7/11/2009

RMS-GP Integration

Microsoft Dynamics provides a free integration between its Retail Management System (MRMS) and Dynamics GP. The integration is available for Dynamics GP Versions 9.0 & 10.0. I'd put the steps in setting up the integration in GP for version 10.0.

StepI: Install the RMS integration feature from Dynamics GP V10 media


Do not forget to complete the GP Utilities process unless otherwise the SQL objects required for the integration would not be installed in SQL Server. After installing the RMS Integration feature, the integration would not be immediately available in Dynamics GP. Because we have to set the connection properties for Dynamics GP to fetch data from RMS database. To establish this connection, we have to make use of Linked Server in MS SQL Server.

StepII: Configure the Linked Server in the MS SQL Server. For this, Go to the SQL Server Management Studio => Server Objects => Linked Servers. Right Click on the Linked Servers and select New Linked Server.

StepIII: Configure the Linked Server. In the General Tab, Provide a Name for Linked Server under Name, Select SQL Native Client as Provider, Provide the RMS database name under Product Name, SQL Server Name under Data Sources.


Now, Go to Security Option, Provide the Local Login and Remote User Login. Select Be Made using the Login's current security context for the connection.


After the setup, Right click the Linked Server and Click Test Connection. We should get Test connection succeeded message to ensure the Linked server is working properly.


StepIV: Once the Linked server is setup and configured successfully, now, we have to setup the RMS integration in Dynamics GP. To set it up, Go to MS Dynamics GP Menu => Tools => Setup => Retail Management => RMS integration setup. In the setup window, we should now be able to see the linked server that we setup as above. Select the same in Linked SQL Server from the drop down. Also Select RMS HQ Database from the drop down.


Now Proceed to map the RMS and GP stores,Accounts, Inventory, Tx, Currency and Defaults as shown in the tabs above. Fill the required accounts in the Accounts Tab for each store. Remember to use Site Segment substitution available in Dynamics GP to provide multiple accounts.

With this we are able to complete the RMS Integration setup in Dynamics GP. From Now on we can proceed to import Items, Sales documents, customers from RMS. This is available in Transactions => Retail Management.

We can import the data for any dates and no need to worry about duplication because the integration will validate for the existence of records before it imports the RMS data into GP and hence any existing records are ignored.

To view the SQL Tables associated with the RMS Integration, Go to the Company Database, and look for tables starting with RMS.

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