Tech Tuesday : What Data Can SmartConnect Integrate in Dynamics GP (eConnect)
Tuesday, June 7, 2022A question that comes up many times each month is whether SmartConnect can integrate to specific tables or tables in Dynamics GP, whether it’s Human Resources, Manufacturing, Void Payables, Apply Payables, and many other modules. Typically, we will point them to the eConnect documentation, the Microsoft API for data integrations, but it probably doesn’t provide a clear understanding of what is available. I did a search for eConnect on our website to see if we provide a comprehensive list of what is available within SmartConnect 20.18+, but did not find any such list.
If you would like to go through the eConnect documentation instead or to get what data is expected for each node, follow this link.
Below is a list of the standard Dynamics GP nodes available with eConnect along with the Node Type and the individual nodes within each Node type. For example, Customer Master in Receivables consists of Create Customer, Create Customer Address, Create Internet Address, Create Parent ID and Create Parent-Child ID.
Any node can be duplicated within the node type or to another node type using the SmartConnect Node Maintenance window in the Maintenance->Dynamics GP section. For example, I can combine add the Receivables Apply Node to the Receivables Transaction Node. An example of how to duplicate a node can be found here.
The order of the existing Dynamics GP Nodes within the Node Type must be maintained for eConnect to work successfully. For example, the Analytics Distribution Node must come after the Distribution Node for all Transactions.
Out of the Box Nodes
Group | Node Type | Nodes/Notes |
Analytical Accounting | Dimension Code Maintenance | AA Transaction Dimension Code Maintenance |
Bank Reconciliation | Bank Deposits |
Bank Deposits Line Bank Deposits Header Post Bank Deposits |
Bank Transaction |
Bank Transaction Analytics Distribution Bank Transaction Header | |
Bank Transaction Void | Bank Transaction Distribution Analytics Distribution Bank Transaction Void | |
Delete Bank Deposits | Delete Bank Deposits | |
Post Bank Deposits | Post Bank Deposits | |
Company | Create Bank | Create Bank |
Create Country | Create Country | |
Credit Card | Create Credit Card | |
Internet Address | Create Internet Address | |
Shipping Method | Create Shipping Method | |
Field Service | Equipment | Equipment Master Equipment Reading |
RMA | RMA Line RMA Line Serial RMA Master | |
RTV | RTV Line RTV Line Serial RTV Master | |
Service Call | Service Call Codes Equipment Service Call Line Service Call Line Serial Service call Master Service Call Multi-Tech | |
Fixed Assets | Create Account Group | Create Account Group |
Create Asset Book ID |
Create Asset Book | |
Create Asset Book ITC |
Create Asset Book ITC | |
Create Asset Class ID | Create Asset Class ID | |
Create Asset ID |
Create Asset ID | |
Create Asset Insurance | Create Asset Insurance | |
Create Asset Lease | Create Asset Lease | |
Create Asset Purchase | Create Asset Purchase | |
Create Asset User Data | Create Asset User Data | |
Create Book Class | Create Book Class | |
Create Book ID | Create Book ID | |
Create Insurance Class ID | Create Insurance Class ID | |
Create Lease Company | Create Lease Company | |
Create Location ID | Create Location ID | |
Create Physical Location ID | Create Physical Location ID | |
Create Retirement Code | Create Retirement Code | |
Create Structure | Create Structure | |
General Ledger | Account |
Update Create Account Create Variable Allocation Account Create Fixed Allocation Account |
Checkbook Master | Create Checkbook | |
Create Account Category | Create Account Category | |
Create Account Currency | Create Account Currencies | |
Fixed Allocation Account | Update Create Account Create Fixed Allocation Account | |
Transaction |
GL Transaction Line Insert Analytics Distribution GL Transaction Header Insert MDA Update | |
Variable Allocation Account | Update Create Account Create Variable Allocation Account | |
Human Resources | HR Applicant Education | Create Applicant Education |
HR Applicant Interview | Create Applicant Interview Applicant Interview Update | |
HR Applicant Reference | Create Applicant References | |
HR Applicant Skill | Create Applicant Skills | |
HR Applicant Test | Create Applicant Tests | |
HR Applicant | Create Applicant | |
HR Applicant Work History | Create Applicant Work History | |
HR Create Skill Set | Create Skill Sets Create Skill Sets Line | |
HR Create Test | Create Tests | |
HR Delete Applicant Application | Delete Applicant Application | |
HR Delete Applicant Education Line | Delete Applicant Education Line | |
HR Delete Applicant Education | Delete Applicant Education | |
HR Delete Applicant Interview | Delete Applicant Interview | |
HR Delete Applicant Reference Line | Delete Applicant References Line | |
HR Delete Applicant Reference | Delete Applicant References | |
HR Delete Applicant Requisition | Delete Applicant Requisitions Line | |
HR Delete Applicant Test Line | Delete Applicant Tests Line | |
HR Delete Applicant Test | Delete Applicant Tests | |
HR Delete Applicant | Delete Applicant | |
HR Delete Applicant Work History Line | Delete Applicant Work History Line | |
HR Delete Applicant Work History | Delete Applicant Work History | |
HR Delete Requisition | Delete Requisition | |
HR Delete Skill Set Line | Delete Skill Sets Line | |
HR Delete Skill Set | Delete Skill Sets | |
HR Delete Skill | Delete Skills | |
HR Delete Test | Delete Tests | |
HR Requisition | Create Requisitions | |
HR Skill | Create Skills | |
Inventory | Create Item Currency | Update Create Item Currency |
Create Item Price List | Create item Price List Line Create Item Price List Header | |
Create IV Item Class | Create IV Item Class | |
Create Planner | Create Planner | |
Create Price Group | Create Price Group | |
Create Price Level | Create Price Level | |
Create Site Bin | Create Site Bin | |
Create U OF M Schedule | Create U of M Schedule Line Create U of M Schedule Header | |
Inventory Item Site | Item Site | |
Inventory Site | Create Inventory Site | |
Inventory Transaction |
Update Create Item Transaction Serial Insert Transaction Lot Insert Transaction Line Insert Analytics Distribution Transaction Multi-Bin Insert Transaction Header Insert | |
Inventory Transfer |
Update Create Item Transfer Serial Insert Transfer Lot Insert Transfer Line Insert Analytics Distribution Transfer Multi-Bin Insert Transfer Header Insert | |
Item Master | Update Create Item Update Create Item Currency Create Item Price List Line Create Item Price List Header Item Site Create Item Vendors Create Kit Item Create Internet Addresses | |
Lot Category | Create Lot Category | |
Multi-bin Bin to Bin Transfer | Multi-Bin Bin to Bin Transfer | |
Vendor Item | Create Item Vendors | |
Lockbox | Create Lockbox Bank Details | Create Lockbox Bank Details |
Create Lockbox | Create Lockbox | |
Payroll | Computer Transaction |
Create Payroll Batch Header Create Computer Check Line Insert |
Create Benefit | Create Benefit Create Benefit Based on Pay Deduction Codes | |
Create Deduction | Create Deduction Create Deduction Based on Pay Codes | |
Create Department | Create Department | |
Create Employee |
Create Employee Create Internet Addresses | |
Create Employee Address | Create Employee Address Create Internet Addresses | |
Create Employee Benefit | Create Employee Benefit Create Employee Benefit Based on Pay Deduction Codes | |
Create Employee Class | Create Employee Class | |
Create Employee Deduction | Create Employee Deduction Create Employee Deduction Based on Pay Codes | |
Create Employee Local Tax | Create Employee Local Tax | |
Create Employee Pay Code | Create Employee Pay Codes | |
Create Employee State Tax | Create Employee State Tax | |
Create Employee Tax | Create Employee Tax | |
Create Local Tax | Create Local Tax Create Local Tax Detail | |
Create Location | Create Location | |
Create Pay Code | Create Pay Code | |
Create Position | Create Position | |
Create Shift Code | Create Shift Code | |
Create Supervisor | Create Supervisor | |
Create Workers Compensation | Create Workers Compensation Code | |
Delete Employee Address | Delete Employee Address | |
Delete Employee Pay Code | Delete Employee Pay Code | |
Delete Employee | Delete Employee | |
Manual Check Transaction | Create Payroll Batch Header Insert Create Manual Check Line Insert Create Manual Check Header Insert | |
| Project Accounting | Accounts Setup | Accounts Setup |
Change Order | Change Order Entry Budget | |
Contract Billing Cycle | Contract Billing Cycle | |
Contracts | Contracts | |
Employee Expense | Create Vendor | |
Equipment Log Transaction | Equipment Log Line | |
Miscellaneous Log Expense Transaction | Miscellaneous Log Line | |
Project Access | Project Access | |
Project Billing Cycle | Project Billing Cycle | |
Project Budget Master | Project Budget Master | |
Project Equipment | Project Equipment | |
Project Fees | Project Fee | |
Projects | Projects | |
Time Sheet Transactions | Time Sheet Line | |
Purchase Order Processing | Document Delete | PO Delete |
Document Void | PO Void | |
Enter Match Invoice |
Update Create Item Update Create Vendor Create Vendor Address Receipt Line Tax Insert Distribution Analytics Distribution Enter Match Lot Insert Enter Match Serial Insert Enter Match Invoice Line Enter Match Invoice to Shipment Multi-Line Enter Match Invoice Header MDA Update | |
Map Sites | Map Sites | |
Receivings |
Update Create Item Update Create Vendor Create Vendor Address Receipt Lot Insert Receipt Serial Insert Receipt Line Insert Receipt Multi-Bin Receipt Line Tax Insert Receipt User Defined Distribution Analytics Distribution Receipt Header Insert MDA Update | |
POP to SOP Link Remove | Remove SOP Link | |
Purchase Order |
Update Create Item Update Create Vendor Create Vendor Address Update Create Customer Create Customer Address Invoice Tax Insert Distribution Analytics Distribution Purchase Order Line Purchase Order Header | |
Purchasing | Create Buyer | Create Buyer |
Delete Vendor Address | Delete Vendor Address | |
Manual Check | Update Create Vendor Create Vendor Address Distribution Analytics Distribution Manual Check MDA Update | |
Scheduled Payments | Scheduled Payments | |
Transaction |
Update Create Vendor Create Vendor Address Transaction Tax Insert Add Distribution Analytics Distribution Transaction Insert MDA Update | |
Vendor Address | Create Vendor Address Create Internet Addresses | |
Vendor Master | Update Create Vendor Create Vendor Address Create Internet Addresses Update Create Project Accounting Vendor | |
Receivables | Apply | Analytics Distribution Apply |
Cash Receipts | Update Create Customer Create Customer Address Distribution Analytics Distribution Cash Receipt Insert | |
Create Customer Items | Create Customer Items | |
Create Parent ID | Create Parent ID Parent ID Child | |
Customer Address | Create Customer Address Create Internet Addresses | |
Customer Class | Create Customer Class | |
Customer Master | Update Create Customer Create Customer Address Create Internet Addresses Create Parent ID Parent ID Child | |
Delete Customer | Delete Customer | |
Delete Customer Address | Delete Customer Address | |
Delete Salesperson | Delete Salesperson | |
Parent ID Child | Parent ID Child | |
Prospect Master | Create Prospect | |
Salesperson Master | Create Salesperson Create Internet Addresses | |
Scheduled Payments | Scheduled Payments | |
Territory Master | Create Territory | |
Transaction |
Update Create Customer Create Customer Address Commissions Transaction Tax Insert Distribution Analytics Distribution Transaction MDA Update | |
Unapply Transaction | Analytics Distribution Unapply Transaction | |
Void Transaction | Void Transaction | |
Sales Order Processing | Delete Document | Analytics Distribution SOP Delete Document |
Delete Line | SOP Line Delete | |
Distributions | SOP Distribution Analytics Distribution | |
Line Component | SOP Line Invoice Insert Component | |
Process Hold | SOP Update Create Process Hold | |
Process Hold Master | Create Process Hold | |
Serial | SOP Serial | |
SOP To POP |
SOP to POP Link | |
Transaction |
Update Create Item Update Create Customer Create Customer Address SOP Serial SOP Lot Auto SOP Line Invoice Insert SOP Line Invoice Insert Component SOP Tracking Number SOP Commissions SOP Line Invoice Tax Insert Create SOP Payment Insert SOP User Defined SOP Distribution Analytics Distribution SOP Multi-Bin SOP Header Invoice Insert SOP to POP SOP Update Create Process Create SOP Tracking Info MDA Update | |
Void Document | SOP Void | |
Shared | MDA |
MDA Update |
Transaction Batch | Create Update Batch Header | |
Dynamics GP 3rd Party Products
Nodes or services that are available from ISV’s or Dynamics GP Partners.
We apologize for any that may not be listed. If you find one that we are missing please let us know and we will get it included.
ISV | Product | Method | Notes |
Binary Stream | MEM | Download from Binary Stream. Installs modified Post eConnect procedures. |
|
Key2Act | Job Cost | Key2Act Integration Manager | Purchase from Key2Act. Installs nodes into SmartConnect for quick mapping.
|
Service Management | |||
Equipment Management | |||
MC2 Visions | Advanced Intercompany | Wizard installs additional nodes | http://mc2visions.com/knowledge-base/using-smartconnect-with-ait/ |
Precipio Services | PM Apply | Additional Purchase | Additional logic added to a SmartConnect Post document script to call the Precipio Library for Payables Apply.
https://www.eonesolutions.com/applying-payables-documents-in-smartconnect-integrations/ |
eOne Nodes
The Nodes below have been written by eOne and will be provided by the professional services team with the purchase of eOne’s Node Builder and the purchase of professional services. Please send an email to services@eonesolutions.com if you are interested in implementing one of these nodes. The effort required to implement each node will vary.
Window/Area | Notes |
GL Budget | |
In-Transit Inventory | |
Inventory Assembly | |
Inventory Bill of Materials | |
Project Accounting Billing Type Notes | |
Project Accounting Cost Category Budget | |
Project Accounting Inventory Transfer | |
Purchase Order Returns | |
Revenue/Expense Deferral | Includes all supported RED modules |
Vendor EFT | |
| Document Attachment | Would apply to all of the GP Document Attachment from any supported window. |
Thanks for this list. Any plans to add the purchasing apply (like sales apply) anytime soon?
No, no plans to make a custom PM Apply node for GP.
The current solution/workaround for PM Apply is to use the PM Apply assembly from Precipio as noted in the 3rd Party Products section and then write a bit of code per the blog article.
Starting in GP 2013, there is an INACTIVE field on the Item Maintenance window and a Boolean field in the IV00101 table. I want to be able to use the Item node to update existing Items to Inactive, as necessary.
I don’t see the INACTIVE field available in the existing SC Item Node nor in the eConnect documentation.
Is it feasible to add the INACTIVE field to the existing Item node using the Node Maintenance window?
Are there any issues with this process to be able to update items to inactive?
Lisa,
Well you COULD use Node Maintenance to add the INACTIVE field so you can map it on the SC UI but it isn’t going to work.
The reason is that the fields on the node that SC has match the field parameters to the underlying MSFT eConnect proc.
And if they don’t exist in the proc, adding them to the sc node map isn’t going to make it work.
From a SC perspective, easiest/best solution is to use an ‘after document’ script to update it via script task. Or else possibly use “direct to table” if you are just marking that one field (and hope there isn’t any business logic around this in GP either way)