Home
>
Software
>
Microsoft Great Plains Integration Manager ? Advanced Techniques

Microsoft Great Plains Integration Manager ? Advanced Techniques

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

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

taxi o'hare Wisconsin Dells ..

In The News:

Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.

Emails instructing you to reset your password for an account may be legitimate, or they may be scams. Kurt "CyberGuy" Knutsson explains.

Northrop Grumman's Manta Ray uncrewed underwater vehicle aims to revolutionize undersea missions — it glides through the ocean without human assistance.

Learn how to work Google's calendar application to streamline and organize your daily tasks from technology expert Kim Komando.

If you do not want Facebook to have automatic access to your private photos, follow our tips to protect yourself. Kurt “CyberGuy" Knutsson shows you how.

Kurt “CyberGuy" Knutsson goes into detail about Apple’s recent iOS update that allows iPhone users to instantly translate spoken language simply by using the Action Button.

Safeguarding your digital life with a reliable physical backup isn't just a precaution, it's a necessity. Kurt “CyberGuy" Knutsson provides the essential backup checklist.

Kurt “CyberGuy" Knutsson reveals how a Redditor exposed false recycling claims at their apartment, highlighting a report that only 21% of U.S. recyclables are processed.

Kurt "CyberGuy" Knutsson offers a travel toolkit featuring five technology tools to help you with booking flights and hotels for your summer vacation.

The bubble behind the clock on your iPhone can appear in different colors. Kurt "CyberGuy" Knutsson explains what each of those colors mean.

Scammers are using the power of artificial intelligence to mimic voices of people and are using the fake voices to commit crimes, like kidnappings.

Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.

Tech guru Kurt "CyberGuy" Knutsson explains the science behind the Invisibility Shield, a 6-foot shield that makes people become invisible.

The International Olympic Committee on Friday announced plans to use AI in various Olympic aspects, including athlete identification, training and judging.

Tech guru Kurt "CyberGuy" Knutsson explains an easy trick to avoid squinting while working or surfing the web by zooming in on your personal computer.

Streaming giant Roku has recently been targeted by a pair of cyberattacks, and the company confirmed over a half million Roku accounts were compromised.

The Land Aircraft Carrier combines an all-terrain, six-wheeled vehicle with a two-seat aircraft, which features electric vertical takeoff and landing.

The European Union has sent TikTok a "request for information" on the video sharing platform's newest app, TikTok Lite, under the Digital Services Act, with the aim to clean up social media.

Stay up to date on the latest AI technology advancements and learn about the challenges and opportunities AI presents now and for the future.

The FBI is warning the public about a recent phishing scam via text that claims its targets owe money in Pennsylvania for unpaid road toll charges.

Your Apple Music settings may be revealing to your contacts what you're listening to. Kurt "CyberGuy" Knutsson explains the process to change those settings.

Learn how to secure social media accounts, implement legacy contacts, and create a digital estate plan to protect your online assets from 'ghost hackers' after your death.

A ported phone number scam is leading to more people having their identities stolen by sophisticated scammers. Kurt “CyberGuy" Knutsson tells you what you need to know.

The Great Pacific Garbage Patch, a vast marine debris vortex, is being tackled by The Ocean Cleanup’s innovative technologies. Kurt “CyberGuy" Knutsson explains.

Discover easy solutions to tame autocorrect frustration on iOS and Android devices. Turn off, customize and add personal touches to your typing experience.

Microsoft Great Plains Integration Manager ? Advanced Techniques

Software