Chat Transcript – February 2008
Product: Microsoft Dynamics Retail Management System (RMS)
Topic: Accounting integration
Date: Thursday, February 7, 2008
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Questions about accounting integration
Q: Is there an XML accounting schema definition available for Store Operations?
A: What specific types of information are you looking for? Have you seen the Store Operations database schema?
Q: No, I have not, but I was able to figure out most of the schema.
A: Check out the following KB article:
How to obtain the database schemas for Microsoft Dynamics Retail Management System and for Microsoft Dynamics - Point of Sale (login required)
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Q: Does Microsoft Dynamics RMS integrate with any Canadian accounting software?
A: You should be able to use the Canadian version of QuickBooks, but you would need to use QuickBooks File as the Accounting Software [when you set up the integration]. This would then involve exporting a file from Store Operations and importing it into QuickBooks.
Q: What about Simply Accounting - Canadian Version?
A: I am not sure if this would work since Simply Accounting is not in the dropdown list of accounting software; I'm not even sure if the US version of Simply Accounting works.
However, you could try posting your question about Simply Accounting in the public newsgroup to see if anyone is using it; and if you are able to import an .xml file into Simply Accounting, you could try setting the accounting software to “RMS XML” to see if you are able to import the file.
The public discussion board is available to everyone:
http://www.microsoft.com/dynamics/community/newsgrouplanding.mspx
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Q: Where can you find more information on what an integration error or warning message means?
A: Thanks for your question. We do not have a list of all the error messages available, but you can search the Knowledge Base for any known error messages that we've come across and their solutions.
A: Are there any specific error messages you had in mind or that you’re seeing?
Q: Sorry to take so long to respond.... But the employee who does the imports is not in.... we had a PO give an error stating that the vendor id is empty which stops all of the rest of the items from importing but the first item was successful.
A: Thanks for the reply. Are you using QuickBooks by any chance? Or what accounting solution are you using?
Q: We are using Great Plains 9.
A: Thanks for the reply. What may have happened is that the PO or receipt is being imported for a Vendor that may no longer exist at HQ or in GP. Another possibility is there may be no TempVendor in the RMS Integration setup inside GP. You can check this by opening the RMS Integration setup and click the Defaults tab. Make sure the "Temporary Vendor ID" has something selected.
Q: Also is there any information on how to fix the import items or do you just have to manually slam them into GP
A: Once you verify my previous steps, attempt to import again.
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Q: Where can I find others that are integrating RMS with Great Plains?
A: I would recommend that you post your question in the newsgroup or talk with your partner to see if they have other customers who are using GP. The public discussion board is available to everyone:
http://www.microsoft.com/dynamics/community/newsgrouplanding.mspx
Questions about other topics
Q: How and what do you use the barcode receipt for?
A: You could use the barcode receipt when recalling a transaction. You would want to scan the barcode while in the Lookup Transaction # field in the Transactions window.
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Q: Are there any plans to support any other signature capture units OTHER than the Ingenico 6550?
A: It is up to hardware suppliers to certify their hardware with RMS.
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Q: Do you have an updated hardware compatibility list?
A: The hardware vendors test and certify the hardware; the list is as current as their submissions to Microsoft.
The link for the POS Compatibility List is:
http://www.microsoft.com/dynamics/rms/product/hardwarecompatibility.mspx
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Q: Any plans to update the version of Crystal Reports from 8.5 - that can be used with RMS to make customer reports?
A: Currently, we do not have any plans to upgrade the version of Crystal Reports that is used in Microsoft Dynamics Retail Management System.
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Q: Trying to develop custom report with qrp - what can I use in the PreQuery1 and ProcedureCall fields?
A: For examples of what can be used in PreQuery1 you can take a look at the Items - Item Movement Report.
The Customization Guide has some additional information about PreQuery:
PreQuery1
String
A series of valid SQL statements to be performed before the main report query. If more than one statement is included, they must be separated by the string "[GO]". For example:
Drop Table #Temp1 [Go] Drop Table #Temp2
Each statement is sent separately to the SQL server.
Note: When a report is generated, the sequence of execution for the various SQL statements is as follows:
1. PreQuery1
2. PreQuery2
3. Main report query based on TablesQueried, SelCriteria, visible Columns, and Filters.
As far as ProcedureCall, this is the name of the SQL StoredProcedure to run, such as ListDailySalesByRegister in the Sales - Daily Sales By Register report or ListOpenAccountReceivables in the Customer - Accounts Receivable (Detailed) report.
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Q: Is there any documentation on writing qrp for RMS?
A: The Customization Guide has a "Reports" section that has a subsection for "Active Reports" which you will want to look at. There are also Knowledge Base articles on how to modify certain parts of the reports.
Editor’s note: A PartnerSource login is required in order to access the Customization Guide. If you are not a partner, your partner can assist you with information about creating custom reports for Microsoft Dynamics RMS. You can also view some custom reports in the Reports Library (CustomerSource login required).
