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Microsoft Dynamics GP (Archived)

Integration Manager - source data validate against master file

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Posted on by William Kow 3,795

Can Integration Manager 10 able to read from Master file to determine if the source data can be checked against Master file before insert (integrate) to Dynamics GP Sales transactions ? if it is not found then it will be fixed with another data.

For example, if we have a list for Customer list, and the source file may have Customer ID in which it is not already in Customer Master, then it assigned another fixed Customer ID.

I think it may need to add some script to read from SQL database (with the permission) to search if the data is exist, otherwise it will provide a fix/hardcode Customer ID.

Kindly advise me and provide sample of the script and how to include it into Integration Manager. Many thanks in advance.

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  • William Kow Profile Picture
    William Kow 3,795 on at
    Re: Re: Integration Manager - source data validate against master file

    Many thanks from your reply.

    Forgot to mention that we are running the Integration Manager is using Command-Line, and it is scheduled to run it automatically. (see page 107 or chapter 17 http://mbs.microsoft.com/downloads/public/GP10Docs/IMUsersGuide.pdf)

    The source list is coming/export from external software (not Dynamics GP) and this source list containing list of Customer ID and some may not exist in GP -- so this can cause error if the Integration Manager (command-line based) run, automatically. We wish to assign another Customer ID to another ID if it is not exist in GP. (for example this customer is not regular customer, we can assign a general Customer ID)

    Because of the external software is not able determine whether those customer ID is exist in GP or not. And there is no any other process that can separate the source list (one list with Customer ID is exist in GP and one list is not). The whole process must done automatically without user interaction. The external software is not able to do that also.

    Therefore we wish if the Integration Manager can validate if it is not exist in GP, it will automatically assign a fixed ID, otherwise it should pick the ID from the source file. and then it will create Sales Invoice into the GP.

    Please advise and many thanks in advance.

  • L Vail Profile Picture
    L Vail 65,271 on at
    Re: Integration Manager - source data validate against master file

    Hi William,

    Integration Manager can certainly check the Customer Master file to make sure the customer exists prior to importing. If the customer does not exist, what do you want it to do? When you mention 'otherwise it will provide a fix/hardcode Customer ID' does that mean that if the customer does not exist, the customer ID on the import defaults to a specific Customer ID? I think this is what you mean, but before I go down that road I wanted to check.

    Would you ever want the non-existent customer added as part of the import?

    Kind regards,

    Leslie

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