Integration Manager – Payables Transaction on Hold

  • Integration Manager – Payables Transaction on Hold

    Posted by DSC Communities on March 28, 2017 at 12:17 pm
    • Tiffany Ziegler


      March 28, 2017 at 12:17 PM

      I use integration manager to integrate some payables transactions into GP. After they are integrated, I need to pull each document up and place it on hold. Is there a way to have IM do this as part of the integration itself?

      Tiffany Ziegler
      Vice President & Controller
      Velcor Leasing Corporation
      Madison WI

    • Jim Harris


      March 29, 2017 at 8:43 AM

      You’d have to add an after document script on your integration to do that.  Open your integration in IM and then go to properties, then click the Scripts tab, choose After Document, then click Open.  From there choose Script and then go to the Script Library.  Expand the Microsoft Dynamics GP Scripts then look at the one for Updating the Default Purchasing U of M.

      Your update would need to be on PM20000 to set the Hold value to 1.

      Jim Harris
      Director of Information Systems
      ExamWorks, Inc.
      Atlanta GA

    • Windi Epperson


      March 29, 2017 at 9:49 AM

      Hey Tiffany,
      Another option is to use the Navigation List inside GP to put transactions on hold in mass.  Click Purchasing on the left side Navigation Pane, then click Payables Transactions.  I added a restriction to only show Doc Type = Invoice.  You can then select specific invoices and click Apply Hold to apply to all selected.  
      Not perfect, but I wanted to throw it out there.

      Windi Epperson
      President/GP Senior Consultant
      Advanced Integrators, Inc.
      Norman OK
      405-946-1774 Ext 102

    DSC Communities replied 6 years, 6 months ago 1 Member · 0 Replies
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