R2 and Great Plains Integrations

Transcription

1 R2 and Great Plains Integrations I. SET UP a. The following items must match in both systems for a successful integration i. GL accounts ii. Sales Person ID iii. Payment Terms iv. Tax Schedules b. Create the following folders and subfolders on your network Level 1 R2_GP GP_R2 Level 2 AR AP Level 3 Unposted Posted Unposted Posted Level 1 Level 2 1

2 Level 3 c. Import the following integrations from im.mdb (im.zip)provided by UBS to your main im.mdb (Integration Manager) i. 1-R2-Customers ii. 2-R2-RM Transactions iii. 3-R2-Vendors iv. 4-R2-PM Integrations Step 1 Open Integration Manager Programs>Microsoft Business Solutions>Integration Manager 8.0>Integration Manager. Step 2 Go to File>Import Integrations, browse for the location of the IM.mdb file provided by UBS and click Open 2

3 Step 3 The following window will open. Select the integrations circled below. To select all four at the same time, select the first one then hold the shift key and select the last one. All four will become selected. Click on the import button. 3

4 d. Change the file location on all of the source files above to the Unposted folder under level 3. Make sure that integration 1 and 2 are mapped under the Unposted folder of AR and integration 3 and 4 are mapped under the Unposted folder of AP. Step 1 In Integration Manager, click on Open Integration icon Customers integration by double clicking on it. and open 1-R2- Right click on customers 1 and open customer properties. Repeat the steps above for the other three integrations. 4

5 e. R2 Export Reports Setup Import the following reports from the r2report.dic (found in the r2report.zip file) to the main reports.dic of Great Plains 1. R2 Export Invoices, Payments, Credit Memos and Debit memos 2. R2 Export Payment/Invoice Apply Step 1 In Great Plains go to Tools > Customize > Report Writer Step 2 For Product choose Great Plains and click OK Step 3 Click on Reports 5

6 Step 4 The Report Writer window will come up. Click on the Import button. Step 5 Click on the ellipse will be four reports in the list. and point to the location of the r2report.dic. There 6

7 Step 6 Select the R2Export Invoices, Payments and R2Export Payment/Invoice and click on the Insert>> button. You will see the reports move to the Reports to Import window. Click on the Import button. Step 7 You will now see the reports under Report Writer in the Modified Reports section. Close the window by clicking on the X in the upper right corner. To go back to Great Plains do the following: Go to File > Microsoft Business Solutions Great Plains 7

8 f. Macros Setup Step1 Create a folder called Mac under the Great Plains folder per user and copy the following macros from mac.zip 1. Export1 2. Export2 Step 2 Update the path of the export files to GP_R2. To do this, right click on Export 1 and open with Word. Update the path that points to GP_R2 folder you created in Step b level 1. Then repeat the same steps for export 2. 8

9 Step 3 Run the macros once to set up the short cuts in Great Plains for each user. Go to Tools>Macro>Play Step 4 Find the location of the macros and click on one macro. The macro will run. Next time you run the macro it will default to that location. 9

10 I. R2_GP R2 will export two types of batches AR and AP. The AR batch should be exported to R2_GP\AR\Unposted The AP batch should be exported to R2_GP\AP\Unposted II. GP_R2 Using the two macros GP will export two files under GP_R2 folder. Run the import tool from R2. III. Running Integrations In Great plains go to Tools>Integrate>Run Integration The Run Integration window will open. Select the integration you want to run and click Run. 10