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 Transaction, you find an Account option to configure your application with Adeptia Connect. Using Account configuration, you specify the location from where the data is to be accessed. In this process, enter the details of the application account to grant permission for data access.
Specify the following information for Dynamics GP:
Field Name | Description |
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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. |
Host | Domain name or IP address of the Dynamics GP server. |
Port | Port number on which Dynamics GP server is running. |
LDAP Version | LDAP version used to connect to and communicate with the server. |
Base DN | Base portion of the distinguished name, used for limiting results to specific subtrees. |
Triggers
A trigger (Source) specifies when a particular Transaction will start executing. While configuring the Source of a Transaction, you find a Trigger drop-down list.
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 |
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Actions
An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) of a Transaction, you find an Action drop-down list.
Following actions are available for Dynamics GP at Destination.
Action Name | Description |
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Add Records | Adds the records in the account. |
Update Existing Records | Updates existing records in the account. |
Add Records or Update Existing Records | Adds the records or updates existing records in the account. |