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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