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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Can I import a PM Invo...
Microsoft Dynamics GP (Archived)

Can I import a PM Invoice/Credit Memo with line items?

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Posted on by Greg Kujawa 385

I have access to several GP add-ons, such as VSTools, Integration Manager, and eConnect. Although far as I've seen I cannot seem to find an automated method to import in PM transactions with underlying line item detail. The goal is to take a text file I've exported from a third party system and port it into GP as either PM invoices or credit memos depending if the line items are a positive or negative quantity value.

Looking at eConnect samples as well as sample IM objects all I see are methods to created PM transactions with summary-level data, without line items. If it is possible to accomplish this please point me in the right direction, as I'd prefer something that doesn't involve the enduser going into GP and pulling down some menu function I've created through VSTools. A quick batch file pointing to an IM or eConnect routine would make things more automated.

Thanks!

 

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  • Suggested answer
    CU15051155-0 Profile Picture
    CU15051155-0 262 on at
    Re: Can I import a PM Invoice/Credit Memo with line items?

    You cannot have line items for PM Invoices and credit memo. Its only like a summary level.

  • Suggested answer
    Victoria Yudin Profile Picture
    Victoria Yudin 22,768 on at
    Re: Can I import a PM Invoice/Credit Memo with line items?

    Greg, if you were to do this using the GP user interface, instead of importing it, where would you do this?  What GP window(s)?

    The reason I am asking is that typically, in the Payables Management module (PM), there is no such concept as 'line items'.  So unless I am misunderstanding what you are asking, this is just not possible in GP.

    However, perhaps you mean that you want to import Purchase Order Processing (POP) transactions - those do have line items and when posted will, in turn, create transactions in the Payables module.

  • Richard Whaley Profile Picture
    Richard Whaley 25,195 on at
    Re: Can I import a PM Invoice/Credit Memo with line items?

    You need to have two tables to import, one with the document headers (invoice header data) and the second with line item data.

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