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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Originating Master Nam...
Finance | Project Operations, Human Resources, ...
Suggested answer

Originating Master Name missing from integration manager upload of bank transactions

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Posted on by Community Member

When uploading the bank transactions to GP through Integration Manager we are requiring the Orig. Master Name field to be populated so that we can report on this field (and also ideally but not essential the Orig. document number, Orig. TRX source).

Is there a way that this can be done? Uploading as a journal seems to be the fastest way of entering the information but leaves these fields blank, or is there another way that would be more efficient & populate the required fields as well?

Thanks for your help

Categories:
Microsoft Dynamics GP
  • Suggested answer
    Derek Albaugh Profile Picture
    Derek Albaugh on at
    RE: Originating Master Name missing from integration manager upload of bank transactions

    Looking at the 'Bank Transactions-Receipts' sample integration for Integration Manager, in the mappings, I don't see anything really for Orig. Master Name, it's actually pretty basic with just type, checkbook ID, currency ID, card name, Trx date, posting date, amount, etc.

    There is a Originating Debit and Originating Credit, but not Trx source or document number.

    The taBRBankTransactionHeader procedure for eConnect doesn't look to have these variables by default either, though with eConnect, you can modify the Pre and Post procedures as needed to potentially add the required information you need, so that may be an option.

    There may be others in the Community that have suggestions as well, so hopefully we'll hear from others.

    Thanks,

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