Paladin can transfer your daily accounting totals to your Microsoft Dynamics GP (formerly Great Plains) general ledger and automatically create payable transactions in Microsoft Dynamics GP Enterprise Resource Planning (ERP) software from received purchase orders.

This article provides instruction and information on the following:

How Microsoft Dynamics GP works

When you receive a purchase order, Paladin creates an accounts payable event called a Payables Transaction Entry in your Microsoft Dynamics GP Enterprise Resource Planning (ERP) software.

Microsoft Dynamics GP Enterprise Resource Planning (ERP) Payable Transaction Entry
Figure 1: Microsoft Dynamics GP Enterprise Resource Planning (ERP) Payable Transaction Entry

When the Payables Transaction Entry is created, both the Voucher No. and the Document Number incorporate the date and time that the purchase order was received. This guarantees that these IDs are unique. In addition, the Voucher No. is also prefaced by the Paladin purchase order number, and the Document Number is prefaced by a value that you define. The formats for these values are:

Value Format
Voucher No. ###.YYMMDD.HHMMSS
Document Number XXX.YYMMDD.HHMMSS

The following conditions apply:

  • ### is the Paladin purchase order number.

Note: The length of the purchase order number can vary. However, if the purchase order is greater than 999, then the Voucher No. is shortened. For more details, refer to the About truncation section in this article.

  • XXX is the user-defined value set in Paladin. The default is PAL. 

Note: The Document Number will be shortened if you define a value more than three characters. For more details, refer to the About truncation section in this article.

  • YYMMDD is the two-digit year (YY), month (MM) and day (DD) the purchase order was received.
  • HHMMSS is the two-digit hour (HH), minute (MM) and second (SS) that the purchase order was received.

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About truncation

The Voucher No. and Document Number values cannot be more than 17 characters long. When this length is exceeded, the value is shortened by removing characters from the left of the date and time.

For example, a five-digit purchase order number 12345 would create a Voucher No. 19 characters long. To shorten it, two values would be removed from the left of the date, and the value would become 12345.MMDD.HHMMSS.

Similarly, a 13-character Document Number prefix would remove all of the date and most of the time and create a value in the format abcdefghijklm.MSS.

To set up Paladin to connect to your Microsoft Dynamics GP Enterprise Resource Planning (ERP) software, contact Paladin Support.

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About PO reversal

In Paladin, you will be prompted for a manager’s credentials to reverse a PO that has been transferred to Dynamics GP. You must also remove the corresponding vendor bill from Dynamics GP.

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If you have questions or suggestions about this information, contact support@paladinpos.com.

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 3/29/24