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I will like to import credit card transactions into AX7 into travel and expense module. Previously in AX 2012 it was possible to do it will the help of AIF but cannot figure out how to map and import the file in the newest version.
Does anyone have experience with this?
Naweed from Scales group
Most likely, you want to use data entities and either import them through Data Management workspace, or OData services.
Please check expense management - periodic tasks - credit card transactions. This form has an Import functionality similar to what was available for AX2012.
There is even a standard 'credit card transactions' entity available as mentioned by Martin.
Yet, I have not tested and check this entity.
This exercise is up to you.
Thanks i will check this out.
Did you manage to import credit card transactions from "T&E/ Periodic/ Credit card transactions" using the data entity (Credit card transactions)?
In USMF, I am attempting to import for Lars Giusti. I am struggling with the following error
Results. The credit card import can't be completed because Card number 2222 is not mapped to an employee. To continue, map the card to an employee.Results. Validations failed while writing entity record
I have checked the Worker (000013)/ Expense/ Credit cards and Card Id: 2222 is mapped to Payment method: CreditCard and CardType: AMEX.
Can you post the exact message of the error message that yu received?
Is this the one that you posted in italics above?
How does the file look like that you try to import?
Hi, I am getting error "You cannot save a credit card number for the card ID. Contact your expense administrator"when try map the credit card with employee.
There is inbuilt functionality in Expense module in Periodic section which Defaults you entity "Credit card transactions" to import credit card transactions , you can try using that
I'm looking for the file format and a credit card sample file for USMF? can anybode share this with me?
I am sort of working as of now on the same legal entity. I am attaching the sample from excel file that i am using in USMF legal entity for worker Lars Giusti. you can save it in an excel file and import.
Hope it helps your cause.
I think you need to provide value for credit card as 2222222222 that should help as today i was able to successfully import one row for a worker same as mentioned by you.
you need to provide value for credit card as 2222222222. I used same for Lars Guisti and it worked fine for me.
We have a problem statement to import GL 1025 format AMEX credt card statement in D365FnO v10 . Through several blogs i got to know that i can use Credit Card Transactions entity to import data . Can someone suggest how to map AMEX incoming file with single entity or which format i should pick either excel or xml to go forward.
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