Recent ISC Software Webinar: Automation in Microsoft Dynamics GP

ISC Software SolutionsIn our most recent webinar, we took a look at Automation in Microsoft Dynamics GP. In this webinar, we covered how automation can be used in Microsoft Dynamics GP to improve efficiencies and accuracy of data. If you want to catch up on this, or any other, webinar, you can do so here.

In this blog post, I am going to recap the webinar and cover the highlights of how automation can be used in Microsoft Dynamics GP to improve efficiencies and improve data accuracy:

  1. Introduction
  2. Integration
  3. Scanning
  4. Approval
  5. Posting
  6. Reporting
  7. Conclusion

Introduction ^

Where possible in this webinar I highlighted standard, or Microsoft supplied, features or additional products where they are available. However, in many cases the standard functionality does not allow for full automation. This is an intentional design choice made when Microsoft Dynamics GP was first created back in the md-90s. The company who created Great Plains, the original name of Dynamics GP, was intended from the very beginning to be extensible with the intention that there be a thriving third-party marketplace for add-ons.

This is the current situation; the core Dynamics GP system has strong core financials and distribution modules, but wider functionality is provided by third party (Independent Software Vendors (ISVs) who have a variety of add-ons and complimentary products which provide the functionality required or automating processes. In each of the areas, there are usually a number of products available from several vendors, but I have selected one in each area. usually an add-on which I have used with several clients across a number of years and which has received positive reviews.

Before implementing one of the solutions, I'd recommend reviewing the functionality it includes, the functionality of competing products and making your own decision about which will best fit your requirements.

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Hands on with the Microsoft Dynamics GP Fall 2020 Release: Integration Manager first run

Microsoft Dynamics GPThis post is part of the Hands on with the Microsoft Dynamics GP Fall 2020 Release series where I am hands on with the newly released Microsoft Dynamics GP Fall 2020 Release.

Once Integration Manager has been installed, we can run it for the first time. When launching it for the first time, make sure you do so using right click and Run as Administrator to make sure it has the elevated permissions necessary to create the required registry changes.

Click the Register Now button:

Integration Manager - registration required dialog

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Hands on with the Microsoft Dynamics GP Fall 2020 Release: Install Integration Manager

Microsoft Dynamics GPThis post is part of the Hands on with the Microsoft Dynamics GP Fall 2020 Release series where I am hands on with the newly released Microsoft Dynamics GP Fall 2020 Release.

Integration Manager is a commonly used integration tool which can be used to import card and transaction data into Microsoft Dynamics GP. One of the, optional, prerequisites for Integration Manager is eConnect; eConnect provides a second set of adaptors for integrating data through Integration Manager.

Launch the setup utility and, under the Additional Products heading, select Integration Manager:

Setup Utility

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Integration Manager error when running a Sales Order Processing integration

Microsoft Dynamics GPI created an integration recently using Integration Manager for a client to import sales invoices into Microsoft Dynamics GP. It worked fine when I was developing it, logged in as DYNSA, and for one of the finance teams managers, but produced an error for the user:

Integration manager error log

Opening source query...
Establishing source record count...
Beginning integration...
DOC 1 ERROR: Unknown Great Plains field subtype '10016'. - Field 'Deposit Received' of window 'SOP_Entry' of form 'SOP_Entry'
DOC 2 ERROR: Unknown Great Plains field subtype '10016'. - Field 'Deposit Received' of window 'SOP_Entry' of form 'SOP_Entry'
DOC 3 ERROR: Unknown Great Plains field subtype '10016'. - Field 'Deposit Received' of window 'SOP_Entry' of form 'SOP_Entry'
DOC 4 ERROR: Unknown Great Plains field subtype '10016'. - Field 'Deposit Received' of window 'SOP_Entry' of form 'SOP_Entry'
DOC 5 ERROR: Unknown Great Plains field subtype '10016'. - Field 'Deposit Received' of window 'SOP_Entry' of form 'SOP_Entry'
DOC 6 ERROR: Unknown Great Plains field subtype '10016'. - Field 'Deposit Received' of window 'SOP_Entry' of form 'SOP_Entry'
DOC 7 ERROR: Unknown Great Plains field subtype '10016'. - Field 'Deposit Received' of window 'SOP_Entry' of form 'SOP_Entry'
Integration Failed
Integration Results
    7 documents were read from the source query.
    7 documents were attempted:
        0 integrated without warnings.
        0 integrated with warnings.
        7 failed to integrate.

I toggled the Integration Manager ini file parameters so I could see what was happening with the windows to get an indication of the problem. The first window opened was Sales Order Processing Setup; why tis opened I'm not sure, but the user didn't have permissions for this window. I did a quick test by copying the users security to a test account and added access to that window and the integration ran through without a problem.

This seems to be an operating as designed thing, but it seems odd that the SOP Setup window needs access.

“The vendor has an existing purchase order…” error message when using Integration Manager

Microsoft Dynamics GPI've recently been working with a client to implement Microsoft Dynamics GP and have been using Integration Manager to import the opening data. While importing payables transactions I encountered the following error:

The vendor has an existing purchase order error

The vendor has an existing purchase order. Choose Continue to post or save. Choose Go To to view a purchasing navigation list. Choose Cancel to return to the window...

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Hands On with Microsoft Dynamics GP October 2019 Release: Integration Manager first run

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. With Integration Manager installed there is one last thing which you need to do, and that is run it as administrator and enter the registration key.

Find Integration Manager on the Windows Start menu and right click and select Run as Administrator. When it starts, click the Register Now button:

Integration Manager

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Hands On with Microsoft Dynamics GP October 2019 Release: Install Integration Manager

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. Integration Manager is installed from the installation media.

To install it, launch the Setup utility and, under the Additional Products heading, select Integration Manager:

Setup utility

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Hands On with Microsoft Dynamics GP October 2019 Release: Integration Manager prerequisites

Microsoft Dynamics GPThis post is part of the Hands On with Microsoft Dynamics GP October 2019 Release series where I am going hands on with the new version of Microsoft Dynamics GP. In this post, I'm going to take a quick look at the prerequisites for Integration Manager.

Integration Manager has two adaptors available for integrating data into Microsoft Dynamics GP.

The first adaptor is the Microsoft Dynamics GP one which requires you to have the Dynamics GP client open and logged into the company into which you want to integrate data.

The second adaptor is the eConnect one; this requires eConnect to be installed, although it doesn't need the Incomging/Outgoing queues installed within eConnect which is different to the earlier post on installing eConnect; it also does not require Dynamics GP installed.

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Hands On with Microsoft Dynamics GP 2018 R2: Integration Manager First Run

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I'll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won't be covering.

The series index will automatically update as posts go-live in this series.

Now that we have Integration Manager installed, we can run it.

Running Integration Manager as administrator is required to ensure that relevant permissions are correctly set; the license key also needs to be installed.

Launch Integration Manager from the Windows Start menu by right-clicking and selecting Run as Administrator. Once it has started, a Register Now/Later dialog will be displayed. Click Register Now:

Integration Manager - Run Now

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Hands On with Microsoft Dynamics GP 2018 R2: Install Integration Manager

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I'll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won't be covering.

The series index will automatically update as posts go-live in this series.

In the last post, I installed eConnect on the client to make the eConnect adaptors available to Integration Manager; in this post, I am going to install Integration Manager.

To do this, launch the setup utility and select Integration Manager from under the Additional Products heading:

Integration Manager

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