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Accounting Software
Great Plains 8.0 Integration Manager
Course Description


Introduction
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The two day Microsoft Business Solutions Great Plains Integration Manager course develops your understanding of how to integrate outside systems with your Microsoft Great Plains accounting application through the use of tools designed to safely and easily import records. You'll find value in using Integration Manager for safely converting data into a new Microsoft Great Plains installation, or as an ongoing way to integrate data from your external business databases, e-commerce solutions and desktop applications with Microsoft Great Plains. In addition to Integration Manager, information will be provided on Table Import. Table Import enables you to quickly transfer data from other sources into Microsoft Great Plains, regardless of module, table, operating system or database.

Course Objectives:

• Explain the different methods used to import data into Microsoft Great Plains

• Identify the different tools available to assist users in importing records into Microsoft Great Plains

• Recognize the features and benefits of using Import Utility

• Learn the steps for setting up an import

• Identify the available resources that can be used to assist the user in setting up an import

• Identify the different field structures

• Define a table import

• Create a table import definition to import customer information

• Identify the features and benefits of Integration Manager

• Install Integration Manager

• Recognize the basic steps in creating an integration

• Identify the destinations available with the Microsoft Great Plains 8.0 Adapter

• Create an integration for GL Accounts.

• Create an integration for GL Transactions using two source files

• Create a GL Transaction integration using one source file

• Create a Customer integration

• Create a RM Transaction integration

• Create an Integration Group

• Configure Integration Manager setup options

• Create Translations

• Create ODBC sources

• Use VBScripting with Integration Manager

• Use the Integration Manager Script Library

• Identify the steps needed to schedule an integration

• Create a payroll transaction integration

• Review the differences between the SQL Optimized Adapter and the Microsoft Great Plains 8.0 Adapter.

• Create an Inventory Transaction Integration using the SQL Optimized Adapter.

• Create a Sales Order Processing Transaction Integration using the SQL Optimized Adapter

• Create a purchase order integration using the SQL Optimized Adapter

• Identify the steps to create a custom destination

• Create a payables manual check integration using the Direct to Table Adapter

• Understand the XML source and destination adapters, and their uses

• Create a vendor integration using the XML Source adapter

• Create a PM Transaction integration using the XML Source adapter

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Course Outline

Chapter 1: Microsoft Great Plains Tools Overview

The purpose of this chapter is to give students a general overview of the tools available to integrate data into Microsoft Great Plains.

Main Topics

• Methods of integrating data

• Description and comparison of tools

After completing this chapter, students will be able to:

• Explain the different methods used to enter data into Microsoft Great Plains

• Review each of the different tools available to assist users in importing records into Microsoft Great Plains

Chapter 2: Import Utility

This chapter focuses on Import Utility. We will examine the features and benefits of using Import Utility to import data into Microsoft Great Plains. We will review the basic steps in creating a table import. There is also a section on resources that can be used to determine what information needs to be imported and how to determine field structures. We will then define and perform an import.

Main Topics

• Features and benefits

• Steps involved in creating an import

• Field structures

• Define and run an import

After completing this chapter, students will be able to:

• Recognize the available resources that can be used to assist the user in setting up an import

• Define the steps for setting up an import

• Create an import definition

Chapter 3: Integration Manager Overview

The purpose of this chapter is to identify the features and benefits of Integration Manager. We'll go over the Integration Manager installation as well.

Main Topics

• Feature and benefits

• Installation

After completing this chapter, students will be able to:

• Identify the features and benefits of Integration Manager

• Install Integration Manager

• Launch and register Integration Manager

Chapter 4: Microsoft Great Plains 8.0 Adapter

In this chapter we will discuss the most commonly used destination adapter in Integration Manager: the Microsoft Great Plains 8.0 Adapter. We will define the steps in creating a basic integration. The available destinations will be listed as well.

Main Topics

• Microsoft Great Plains 8.0 Adapter introduction

• Steps to create an integration

• Available Destinations

After completing this chapter, students will be able to:

• Define a Business Object

• Create the Integration

• Define the Source

• Set up row and sorting options

• Define source relationships

• Select the Destination

• Create the destination mapping

• Check the integration log for errors

• Set up integration groups

Chapter 5: Project One GL Accounts

This chapter focuses on creating an integration for GL Accounts.

Main Topics

• Project Overview

• Test Your Skills

After completing this chapter, students will be able to:

• Successfully create and run an integration for GL Accounts

Chapter 6: Project Two GL Transaction

This chapter focuses on creating an integration for GL Transactions. There will be two source files.

Main Topics

• Project Overview

• Test Your Skills

After completing this chapter, students will be able to:

• Successfully create and run an integration for GL Transactions

Chapter 7: GL Integration using One Source File

This chapter focuses on creating an integration for GL Transactions that uses one source file.

Main Topics

• Project Overview

• Test Your Skills

After completing this chapter, students will be able to:

• Successfully create and run an integration for GL Transactions that uses one source file.

Chapter 8: Customer and RM Transaction Integration

This chapter focuses on creating two integrations: a customer integration and receivables transaction integration. An integration group will then be created to run the integrations together.

Main Topics

• Project Overview

• Test Your Skills Customers

• Test Your Skills RM Transaction

• Test Your Skills Integration Group

After completing this chapter, students will be able to:

• Successfully create a Customer Integration

• Successfully create a Receivables Transaction Integration

• Create and run an integration group

Chapter 9: Advanced Integration Topics

In this chapter we will discuss advanced integration topics. We will discuss different options that allow you to further customize and enhance the integration to work with the source data.

Main Topics

• Setup options

• Object Browser

• Data translations

• Query relationship types

• ODBC connectivity

• VBScripting

• Scheduling integrations

After completing this chapter, students will be able to:

• Change the location of the im.mdb

• Create a pathname translation

• Use the Object Browser

• Create data translations

• Identify the query relationship types

• Create a simple ODBC source

• Create an advanced ODBC source

• Identify the different levels of scripting

• Create a vb script and attach it to an integration event

• Use the script library

• Schedule an integration

Chapter 10: Project Five Payroll Transaction Integration

This chapter focuses on creating an integration for a Payroll Transaction. This project will implement some advanced features, such as a simple ODBC query, data translation, and VB Scripting.

Main Topics

• Project Overview

• Test Your Skills

After completing this chapter, students will be able to:

• Successfully create and run a payroll transaction integration

• Implement a data translation

• Implement VBScripting

• Use ODBC connectivity for the source

Chapter 11: SQL Optimized Adapter

This chapter focuses on introducing students to the SQL Optimized Adapter. Unlike the Microsoft Great Plains 8.0 Adapter, the SQL Optimized Adapter integrates at the table level, with full data validation.

Main Topics

• Introduction

• Destinations available

• Differences between the SQL Optimized Adapter and Microsoft Great Plains 8.0 Adapter

• Destination Settings

• Destination Options

• Troubleshooting integrations

After completing this chapter, students will be able to:

• Recognize what destinations are available with the SQL Optimized Adapter

• Identify the differences between the adapters

• Set the Destination Settings & Options

• Troubleshoot integrations using the SQL Optimized Adapter

Chapter 12: Project Six Inventory Transaction Integration

This chapter focuses on creating an integration for an Inventory Transaction using the SQL Optimized Adapter.

Main Topics

• Project Overview

• Test Your Skills

After completing this chapter, students will be able to:

• Successfully create and run an inventory transaction integration

Chapter 13: Project Seven SOP Transaction Integration

This chapter focuses on creating an integration for a Sales Order Processing Transaction using the SQL Optimized Adapter.

Main Topics

• Project Overview

• Test Your Skills

After completing this chapter, students will be able to:

• Identify the Destination Options for Sales Order Processing using the SQL Optimized Adapter

• Successfully create and run a sales order transaction integration

Chapter 14: Project Eight Purchase Order Transaction Integration

This chapter focuses on creating an integration for a Purchase Order Transaction using the SQL Optimized Adapter.

Main Topics

• Project Overview

• Test Your Skills

After completing this chapter, students will be able to:

• Successfully create and run a purchase order transaction integration

Chapter 15: Direct To Table Adapter

This chapter focuses introducing students to the Direct to Table Adapter. The Direct to Table Adapter integrates at the database level.

Main Topics

• Introduction

• Creating a Custom Destination

• Elements of a Custom Destination

After completing this chapter, students will be able to:

• Identify features of the Direct to Table Adapter

• Create a custom destination

Chapter 16: Project Nine Payables Manual Checks Integration

This chapter focuses on creating an integration for a Payables Manual Checks using the Direct to Table Adapter.

Main Topics

• Project Overview

• Test Your Skills

After completing this chapter, students will be able to:

• Successfully create and run a payables manual checks integration

Chapter 17: XML Source Adapter

This chapter focuses on introducing students to the XML Source and Destination Adapters. Using the XML Source Adapter allows you to integrate data from a well-formed XML document using Integration Manager. While the XML Destination allows you to transform data from a source to a specified XML definition.

Main Topics

• Adding an XML Source

• Import Command

• Using the XML Destination

After completing this chapter, students will be able to:

• Identify the XML Source Properties

• Import a document definition

• Identify the Source Settings

• Understand the XML Destination




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