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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Integration Manager - ...
Finance | Project Operations, Human Resources, ...
Answered

Integration Manager - Quotes - Lines Jumbling after Integration

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Posted on by Ravi Polepalli 190

Hi All, I am using CSV as a source to integrate Quotes to GP through Integration Manager.

In Excel i have given a Line Number and used the same to sort by in Lines Source in Integration Manager. But after Integration, Lines are completely jumbled not sure which sequence Integration Manager is reading lines. Could you please advice how to integrate the same sequence as in CSV file so line items will be integrated in the correct order in the quote.

Screen shots below:

Left side GP.. Right side Integration Manager (Preview)

pastedimage1616206303259v2.png

pls. advice..  

Categories:
Microsoft Dynamics GP
I have the same question (0)
  • Suggested answer
    Lisa at AonC.com Profile Picture
    Lisa at AonC.com 933 Super User 2025 Season 2 on at

    Have you tried adding:

    UseOptimizedFiltering=False

    to the IM and/or RunIM initialization (INI) files?

    [These are workstation-level INI files.]

  • Ravi Polepalli Profile Picture
    Ravi Polepalli 190 on at

    Thanks You. It looks worked.

  • Sally R Profile Picture
    Sally R 25 on at

    I am having sort of the same issue and I have read exactly as you stated multiple times but I have no idea how to find this setting.  Can you further explain how to change from True to false?  Step by step?  Also it may be because I don't understand what the INI file is, I like this user was using CSV.

  • Suggested answer
    Lisa at AonC.com Profile Picture
    Lisa at AonC.com 933 Super User 2025 Season 2 on at

    The INI file is a text file found in the install folder.  It can be edited with a text editor (like Notepad).  If you aren't familiar with modifying INI files, do you have someone in IT who can assist with this?

    [INI is the file extension used on Windows computers that is an abbreviation for Initialization.]

    Jen Kunz has a blog on making a different modification to the two Integration Manager INI files here:  jenkuntz.ca/.../

    [Note:  The setting she is discussing in her blog is different than the one we are discussing here.  Here "How do I do that?" section has a screenshot of what an INI file looks like when it is opened in NotePad.

  • Sally R Profile Picture
    Sally R 25 on at

    Where is the UseOptimizedFiltering setting?  Is it in IM or GP? I still can't find that.  Can I just add that to my CSV file or do I have to have a INI file?  

  • Suggested answer
    Lisa at AonC.com Profile Picture
    Lisa at AonC.com 933 Super User 2025 Season 2 on at

    UseOptimizedFiltering is one of the switches that can be added to / set in the Integration Manager INI files.

    It has nothing to do with your CSV file.  INI files are in your Integration Manager install folder.

    [If you have someone you work with for Windows issues, they are likely to be able to better explain how to edit an INI file.  While the process is simple enough, there are various folder view settings with your specific computer/user that make it difficult to walk through the process via a post like this.  If you can find the INI file(s) on your computer, you could attach them to this post for someone to comment on the change that is needed to it.]

  • Sally R Profile Picture
    Sally R 25 on at

    Thank you so much, I do believe I found the path in my Program files.  This is a Configuration Settings type file and runs in the back ground as a system setting.  Every time I read about the UseOptimizedFiltering=False option.  I was looking in my options inside Integration Manager, inside GP, inside the settings of the integration I build as a line item option.  None of those were getting me anywhere.  I went back to the link you posted and finally saw the UseOptimizedFiltering=False with in the instructions although she is speaking of another setting it does work for my scenario.  I like her blog so I will go back to that as well.  I will be testing my upload and hopefully have success.  If I can get this done it will save us DAYS in billing process.  Thanks for your time!!

  • Sally R Profile Picture
    Sally R 25 on at

    I changed UseOptimizedFiltering=FALSE and this is the error I receive.  I did not move the files or change any thing else and before I changed only the filtering it imported everything in a jumbled order.

    Opening source query...

    ERROR: Unable to open source queries because Query 'DPI Sales Header Invoicing' is not found in the database. - Add failed. Duplicate key value supplied.

    Unable to open source queries because Query 'DPI Sales Header Invoicing' is not found in the database. - Add failed. Duplicate key value supplied.

    Add failed. Duplicate key value supplied.

    Integration Failed

    Integration Results

        0 documents were read from the source query.

        0 documents were attempted:

            0 integrated without warnings.

            0 integrated with warnings.

            0 failed to integrate.
  • Lisa at AonC.com Profile Picture
    Lisa at AonC.com 933 Super User 2025 Season 2 on at

    Are you able to Preview the each of the source queries?    (That often gives a clue about what may be going on with the most common issue being the file is not available because it is still open in Excel.)

    If you only changed one of the INI files, you can try running the integration with the one that you didn't update.  

    Post your INI file here if you want anyone to look at it to see if there is a format issue with it.

    If you remove the line you added, does the integration work again (albeit in the wrong sort order)?

    Here is a GPUG post that may have some insights:

    www.gpug.com/.../viewthread

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