web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Purchase Order - table...
Microsoft Dynamics GP (Archived)

Purchase Order - table import in GP

(0) ShareShare
ReportReport
Posted on by Ashish Pandya 750

We currently import purchase orders into GP via csv files from an external system. We use table import in GP for this,

Issue with what we do is, when new PO comes it just doesn't overwrite/modify the existing one (since table import will reject this being duplicate)

I am investigating a product called Smart Connect but not able to find if that product will resolve the above issue, i.e. it validates the data beforehand & then either overwrites the existing PO in GP OR does required amendments.

May I expect some more knowledge either in Smart Connect or if anybody has any idea to come round to this?

Thanks

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    Yes, Smart Connect should resolve your issues. It is based on eConnect which is an integration (and outregation) tool for Dynamics GP.

    eConnect contains the xml schemas you need to create integraions into GP that obey the GP business logic and rules (Table Import won't do this). It is definately the best tool for the job.

    Whether you use eConnect straight or use Smart Connect is a personal choice.

    Personally, I prefer eConnect as it is a standard Microsoft product, while Smart Connect is a third party product which is built on top of eConnect. But Smart Connect is easier to use for non technical people, so investigate both and seek advice from your partner before you opt for eithre.

    If you need any advice once you choose, post again or PM me.

    Best regards,

    Ian.

  • Ashish Pandya Profile Picture
    Ashish Pandya 750 on at

    Hi Ian,

    Thanks for your quick response, & yes, what you said looks correct, Smart Connect is an easier tool sometime, however, if you know more about Smart Connect, would you mind answering my this query on purchase order integration?

    - I know Smart Connect has an option to "update existing record", but in our excel based purchase order scenario, a single uploadable excel file may have mix records e.g. some may be completely new whereas few may also be amendments of existing POs already sitting in GP. Do you think

    ticking this option in Smart Connect will load everything at one go? Or it doesn't and we may need to split the file up in two?

    Also, how do I email you?

    Thanks

    APGP

  • Community Member Profile Picture
    Community Member on at

    Hi - I don't know for sure - but I would expect there to be an 'Update if exists' option. Perhaps the setting you see 'update existing record' will update if exists and insert if doesn't exist?

    Certainly in eConnect you can do this - so I would expect the same with Smart Connect.

    You should not have to split the file in two - your integration should be able to handle updates and new inserts.

    Of course, if the PO has moved on in GP - you will not be able to update lines. Same as if you entered the PO manually.

    I would try that setting in a test and see if it achieves what you need.

    Hope this helps. You could reach out to Smart Connect and ask the same question.

    Best regards,

    Ian.

  • L Vail Profile Picture
    L Vail 65,271 on at

    Hello all,

    I'll put my vote in for SmartConnect also. eOne continually makes this product better and easier to use; they are also good people to work with.  

    They will also give you an on-line demo, which I would recommend, and you can ask them the question directly. Like Ian said, updating an existing PO may be a trick, and once you start processing it I'd be surprised if you could update it.

    Kind regards,

    Leslie

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

#1
Dan Liebl Profile Picture

Dan Liebl 2

#2
Shravan Attelli Profile Picture

Shravan Attelli 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans