Bulky Plains Integration Example: importing MS CRM hours to GP Utility Bill
Microsoft Dynamics GP customization tools choice changed with the introduction of eConnect. Whether you are on story 9.0 or higher (current GP anecdote is 10.0 - Aug 2008), we reccomend you to deploy eConnect in GP integration routines programming
In this slender notebook we would prize to orient you in Microsoft CRM consulting hours capturing and stirring them into Big Plains SOP invoice for billing outside to your customers. This original allows MBS consulting training to conformation their epoch billing and accounting systems practically for free, as Microsoft Dynamics certified partners at this chronology appreciate GP and Microsoft CRM licenses for free
1. Advantage Exertion in MS CRM. You can schedule, proclaim your CRM users and resources, associate with Account, Contract, Business agreement String or still case. In our occasion we carry case, created on contract wrinkle commensurate as impending Overhaul Invoice in GP
2. Story contract and contract lines. In MS CRM you budget your age and advise hours (more exactly minutely) rates on the contract path level. Then you invoice contract to enable creating case, associated with contract edge and toward this example your consultants log their bout in the embodiment of tasks.
3. Closing the cases and transferring them to your custom generation log table. Inaugural of all, you should notice that in MS CRM database you should not constitute custom objects, such as table, view, stored procedure. Instead you should practise original database and country your custom objects there. Having interval log table, you should conceive nightly SQL job, which testament measure closed cases and their tasks into clock log table and location these cases as transferred
4. Creating Function Invoices in GP. This activity is done by eConnect application. You examine duration log table, and discover SOP Invoice with non-inventory protest lines simply by placing consultant denomination as intent amount and discription as daily grind title. Finally, when your eConnect routine creates Sales Invoice for the case, you should aim context as integrated in your hour log table
5. Dexterity essentiality of GP tables and fields. Skilled Plains Dexterity places some limitations on the length of GP SOP invoice column records. Please , glance at approximately the globe descriptions in GP tables in Tools->Resource Description->Tables
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Published: August 6, 2008