Peachtree Integration Warning (#5330)

This is a list of some items to remember when integrating between Dienamic & Peachtree

1)	Customer address and contact information should be maintained in Dienamic MIS - 
which then updates Peachtree when you post invoices or export customers.  (When you post invoices, we actually also Export the customer info from Dienamic)
Ship via Codes - only use codes 1-10 which are the only codes allowed by peachtree.
Peachtree salesperson, credit terms, G1 Accounts (used for sales and taxes) must be duplicated in Dienamic Validations.

2)	Always Import Invoices into Peachtree immediately after Posting from Dienamic 
MIS – Invoice.  This will help prevent the loss of invoice batches.

3)	**************EXTREMELY IMPORTANT***************
If you have a problem when you Import Dienamic Invoices into Peachtree - DO NOT post again from Dienamic MIS invoice until the problem is resolved.  Each time you run the Dienamic MIS Invoice Posting you override the previous import file.  If you have not successfully Imported the previous file, you will lose the previous invoice posting batch.

4)	When you input credit notes into Dienamic, you must use a negative amount.

5)	Do not use the N/A salesperson, credit terms, GL#, PT Sales Tax or ship via code.
These are not valid codes in peachtree.  You should be especially aware of this when adding new customers since N/A is the default for these fields.

6)	If you customers don’t import into peachtree because of an invalid code (i.e., 
salesperson) and you correct the error in Dienamic customer you need only select File, Export, Export Customers to Accounting to correct the customer import file.  This will allow you to import the corrected customer list without losing the invoice batch from your previous attempt.

7)	Your accounting configuration settings are set up on the user station - you must have
the same configuration on each accounting user computer
i.e.	Accounting type = Peachtree
	User fields set up the same
Export paths the same