Integration Manager -how to set up source

[barbola]

I went through the whole manual and also followed the quick start examples. This is great as far as telling you how to set up the destination and map the source and import into Great Plains.

BUT it says nothing about how to best set up your source files. I am trying to test some examples, for SOP for now, and I am at a loss where to start.

Do you need to use a DocNo or can you let the system assign it? Are there rules to follow if I use my own? Does this mean I need a whole new invoice numbering system? If I don't use my own SOP Number, then how do I setup the relationships?

Because we override GL Accts in the distributions, I guess I will also need to set up a source to link the distributions?

Can I have all my data in one line and repeat the header info? Or do I need a separate source for the SOP Header?

If the "Date" field is the document date, then what is Inovice Date for? One is under the Sales Transaction mappings and the other is under the subfolder for "Dates".

I'm so confused and now left wondering if this will really save us any data entry.

Thanks!
Barb E.

 

[Luvsql]

You need some sort of field to be able to determine which items will go onto which invoice ie what key field is the source using to tell GP that those are to go onto one invoice? I usually setup one source file as the header and one source file as the item details, then link the Header to the Detail on that key field (if you also don't have a document type, you will need to set this as a constant). If you set the SOP number to be use default, it will fill in that info for you.

If your source is sql or some other application that can be manipulated, I would try and get the source into the simplest view possible.

 

[barbola]

I will probably use SQL or Access because that is where most of our data is. Getting to that simplest view is going to be a challenge. I found a Customer Source article with the schema for the different integrations so that is somewhat helpful.

We also have to do GL account distributions for the Sales Transactions.

I still have alot of testing to do and I hope it will be worth my while.

Thanks!
Barb E.