable "DocDate", Right(SourceFields("F4"), 8)End If If IsNull(SourceFields("F1")) Or IsNull(SourceFields("F7")) ThenCancelDocumentEnd IfIt 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, MyHourMyTime = NowMyHour = Hour(MyTime)If Not IsNull(GetVariable("DocDate")) thenSetVariable "DocNumber", GetVariable("DocNumber")+1DestinationFields("Document Number")="THRU"+GetVariable("DocDate") &"A" & GetVariable("DocNumber")DestinationFields("Posting Date")=GetVariable("DocDate")DestinationFields("Description")="Client Check "+ SourceFields("F1")If Not IsNull(SourceFields("F8")) ThenDestinationFields("Check.Check Number")=SourceFields("F8")ElseSetVariable "DocNumber", GetVariable("DocNumber")+1DestinationFields("Check.Check Number")=GetVariable("DocDate")& MyHour&GetVariable("DocNumber")End IfDestinationFields("Check.Date")=GetVariable("DocDate")If Month(DestinationFields("Check.Date")+1)= Month(DestinationFields("Check.Date")) ThenDestinationFields("Check.Date")=DestinationFields("Check.Date")+1End IfEnd IfHere 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 BANKOFAMERICAPETERP BANKOFAMERICAMARTHAM 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! email@example.com
Auto and Trucks
Business and Finance
Computers and Internet
Food and Drink
Gadgets and Gizmos
Kids and Teens
Music and Movies
Pets and Animals
Politics and Government
Recreation and Sports
Religion and Faith
Travel and Leisure