Problem
Info |
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AGRIS integration - Insight MSCRM instance does not contain sales GL codes Seen in Charts and graphs |
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# | Description |
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Right-Click on the Insight Data Integration Engine icon and select Open file location. | |
2. | In the Data Integration Engine folder, open the “Archive” folder configuration File. Note:The default file name is “DefaultConfig.xml”. We usually change this to include the customer’s name (i.e., if company is “Acme”, then “AcmeConfig.xml”, “Acme.xml“). |
2.a. | In the Data Integration Engine > “Archive” folder, click once or twice on the “Date Modified” to get the most recent file on top. This is where the latest configuration file is located. |
3. | Select and right-click on the “DefaultConfig.xml” file and select Edit or Edit with Notepad. |
4. | Select “Edit” and “Find” (or use press “Ctrl+F” for a short-cut) and type “Invoice” to travel to the Invoices entity. |
5. | Find (or add) the correct pattern value called “GLDistIncludeRegex“ under Invoice entity. |
5.a. | If you do not utilize the GL Distribution data, set this attribute to "" (GLDistIncludeRegEx=""). This significantly increases performance on Settlements and Invoices. |
5.b. | Add the values based on your Chart of Accounts setup (click HERE for instructions to see your Chart of Accounts). The settings below relate to REVENUE accounts.
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6. | In order to show data under Sales Analysis view, cultura_creditquantity, cultura_creditamount_Base should have proper data under table cultura_gldistributionBase. |
7. | Mapping of Invoices and Customers should correctly mapped under cultura_gldistributionBase table and SQL job is currently handling and taking care of it so that correct data will show on graph under Sales Analysis view. |
8. | If this happens, follow the documentation on the How to Resend Data from AGRIS page / section below. |
9. | After you Resend Data from AGRIS, graphs like the following should be available in Insight. |
When the above steps are complete, you will need to Resend Data from AGRIS to Insight using the steps below.
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