Setup Steps Required for Purchase Order Transaction Integration using SQL Optimized Adapter


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Setup Steps Required for Purchase Order Transaction Integration using SQL Optimized Adapter

If you are not registered for Multicurrency or Inventory, it is still necessary to complete the following steps prior to running a SQL Optimized Sales Order Processing Integration.

Version 6.0 only

Select a Functional Currency for all companies that will be integrated into.
1. To do this first grant access to the desired currency through Setup > System > Multicurrency.
2. Then navigate to Setup > Financial > Multicurrency and choose the currency.
3. Run checklinks on the Multicurrency Setup (series is Financial) and Purchasing Setup (series is Purchasing). Note: If Sales Order integrations will also be performed, run checklinks on the Purchasing Setup (series is Sales).
Version 6.0 and 7.0

A site must be created and assigned to the items.
1. Under Setup > Inventory > Inventory Control, enter a Segment ID for Sites.
2. Create a Site to use for the default Site ID in Sales Order Processing, navigation is Cards > Inventory > Sites.
3. Assign the site to each item either by going to each item individually at Cards > Inventory > Quantities/Sites, or mass assign the site at Cards > Inventory > Site > Assign.

APPLIES TO


APPLIES TO
Microsoft Dynamics GP 9.0
Microsoft Business Solutions–Great Plains 8.0
Microsoft Great Plains Dynamics 7.0
Microsoft Great Plains eEnterprise 7.0
Microsoft Business Solutions–Great Plains 7.5
Great Plains Dynamics 6.0
Great Plains eEnterprise 6.0
Integration Manager