Integration Manager: Sales Order Processing

[kaumil]

I am using Great plains Integration Manager 7.0 to push data from an external application into Great Plains for the sales order processing piece. I have noticed that it allows the inserts only for the sales order processing. How do i deal with updates? Any ideas as to how to achieve this within Integration Manager or any other microsoft tool? Any good web resource tip for using Integration Manager.

 

[curtman]

Sales Orders can only be inserted through Integration Manager. If you examine the properties of the integration there is a property called "Destination Edit Mode." I think master records are the only records that can be updated. Transaction records are "Insert Only."

Depending on the nature of the updates you plan on doing, you may want to do SQL calls against the database tables directly.

The GP application provides great documentation on it's table structures. Fire up the app and go Tools | Resource Descriptions | Tables.

Good luck!

 

[stef315]

There is a techknowledge (# 4233) that shows customers have suggested this ability for a SOP transaction. You should add your company (and have your partner add themselves) to the list of customers requesting this. This would be a good function to have. It doesn't help you much right now but it brings about great things for the future!

 

[VictoriaYudin]

I think there is a fundamental issue involved here: in accounting, there should be no changes once something is posted. There are many reasons for this, not the least of which are that the posted information could have already been used in financial information and that documents (like invoices) may have already gone out to customers so your system should reflect EXACTLY what went out.

There are a number of things we usually suggest if 'changes' are needed after the fact, depending on what transactions are involved:

1. Create an adjustment.
2. Void the original transaction and re-enter with new information.
3. Create a custom table to track the additional information you want and link it to the existing document number in GP.

All of these preserve the integrity of the system and provide an audit trail which is critical in an accounting application.

 

[stef315]

I believe kaumil is talking about SOP transactions that are still Work, not posted. I'm actually a CPA so I don't think I'd ever suggest going in the back end to change something that has been posted.