Customer PO Great Plains Integration

We completed a simple little project this past quarter, where we assisted a client in creating and deploying a new Great Plains Integration option that added the Customer PO number of the export to Great Plains. The client needed the Great Plains export, to insert the Customer PO number associated with the RO, into the reference column of the GL Entry table used by the Great Plains interface.

Analysis began with evaluating the formatting schema for repair transactions. We than isolated business rules for repair transactions requiring alternate formatting, those expected to be repairs containing a PO Number at minimum. Next we developed a trigger on the INTERF_GP_GL_ENTRY table that targeted transactions that were created meeting the business rules, which then alters the description column based on the business defined layout. After testing the trigger against a non-production system, validation of rules on current and historical repair orders occurred, and finally verification of export to Great Plains using the alternate description. Lastly we assisted with deployment of the code to Production, and provided it for source control and history, directly to the client.