Page History

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• Verify if the package installation was completed successfully and check for the 'Deployed' status of the DBSync Invoices object.

• Go to Setup ? Create ? Custom Objects menu to verify if the "Invoices" object has Deployed status. If it is not, click edit button adjacent to the Invoice object, and mark Deployed as checked, and click on 'Save' button.

• Follow the next steps to include DBSync fields into Page Layout.

• Go to Setup ? Customize ? Account ? Page Layout. Click on edit and drag 'GPCustomerID' field on the page layout. Save the Account Page Layout.

• Go to Setup ? Customize ? Contact ? Page Layout. Click on edit and drag 'GPContactID', 'UniqueContactID' fields on the page layout. Save the Contact Page Layout.

• Go to Setup ? Customize ? Opportunities ? Page Layout. Click on edit and drag 'DOC ID', 'Doc Number', 'GPTransaction', ' GPTransactionID',' TransactionType' and ' Primary Contact' fields on the Page Layout.

• Go to Setup ? Customize ? Opportunities ? Opportunity Products. Click on edit and drag 'GP TransactionID' field on the Page Layout.

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• After completing the process of adding all the necessary fields to the Opportunity page layout, click on the Save button on the top left had corner of the Opportunity Page Layout window to commit all the changes.

• Go to Setup ? Customize ? Opportunities ? Fields, and under Opportunity Custom Fields & Relationships section, click on New button to create a new custom field of Data Type "Auto Number" in Opportunity page layout with the following parameters.
  • Field Label : Auto Doc Number
  • Display Format : DBSYNC{000000}
  • Starting Number : 1
  • Field Name : Auto_Doc_Number

• Click on Next and make sure all the check boxes under Visible column are checked. Once done, click on Next and make sure Opportunity Layout is marked as checked on the subsequent page and click Save to commit all the changes.

• Go to Setup ? Customize ? Product ? Page Layout to move 'GPProductID, 'Location Code, 'Product Type' and 'Unit Of Measurement', 'PriceLevel', 'Class ID' and 'Currency ID' field to the Product layout.

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• Once launched, you will be redirected to DBSync console page in the next tab.

• Click on manage ? edit to navigate to adapter configuration page as shown.

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