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User Guide

1. General Information

2. Starting Up

3. Connecting data

4. Demand and Sales Forecasting

5. Inventory Planning

6. Reference

dynamics-gp-connection-guide

3.5.3. How to Import Data from Dynamics GP

In this article we describe:

Integration Limitations

The integration between Streamline and Microsoft Dynamics GP is one-directional. It means that Streamline reads all necessary data from the Dynamics GP database to produce demand forecasts and purchase plans, however, cannot automatically create purchase orders in Dynamics GP based on the calculated purchase recommendations.

Imported data

The data, imported into Streamline, is described in the Inventory Management Systems article.

Data Import Workflow

To import necessary data, Streamline establishes a direct connection to the Dynamics GP database. Thus, the connection requires providing credentials (username and password) of a database account that has permissions to read data from the database (execute SQL SELECT query).

To create a new Streamline project based on Dynamics GP data:

1. Go to the menu File > New > Dynamics GP connection. The Dynamics GP connection dialog appears (see figure below).

2. Enter the server name running the SQL server with the Dynamics GP database. If you connect remotely, the name should contain the network path to your server. You also should allow remote connections to the SQL Server in this case.

3. Enter the database name into the Database field.

4. Enter your credentials into the Username and Password fields.

5. Enter or choose the date to start the import from in the Starting date control.

6. Choose the data aggregation period in the Group by control. Streamline automatically aggregates your data in the given periods (days, weeks, or months). For example, if you want to see the forecasts, purchase/replenishment plans, and other reports in months, group the data by months.

To get accurate forecasts, we recommend providing Streamline with at least 24 months of sales history (data are aggregated in months).

6. Click OK to start the import.


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dynamics-gp-connection-guide.txt · Last modified: 2019/02/18 09:47 (external edit)