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Archive for the ‘Scribe’ Category

Automatic Credit Memo Notifications - Summit Messenger

October 28th, 2009

We recently implemented a solution (that we are now calling Summit Messenger) for a customer to automatically send credit memo notification emails from Microsoft Dynamics GP to their customers.  Each quarter, the customer runs a SQL Reporting Services report to determine the credit that should be applied to each of their customers.  Rather than having to manually enter the subsequent credit memos, print them out, and mail them to their customers, we designed a solution using Scribe Insight and Summit Messenger to accomplish this task.  We created an integration using Scribe Insight to import the data from the report into credit memo transactions in a specific import batch in Microsoft Dynamics GP.  Then once the credit memos have been reviewed and the batch posted, the email notifications are immediately sent to the customer.  This solution saves the customer a tremendous amount of time and money by removing a majority of the otherwise manual process and no longer requiring stamps.

For more information on Summit Messenger, please visit http://www.summitgroupsoftware.com/php/messenger.php.

Author: Tyler Sand Categories: Scribe, Summit Messenger Tags:

Scribe Custom Database Function

July 13th, 2009
Currently Scribe Insight has a function for running SQL queries, however it only supports running them against the source, target, and internal databases.  The lack of this functionality has caused me issues in the past when I have needed to query for external data.  For example, say that you are using the CRM Publisher to publish the changes occuring in CRM to GP.  The publisher outputs the changes in XML format so your source must be XML.  The GP database through the GP Adapter will be your target.  Now if you need to retrieve some additional information from CRM, perhaps because it lies outside the CRM Publisher’s limitation of one layer parent-child relationships, you are unable to do so since neither the source, target, or internal databases are your CRM database.  There are several workarounds, including cross server queries, but they are not the most convenient or efficient.  This idea has been propsed on Scribe OpenMind and received 19 votes, however there has been no indication from Scribe that this functionality will be provided (https://openmind.scribesoftware.com/ideas/show/66).

I have created a custom function to allow this functionality since I needed it for a project that I was working on.  The function is called SQLQUERYX and it accepts six parameters:

  • Source Field (optional)
  • Server Name
  • Database name
  • SQL Username
  • Password - keep in mind that the password will be stored unencrypted - I highly recommend creating a SQL user with very limited access
  • SQL Statement

For example:

SQLQUERYX( S1, “dev1″, “TWO”, “scribetest”, “password”, “select CUSTNAME FROM RM00101 WHERE CUSTNMBR = ‘%s’” )

It works very similar to the SQLQUERY function that Scribe already has built-in.  I have packaged everything up and created a readme for installation.  There are also two other functions included in the assembly, LTRIM and RTRIM, since I saw that somebody was requesting those in another idea posted on OpenMind.

http://www.summitgroupsoftware.com/download/SGS.Database.zip

Enjoy!

Author: Tyler Sand Categories: Scribe Tags: