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Integration Manager for Sales Orders

  • 1.  Integration Manager for Sales Orders

    Posted Jan 04, 2019 09:13 AM
    We are looking into using Integration Manager to integrate sales orders via a .CSV file provided by a vendor.  We currently use Integration Manager for accounts, JEs, and A/P so I am somewhat familiar with it. I am also reading that eOne SmartConnect or Scribe may be better options, however would require additional investment.  Any suggestions/feedback from those using one of these three tools for sales order integration would be appreciated.

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    Colan Witt
    Accounting Manager
    Pheasants Forever, Inc.
    St. Paul MN
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  • 2.  RE: Integration Manager for Sales Orders

    Posted Jan 04, 2019 09:47 AM
    @Colan Witt

    If all products were free, I would go with SmartConnect - there are MANY reasons to consider leaving Integration Manager... but a lot of that surrounds your particular needs... are you importing a lot of transactions (does speed/time become an issue, IM is VERY slow compared to the others)... do you want to automate/schedule integration's... looking for an easier/end user friendly interface... the list goes on and on... BUT, they are not free, so if IM meets your needs, there is no push to switch... just know that there is more 'life out there' when it comes to integration's :)

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    Shawn Dorward
    Dynamics GP Practice Lead
    Microsoft MVP, Business Applications
    shawn.dorward@interdynartis.com
    Twitter: @ShawnMDorward
    InterDyn Artis
    Blog: http://www.GPLifeHacks.com
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  • 3.  RE: Integration Manager for Sales Orders

    Posted Jan 04, 2019 12:27 PM
    I will second Shawn's sentiment. I will only add that to lighten the blow of the investment in SmartConnect, you may be able to deactivate Integration Manager from your yearly maintenance to save some money over time. This would assume that you recreate the integrations you have built for the other modules as well.

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    Corey Clay
    Senior Technical Consultant
    NexTec Group
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  • 4.  RE: Integration Manager for Sales Orders

    TOP CONTRIBUTOR
    Posted Jan 07, 2019 12:58 AM
    ​I will third the notion.

    But, since you have IM, I would try it to find out if it's going to work. Try the standard and eConnect adapters. There are some differences in how the data is mapped and performance. The eConnect adapters are much faster.


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    Charles Allen
    Senior Managing Consultant
    BKD Technologies
    Houston, TX
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  • 5.  RE: Integration Manager for Sales Orders

    Posted Jan 07, 2019 09:26 AM
    I'll propose an unorthodox solution but one that our customers are very happy with.

    Use this opportunity to justify one or more SalesPad licenses.  SalesPad is one of the best kept secrets in the GP world.  Not only it allows very quick integration of operational data and transactions (Sales, Inventory, Purchasing) but it will also open the door to a very strategic transformation of your GP installation, one license at a time.

    Regards

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    Wassim Rahme
    Consulting Manager
    Computel
    St Colomban QC
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  • 6.  RE: Integration Manager for Sales Orders

    TOP CONTRIBUTOR
    Posted Jan 07, 2019 10:12 AM
    After using Integration Manager for a number of years to do my journal entries, I attempted to use it for a billing task.  We use a separate application to maintain some contract billing.  There we generate the text files for the Integration. I used the sample files as a starting point.  I did have to create a file to integrate the sales taxes for our in-state customers.  We only perform this once each month.  But the process does work very smoothly.

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    Thomas Hill
    Accounts Payable - Expense Processing
    M&A Technology, Inc.
    Carrollton TX
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  • 7.  RE: Integration Manager for Sales Orders

    TOP CONTRIBUTOR
    Posted Jan 07, 2019 10:15 AM
    ​We actually use IM for sales transactions daily.  If you want to use another product that's up to you, but all you really need (data-wise) - are the following fields:

    Header - Mandatory Fields
    Type (can be set when you build the integration)
    Type ID (can be set when you build the integration)
    Document No   [CHAR(17)]
    Default Site ([CHAR(10)]  we use a static value)
    Batch ID ([CHAR(15)]  we use a static value)
    Customer ID ([CHAR(15)]  from your data)

    We also include:
    Customer Name  [CHAR(64)]
    Customer PO Number [CHAR(20)]
    Various Dates (PO Date, Delivery Date, etc.)
    Freight [NUMERIC]

    Detail - Mandatory Fields
    Item Number  ([CHAR(30)]  from your data)
    Unit of Measure  ([CHAR(8)]  from your data)
    Quantity  ([NUMERIC]  from your data)

    We also include:
    Unit Price [NUMERIC]

    There are a lot of other fields you could populate, but this series does pretty well for us.  I have a complete list of the input fields and database field destinations for this integration if you are interested.

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    Blair Christensen
    Database Administrator
    Oppenheimer Companies, Inc.
    Boise ID
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  • 8.  RE: Integration Manager for Sales Orders

    TOP CONTRIBUTOR
    Posted Jan 07, 2019 10:59 AM
    Hi @Colan Witt:

    I too prefer SmartConnect and it's cost is actually not that bad - you can even rent it on a monthly basis.

    However, not only does SmartConnect cost extra but you will need help building the integrations or you will need to pay for training on how to do it.  The basics of writing integrations are there, but it in no way resembles Integration Manager.

    One of the reasons I prefer SmartConnect is that it is faster, you have many more "no code" options for how to integrate, etc.  But the main reason is it's speed.

    This additional speed is due to the fact that it uses eConnect as the background process.

    Here is my advice:  Unless you are willing to fund SmartConnect and a consultant to build them and/or training on it then you can use eConnect with Integration Manager too.   And, if your integration manager integrations are all that you need, then keep using IM.

     Yes, after v 11 of Integration Manager you have the option to use it with eConnect which will greatly speed up your existing integrations.

    If you already know it and don't want the added cost, but do want to add some speed - that is the way to go.

    However, if you want to really, really build in a few more awesome integrations with great capabilities for handling complex scenarios then SmartConnect is the way to go.​

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    Kindest Regards,
    Jo deRuiter , MCP, DCP
    "That GP Red Head"
    AISLING DYNAMICS CONSULTING, LLC
    WEBSITE: https://aislingdynamics.com/
    BLOG: https://community.dynamics.com/gp/b/gplife
    GPUG Academy Instructor
    Dynamics GP Credentialing Council-Vice Chair
    770-906-4504 (Cell)
    ------------------------------



  • 9.  RE: Integration Manager for Sales Orders

    TOP CONTRIBUTOR
    Posted Jan 07, 2019 11:45 AM
    I opened up the instructions in PDF.  eConnect seems to overly complicate things.  I will continue studying it.  But basic Integration Manager seems simpler and more direct, simple mapping of input fields.

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    Thomas Hill
    Accounts Payable - Expense Processing
    M&A Technology, Inc.
    Carrollton TX
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  • 10.  RE: Integration Manager for Sales Orders

    TOP CONTRIBUTOR
    Posted Jan 07, 2019 11:52 AM
    ​This can be confusing to many, but there is eConnect - which allows for program calls to database stored procedures as a method of data handling - and there are the eConnect versions of the standard Integration Manager integrations.  I think you were being referred to use the eConnect versions of the Integration Manager standard integrations because they execute faster.  (I use them and they are a speed improvement.)

    The original integrations used macros to run the Integrations, meaning that (when executing) Integration Manager would actually (behind-the-scenes) pull up the screens and populate the data and click Save and all that.  The eConnect versions skip that and give the information straight to the database to handle, making them faster in execution.  And if you're doing the kind of volume you mentioned above, this could be a huge time saver.

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    Blair Christensen
    Database Administrator
    Oppenheimer Companies, Inc.
    Boise ID
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  • 11.  RE: Integration Manager for Sales Orders

    TOP CONTRIBUTOR
    Posted Jan 07, 2019 11:55 AM
    ​Forgot to include above, but the eConnect versions only become available to Integration Manager if you install eConnect from the AdProd folder on the install media.  Then you have to Modify Integration Manager in your programs list and add in the newly available integrations so they become available for development.  When you go in to begin work on a new Integration, you'll have the option to select either the traditional or eConnect version of the Integration.

    (Note that there are one or two new integration options which are only supported via eConnect.)

    Hope this helps!

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    Blair Christensen
    Database Administrator
    Oppenheimer Companies, Inc.
    Boise ID
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