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Microsoft Dynamics GP (Archived)

Integration Manager header and detail single source

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Posted on by Rob Klaproth 1,730

I am trying to import a Concur standard expense report as a payables transaction in GP.  The way they are exporting the data out of concur, the first line contains the header and then subsequent lines contain the detail (distributions).

Unfortunately, these lines are different, i.e. header line columns are NOT the same as the detail line columns.  Is there a way to make this work in Integration Manager or will I need to cut and paste the header lines out into a new file?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Integration Manager header and detail single source

    For filtering you will need to define col a  = "H"  or col a ="L"  not like col a contains a decimal.

    For concur you should be looking at connect instead of integration manager.   e-connects allows you to automate the entire process.  Integration manger would require manual intervention.

  • Rob Klaproth Profile Picture
    Rob Klaproth 1,730 on at
    RE: Integration Manager header and detail single source

    The header line has only the $ amount of the expense report and no other columns, so the column count wouldn't be the same.  I guess we could add something indicating it's the header, but we're trying to make this an automated process.

    In terms of identifying the difference, column A on the header lines will contain a decimal because it's a dollar amount, but column a on the detail is a date field so maybe I could use the filter on A looking for a . and on b looking for no . ??

  • Suggested answer
    Ian Grieve Profile Picture
    Ian Grieve 22,782 on at
    RE: Integration Manager header and detail single source

    If there is something on the lines which identify them as header and detail lines you could set up two sources, using the same source file, and apply filters on the source to only use the header and detail lines as appropriate.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Integration Manager header and detail single source

    1) Are the column count same for header lines and detail lines  ?

    2) Is the a column identifying the line type (header vs detail ) ?

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