We integrate orders from a system that has its own IDs. We put this ID into a user-defined field, but when integrating, all we are able to see is the sequential DOC number, which makes it almost impossible to determine which order is failing to integrate... Is there a way to change something so that we can replace this DOC number with the other system's order ID?
I think I did this by changing Document Number once, but we need GP's document numbers to stay intact...changing that would be problematic. Right now we do a preview to "track" the order as a workaround, but that's also problematic...
Are we talking about sales orders through sales order processing and getting imported using Integration Manager? If so, when you map your fields just map the order ID to be your DOC number? As long as it is unique and can be found in your order header and detail lines you will be fine. If you are trying to use both GP SOPNUMBE and your DOC number I do not see how that work unless you concatenate them.
Richard E. Wheeler 2013 MVP
MS Dynamics GP Support
www.rbsolutions.com Revered Business Solutions Ballston Lake, NY 518-877-0763 x10
Thanks for the response, sorry it took so long to respond.
The orders come from a web site and are being imported via ODBC in Integration Manager. The integration splits the query into a list and details. I don't see an order ID field in the Sales Transaction mapping, so I think what you mean is change the DOC number to be the order ID (which the web site creates), or set Document Number field in the IM mapping to be the order ID. I want to do the former but not the latter. I might be using the wrong terminology (it's based on the GUI) so I'll explain my view:
The DOC number (in IM) and the Document Number (in GP) are two different things that sometimes match up... The DOC number, AFAICT, is just a serial integer that IM displays during the integration. It seems to disappear after that. This is currently set to "Use Default" in IM. This is the number I want to change, because if an order doesn't integrate, there is no way to figure out which order. The Document Number maps into GP (currently something like W000132456). Currently, when set to Use Default in IM, I think this just uses some built-in default. I tried setting this once, and it worked, the DOC displayed in IM matched the order ID from the site, but it also changed GP's Document Number to be the order ID, not the W... format. This broke other pieces that apparently depend on the W... format.
I hope that helps... Maybe it isn't possible. My last resort would be to run a query via script after each document and insert the DOC number to map to an order ID...but that would be terrible for performance and workflow.
I am not sure why my previous note came blank so let's try again.
You need to map the Document Number and Doc Type if you have then in your external database to be imported. Otherwise, GP will use the next sales order number which is in sales processing order setup.
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