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 (www.albaspectrum.com), he is Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer; akarasev@albaspectrum.com
![]() |
|
![]() |
|
![]() |
|
![]() |
Microsoft Business Solutions main middle market ERP application - Microsoft... Read More
We all already got used to computer monitoring both at... Read More
What is IRC?IRC is Internet Relay Chat. It is a... Read More
Microsoft CRM is relatively new player on the now becoming... Read More
Ok... Where to start?Well, I guess I will start at... Read More
Did you ever give a thought to the number of... Read More
Microsoft Business Solutions Great Plains is marketed for mid-size companies... Read More
There are two major WYSIWYG(What You See Is What You... Read More
Finding the best spyware removers to detect and remove spyware... Read More
When you buy a computer, it most likely comes with... Read More
For a windows user like me, just can watch with... Read More
What is Tripwire?Tripwire is a form intrusion detection system (IDS)... Read More
What is Software?Software is a set of instruction written to... Read More
If your company has regional and worldwide operations, you might... Read More
Trying to figure out a stream in banning one email... Read More
We'll give you non formal view, based on our consulting... Read More
For those who are unclear on the differences between the... Read More
Several years ago Microsoft purchased Great Plains Software, then Navision... Read More
Writing software manuals is boring, isn't it? We often think:... Read More
Remember old good days when your company probably had Great... Read More
Microsoft bought Navision, Denmark based software development company, along with... Read More
In the case when you represent mid-size or mid-size-to-large business,... Read More
Sticky Noteshttp://www.deprice.com/stickynote.htmWith StickyNote 9.0, you can create beautiful 3D notes... Read More
Microsoft CRM is new player on the CRM software... Read More
This article is the first of a series of articles... Read More
Microsoft Business Solutions ? Great Plains is designed to meet... Read More
Microsoft Business Solutions Great Plains, Navision, Axapta, Solomon and CRM... Read More
The destruction of the Soviet Union about 15 years ago,... Read More
If you are in the market for new staffing software,... Read More
Simply put, fleet maintenance allows companies to monitor and maintain... Read More
Microsoft Business Solutions Great Plains is marketed for mid-size companies... Read More
Usually workflow & messaging is realized in CRM and then... Read More
OEComplete is a utility for managing the personal information of... Read More
In our small article we'll consider Microsoft Business Solutions Great... Read More
Let's say that you have a software project that's under... Read More
Our opinion is based on our Microsoft Business Solutions Great... Read More
In order to meet regulatory and corporate compliance requirements reporting... Read More
Microsoft released Service Pack 2 (SP2) for the Windows XP... Read More
We would like to give you several situations, when you... Read More
Microsoft Business Solutions Navision serves both European and American megamarkets.... Read More
Whether you are an experienced web programmer or a complete... Read More
The fact that a software tester is a most infamous... Read More
If you have been using the Internet for any amount... Read More
Task Manager is a Windows system utility that displays thetasks... Read More
I have always had a tendency to focus on the... Read More
Remember back in the days where screensavers were the coolest... Read More
Current Microsoft Business Solutions Great Plains has more that 10... Read More
Enabling Chinese input is quick and easy, there are only... Read More
Microsoft Business Solutions Great Plains is marketed for mid-size companies... Read More
Usually workflow & messaging is realized in CRM and then... Read More
Are you a database professional? Do you work with a... Read More
OEComplete is a utility for managing the personal information of... Read More
I started using PIP (Picture It Publishing) Platinum 2002 right... Read More
Using professional icons in your application or website can bring... Read More
You turn on your computer, and it doesn't look quite... Read More
Microsoft bought Navision, Denmark based software development company, along with... Read More
The various resume software offered, particularly on the internet, can... Read More
Microsoft Business Solutions CRM is present several years on the... Read More
We'll give you non formal view, based on our consulting... Read More
Microsoft CRM is CRM answer from Microsoft and attempt to... Read More
Healthcare facilities such as clinics, hospitals, and biomedical laboratories can... Read More
Microsoft PowerPoint has dramatically changed the way in which academic... Read More
Microsoft Great Plains as ERP and Microsoft CRM as... Read More
New post-recession era has new features, which didn't exist in... Read More
Microsoft CRM is relatively new player on the now becoming... Read More
Simply put, fleet maintenance allows companies to monitor and maintain... Read More
Software |