Microsoft Dynamics GP - Connection Tab Screen

Use this screen to enter the Microsoft Dynamics GP connection information.

Description of fields on the screen

Field Label Description
SQL Server Instance This is the computer name and folder location where your SQL Server is installed.For example, Computer Name\SQLExpress folder.
Database Name This value is the company database name.
Account Format These values determine the order or sequence of the Microsoft Dynamics Chart of Account number that is exported from CCC ONE.
A/R G/L Account This is the Chart of Account number for accounts receivable.
A/P G/L Account This value is the Chart of Account number for accounts payable.
Sales Tax Payable Account This is the Chart of Account number for sales tax payable.
Sales Tax Detail Code The sales tax identification value.
Customer Export Format
  • Vehicle Owner - using first and last, or company name, of the vehicle owner
    This option exports the vehicle owner contact information and creates a job number for the workfile. The job number is the workfile repair order number.
  • Use insurance company if exists on workfile
    Selecting this option exports the insurance company contact information and creates a job number for the workfile. The job number is the workfile repair order number.
  • Repair Order Number - no grouping is done by vehicle owner
    This option exports the workfile repair order number as the customer ID and includes the vehicle owner contact information.

See Also

Setting Up the Connection - Microsoft Dynamics GP

 

 

 

 

 

 

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