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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / Currency Selection wit...
Microsoft Dynamics SL (Archived)

Currency Selection with Transaction Import?

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Posted on by JayL 35

 Greetings,

 We've been working on a transaction import process for the Voucher and Adjustment Entry screen and we recently hit a road block.  Our Accounts Payable department creates batches in several currencies.  In order to do this the very first thing they do is click the "Currency Selection" button in the top menu and select the currency from the pop up window. I can't seem to find a way to duplicate this behavior with the transaction import process.  The CTL file does not give the names of any of the controls in that menu.

Also SL does not appear to allow you to change the currency after the batch has been saved so I can't just instruct the users to change the currency after the import.

So basically what I'm looking for is a way to specify the currency of an AP batch import through the transaction import process.

Any help would be greatly appreciated.  We're currently using SL 6.5.

Thanks.

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I have the same question (0)
  • Paul Phillips Profile Picture
    Paul Phillips 590 on at

    Hi JayL,

    There is a technical article on CustomerSource that describes how to do this. Search for Article ID 844270. Here is a sample from the article (Only one currency can be used per batch, but the rate and rate type may change per line):

    Currency, CAD
    CuryRate, SPOT, 03/03/2003, .74
    "Batch",,200501,"H",100.00,
    "Document",,"VO","VENDID",03/03/2003,,03/03/2003,01,100.00,0,"A",,,,,03/03/2003,,,,,,,,,,,,,,,,,,,,,,,,
    "Transaction","N",5200,,,0000,,,,,100.00,,,,,,,,,,,,,,,,,,,,,

     

    You may be able to access the article directly through this link.

     

  • JayL Profile Picture
    JayL 35 on at

     Thanks Paul that was a huge help!  I've tested it and it seems to work.

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