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Great Plains operation

The Great Plains operation defines how to interact with your Great Plains data and represents a specific action (Query and Upsert) to perform against a specific Great Plains record type or object (Customers, Sales Transactions, Purchase Orders, and so on).

Not all actions are available for every object. Create a separate operation component for each action and object combination required for your integration.

The Great Plains operation supports two types of actions:

  • Get (Query) — Used to retrieve data from Great Plains.

  • Send (Upsert) — Used to send data to Great Plains.

note

Use the Great Plains connector with Microsoft Great Plains 9.x and 10.x only. If you are using Microsoft Dynamics GP 2010 or 2013, use the Microsoft Dynamics GP connector instead.

Options tab

Click Import Operation, then use the Import wizard to select the object you want to integrate. The following table describes the default field definitions for each action type:

Object - Displays the object type that you selected in the Import Operation wizard.

Tracking Direction - Select the document tracking direction for the operation, either Input Documents or Output Documents. This setting enables you to choose which document appears in Process Reporting. Start steps always track output documents regardless of your selection.

note

If the tracking direction is read-only, the feature to change the direction is either unavailable or the developer set the configuration to read-only. The default value you see shows you which document appears in Process Reporting.

Request Profile (Upsert only)
Auto-generated XML profile for the request message.

Return Application Error Responses - This setting controls whether an application error prevents an operation from completing:

  • If you clear the setting, the process stops and reports the error on the Process Reporting page.
  • If you select the setting, processing continues and passes the error response to the next component processed as the connection output.

Archiving tab

See the topic Connector operation’s Archiving tab for more information.

Tracking tab

See the topic Connector operation’s Tracking tab for more information.

Caching tab

See the topic Connector operation’s Caching tab for more information.

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