The Great Plains Operation defines how to interact with your Great Plains data. The Operation represents a specific action (e.g. Add, Modify, Query, or Delete) performed against a specific Great Plains record type or object (for example, Customers, Sales Transactions, Purchase Orders, etc.). Not all actions are available for every object. You will need to create a separate Operation Component for each action/object combination required for your integration.
The Operation supports two types of actions:
- Get - Used to retrieve data from Great Plains.
- Send - Used to send data to Great Plains.
Configuration
To create a new Great Plains Operation:
- Click
New in the Component Explorer of the Build Tab.
- Choose Connector Operation as the Type.
- Enter a name for the Operation.
- Choose the folder in which to save the Operation.
- Choose Great Plains as the Connector.
- Click OK.
- Select an Operation Action (Get or Send), enter an optional description, then go to the Options tab.
Archiving Tab
Click here for more information on Archiving.
Options Tab
Note: The configuration for Get and Send actions is identical.
Use the Import button to launch the Import Wizard which will help you configure the Operation. The wizard will automatically generate the Request and Response XML Profiles.
| Field |
Description |
| Request Profile |
Auto-generated XML Profile for the request message. |
| Response Profile |
Auto-generated XML Profile for the response message. |
Import Wizard
Step 1 - Great Plains Connection (Get Action only)
Choose the Great Plains Connection to browse and the Atom that has access to the Great Plains database and click Next.
Step 2 - Choose Document Type and Output Type
Choose the Document Type and Output Type (Get Action only) and click Next.
Step 3 - Review
Review and click Finish.
The Request and Response Profiles are auto-generated.
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