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Hi,
We are using the CRM Connector for GP and wish to populate the CRM Product Catalog with items from GP, I'm a CRM Architect and have very little understanding of GP. My client has setup multiple products through the Inventory area of GP and is creating items with the Item Type of Sales Inventory. As an aside, I can see in the Item Type drop down there is Kit, Misc Charges, Services and Flat Fee.
In the CRM Connector we've used the default set of Maps for and all entities that we've activated are working correctly, except for the one we believe we need which is "Sales Item to Product". The other product related maps which map the other Item types (as listed above) we have not activated and we have no need to do so.
I've tried to create a new map specifically looking at the "Sales Inventory" item type but am unable to see that as an entity I can choose. There is also nothing to do with Items, other than the item types that already have maps for them.
We are kind of stuck and unsure what we should be configuring or setting up in GP so as it builds the product hierarchy in CRM.
Thanks
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you are welcome Kevin, I am exploring CRM nowadays and find it good to discuss this in this group.
Hi Almas,
Thanks a lot for the explanation, it definitely helps me out.
It does seem GP and the Connector are setup correctly and using the Sales Item is the right type of Item.
I think I now have enough info to go back to the customer and let them know that their side is ok.
I'll take another look into the Connector config and logs and see if I can see anything in there.
Kevin,
When we create new item(product) in GP, by default window will open with item type of 'Sales Inventory'. If you are creating of any other type you have to select that option from the drop down. 'Sales Inventory' is equivalent of CRM SalesItem. As describe in your link,
Below is a more detail from GP help files.
|
Item type |
Description |
|
Quantities are tracked. You can enter both increase and decrease adjustments. Amounts posted to the Inventory and Inventory Offset accounts appear on the Distributions Breakdown Register. Posting from Purchase Order Processing affects the Cash or Accounts Payables accounts. Posting from Sales Order Processing affects the Sales, Cash, Cost of Good Sold, or Accounts Receivables accounts. |
Dynamics GP provide 6 types of items.
Sales Inventory.
Discontinued (basically it is a Sales Inventory item no longer in used for sale or purchase)
Kit
Misc Charges
Services
Flat Fee
You can not add any new type in the GP.
|
Items with the type Sales Inventory can be changed only to Discontinued, and vice versa. Items with other item types can't be changed. Also, items with the type Kit can't be a component of another Kit item. |
From backend you can identify Sales Inventory item by checking the ITEMTYPE field value. For Sales Inventory it is set as 1.
select ITEMTYPE,* from IV00101.
ITEMTYPE other than 1 means other types. So if you have already done transactions against your item and now want to change it to type Sales Inventory you have to Post all the transactions(Sales,Purchase) having that item and then remove them from history and then you will be able to change the item type. Or you have to do some work around. You can have more information from below community posts. But doing so , you must have understanding of GP and it's tables otherwise it will mess-up your application.
https://community.dynamics.com/gp/f/32/t/57674
https://community.dynamics.com/gp/f/32/t/137539
https://community.dynamics.com/gp/f/32/t/57739
You can not just change GP item type while running any GP to CRM integration.
Thanks for getting back to me.
Sales Item to Product is a default map in the Dynamics Connector which should take products setup in the "Sales Item" entity in GP (Microsoft.Dynamics.Integration.Adapters.Gp2010.GPWebService.SalesItem) to the Product entity in CRM. I am assuming a Sales Item is one of these objects. msdn.microsoft.com/.../cc508145.aspx.
I'm unable to complete any custom integration in the Connector and need to use whats out of the box in terms of maps and entities from GP.
I guess what I'd like to know is if an item is added to GP with type Sales Inventory if it is actually a Sales Item object? If it is not, how do we add an item to GP and have it be a Sales Item?
Thanks
So this "Sales Item to Product" is the product type they have created in Dynamics CRM?
In GP we have default item types (we can not add any new type in GP). So if you are not using any of the other types than 'Sales inventory' is the type you should use.
whereas in CRM we can add new product type and make any one of them as default. By default CRM have 'Sales Inventory' type as default for Products (as what I see on my online CRM). So if you want to map GP 'Sales Inventory' to the new product type created in CRM, I think you have to make that type default or you just map 'Sales Inventory' type of GP to 'Sales Inventory' of CRM.
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