Getting the Data into Dynamics GP. Steve Michaelson

Transcription

1 Getting the Data int Dynamics GP Steve Michaelsn

2 Steve Michaelsn Using GP since 2002 (GP 8) Using SQL since 1998 (7.0) I enjy creating simple/elegant integratin slutins I als enjy creating cmplex/technical integratin slutins

3 Agenda Starting the jurney What is available in yur system? What is available in 3 rd Party Prducts? Questins and Answers

4 Where d yu start? At the surce! Basic questins What purpse des it slve? Where and what is the Data Surce? Frequency f integratin? Manual r Autmated? Existing data in Dynamics GP? Updates, inserts, r bth? Advanced questins Example f data? Data delivery fr integratin? Eliminate recrd duplicatin? Changes t recrds after integratin?

5 Where d yu g? Dynamics GP Basic questins New prcess r manual entry nw? GP Mdule windws being ppulated? GP windws, mdified, custmized r third party? Advanced questins Number f surces? D the recrds map? Or is there a translatin? Imprtant/required fields ppulated? Errr Ntificatin? Recnciling between the surce and Dynamics GP?

6 What yu have Here and nw! Specific Purpse Tl General Ledger Transactin Cpy/Paste Excel Based Budgeting Canadian Payrll Imprt/Exprt Utilities Multi-Purpse Tls Table Imprt Direct SQL queries SQL Server Integratin Services ecnnect Dynamics GP Web Services Integratin Manager GP macrs & Wrd Mail-merge macrs

7 General Ledger Cpy\Paste Financial >>Transactins>> General

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9 General Ledger Crrecting Entry Create Reversal Entry Create Crrecting Entry Set Default Amunts

10 Excel Based Budgeting Financial >>Cards>>Budgets

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12 Canadian Payrll Imprt and Exprt Utilities Micrsft Dynamics GP>>Tls>>Utilities>>Payrll Canada>>Imprt and Exprt

13 Table Imprt Micrsft Dynamics GP menu >> Tls >> Integrate >> Table Imprt

14 Direct SQL Updates & SQL Server Integratin Services Extreme cautin advised as yu can ruin yur data. Make sure yu have a wrking database backup r test in a test envirnment Direct SQL update/insert scripts Gd fr quick minr updates (i.e. stuck batch) Requires Transact-SQL knwledge r scripts frm a trusted surce SQL Server Integratin Services (SSIS) Platfrm fr building cmplex data integratins and data transfrmatins Requires advanced knwledge Use SQL Server Management Studi

15 ecnnect

16 Integratin Manager Micrsft Dynamics GP menu >> Tls >> Integrate >> Integratin Manager

17 Mail-Merge Macr

18 3 rd Party Integratin Tls & Custmizatins SmartCnnect frm eone N-cde, scalable, and cnfigurable integratins Allws scheduling integratins and real-time integratins Scribe Fcused n integratins with CRM systems such as Micrsft CRM, SalesFrce, and mre Je Sftware Excel Everywhere Anything is pssible by custmizatin, but feasibility will need t be evaluated. Talk t Encre abut ther 3 rd party slutins and custmizatin ptins.

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23 WHAT S INCLUDED? SmartCnnect Data Integratin Slutin SmartCnnect Add-in fr Excel SmartCnnect Web Client 3 Instances f SmartCnnect All Cnnectrs (Surces and Destinatins) Access fr unlimited users All templates (Starting pints fr yur integratins)

24 Integratin Tl Cmparisn Key Pints Installatin Security Mapping Scheduling Ntificatin Perfrmance based n 10K custmer file Sftware Cst Usability Integratin Manager SmartCnnect Scribe Easy Easy Easy Dynamics GP User Specific User Specific Limited/Scripts Flexible/wrks with Extender Flexible Manual/Scheduled Autmated Autmated Errr Lg File hurs w/gp Adapter $7,100 w/ 18% Micrsft Renewal 1.5 minutes Less than 2 minutes $267per mnth/$5,300 npremise $279 per mnth - $2K per mnth Intermediate Easy\Intermediate Difficult

25 Je Sftware Excel Everywhere

26 Tls Recap & Dems Specific Purpse Tls General Ledger Transactin Cpy\Paste Excel Based Budgeting Canadian Payrll Imprt/Exprt Utilities Multi-Purpse Tls ecnnect, GP Web Services SQL Server Integratin Services (SSIS), Table Imprt, Direct SQL updates (Use extreme cautin) Mail-merge macrs Dexterity custmizatins Integratin Tls Available Integratin Manager SmartCnnect Scribe Je Sftware Excel Everywhere

27 Yur Encrites fr Tday s Sessin Steve Michaelsn Slutin Specialist Steve.Michaelsn@encrebusiness.cm Direct: Encre Care Supprt: care@encrebusiness.cm

28 CPE Credit Sessin Infrmatin Subject matter cvered: Entering data int Dynamics GP fr master recrds and transactins Sessin bjectives: Give the client ptins t autmate data entry fr diverse systems Educatin and/r experience prerequisites: Basic Level t Intermediate Level f knwledge t be attained: Basic t Intermediate Overview f Fundamentals Methds f presentatin: Training Sessin with Accmpanying Slide Deck; Dem>

29 Questins?

30 Thank yu Please fill ut the survey prvided