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The activation of the integration connector can be done from BSS Setup. For creating a new NAV instance you must navigate to BSS > Setup > System Options > Systems Setup and select the Activate action for the NAV connector. You will be asked to set a unique name for the new instance that will be created.

You will then redirected to the "Edit Integration" page of the new instance where you must press Save for the creation to be completed.

The new instance is now available in the list of "Enabled Connectors". From this section, by selecting "Settings" you can configure your instance.

Defining your Installation URL and the Server Variables


You enter a meaningful name for the instance and then select "MS Dynamics NAV oDATA" from the Web API drop-down list. Then enter your installation's Server URL  and the Server Variables


If MS Dynamics NAV is installed on premise on the same network as BSS and the default MS Dynamics NAV settings are set,
the URL will be something like "http://192.168.41.28:7048/NavisionInstanceName/ODataV4/Company({company})"


Some variables from MS Dynamics NAV cannot be mapped and therefore server variables must be used for this scope. The needed values are already defined in the installation but they can be overridden by using the provided text boxes. Below chapters include all defined variables along with an explanation and example for each one.

Server VariableUsed For

Generic product posting group

Products synchronization

Generic business posting group

Accounts synchronization

VAT product posting group

Products synchronization

VAT business posting group

Accounts synchronization

Customer posting group

Accounts synchronization

Journal template name

Payments Synchronization

Journal batchname

Payments Synchronization

Bal account Id

Payments Synchronization

Bal account name

Payments Synchronization
Bal account typePayments Synchronization


Since MS Dynamics NAV can be installed with multiple companies in the same server, company variable must be used in the Web API url in order to be able to authenticate to the correct MS Dynamics NAV instance.

Company name is visible to each MS Dynamics NAV client, on the navigation bar

product posting group / VAT product posting Group

These values are mainly used for product synchronization (and every model that contains product such an invoice). In order to identify the correct values or add new ones, the  MS Dynamics NAV administrator must navigate to Departments → Administration → Application Setup → Financial Management → Posting Groups and Tax Posting Groups respectively.

Example of Generic product posting group

Example of VAT product posting Group

Generic business posting group / Customer posting Group

These values are mainly used for customer/account synchronization (and every model that contains product such an invoice). In order to identify the correct values or add new ones MS Dynamics NAV administrator must navigate to Departments → Administration → Application Setup → Financial Management → Posting Groups.


Example of Generic business posting group

Example of Customer posting group

This value is mainly used for customer/account synchronization and order . In order to identify the correct values or add new ones MS Dynamics NAV administrator must navigate to Departments → Administration → Application Setup → Financial Management → Tax Business Posting Groups.


Example of VAT business group

Bal Account Id \ Bal Account Name \ Bal Account Type \ Journal Template Name \ Journal Batch Name

These values are only used for pushing payments from BSS to MS Dynamics NAV and specifically on the path for updating payments. In order to identify the correct value for Journal Batch Name or add new one MS Dynamics NAV administrator must navigate to Departments → Financial Management →  Payables → Payment Journals. A list of available payment journals will appear. By clicking on the Batch Name drop-down menu a new window will popup that presents all the available General Journal Batches.

From this window administrator can identify or add new entries for

  • Journal template name(Column "Name")
  • Bal. Account Type(Column "Bac. Account Type")
  • Bal Account Id(Column "Bal. Account No")


Example of General Journal Batches

For payments synchronization Journal Template Name should be always set to Payments


In order to identify the Bank Account Name or the G/L Account name MS Dynamics NAV administrator must navigate to Departments → Financial Management → Cash Management → Bank Accounts , Departments → Financial Management → General Ledger → Chart of Accounts respectively.

Example of Bank Accounts

Example of G/L Accounts

CreditType Id for invoices/ DebitType Id for invoices

Navigate to BSS > Setup > Billing > Invoices > Invoice Types right click on the checkbox of the desired invoice type and select Inspect Element for a Debit or Credit type

In the related inspection results, locate the value that you need to add.

Authentication


A valid username and password must be set in the corresponding textbox in order for BSS to be able to authenticate itself with the MS Dynamics NAV. On ready-to-use instance only the default authentication method of MS Dynamics NAV is supported (Basic Authentication / Network Credentials).


Check Authorization


A valid x-authenticationfull url should be filled in the JSON transformation in order to be able to check Authentication. The URL must be the same with the Server URL but with the part "/Company({company})" replaced with "/get".
i.e a valid format is http://192.168.1.23:7048/DynamicsNAV100/ODataV4/get



Check Authorization is only available for MS Dynamics with ODataV4 enabled.

Synchronization Options


This table presents all available operations for the supported entities. In order to be able to sync an entity, the corresponding action must be checked.

Check Supported Push and Pull Methods for more details

Synchronization Lookups


Lookups enable the mapping between entities that cannot be synced with Integration Framework. For each of  these entities a table is available with all the available values in BSS. To map any of these entities and values the relevant value from the MS Dynamics NAV entity must be set, in order to be used during synchronization.

For the NAV connector the following lookups must be setup:


PushPull
Account

-

-

Contact

-

-
Product

-

-
Invoice

-

-
Invoice Items

-

-
Orders

-

-
Order Items

-

-
Payments

Payment Method → Navision Payment_Method_Code 


-

Currency

Currency → Currency_Code

Currency Currency_Code

Below is an example of Payment Type lookup between BSS and MS Dynamics 


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