Solved

Great Plains 10.0 Integration Manager and Due Date

Posted on 2010-09-12
4
671 Views
Last Modified: 2012-08-14
We are using Integration manager to attempt to update the Due Date.  However - after the transaction is successfully imported and we then look at the record in Great Plains, the Due Date is set to the calculated date from the default payment terms.  We would like to be able to override the due date from the calculated value based on the due date.  For instance - an account is set for default to 30 day net which would auto-calc to 10/15/2010 - we pass in a due date of 10/1/2010 with integration manager  but it still show 10/15/2010.

Any ideas?
0
Comment
Question by:Obeg_
  • 2
  • 2
4 Comments
 
LVL 18

Expert Comment

by:Victoria Yudin
ID: 33660321
Are you're trying to update posted transactions or are these brand new transactions you're importing in?  What transaction type?

If these are already posted, I do not believe IM can update the due date.  You can either change the due dates directly in GP (recommended) or, if there are a lot, you could do this in SQL.  Without knowing what transaction type you are using it's hard to give a more specific answer than that.
0
 

Author Comment

by:Obeg_
ID: 33661177
They are all new transactions.

I expect that I need to pass in something for Payment Terms to let it know not to override my date with the default - but I have tried passing in blank and DUE ON RECEIPT  and neither helped.  

Currently my client imports the transactions and then goes and manually changes the due date.  Obviously this is not optimum.
0
 
LVL 18

Accepted Solution

by:
Victoria Yudin earned 500 total points
ID: 33661651
You have not said what transaction type, so I just picked the PM Transaction to test with.  Here is what I did in the Destination Mapping:

On the Payment Terms section I choose Use Constant under Rule and entered a date, then I switched to the Options tab (still on the Payment Terms section) and chose Use Field Rules under the Rule for Record Source.  (Without this change it did not work properly!)

I left the Payment Terms field on the main section defaulted to Use Default, not mapped to anything.

When I import with these settings I have the Payment Terms populating from the Vendor setup, however, the due date populating correctly to what I set in IM - I set it to be in the following year, just to make sure.  I would expect this to work in a similar way if you have the Due Date in your source data, however, you may need to play with the Rules on the Options tab for the Payment Terms.

If this is still not working for you, can you provide some more detail, including the type of transaction, and the version and build of IM?

Also, if this is a situation where a payment term CAN be set up to calculate correctly, I would recommend that over passing in a due date for each transaction.  That way the payment term displayed on the transaction in GP will match the calculated due date.  
0
 

Author Closing Comment

by:Obeg_
ID: 33661818
Excellent!  Thank you!  It was the setting under options that I was missing!

This import was set up and running for years by the previous contractor and Friday afternoon was my first time looking at it or Integration Manager in order to add the due date column.  

I am going to look into mapping over their payment terms from the inventory system but wanted to take this baby step first as there is a bit more work to do on that side first.


Thanks!
0

Featured Post

Is Your Active Directory as Secure as You Think?

More than 75% of all records are compromised because of the loss or theft of a privileged credential. Experts have been exploring Active Directory infrastructure to identify key threats and establish best practices for keeping data safe. Attend this month’s webinar to learn more.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

On Sep 22nd 2014 Microsoft released Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1 and back in July Update Rollup 3 was released.  So we now have:   Update Rollup 1Update Rollup 2Update Rollup 3Service Pack 1Update Rollup 1 for S…
Automatically creating a Trello card using data from a Microsoft Dynamics CRM record turned out to be an easy project that yielded great results.  Here's how I did this for an internal team at General Code.
Windows 10 is mostly good. However the one thing that annoys me is how many clicks you have to do to dial a VPN connection. You have to go to settings from the start menu, (2 clicks), Network and Internet (1 click), Click VPN (another click) then fi…
This is used to tweak the memory usage for your computer, it is used for servers more so than workstations but just be careful editing registry settings as it may cause irreversible results. I hold no responsibility for anything you do to the regist…

863 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

24 Experts available now in Live!

Get 1:1 Help Now