How do I pull fresh data from our GL?

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Question:

How do I pull fresh data from our GL?

 

Answer:

If you are using Planning Maestro and integrating with one of the following general ledgers, these are the steps you would follow in order to send fresh information to Planning Maestro. 

Dynamics Great Plains (GP) Dynamics Solomon(SL) Dynamics Navision (NAV) Dynamics Axapta (AX) SAP Business One (B1)
Sage 100 Sage 300 (ERP) Sage 500 Syspro OpenLink

 

  1. Launch CDI (Centage Data Integrator)
  2. Select Load and navigate to your Profile/Preference file (.xml configuration file)
  3. Verify in the Source tab or along the bottom of CDI that the Source Application shows your GL is connected
  4. Go to the Extract Data tab
  5. Click the Generate Files button
  6. Wait for the files to be generated
  7. Once complete go to the Upload tab
  8.  Click on the Upload button
  9. Wait for the Files have been uploaded Successfully dialog box to appear
  10. Repeat the steps if you have additional companies
  11. You can now go into Planning Maestro to Deploy your Plan and Cube
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