WeDid: Salesforce – Microsoft Dynamics GP Integration (Purchase Order acquisition)
March 7, 2014 / / Comments Off on WeDid: Salesforce – Microsoft Dynamics GP Integration (Purchase Order acquisition)
The customer has implemented the Purchase Order and approval process in Salesforce. The approved Purchase Order will be synchronised to Microsoft Dynamics GP for further processing (e.g, shipment, payment).
|Purpose||To sync the purchase orders that have been approved from Salesforce to Microsoft Dynamics GP.
The supplier details will be synchronised to Salesforce
|Applications||Microsoft Dynamics GP
|Information||Microsoft Dynamics GP Creditor > Salesforce Account
Salesforce Purchase Order > Microsoft Dynamics GP Purchase Order
|Process||When a creditor is updated in Dynamics GP, it will be updated to Salesforce Account
When a purchased order is approved in Salesforce, it will be synced to Dynamics GP together with the shipping and billing address.