Karsten Johnson from the Microsoft Dynamics GP support and services team has published a fantastic blog article all about Installing and Troubleshooting Microsoft Dynamics GP Service Based Architecture (SBA).

Winthrop Development Consultants’ product Batch Posting Service Toolkit (BPST) allows posting as well as retrieving, creating, editing and deleting of transaction batches with REST based web service calls using Service Base Architecture.

One of the common support requests we get when people are interested in Batch Posting Service Toolkit is how to get it working. The first response to this question is “Are the standard web services provided by Microsoft with Microsoft Dynamics GP working?”.

Batch Posting Service Toolkit sits on top of this core functionality and until you can call the standard web services, such as getting a customer record or customer list, BPST is not going to work.

In the past, we have suggested contacting Microsoft support if you have any issues getting Service Based Architecture working.

Now the first step will be to consult the following articles:

• Service Based Architecture for Dynamics GP
• Service Based Architecture
• Microsoft Dynamics GP Service Based Architecture (SBA) Installation & Troubleshooting

Great job Karsten. Thanks.

[Edit] Here are the overall steps to getting Batch Posting Service Toolkit working:

1. Install Microsoft SQL Server and Microsoft Dynamics GP (should already be done).
2. Install Microsoft Dynamics GP Service Based Architecture from the installation DVD media.
3. Configure and setup Service Based Architecture as per the articles above.
4. Check that the Service Based Architecture services are started (see troubleshooting article, section Validating the Services are started)
5. Test that Service Based Architecture is working using the Help URL (see troubleshooting article, section: Verifying Access to the Help URL). For example:
   https://Server:Port/GPService/Tenants(TenantName)/Help
   https://Server:Port/GPService/Tenants(TenantName)/Companies(CompanyName)/Help
6. Install PostMan to facilitate testing.
7. Test that you have access to Microsoft Dynamics GP Data via web service (see troubleshooting article, Verifying Access to Dynamics GP Data). For example:
   https://Server:Port/GPService/Tenants(TenantName)/Companies(CompanyName)/Dynamics/Sales/Customers.xml
   https://Server:Port/GPService/Tenants(TenantName)/Companies(CompanyName)/Dynamics/Purchasing/Vendors.xml
8. Download and install Batch Posting Service Toolkit for your version of Microsoft Dynamics GP on the system providing the Service Based Architecture services. You can also install on other workstations if you want to get access to the registration and testing windows or wish to call the BSPT APIs via Dexterity, GP Power Tools or Visual Studio Tools.
9. Ensure that Batch Posting Service Toolkit is registered (or at least a 30 day trial period is active). You will need to log into Dynamics GP and go to the System >> Cards menu to access the Registration window. After registration, you might need to restart the server running the web services to get the registration activated for web service calls.
10. Make sure that the users which will be using the Batch Posting Service Toolkit have the POSTING SERVICES SERVICES Security Role granted to them via the User Security window.
11. Check the Help URLs again to confirm that PostingServices is installed and Batch and Batches objects are visible.
12. Adjust SendTimeout setting if necessary, see Batch Posting Service Toolkit manual (PostServ.pdf) for more information.
13. Ensure that PostMan is set up to NTLM Authentication for the testing web service calls.
14. Using PostMan with a GET Request Type, check that you can get a list of ready to post batches with a web service call. For example:
    https://Server:Port/GPService/Tenants(DefaultTenant)/Companies(CompanyName)/PostingServices/System/Batches(GL_Normal)
    https://Server:Port/GPService/Tenants(DefaultTenant)/Companies(CompanyName)/PostingServices/System/Batches(RM_Sales)
    https://Server:Port/GPService/Tenants(DefaultTenant)/Companies(CompanyName)/PostingServices/System/Batches(Sales%20Entry)
15. Using PostMan with a POST Request Type and add the Header value GP-Custom-Action=Post, Attempt to post a batch from the list obtained above. For example:
    https://Server:Port/GPService/Tenants(DefaultTenant)/Companies(CompanyName)/PostingServices/System/Batches(GL_Normal;Batch_Number)
    https://Server:Port/GPService/Tenants(DefaultTenant)/Companies(CompanyName)/PostingServices/System/Batches(RM_Sales;Batch_Number)
    https://Server:Port/GPService/Tenants(DefaultTenant)/Companies(CompanyName)/PostingServices/System/Batches(Sales%20Entry;Batch_Number)
16. Check in Dynamics GP if the batch has been posted or get the batch list again and confirm the batch is no longer in the list.

Please check the Batch Posting Service Toolkit portal for more information:

• https://winthropdc.com/BPST

Hope this information is helpful.

David

17-Dec-2022: Added additional articles on Service Based Architecture for Dynamics GP.
15-Feb-2024: Added guideline steps for getting BPST working.
08-Apr-2024: Added further instructions including using NTLM Authentication with PostMan.
13-Jun-2024: Added granting access to the POSTING SERVICES SERVICES Security Role.

This article was originally posted on http://www.winthropdc.com/blog.