Hello all,
I am trying to figure out a way to import orders with multiple line items via Integration Manager. I have read the documentation but there is no mention of this. Does anyone know how to do this?
Example: Customer transactions are imported from an Excel spreadsheet. Each row has a different transaction. But some rows are for the same customer. My current configuration will import the data and create two separate orders. Ideally I would like the system to create only one order listing the multiple items.
Thanks for your help!
-Adam
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Ken
data source relationship is CustomerID (SOPHeader) --> CustomerID (SOPLine) would not be sufficient as it would not create a unique relationship between header and line items.You will also have to add the document number and sop type to the header file and link it to the detail line.
Cheers!
Sanjay
Hi Leslie,
I am VERY new to MS GP. Currently, I am working with GP 2010 with IM 10. I am not not familiar on SOP integration, but I am trying to tackle an important issue with short time constraints. I hope if you could guide me to the right places where I can get solution or quick answer to my issue.
Here is my scenerio:
I have a SOP Header table with columns as Type, Type ID, Customer ID, Batch ID on a single row.
So my header data is like this:
Type = 2, TypeID = STD, CustomerID = DS-ABC, BatchID = SHIP
Then, I have a SOP Line table with minimum required columns such as Customer ID, Doc Numbers, Order Numbers, Item, Qty, Shipping Address ID, ship info.
So my SOLine data looks like this:
CustomerID = DS-ABC, DOCNo = DS-123, Order No = 123, Item = xyz, Qty = 1, Ship Address ID = 123, etc
CustomerID = DS-ABC, DOCNo = DS-123, Order No = 123, Item = qrs, Qty = 2, Ship Address ID = 123, etc
CustomerID = DS-ABC, DOCNo = DS-123, Order No = 123, Item = ghi, Qty = 3, Ship Address ID = 123, etc
CustomerID = DS-ABC, DOCNo = DS-789, Order No = 789, Item = abc, Qty = 1, Ship Address ID = 456, etc
CustomerID = DS-ABC, DOCNo = DS-789, Order No = 789, Item = jkl, Qty = 2, Ship Address ID = 789, etc
data source relationship is CustomerID (SOPHeader) --> CustomerID (SOPLine)
If you notice the first 3 rows are within the same doc numbers, but with different item # and qty. When I run GP IM, I have a single document number with all the items in one. What I am trying to achieve is to have DocNo DS-123 to have 3 items , and DS-789 to have 2 items imported.
I also tried using table SOPLine as a single data source, but I recieved a duplication error from IM.
Do you know what I have missed or solution to this?
Thanks in advance.
Best Regards,
Ken
Update: My tech guys say it may be a DLL mismatch and are working on it.
In the meantime I found a work-around by putting the shipping information into the other query.
Anyway, thank you again for the tip on multiple data sources! That was invaluable! You are the guru!
Cheers,
Adam
Hi Leslie!
First let me say thanks so much for this explanation. I have set up my queries the way you described and I was able to integrate successfully... for a moment.
However, I keep getting errors when trying to map to my shipping field. I cannot make sense of these. Every other field maps just fine. Some fields I am mapping using scripts and for others I map directly to the source. But for some reason, mapping shipping to a field will crash Integration Manager with the error:
"Method "~" of Object "~" failed"
If I use a script, the integration fails because "Source field 'Shipping' not found in object"
What is going on? I am using the same script for customer PO and it works just fine. Is IM just a glitchy program or what?
Thanks,
Adam
Adam,
You will be happy to know this is a common import and there is an example of said import that is installed with the Integration Manager that you can look to for reference. The most common mistake that I see is that the integration does not have multiple data sources. You can take all of the information from a single source document, but your queries need to be in a separate data source. One for the header, and one for the line items
Try not to get impatient with yourself, take a look at the samples and forge ahead!
Kind regards,
Leslie
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