Microsoft Dynamics GP (Archived)

Integration Manager- PM Invoice Import

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Posted on by NorK

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Hello,

I have an integration setup for PM Invoices. It works well with a couple of issues:

- Batch- It seems I have to create the batch manually in PM prior to running the integration. Is there a way to have the prompt for Batch id work to actually create the batch in GP without adding it to the source file?

-These invoices have multiple lines for distribution types (AP, COGS, and Freight), because of this, the doc number is repeated in the source file for the multiple lines. The integration errors on each "duplicate" line erroneously. Is there a way to prevent the false error?

Thanks!

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Mariano Gomez 26,225 on at

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RE: Integration Manager- PM Invoice Import

1. Click on the Payables Transaction main collection in the tree view, then select the Options tab. Set the Missing Batch rule to Add New Batch

2. You will first need to create a Source Query for the distributions and will need to revise the transaction source query to group by invoice number, date, etc., excluding all the distribution fields (account number, etc.). Use the PM Transaction sample integration to guide yourself. Once you have both source queries, you will need to create a Query Relationship between the two:

Once the relationship has been established, you can then map the fields, in the Distributions collection, making sure that the Use Source Recordset rule points to the distributions source query, in the Options tab for that collection.

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NorK 334 on at

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RE: Integration Manager- PM Invoice Import

Hello,

#1 I got to work for the new Batch creation- Thanks!

I reviewed the issue of the duplicate document number error I am getting in the integration. The Integration relationships and mapping setup is the same as the PM Transaction Sample Integration. These are false errors as the integration does complete with the distributions. We are getting errors that the document number already exists for every line. It is more of an annoyance, but I believe there is a way to eliminate this.

Thanks!

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NorK 334 on at

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RE: Integration Manager- PM Invoice Import

I got the duplicate document number error resolved by adding Order By and Group By in the sorting tab of both the Header and Distribution Sources

community.dynamics.com/.../47524

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