Import Vendor Bank Information for EFT for PM

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Posted on by Jim Lines

Hi,
Client is on GP 10 and I've just activated EFT for Payables Management. I am setting up the module in the test company and wonder if there is a way to import the vendor bank information? I didn't see anything in Integration Manager (templates). I did see a reference to eConnect but nothing in detail.

Any advice is appreciated!

Jim Lines

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Nope. Best to do a macro?

Ian.

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Jim Lines 4 on at

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Thanks Ian. Sounds like I'll be writing a macro.

Cheers,

Jim

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srusoff 175 on at

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Hello,

I tried creating a macro to accomplish this by having the Vendor Address screen open and enter in the Vendor ID and Address ID and then select EFT Bank command button to open the Vendor EFT Bank Maintenance Screen and enter in the rest of the data and when complete close out the screen and then save the record and stop the macro.

But when I prepare the macro to import the rest of the data I get the error Macro Command Not found (Line #2)

Thanks,

Scott

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L Vail 65,271 on at

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Hi Scott,

I've always put it in a spreadsheet, saved it to a tab delemited file and then used the Import Utility to slam it into the table. The name of the table is Address Electronic Funds Transfer Master (SY06000). It's a simple import, only 1 table involved.

I'm pretty good with macros, if you email it to me, I feel certain that I could get it working for you.

leslievail@earthlink.net

Kind regards,

Leslie

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L Vail 65,271 on at

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What's on line 2?

If you already have the form open, you should have something like:

CheckActiveWin dictionary 'default' form 'PM_Vendor_Address' window 'PM_Vendor_Address'

TypeTo field 'Vendor ID' , 'WHATEVER'

MoveTo field 'Address Code'

TypeTo field 'Accress Code' , 'WHATEVER'

I would use the Word mail-merge and make a giant macro that will type them all in for you.

Let me know if I can help. Here's what a simple macro looks like that just does two vendors (with limited information :))

Kind regards,

Leslie

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Hi Leslie,

I see where to import the excel file however, I do not know the format of the spreadsheet you are referring to. Can you send me an example of how I need to lay out the file?

Thank you,

John

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Jim - Did you ever get this resolved? I am having a similar issue with GP 2015. - Jacqueline

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Jim Lines 4 on at

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Hi!

Wow, it's been nearly 7 years since I posted this! I'll try to remember what I did for this, but it's not likely I'll find something. If I don't, I wish you the best of luck finding a solution (and posting here!). If I do, I'll get back to you! Thanks!

Jim

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Using the Vendors table, Modify to add the Address Electronic Funds Transfer table.

Lind to Vendors table. Link Method=Left Outer..

Match the Vendor ID#'s.

Add the columns you want to see in your report.

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