Dynamics GP

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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Ensure that you have downloaded the drivers to use the application in Adeptia Connect.

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
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) 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.

Trigger Name	Description
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.

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
Add Records	Adds new records to the account.
Update Existing Records	Updates existing records in the account.
Add Records or Update Existing Records	Adds new records or updates existing records in the account.