What are the options on the Great Plains Integration Properties page?
This article covers the information captured on the Company Edit page.
1. Company ID
- Enter the company ID from Great Plains.
Note: In order for the integration to successfully complete, ensure that the company ID entered:
- In both Tenrox and Great Plains, are identical
- Is not the company name.
2. G/L Integration
Under this section, make the appropriate selections to set up the integration based solely on the Great Plains General Ledger (G/L).
2.2. Use G/L Integration for Payable
- Select this option.
- Click the Default G/L Account browse button (...) to select an account to export the Accounts Payable transactions directly to the G/L.
Note: The Use G/L Integration for Payable option is selected when exporting payables at the G/L level. To create the entries in Great Plains as purchases during export, ensure that the Use G/L Integration for Payable option is cleared.
Note: The G/L Integration options are selected only when exporting the accounts payable (payables) and accounts receivable (invoices) transactions directly to a G/L account; for more information, see To export payables at the G/L level and Exporting Invoices or Multi-Client Invoices at the G/L Level. When exporting to the Great Plains G/L, the transactions can be viewed in the Great Plains Financial Transactions.
3. Export rate (override pay rate defined in Great Plains)
- Select this option to override the Great Plains pay code rates with the cost rule rates of Tenrox.