|
Import
Utility
Are your customer’s
sales orders being handled outside of their Microsoft Dynamics™ SL
system? Do they want to have full and complete sales order data
without the need to manually recreate it? Is their manual sales
order entry process inefficient and error-prone? Perhaps a sales
order import utility could help solve these problems.
There are a number
of tools that will help you create an import utility to integrate
data from most sales order systems. Most importantly, these tools
utilize existing screen logic to import the data rather than writing
it directly to the database tables. This validation helps prevent
data from being written into the tables incorrectly.
An import utility
can be built into an existing sales order application if the
application can be customized. The utility can be a third piece that
bridges the existing sales order system and Microsoft Dynamics SL.
In most cases, it is possible to fully automate the import process
and provide a seamless solution.
Here are some of
the tools that can be used to create this utility:
Transaction Import — Using this Microsoft Dynamics SL utility, you can import data from
something as simple as an Excel spreadsheet. Programming knowledge
is not required, and the Order Management Sales Order
(40.100.00) screen can be customized.
Business Objects — These tools can be called from Microsoft® Visual Basic®
6.0 and .NET applications. Customized logic is not available with
Business Objects.
Object Model
— This option is flexible. It supports customized logic and can be
called from Visual Basic 6.0, Tools for Visual Basic, and .NET
applications.
Not sure of the next step?
Contact
Plumbline Solutions. We have the know-how needed to design,
implement, and test development projects using the SDK for Business
Portal in Microsoft Dynamics SL.
For more
information please contact Todd Michael at 419-421-0270 ext 114 or
toddmich@plumblinesolutions.com.
Plumbline Podcast
Look for
Plumbline Podcast in future
editions of this newsletter.
Plumbline Podcast will feature new solutions, as well as
information from and about Plumbline, in a podcast format. Each
podcast will be five to ten minutes long and provide audio along
with screen shots.
Case Studies
We have added a
new Case Studies page to the Plumbline Solutions Web site to
share our recent collaborative successes. The two new stories
feature EHTC Technology Solutions and Cincom Systems, Inc. Please
visit the Web site today at
www.plumblinesolutions.com. Look
for Case Studies on the left-hand side of the page.
Click here to be removed from the mailing
list. Please
enter the word "Remove" in the subject line.
|
Do
you want to shift your high-performing employees into
revenue-building activities but can’t because you don’t have other
resources available? Plumbline Solutions can help!
We
offer superior customer care services for Microsoft Dynamics™ SL. Our tenured support staff is certified and has experience in
releases from Solomon 2.06 through all current Microsoft Dynamics SL
releases. We provide technical expertise in all Series: Financial
Management, Distribution, E-Commerce, Project Management and
Accounting, Field Service Management, and Analytics. In addition, we
offer basic support for the Foundation Series and Business Portal in
Microsoft Dynamics SL.
Support services are offered on a short-term or long-term basis and
can be tailored to your unique needs. For more information, contact
Todd Michael at 419-421-0270,
extension 114, or
toddmich@plumblinesolutions.com
Name:
Mona
DeKok
Team:
Application Development Consulting (ADC)
Role: Project
Manager
Background: I
started with Solomon Software in July 1999, working in the Support
area, where my focus was on the Distribution modules. During my time
with Solomon, Great Plains Software, and Microsoft, I held the
positions of Support Engineer, Technical Lead Engineer, and Team
Lead. I just started my new role on Plumbline Solutions’ ADC team on
November 1 this year. Prior to joining Solomon, I held other roles,
such as Controller, Operations Manager, System Administrator, and
Office Manager for companies specializing in warehousing,
transportation, and logistics.
Likes best about
consulting:
I like consulting because it always brings new challenges with each
engagement. It inspires us to be creative and stretch our skill sets
to new boundaries.
Hobbies:
I enjoy playing different card games, as well as watching
football and NASCAR racing.
Here is some
helpful insight our employees have learned from working in Microsoft
Solomon (now part of Microsoft Dynamics™).
When a purchase
order (PO) receipt batch is released, it updates General Ledger with
a new batch number. To find the original PO batch number, search on
the OrigBatNbr field in
Microsoft®
SQL Server™
Query Analyzer or view Orig BatNbr on the General Ledger
Journal Transactions (01.010.00) screen.
|
