Setting up Integration Manager to import Multidimensional Analysis (MDA) information

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Support has had a few inquiries recently on how to set up Integration Manager to integrate Multidimensional Analysis (MDA) information.  Here are a couple options to integrate MDA information with Sales Order Processing whereas the first option contains an article that can be used as a guide for integrating MDA information with other modules too.

Option 1: Here is an article you can use as a guide for Sales Order Processing on how to integrate MDA information if you have MDA information in the source file.  This article is specific to General Ledger and MDA; however, the concepts and data needed for the distributions in the source file will be the same.

KB 850347 Steps To Create General Ledger-Multi-Dimensional Analysis Transaction Integration
https://mbs.microsoft.com/knowledgebase/KBDisplay.aspx?scid=kb;en-US;850347 .

If you have further questions, please create a support incident request using one of the following methods. 

1. Go to CustomerSource > Support > Assisted Support > New Support Requests, or, you can use this link: https://mbs.microsoft.com/support/createincident.aspx . 

2. Call 1-888-477-7877 to create a new support request.

Option 2:  If you do not have MDA information in your source file, professional services does have an After Integration Script that is available as a billable service.  If you are interested in it and want to verify if it would work with how your system is setup in Microsoft Dynamics GP and Integration Manager, you can contact them directly at mbsprosv@microsoft.com or create a case and an engineer can contact them for you. 

To create a support request follow one of the steps below.

1. Go to CustomerSource > Support > Assisted Support > New Support Requests, or, you can use this link: https://mbs.microsoft.com/support/createincident.aspx . 

2. Call 1-888-477-7877 to create a new support request.

Note: The current After Integration Script will delete unused Analysis Code records in the DTA10200 table and then to update the Code Amount field in the DTA10200 table for the used Analysis Code record to be equal to the Credit Amount in the SOP10102 table for the specific Account Number.  The script will work if you have Microsoft Dynamics GP and Integration Manager Setup as follows:

In Microsoft Dynamics GP:
1.  Sales Order Processing is setup to default the Posting Accounts from the Item.
2.  Each Item is setup with a unique Sales account.
3.  There is one Analysis Group ID set up.
4.  There is one Analysis Code ID for each customer assigned to the Analysis Group ID.  Note: The Analysis Code ID equals the Customer ID.
5.  The Sales Order Processing Invoice may have more than one item on it, but the Sales Account assigned to each item is unique.

In Integration Manager:
1.  There are two source files.  One for the Sales Transaction and one for the Items.
2.  The Distributions mapping is not setup.  It is left as defaulted.
 

Enjoy!

Angela M.