How to Use Integration Manager to Upload Payables Transaction in Dynamics GP

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BDO

There are six steps to create a Payables upload Integration Manager Template in Microsoft Dynamics GP

Step 1.  New Integration

The first steps to build a new Integration are simple; enter an Integration name, Description and Maximums for the number of errors and warnings you wish the system to generate before halting the integration (Figure 1).

Figure 1

 

Step 2: Add Sources

This step defines where the integrated data comes from. Select Add Sources, then select Text from the Adapters column and Define New Text from the Sources column (Figure 2).

Figure 2

 

Once selected, the properties windows will open. Enter the following (Figure 3):

  1. Name
  2. Description
  3. Enter the source file location by clicking on the ellipsis and browsing to the file to be used
  4. Select the delimiter based on the source file that is being used
  5. Checkmark the First Row Contains Column Names box
  6. Select the Columns tab, then hit Refresh Columns, which will update the existing columns to the columns displayed in your file. Select OK to save.
Figure 3

 

To add additional source files following the steps above (Figure 4)

Figure 4

 

 Step 3: Query Relationships

This step defines the relationship between the source files. To build reltionships between the two sources, drag the similar header from the Master source to the Child source.  It will automatically connect.  Save your integration. (Figure 5).

Figure 5

 

Step 4: Destination

This step specifies the final destination of the data to be imported. To add the Destination, click on the Add Destination button. Choose the correct adapters and Destination in the Destination window. In this case, it is the Microsoft Dynamics GP-Payables Management- Payables Transaction (Figure 6).

Figure 6

 

Step 5: Destination Mapping

This step maps the source data file to the destination details. Select the Mapping icon in the action pane as shown below. From the Integration mapping window, you can select rules and specify the sources or set rule properties to show where the data for any given item in the destination originates. In this case, we are mapping for the header as well as the detail line (Figure 7).

Figure 7

 

Step 6: Save and Run: The final step is to run the integration. To do this, select Run from the action pane as highlighted below (Figure 8).

Figure 8

 

The progress window opens up and clearly lists the status of the Integrations.  The results, if integrated successfully, would  be as shown below (Figure 9).

Figure 9

 

For further information on using Integration Manager for your Integrations, reach out to dynamicsgpsupport@bdo.ca


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