Microsoft Great plains Integrating purchase transactions and sales transactions

I would like to integrate the purchase transaction, sales transaction by date of transaction wise by creating separate bath for each date.

This can minimize the cost of the sales discrepancy.

What is the best way of doing that

Is it possible to create  batches automatically by date wise
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Steve EndowMicrosoft MVP - Dynamics GPCommented:

If I'm understanding you correctly, you want to assign each transaction to a batch based on the transaction date?

So a transaction on 4/7/2010 might go into a batch called "20100407", and the next transaction dated 4/5/2010 would go into batch "20100405"?

This can be done with a field level script in the Batch ID field in Integration Manager.  

  1. In Destination Mapping, locate the Batch ID field.
  2. Set the Rule to Use Script
  3. On the left pane, locate the Script Text property and click on the "..." button next to "No"
  4. This will open the Script Editor window.
The script would look something like:

CurrentField = Year(SourceFields("SOPHeader.DocDate")) & Right("0" & Month(SourceFields("SOPHeader.DocDate")), 2) & Right("0" & Day(SourceFields("SOPHeader.DocDate")), 2)

My example uses a Data Source called "SOPHeader" and a date field called "DocDate".  You will want to change your code to match your data source header name and date field.

If you prefer a different Batch ID format, you can change it to whatever you prefer, like "0407", "4-7", "4-7-2010", etc.  To add dashes or characters, just add:  & "-" &   to the string.


Steve Endow
Dynamics GP Certified Trainer
Dynamics GP Certified Professional

backer-mAuthor Commented:
Thanks for the reply.  To assign each transaction based on transaction date is not  my main reqirement.
This  i can mape document from my source file or to write script as you mentioned.
1. The issue is I have to create sales batch for every date from GP.  If the sales batch does not exist, IM will reject it.
 Is there any way to create it automatically.

2. Is there any easy to post sales & purchase batches together by date wise.

Victoria YudinOwner / Dynamics GP ConsultantCommented:
There is an option in IM to create the batch if it is not in GP.  In the integration mapping, click on the Options tab and choose Add New Batch under the Rule for the Missing Batch Option.

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backer-mAuthor Commented:
Is there any easy method to post,
date wise purchase and sales batches together.
The purpose is to avoid the average cost issue for the batches integrated from IM.
Victoria YudinOwner / Dynamics GP ConsultantCommented:
If your batches have dates as part of the batch ID, you could go into Master Posting (Tools > Routines > Master Posting) and pick the batch(es) you want to post.  Be careful about posting them 'together'.  I would recommend posting the purchase batch first, then the sale batch.  The reason being, if you check off 2 batches and click post, I am not sure that you can guarantee which one will actually post first.
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