WeDid: Salesforce – Microsoft Dynamics GP Integration (Purchase Order acquisition)
Challenges
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).
Solution:
| 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 Salesforce |
| Tool | Boomi |
| Information | Microsoft Dynamics GP Creditor > Salesforce Account Salesforce Purchase Order > Microsoft Dynamics GP Purchase Order |
| Data Formats | eConnect/XML |
| Volumes | ~100/day |
| 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. |
| Schedule | 15 mins |
| Complexity | Medium |