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Posts Tagged ‘proccess’

Windows Service Application & Web Services for near-real-time Integration

Thursday, December 1st, 2011

A customer recently brought us a requirement to create a two-way integration between GP and a third party POS system. This integration needed to include Customer Master Records, Vendor Master Records, Address records, Items, Sales Invoices, Sales Payments, POP receipts and IV Adjustments. To make it more complex, the two systems needed to be in control of certain types of records. The POS system, for instance needed to be the “master” when it came to Customers, but GP needed to be the “master” for vendors. This integration also needed to be near real-time.

My first thought for this Integration was Dynamics GP Web Services and / or eConnect. These tools provide a tight integration with GP and satisfy the near real-time requirement. GP Web Services needs to be called using an ASP.Net application like a web site or Window’s form application and is event based, like any other ASP.Net app, so something needs to occur in the app before web services code can be called. The POS system was not written in .NET and the only way to get information in and out was through direct SQL statements or DTS package exports. The DTS package, while old school, caught my attention for a moment because this lead me towards using Integration manager. IM is a manual process that will integrate data from a text or Excel files into GP. This, however, did not satisfy the near real-time requirement so it was quickly scrapped.

I needed to come up with a .NET application that runs on some kind of a timer to call the GP Web Services. Sounds like a great scenario for a Windows Service Application. There is a template in Visual Studio that creates an installable Window’s Service based on .NET and this sounded perfect, so I decided to test it out. I created a holding table in SQL that is populated by SQL triggers when a document or master record is create or updated in GP. I then used a .NET timer control to trigger the GP Web Services. This will, in essence, act as a polling application. The code on the timer will check the holding table for any new records then query the tables for the type of record in the holding table and use GP Web Services to bring in or query GP documents to move them into the POS system.

An added bonus feature is that the application can write events to the Window’s event log. Successful and, more importantly, error messages are recorded and easily queried just like Window’s events. An e-mail feature was also added to warn certain users when certain types of records were integrated. Another great feature is that the Window’s Service can use an .xml config file to hold settings. This allows the ODBC connection settings to the third party app, amongst other types of settings, to be stored outside of the source code which makes this application easily modifiable for different client requirements. While this solution is not yet in production, initial testing looks terrific and seems to be a great fit for these requirements.

This is just another custom solution from Gilchrist Scott Development. If you are looking to integrate another application with GP and do not want to bother with manual processes such as Integration Manager, then a Windows Service Application from GSL may be for you. Please contact us at 207-761-2133 for more information.

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Ghosts, goblins, and budgets!

Monday, October 24th, 2011

It’s that scary time of year again for ghosts, goblins, and budgets.  Gives me chills just thinking about it.

But it doesn’t have to be too scary.  I’ve been working with several companies on their budgets and have found some things that you may want to keep in mind when importing your budgets.

1)    What version of Microsoft Office are you using?  We have seen where Microsoft Office 2010 has the ability to hide data in cells and could possibly be masking data.  Sometimes you may not know that data is hiding until you export to a text file.  This is not something that happens all the time, but if you find that you have issues importing it could be hidden data.

 

2)    Naming of Fiscal Periods: Typically you would go to Cards->Financial->Budgets and follow the steps in the wizard to create your Budget Template in an Excel spreadsheet.  This gives you the default format that Dynamics GP is expecting when you are ready to import your new budget figures.

 

If you‘ve made changes to the Period Name by going to Microsoft Dynamics GP -> Tools -> Setup-> Company -> Fiscal Periods, you will want to make those same changes to your exported spreadsheet columns.  The export will have the original Period Names for each period, not the changes that you made, and the import will fail because it can’t reconcile the changes for the import.

 

The error you receive will mention incorrect number of fiscal periods, but the real issue is that you renamed the period descriptions, and those have not exported with your Budget export to excel, and it cannot match up those columns when importing back into Dynamics GP.

Hopefully this saves you some time and effort, because we definitely know how hectic this time of year can be.

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Recurring Payables Batches

Tuesday, July 19th, 2011

Have you discovered this time-saving trick -  Recurring Payables Batches?  If you enter any transactions that recur on a predictable schedule, with the same amount, payees, and terms (think: Rent, Parking, Insurance), then this will be your new favorite time-saver. 

a.       Go to TransactionsàPurchasingàBatches.  Enter a Batch ID that suits the recurring transactions, something like MONTHLY.

b.      Select Payables Trx Entry as the Origin

c.       The Frequency field determines how often this batch will be posted.  For a  recurring batch, select one of these options:

                                                               i.      Biweekly (once every two weeks)

                                                             ii.      Semimonthly (twice a month)

                                                            iii.      Monthly

                                                           iv.      Bimonthly (once every two months)

                                                             v.      Quarterly (once every three months)

                                                           vi.      Miscellaneous (Use the Days to Increment field to specify frequency)

d.      Enter the posting date that corresponds with the next time you will need to record these transactions. 

e.      Select the correct Checkbook ID.

f.        Enter Alt-R or click on the Transactions button.

g.       Any transactions you enter and save in this batch will be saved in the WORK table until posted, when they will be moved to OPEN until paid.  There will now be transactions dated for the next recurrence in the WORK table.  You can go back into the Payables Batch Entry window, open up your MONTHLY batch, and the transactions will be there with the appropriately incremented posting date. 

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SmartList Export Solutions for Dynamics GP

Tuesday, May 31st, 2011

If you use SmartLists in Dynamics GP, you have most likely used the Excel button to export a SmartList to Excel.  What you may not know is that there is another option called SmartList Export Solutions that is available for you to use.

Examples of things you can use Smartlist Export Solutions for are to automate totaling and formatting of SmartList data in an existing Excel Spreadsheet.   And you can export SmartList Data to the same spreadsheet over and over again.  You also gain additional functionality by being able to use macros that automate various tasks like clearing data from an existing spreadsheet, creating a new sheet within a workbook before adding data, adding up columns etc..

To Setup a Smartlist Export Solution

1)      You’ll want to save a SmartList with the columns you want, as a Favorite

2)      Export your Favorite SmartList to Excel

3)      Save the Excel Spreadsheet to the location of your choosing  and close out of Excel

4)      View your Favorite SmartList in Dynamics GP

5)      Select Smartlist>>Export Solutions from the Menu

a.       Name:          Enter a Name to identify the Spreadsheet that you will be exporting to

b.      Document:                 Enter the Path or browse to where you previously exported and saved the SmartList in Number 3

c.       Preparation and Completion Macro:  If you added a macro to the Excel File enter those names here

d.      Visible To: Enter who you would like to be able to use/see this solution

e.      Application:  Select Excel

f.        Works for Favorites:  Check the box next to the Favorite that this solution is associated to

g.       Save and Close the Export Solutions window

Back at the SmartList window open your Favorite SmartList

1)      Click the Excel Button

a.       You will now have an additional choice of Export Solution (Quick Export is the usual way of exporting a SmartList)

b.      Click Export Solution and your spreadsheet will open

                                                               i.      If you created a before and/or an after macro these will run ahead of and/or after your is exported

It can be that simple, or you can design macros for different tasks like creating pivot tables etc..  This gives you quite a few more options when exporting SmartLists to Excel, especially when you do the same type of export month after month, and this should save you lots of time once the solution is in place.  Happy Exporting!

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Sometimes the solution is more complex than the problem

Tuesday, March 3rd, 2009

Software solutions should reduce the complexity that we are “exposed to.” When it all boils down, that is the expectation; that is the sales pitch; it is the input to the ROT (Return-On-Investment) calculation. They should hide the complexity and repetition from your staff, increasing efficiency and accuracy.

Often, initially, that is what it looks like. As things progress though, the underlying complexity is often revealed again causing all sorts of problems that kill the value of the project. Sometimes these issues can even imperil an organization’s ability to function, because what was a ‘difficult process’ has now become impossible. (more…)

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