In Microsoft Great Plains Dynamics GP you have Integration Manager and with the addition of large number of new eConnect based connectors in Dynamics GP version 10.0 – you, as Great Plains user, programmer or consultant can now do really wonderful integrations, however there are always certain restrictions and we would like to review simple work around – Great Plains Macros
This small publication is not intended to be technical instructions, it is rather highlights:
1. If integration Manager doesn’t have destination connector. If you are trying to import large amount of data to such add-ons as Analytical Accounting, Grant Management, Invoicing, and even some objects in GP Project Accounting, chances are high that Integration Manager doesn’t help you, as it doesn’t have destination connectors for these Dynamics GP modules
2. Customized Dynamics GP screens. If you have third party Great Plains Add-ons, where such popular screens as Sales Transaction Entry, Purchase Order Entry, Payable Management Transaction, Inventory Transfer windows are altered in Great Plains Dexterity realm – then Integration Manager could still be deployed, however you should add VBA scripts on such events as Before Integration, Before Document Commit, etc. These VBA scripts should open old-fashioned ADO connection to custom Add-On tables and match regular GP business records with required custom tables counterparts. If you are not ardent VBA programmer and if you are not really familiar with Great Plains customization architecture, probably this method doesn’t make you to feel enthusiastic. This is why we would like to offer you a way more simple method of Great Plains data feeding – GP macros
3. Great Plains Macro recording. The idea is very simple – you open the window, where you add new Great Plains object, such as Analytical Accounting Dimension Code and switch on Macro Recording. Each window in GP 10.0 has tools menu. Open the data feeding window and tools->Macro->Record. Then, don’t switch windows and applications, simply make data entry for two objects and then tools->Macro->Stop. Now you are ready to data automation miracle. Open macro file in text editor and open new Excel worksheet. Copy macro body lines into single Excel row, but multiple cells, and using series create thousand macro body lines by copying data from another Excel table into Excel form of macro lines. Then save macro back into text file. Now macro is ready to feed thousand of new records into customized Great Plains form
4. Macro power. Macro is capable to feed data into Great Plains without customization restriction. Feel free to practice macro data integration in such complex Great Plains modules as Manufacturing, Bill of Materials, Non-profit extensions, to give you one of the most challenging examples
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