Microsoft Dynamics GP is a complete enterprise resource planning (ERP) solution designed to meet the requirements of small to midsize businesses. By bringing together applications, data, documents and devices, it enables businesses to gain greater control over finances, manage resources, and gives you the vital information you need to make critical business decisions. It has applications for financial management, human resources management, manufacturing planning, supply chain management, field service, business intelligence, collaboration, compliance, and IT management.
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Field (Account) Information
While configuring the Source or Destination of a Template or Transaction, you find an Account option to need to create an account to configure your application with Adeptia Connect. Using Account configurationWhile creating an account, you need to specify the location from where Adeptia Connect will access the data is to be accessed. In this process, enter the details of the application account to grant permission for data access..
Click to add an account.
Specify the following information for Dynamics GP:
Field Name | Description |
|---|---|
Account Name | A short, descriptive name that helps you re-use this account in future. |
| User ID | User Id to log into your Dynamics GP account. |
| Password | Password to log into your Dynamics GP account. |
| Company Id | Unique identifier of the company to access as a data source. |
| Host | Domain name or IP address of the Dynamics GP server. |
| Port | Port number on which Dynamics GP server is running. |
Triggers
A trigger (Source) Trigger specifies when a particular Transaction will start executing. While configuring the Source of a TransactionTemplate, you find a Trigger drop-down list. need to choose an event.
Following triggers are available for Dynamics GP at Source.
On Records | Triggers when the new records are added. |
| On Records Added or Updated | Triggers when the new records are added or existing records are updated. |
| All Records | Extracts all records starting from the beginning. |
Trigger Name | Description |
|---|
Actions
An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) of a TransactionTemplate, you find an Action drop-down list. need to choose an action.
Following actions are available for Dynamics GP at Destination.
Action Name | Description |
|---|---|
Add Records | Adds the new records in to the account. |
| Update Existing Records | Updates existing records in the account. |
Add Records or Update Existing Records | Adds the new records or updates existing records in the account. |