Aug Xml Net Forum Dynamics Integration

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netFORUM to Dynamics integration using econnect and xweb

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  • Aug Xml Net Forum Dynamics Integration

    1. 1. Great Plains XML integration with netFORUM Real time XML integration between netFORUM and Dynamics GP
    2. 2. Project History
    3. 3. Objectives <ul><li>Eliminate the time and errors caused by manually copying data. </li></ul><ul><li>Push the data to Great Plains when the batch is posted in netFORUM. </li></ul><ul><li>Leverage industry-standard technologies. </li></ul><ul><li>Avoid customizing netFORUM to avoid future upgrade issues </li></ul><ul><li>Upgrade to Dynamics GP 10.0 with the runtime version of eConnect that included new web methods. </li></ul>
    4. 4. Results <ul><li>Upgraded system to Microsoft Dynamics GP 10.0 </li></ul><ul><li>Installed a virtual server with econnect </li></ul><ul><li>Worked with Avectra and Microsoft on a baseline solution </li></ul><ul><li>Real time XML integration was created between netFORUM and Dynamics GP that pushed the data from netFORUM when you post the batch. </li></ul>
    5. 5. Setup in netFORUM <ul><li>System option </li></ul><ul><ul><li>“ BatchExportFormat ” = ‘econnect’ </li></ul></ul><ul><ul><li>Configuration file </li></ul></ul><ul><ul><ul><li>DynamicsGPWebService.dll.config </li></ul></ul></ul><ul><ul><ul><li>Located in the “iwebin” folder </li></ul></ul></ul><ul><ul><ul><li>Stores the URL, Login, etc. for the web service. </li></ul></ul></ul><ul><ul><ul><li>Business units in netFORUM are identified in Dynamics GP by company id numbers. </li></ul></ul></ul><ul><ul><ul><ul><li>Companyid = 1 </li></ul></ul></ul></ul><ul><ul><ul><li>must be configured before attempting to post any batches </li></ul></ul></ul>
    6. 6. System Option : BatchExportFormat Set to ‘econnect’
    7. 7. Configuration file added to iwebin folder: DynamicsGPWebService.dll.config <ul><li><?xml version=&quot;1.0&quot; encoding=&quot;utf-8&quot; ?> <configuration><configSections> </li></ul><ul><li><sectionGroup name=&quot;applicationSettings&quot; type=&quot;System.Configuration.ApplicationSettingsGroup, System, Version=2.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089&quot; > </li></ul><ul><li><section name=&quot;DynamicsGPWebService.Properties.Settings&quot; type=&quot;System.Configuration.ClientSettingsSection, System, Version=2.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089&quot; requirePermission=&quot;false&quot; /> </li></ul><ul><li></sectionGroup></configSections> <applicationSettings> </li></ul><ul><li><DynamicsGPWebService.Properties.Settings> </li></ul><ul><li><setting name=&quot;DynamicsGPWebService_DynamicsGP_Dynamics_x0020_GP“ serializeAs=&quot;String&quot;> </li></ul><ul><li><value>http://** IPADDRESS**/ DynamicsGPWebServices/DynamicsGPService.asmx</value> </setting> </li></ul><ul><li><setting name=&quot;DynamicsGPWebService_DynamicsGP_Dynamics_x0020_Login“ serializeAs=&quot;String&quot;> </li></ul><ul><li><value> **LOGIN** </value> </setting> </li></ul><ul><li><setting name=&quot;DynamicsGPWebService_DynamicsGP_Dynamics_x0020_Pwd“ serializeAs=&quot;String&quot;> </li></ul><ul><li><value> **PASSWORD** </value> </setting> </li></ul><ul><li><setting name=&quot;DynamicsGPWebService_DynamicsGP_Dynamics_x0020_Domain“ serializeAs=&quot;String&quot;> </li></ul><ul><li><value> **DOMAIN** </value> </setting> </li></ul><ul><li><setting name=&quot;DynamicsGPWebService_DynamicsGP_Dynamics_x0020_CompanyId“ serializeAs=&quot;String&quot;> </li></ul><ul><li><value> COMPANY1:1;COMPANY2:2;COMPANY3:3 </value> </setting> </li></ul><ul><li></DynamicsGPWebService.Properties.Settings> </applicationSettings> </configuration> </li></ul>
    8. 8. Setup in Dynamics GP <ul><li>The eConnect runtime is installed on a separate virtual server, and accesses the SQL Server that manages Microsoft Dynamics GP data over the local network. </li></ul><ul><li>Integrating application SQL Server with </li></ul><ul><li>+ Dynamics GP Data </li></ul><ul><li>eConnect API + </li></ul><ul><li>eConnect COM+ Application eConnect Business </li></ul><ul><li>eConnect Transaction Requester Objects </li></ul><ul><li>eConnect Replication Service </li></ul>
    9. 9. Installing econnect <ul><li>When you use Microsoft Dynamics GP Utilities to create a new company, GP Utilities automatically installs the eConnect SQL stored procedures on your Microsoft Dynamics GP SQL server. </li></ul><ul><li>Dynamics GP must have multicurrency set </li></ul><ul><ul><li>Tools/Setup/Financial/Multicurrency </li></ul></ul><ul><ul><ul><li>Functional and Reporting currencies set to Z-US$ </li></ul></ul></ul><ul><ul><ul><li>user login for GP with access to companies </li></ul></ul></ul>
    10. 10. Stored Procedures in eConnect
    11. 11. Customization <ul><li>You cannot modify eConnect stored procedures. However, each stored procedure has pre and post stored procedures that you can use to customize the business logic </li></ul><ul><li>You can add SQL queries and commands to the pre and post procedures. </li></ul><ul><li>The pre stored procedure runs your custom code immediately before the eConnect stored procedure. </li></ul><ul><li>The post stored procedure runs immediately after the eConnect stored procedure. </li></ul><ul><li>The eConnect schema includes the following XML nodes: </li></ul><ul><ul><li><taGLTransactionHeaderInsert> </li></ul></ul><ul><ul><li><taGLTransactionLineInsert> </li></ul></ul>
    12. 12. eConnect Business Object <ul><li>The business object checks the status reported by each step of the operation. If it detects that an error occurred, the stored procedure halts operation and returns an error message to the caller. </li></ul>
    13. 13. Setting up econnect user in Dynamics GP
    14. 14. econnect user access to Companies in Dynamics GP
    15. 15. Setup Multicurrency in Dynamics GP
    16. 16. Set up Multicurrency in Dynamics GP
    17. 17. Multicurrency access to companies in Dynamics GP
    18. 18. Accounting tab in netFORUM
    19. 19. Accounting Batch
    20. 20. Find Batch
    21. 21. List of Batches
    22. 22. Batch Profile
    23. 23. Click on Close batch
    24. 24. Click on Post Batch
    25. 25. Progress Bar will open in a small window
    26. 26. Post Batch will be grayed out
    27. 27. Error Processing in netFORUM <ul><li>New Child form for exceptions from the post batch – account number not in GP </li></ul>
    28. 28. Batch in netFORUM
    29. 29. Batch in Dynamics GP
    30. 30. Batch Number is used for the Batch ID, Reference and Distribution Reference field
    31. 31. You can also post multiple batches from Accounting Period Profile in netFORUM
    32. 32. DynamicsWebServicesExceptionConsole
    33. 33. Example of the XML in econnect <ul><li><?xmlversion=&quot;1.0&quot;?><RequestObjects><GLTransactionxmlns:xsi=&quot;http://www.w3.org/2001/XMLSchema-instance&quot;xmlns:xsd=&quot;http://www.w3.org/2001/XMLSchema&quot;> </li></ul><ul><li><Extensions/><Key><JournalId>1</JournalId><Date>2008-05-02T00:00:00</Date></Key> </li></ul><ul><li><BatchKey><Source/><Id>20080502CMMC</Id><CreatedDateTime>0001-01-01T00:00:00</CreatedDateTime></BatchKey> </li></ul><ul><li><Lines><GLTransactionLine><Extensions/> </li></ul><ul><li><Key><TransactionKey><JournalId>1</JournalId><Date>2008-05-02T00:00:00</Date></TransactionKey> </li></ul><ul><li><SequenceNumber>0</SequenceNumber></Key> </li></ul><ul><li><CreditAmountxsi:type=&quot;MoneyAmount&quot;><Currency>USD</Currency><Value>0</Value><DecimalDigits>0</DecimalDigits></CreditAmount> </li></ul><ul><li><DebitAmountxsi:type=&quot;MoneyAmount&quot;><Currency>USD</Currency><Value>34543.0900</Value><DecimalDigits>0</DecimalDigits></DebitAmount> </li></ul><ul><li><GLAccountKey><Id>1010-0000</Id><IsEncrypted>false</IsEncrypted></GLAccountKey> </li></ul><ul><li><ExchangeRatexsi:nil=&quot;true&quot;/><ExchangeDatexsi:nil=&quot;true&quot;/></GLTransactionLine> </li></ul><ul><li><GLTransactionLine><Extensions/><Key><TransactionKey><JournalId>1</JournalId><Date>2008-05-02T00:00:00</Date></TransactionKey> </li></ul><ul><li><SequenceNumber>0</SequenceNumber></Key> </li></ul><ul><li><CreditAmountxsi:type=&quot;MoneyAmount&quot;><Currency>USD</Currency><Value>34543.0900</Value><DecimalDigits>0</DecimalDigits></CreditAmount> </li></ul><ul><li><DebitAmountxsi:type=&quot;MoneyAmount&quot;><Currency>USD</Currency><Value>0</Value><DecimalDigits>0</DecimalDigits></DebitAmount> </li></ul><ul><li><GLAccountKey><Id>2412-3100</Id><IsEncrypted>false</IsEncrypted></GLAccountKey> </li></ul><ul><li><ExchangeRatexsi:nil=&quot;true&quot;/><ExchangeDatexsi:nil=&quot;true&quot;/></GLTransactionLine></Lines> </li></ul><ul><li><Reference>20080502CMMC</Reference><ExchangeRatexsi:nil=&quot;true&quot;/><ExchangeDatexsi:nil=&quot;true&quot;/> </li></ul><ul><li><IsVoidedxsi:nil=&quot;true&quot;/> </li></ul><ul><li><ModifiedBy>WS_ECONNECT</ModifiedBy><ModifiedDatexsi:nil=&quot;true&quot;/><TransactionStatexsi:nil=&quot;true&quot;/></GLTransaction> </li></ul><ul><li><Contextxmlns:xsi=&quot;http://www.w3.org/2001/XMLSchema-instance&quot;xmlns:xsd=&quot;http://www.w3.org/2001/XMLSchema&quot;xmlns=&quot;http://schemas.microsoft.com/dynamics/2006/01&quot;> </li></ul><ul><li><OrganizationKeyxsi:type=&quot;CompanyKey&quot;><Id>-1</Id></OrganizationKey> </li></ul>
    34. 34. Notes on ASP.NET <ul><li>The first time a user posts a batch posting of the day may take a minute or two to process.  After that it should be faster.  The reason is that the web service “goes to sleep” after an idle timeout expires.  </li></ul><ul><li>You can tweak the ASP.NET web application pool settings to try and keep the web service “awake” all the time or at least increase the idle timeout.  This is an ASP.NET/IIS configuration. </li></ul>
    35. 35. Important Note: Adding a new Company to Dynamics GP after eConnect is installed <ul><li>The new company must be added to Web Services through the Add/Remove Programs option in the Control Panel. </li></ul><ul><li>On the machine where GP Web Services is installed, select Web Services from Add/Remove Programs and click Change. </li></ul><ul><li>Choose the Install Additional Company option and let that run. It will look for GP companies that do not have Web Services installed and will load the WS objects for those databases. </li></ul>
    36. 36. <ul><li>Dynamics GP must have multicurrency set </li></ul><ul><ul><li>Tools/Setup/Financial/Multicurrency </li></ul></ul><ul><ul><ul><li>Functional and Reporting currencies set to Z-US$ </li></ul></ul></ul><ul><ul><ul><li>user login for GP with access to companies </li></ul></ul></ul><ul><ul><ul><li>It does not matter if you use multicurrency it must be setup for the web service to work </li></ul></ul></ul>Important Note: Multicurrency setup is critical

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