Dynamics GP Bank Transfer Node for SmartConnect using Multi-Entity Management

Why should you care about a Bank Transfer Node for SmartConnect? If you ever run into the need to create a map in SmartConnect for Bank Transfers you will notice there isn’t a node available for that. You can create your stored procedure and register the Bank Transfer Node.

In this blog, we will go over a quick guide to help get you started on what you would need to register the Bank Transfer Node for SmartConnect.

Dynamics_GP_Bank_Transfer_Entry_TWO_DYNSA

Create your procedure with the validations, inserts, and updates needed on your environment. The one I created was for Dynamics GP 2016 R2 using Multi-Entity Management (MEM). Here is a list of the tables affected by the stored procedure:

Insert into the following tables:

Depending on the table you’re inserting and the intercompany distributions, you might need to insert one, two or four lines. I would suggest that you create a test transfer on your test company for reference. Inserts:

Microsoft_Dynamics_Table

The number of inserts will also be affected by MEM and whether you’re are using intercompany distributions or not.

Updates to Dynamics GP 2016 R2:

Update your current balance on CM00100 for both checkbook ids

Create the stored procedure with all the parameter start with I_v

Parameters_starting_with_I_v

Add the last two expected by SmartConnect as:

@O_iErrorState int output,

@oErrString varchar(255) output

Create the stored procedure Post and Pre even if they are empty.

Dynamics_Stored_procedure_Post

Dynamics_Stored_procedure_Pre

Grant execute on your stored procedure so that eConnect can use it:

GRANT EXECUTE ON BankTransferProcedure TO DYNGRP

By following this quick guide, should be ready to register the node on SmartConnect and create a map.

This Bank Transfer Node for SmartConnect was created on Dynamics GP 2016 R2 using MEM, some changes might apply depending on the version of GP you are running and third-party products.

If you are having difficulty getting started and would like some additional help please contact FMT Consultants by filling out the form below.

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