Category: Dynamics

This post is part of a series on creating a Journal – Standard integration using SmartConnect from eOne Solutions; I recently posted a series on Implementing SmartConnect.

In the last post, I stepped through mapping of the journal lines; in this post, I’ll cover mapping of the journal header.

From the Map Setup window, double-click on the Create journal line in the scrolling window.

As shown in the image, below, map the BatchID, TrxDate, Reference and JRNENTRY fields from the source to the destination. If JRNENTRY doesn’t show here then you have not marked the Use as Global Variable in the GP Rolling Column window).

You also need to change the Column Type on the Transaction type row to List Option and then set the Column Name to Regular; this will make sure the integrated journal is created as a standard journal.

Continue reading “Create SmartConnect Journal – Standard Map: Define Header Mapping”

This post is part of a series on creating a Journal – Standard integration using SmartConnect from eOne Solutions; I recently posted a series on Implementing SmartConnect.

With the Destination configuration started, the next step is to define the distribution field mapping.

Double click the Add distribution entry in the scrolling window at the bottom of the Map Setup window when the Destination section is selected:

Continue reading “Create SmartConnect Journal – Standard Map: Configure Distributions”

This post is part of a series on creating a Journal – Standard integration using SmartConnect from eOne Solutions; I recently posted a series on Implementing SmartConnect.

With the integration map heading created, the next step is to define the destination.

On the Map Setup window which will still be open from the previous post, click the down chevron button next to the Destination heading.

Set Destination Type to Microsoft Dynamics GP.

In the Settings section, there are two fields to define:

1. Set Group to General Ledger.
2. Set Node Type to Transactions.

Click the Companies button and select the company the integration is to be run against.

In the next post, I’ll take a look at mapping of the distributions.

This post is part of a series on creating a Journal – Standard integration using SmartConnect from eOne Solutions; I recently posted a series on Implementing SmartConnect.

With the prerequisites decided, in this post, I’m going to start creating the Journal – Standard integration, the first step of which is to define the Source & Destination information.

To create the integration, launch SmartConnect and on the Map tab click the Create button on the action pane:

Continue reading “Create SmartConnect Journal – Standard Map: Create Integration Map”

This post is part of a series on creating a Journal – Standard integration using SmartConnect from eOne Solutions; I recently posted a series on Implementing SmartConnect.

The prerequisites for creating a new integration map are quite straight forward:

Decide on the type of integration to be created.
• Decide how the integration should work.
• Create the source data template.

The integration I am creating as part of this series is one of the easiest which can be created; it is a standard General journal integration. I always create this map after implementing SmartConnect (and before starting to use SmartConnect, Integration Manager) as it is a quick and easy one to create and which will be useful to all clients.

The most useful way of creating this integration for clients, is to create an integration which polls a folder every few minutes on a schedule and which reads data from an Excel spreadsheet. This approach allows one integration to be set up and usuable by all users; as it is a folder being polled, the files dropped into the folder can have any name and, as long as the format matches the template, SmartConnect will attempt to integrate the data.

In the past when using Integration Manager, the source file would be a CSV or TXT file as Integration Manager couldn’t easily handle Excel spreadsheets; SmartConnect has no such limitation, so I am going to use the Excel version of the Integration Manager template:

With the above decided and in place, the next post, in this series, will start to cover the creation of the integration map in SmartConnect.

I recently did a series on Implementing SmartConnect, from eOne Solutions; in this series I am going to create a simple integration map to show how SmartConnect can be used to integrate standard journals into Microsoft Dynamics GP from a predefined folder.

The series index below will update as each post in the series goes live (unless you’re reading a syndicated version of this post in which case check back to the original post).