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ReportI have a client running GP 2010. They are using integration manager when importing sales invoices and having issues importing user defined fields. This is what she is telling me:
The integration requires a header file and a detail file. The header file has the following columns:
Invoice Number, Client ID, Date, PO Number, Claimant, Claimant ID#, DOB, SSN, DOI, DOS, Case Manager, Adjuster
Here’s the issue: if the case manager and/or adjuster values are not already in Great Plains, the invoice record is rejected, and then there is a manual process to enter the invoice. Is there any way to set up the integration to accept a new, unrecognized value in these columns (insert the value, so to speak), and then be recognized on future invoice header records? It would save a lot of time and hassle if this were a possibility.
Does anyone have any experience with this or have any suggestions?
Thank you in advance,
Dawn
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