Product: Dynamics GP (Standard/Advance)

Article Link: https://help.truecommerce.com/en/articles/15139226-dynamics-gp-standard-advance-configuring-partner-setup

Partner Setup links your Dynamics GP (Standard/Advance)'s Customer Card with the Trading Partner found within Transaction Manager by assigning the Customer ID for that card within the Partner Setup table.

This Customer Code will then be used to control which Customers can be Imported or Exported with Transaction Manager.

The Customer Card within Dynamics GP (Standard/Advance) utilizes the Customer ID (also known as the Customer Code)

Navigate: Cards → Sales → Customer

You'll need to use the Partner Setup screen within the Trading Partner settings of Transaction Manager so that your Customer Card within Dynamics GP (Standard/Advance) can be referenced by Transaction Manager during Importing and Exporting.

You can either do this using our Sync Partner function which will search against your Customer Cards within Dynamics GPA or you can enter it manually using the Add Partner option.

It is recommended to utilize the Sync Partner option within the Partner Setup screen

which will allow Transaction Manager to pull the exact Customer ID from Dynamics GP (Standard/Advance) in the exact format needed.

Navigate: Trading Partners → (Trading Partner) → Translations → Partner List

Select: Sync

Enter: Search Criteria (Optional)

Select: Magnifying Glass (Inside Pull-Out Drawer)

Select: Desired Dynamic's GPA Customer ID

Select: Sync Selected Business System Partners

You can also manually add your Dynamic GP (Standard/Advance) Customer ID into the Partner Setup by using the Add Partner button.

Navigate: Trading Partners → (Trading Partner) → Translations → Partner List

Select: Add Partner

Enter: Customer ID from Dynamics GPA

rev 5/15/2026