If you are Crystal Reports designer, or programmer who needs Microsoft Dynamics GP data export into EDI or XML interchange format, we would like to give you small introduction into Great Plains SOP module tables structure
We would also like to inform you that if you plan to feed in data into SOP tables via SQL insert statements, the idea is not that great, as you may violate business logic and compromise data integrity. For importing data into Dynamics GP in general, please consider Integration Manager (for end user friendly data conversion), or eConnect SDK (for direct programming, in eCommerce web application for example):
1. Work and Historical transactions. When you create Quote, Sales Order, Invoice, Return in SOP and place them into the batch for review and posting - these transactions are in Work phase, and when you post the batch (or individual transaction) then related transactions change the status to Posted and becomes historical. Work tables has prefix SOP1 and posted have prefix SOP3
2. Master records. SOP module works with several modules, from where master records are taken: Inventory control (IV00101 inventory item master), Receivable Management (RM00101 Customer Master table)
3. Table Structure Self Discovery. Maybe you will find it easier to analyze table structure on your own. In this case, please open Dynamics GP -> Tools -> Resource Description -> Tables, chose Sales series and sort by Table Group Technical name. In this case you will see groups, such as Sales Work: SOP10100 document header, SOP10200 document lines at the very bottom of the screen. Historical tables: SOP30200 (header) and SOP30300 (lines). These two tables are usually subject for custom reporting in Crystal, SSRS, Excel, MS Access and other reporting tools. Please, be sure that you exclude Voided documents as well as change sign to negative for Returns. Records should be linked by SOP30200 key: SOPTYPE and SOPNUMBE
4. Dynamics GP SDK. If you install this tool from CD #2, you can then print out complete reference with table linking diagram
5. 9. How to get help? Please, feel free to call us: 1-866-528-0577 , outside of USA: 1-630-961-5918 or email us help@albaspectrum.com
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