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Planview Customer Success Center

What are the best practices for all the expenses to be successfully exported to Great Plains database from Changepoint ?

Best Practices :

1. Any new GLA records (Codes) that are created should be entered in Great Plains database only.
2. The Chart of accounts should be updated automatically on a regular basis using X_CP_CreateGLAcodes. Hence, this stored procedure should run on all the Great Plains databases for the data to be consistent with Changepoint DB.
3. Now the Expense Integration can be run from Changepoint so that there is no mismatch for any GLACodes causing the export expenses to fail.