Posting Cash Receipts to Dynamics GP 10.0 using eConnect
A little over a year ago, I worked on a project for the company I was with to create an interface between the new billing and invoicing application and the accounting package they use, Dynamics GP 10.0, in order to allow the A/R team to post cash receipts to GP. The project was to be done in ASP.Net 3.5 with some fancy Ajax and had to call WCF services for access to the data. We also had to use the MVP design pattern implementing the Supervising Controller version.
All of this seems very easy with the exception of using the available APIs to talk to GP. There is a lot of information out there with regards to GP, assuming you have access to Microsoft’s customer/partner source, otherwise, there is not a lot of information on the internet regarding this topic. So, with that in mind, my goal is to help others learn how to use GP’s eConnect components.
As a little background, in our line-of-business (LOB) application that the company uses for billing and invoicing, we store information about services rendered to our clients, pricing structures each client uses, and the invoices generated from these services and billings. Once an invoice is generated, the users then post this invoice data to GP using the web services API. I will leave that discussion for another post.
When a check or wire transfer arrives from one of our clients, the A/R team uses the LOB application to search for the invoice the payment is being applied to. Because our client may not send the pertinent information we would like from them, i.e. – invoice number, we have to be able to search on various pieces of information. The company that uses this exists in the worker’s compensation domain and, therefore, needs to be able to search for an invoice based on information like invoice number, invoice date, client, patient name, claim number, SSN, service type, invoice amount, etc. The A/R team also needs to be able to verify the services billed on the invoice and must be able to see detailed line item information which would be difficult, if not impossible, to setup in GP, hence, our external data store and business applications. For this search capability, we used full-text indexed views and also allow for advanced searches.
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