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From the GP Blogs: The Basics of Integration Manager; Closing Purchase Orders Safely; “Field Service Anywhere” Discontinued; Business Essentials Technical Demonstration Toolkit

by Jared Berezin
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Understanding the Basics of Integration Manager: Q Factor's Blog provides a clear and detailed explanation with screenshots for the end user: "I find that most end users have a difficult time understanding the fundamentals of IM, so I want to outline a very simple integration design for those of you who are new to building integrations and feel a bit overwhelmed by the tool.

"The simplest way to approach a data import using IM is to first manually key in a transaction from the record set you wish to import, whether it be a journal entry, a payables invoice, or a bank transaction.  This is best done in a test environment. Once you have the transaction entered, you can then open integration manager and better understand how it works because IM is like having another data entry person in your system. That's right, folks: integration manager enters the data just like you did when you hand-keyed it.

For more in-depth information, please see the MSDynamicsWorld.com article, Putting to Rest Four Myths About Microsoft Dynamics GP Integration Manager, by Mariano Gomez.

How to Close Purchase Orders Safely: From gp2themax: "Prior to manually closing POs, check two things -

1.  That all periods for the most recent historical year are closed for the Financial series, and/...

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About Jared Berezin
Jared Berezin serves as a contributing writer to MSDynamicsWorld.com. With combined interests in technology and science, Jared previously served as a writer for Dana-Farber Cancer Institute, drafting scientific narrative reports on the latest advancements in cancer research. Jared has also served as associate marketing specialist for International Data Corporation (IDC), a market research firm. In this position, he planned and executed strategic marketing initiatives for IDC's software and services research programs, and wrote outbound communications to the press, existing clients, and prospects. Jared also has experience working for several local newspapers in eastern Massachusetts. Jared graduated with honors from Colby College with a BA in English and creative writing.
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