How do I map between Tenrox and Great Plains?
Tenrox integration with Great Plains involves the mapping of key data for the accounts. In Great Plains, users lookup the batches from the Batch Entry window and open the Transaction Entry window by clicking the Transactions button. From the Transaction Entry window, users can then open each transaction for the specified batch by using the Journal Entry lookup. View the table Mapping Between Tenrox and Great Plains below for more information.
- The following table depicts the data that is mapped between the Tenrox Revenue Batch and the Great Plains G/L Batch:
Mapping Between Tenrox and Great Plains
|
Great Plains |
Tenrox
|
|
|---|---|---|
| Batch
|
Batch ID
|
This box is set to the G/L Batch selected in Tenrox. |
| Comment
|
In the case that a new batch is being created, this box is set to the Description entered on the G/L Batch Edit page. |
|
| Origin
|
This box is set to General Entry. |
|
| Frequency
|
This box default to Single Use. |
|
| Transaction Entry (Journal Entry)
|
Journal Entry (Number)
|
This box is generated by Great Plains. |
| Batch ID
|
This box is set to the G/L Batch selected in Tenrox. |
|
| Transaction Type
|
This box is always set to Standard in Great Plains. |
|
| Transaction Date
|
This box is set to the Tenrox Revenue Batch Date. |
|
| Source Document
|
This box is be set to GJ. |
|
| Reference
|
This box will be set to "<Tenrox Batch Number>_<Tenrox Project code>". For example: REV-000021_Prj1 Code |
|
| Currency ID
|
This box is set to the corresponding Client's currency. |
|
| Journal Entry Details boxes
|
Distribution Reference
|
This box is set to the Tenrox transaction reference. |
| Account
|
This box is set to the Tenrox transaction account (Unearned Revenue account or Revenue account). |
|
| Debit/Credit
|
This box is set to the Tenrox debit or credit transaction Amount. This box cannot contain the currency code or the thousand separatorsbr />The amount is sent over in the client currency. |
|
| Exchange rate
|
The exchange rate in Great Plains is set at export time. The rate used is to be the Tenrox exchange rate on the Revenue Batch date. |
|