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Hello,
Can anyone help me with where and how I access the SOP Integration Manager? I have not worked with IM at all but may have to start. If I go into the Tools - Integrate - Integration Manager .... is the where all IM's for the different modules are set up?
Thanks in advance!
Joanne
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For sure, setting up the new tax will work on the monthly invoices that are run. Our problem occurs on the quarterly, sem-annually and annually ones. For example, the GST tax will only be in affect until June 30 and then come July 1, GST no longer applies and HST will be in affect. So our quarterly invoices (for example) that we run the middle of May are for services provided to our customers for June 1 to August 31. This means that the portion of the invoice for June 1 to June 30 needs to calc with the GST tax and the portion of the invoice for July 1 to August 31 needs to calc at the HST tax.
I'm stumped as to how we can resolve this. We spoke to our GP Partner and they're idea so far was to export to excel, manipulate the taxes and import back into GP with IM. I think it can be done faster if I create a program to do that, but either way I need to know the tables/fields to export, which field to put the new tax amount into and then the import.
I sort of understand what you are trying to do, but knowledge of taxes in GP is limited. The tables you are referencing are the Unposted / Work Tables, so I think you have that right. Do you have anyone there that knows how the tax Schedules and Tax Details work in GP? Because this almost sounds like something that GP can do without your interference in SQL. Briefly, if you have one Tax on the invoics called GST, you should have a Tax Shedule which contains a Tax Detail that calculates that tax. You can also create a new tax detail and add it to that Tax Schedule which might help your calculation. For example 6% is GST and then 1% is TAX2, the total calculated tax is 7% on the invoice, and you have stored 6% in one tax detail and 1% in another tax detail.
Hopefully someone else that knows taxes can chime in and guide you.
I have found the best way to learn how those fields work in GP is to query the data and refer back to the actual invoice in GP to see why values hit certain fields. If you never have any data in the FRTTXAMT field, then it is safe bet that you should not just put data there.
By the way, I think those fields have something to do with when you setup Sales Order Processing and chose to calculate taxes on certain items such as Freight, Mics, etc..
That helps a lot. I was getting confused on the export to excel from IM since I did not see how this was done! Was putting it down to being a newbie!
I keep wondering if there is a way that I can code something to run through all the invoices that need to have the taxes changed, doing the calculations to the fields and then there is no worries about exporting and importing.
I guess either way, I need to determine which tables are affected with the taxes for SOP.
I know that the following tables seem to be affected
SOP10105
SOP10102
SOP10200
SOP10100
Some of the tables have one tax field so it would be easy enough to recalculate the total tax amount and put it in the field, but tables like SOP1015 where there are STAXAMNT,ORSLSTAX,FRTTXAMT,ORFRTTAX,MSCTXAMT,ORMSCTAX .... how would I determine which field to have another tax amount in.
We currently have 1 tax (GST) on the invoices. I have to manipulate the taxes so that I keep that 1 tax plus have the new tax (HST). So I still need to keep the data in the field containing the calculated taxes, just adjust the invoice amount to 1 month being cacl'd at the GST tax amount. Calculate the 2 months (for quarterly invoices) at the new tax amount and put that amount in a different tax field so I have both.
I'm not sure if I am making any sense, just keep going back to my thoughts of coding a program to make the changes rather then running through the export, changing all records in excel and then importing them back into GP.
The idea is to Run IM as normal, but IM doesn't export to Excel; it imports to GP. If it is in GP, you can export it to excel using Smartlist, and then re-import from Integration Manager using that excel file. So maybe what that person is saying is to run your integration, apparently your tax schedules are going to calculate some sort of taxes for you, you are going to change those, then import again into GP? Maybe you are supposed to delete the original one?
So IM does not export, it imports into GP from some file (whatever file you tell it to). The way to get from GP to Excel is with Smartlist.
Does that help?
Thank you both for responding.
I am new to GP and trying to learn what all I can do within the system. We do have a current integration set up which was done for us by an external company before I was hired here.
I will explain what we are trying to do and how I was told to approach it.
We need to be able to manipulate tax calculations on invoices during the month of May, due to a change with the current taxes in the system. We will only have to manipulate this data for one month for quarterly, semi-annual and anual invoices run during that month. The invoices will have reflect that 1 month of the billing will have to be on the current tax setup and the other months of the billing will have to be on the new tax setup.
We were told that we should run the invoices as per norm. Run IM on SOP to export the invoice data to excel. Manipulate the taxes in excel then run IM to bring the excel data back into GP with the changed data. This will mean that we will have to change our current 1 field of taxes to be 2 fields of taxes. I am assuming that we use a tax field in the SOP tables different from the one that would currently contain the taxes, but not 100% sure which one.
So.... if I want to export my invoices to excel, then my source in IM would have to be GP and my destination would have to be excel... is that possible? Then there would have to be another IM run where the source would be excel and destination GP. Any insight as to how this is accomplished?
Thanks,
Joanne
K,
I will say installed Integration Manager and use existing Sample Integration schema for "TWO" company, You will get better idea before going for production and creating new Integration . Its easy.. !!!
Thanks
Sandip
Integration Manager is installed as a separately from GP meaning you can open the program even if you don't have GP open (in most cases you can't actually integrate data unless you have GP open though). You can get to it from where you mention above, but can also open it from the Start Menu if you find your GP menu item. You should also be able to see Integration Manager under that directory if it is installed.
When you open it up, either create a "New " integration and for your "Destination Adapter", pick Sales, Or Sales order Processing, can't remember off the top of my head.
You can also open IM and click the Objects button to view the field information concerning SOP integrations.
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