With the latest released version of SmartConnect you can connect to Salesforce without using the Salesforce security token. This allows the Salesforce connector to be setup using just the Salesforce login and password. You will want to have a static IP address, otherwise you will need to be updating… [Read More]
What are the system requirements for SmartConnect?The hardware and operating system requirements for SmartConnect are the same as the Microsoft requirements for Dynamics. So if your machines will successfully run Dynamics, you can run SmartConnect. The following are additional requirements for… [Read More]
The Manufacturing Receipt Master SmartList Builder setup is built to give you a list of the receipts for orders in the Manufacturing series. The setups for Excel Report Builder and Navigation List Builder are duplicates of the SmartList Builder setup.ID: MFG_REC_MASTERName: Manufacturing… [Read More]
The Manufacturing Routing Line SmartList Builder setup is built to give you a list of the routing information in Manufacturing. The setups for Excel Report Builder and Navigation List Builder are duplicates of the SmartList Builder setup.ID: MFG_ROUT_LINEName: Manufacturing Routing LineTables… [Read More]
In today's Tech Tuesday article, I am going to show you the email task feature within SmartConnect. The email task can be used on a map task that allows emails to be sent containing the details of map processing. This allows a user to get the status on a map, without having to log into SmartConnect… [Read More]
The Average Salary by Department SmartList Builder template is built to calculate the average salary for each department setup in the Microsoft Dynamics GP Payroll module. It uses the Pay Rate Amount from the Payroll Pay Code Master and is summarized by Department. This is only for Pay Type of… [Read More]
It's inevitable that when creating an integration to Dynamics GP there are going to be errors returned at some point in the process due source data differences, mapping data incorrectly or differences in eConnect business logic. We might have missing vendors or customers or distributions amounts… [Read More]
How to create a batch file to run a SmartConnect map. The syntax of the batch file depends on the version of SmartConnect you are on. If you are on the 10.0.0.51 or prior, the batch file looks like this. Replace CUSTOMERS with the name of the map you are running. Replace TWO with the database name… [Read More]
This week’s Tech Tuesday will give an example of how to do a SOP Transaction with header level taxes. The most common scenario we run into is allowing the sales transaction to use the default tax engine inside of GP. However, the second most common request is how to import a sales transaction… [Read More]
Here is a list of SmartConnect SmartConnect Dynamics 365/CRM Connection Errors, and how to resolve the errors. Our SmartConnect manual goes into detail about how to setup the connector, and Katie Soderberg posted a help article specifically for Dynamics 365 CRM.
… [Read More]
Starting in Microsoft Dynamics GP 2013, there is a new option added to the SmartList window. On a standard installation, pressing this button will open the Microsoft SmartList Designer product. If you have SmartList Builder installed, pressing the button will open eOne SmartList Builder.
… [Read More]
Often times it makes it easier to troubleshoot SmartConnect errors if you can see the exact data that is being submitted to eConnect. You can do this by running a map to XML file and then opening up the file in a XML Editor.
… [Read More]
The GL Trial Balance Summary SmartList Builder setup is designed to return the Beginning Balance, Monthly Net Change, and Ending Balance for each account for each History and Open year. This is data similar to the General Ledger Summary Trial Balance that can be printed in Microsoft Dynamics GP. … [Read More]
In a previous Tech Tuesday article, we discussed how to add restrictions to lookups on forms and windows. This article will discuss how to apply this to fields on a detail window or a detail form. This is currently only available in our latest Extender 2016 version (build 16.00.0030 or higher). In… [Read More]