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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / Importing Attachments ...
Microsoft Dynamics SL (Archived)

Importing Attachments (receipts) via Transaction Import

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Posted on by Community Member Microsoft Employee

In an initiative for efficiency and to Go-Green, we recently purchased a 3rd party expense portal. This causes us to have a lot of excess paper around for the receipts in the event we move off the 3rd party to a new system, we need hard copy records. 

Has anyone been able to successfully import receipts via the Transaction import screen (98500) via the Travel and Expense Module (TMENT) so that when I call up the reports in SL the attachments are there? Looking to add fields to the Control File. 

Thank you in advance!

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  • Erich Strelow F Profile Picture
    Erich Strelow F 2 on at
    RE: Importing Attachments (receipts) via Transaction Import

    I don't think this is possible. In fact, at least on SL 2011, there is no way to reach Attachment functions by customization, macro or TI control file.

    I've done some automated attachment processing, but using SQL manipulation.

    The sequence is sort of this:

    declare @file varchar(64)
declare @location varchar(255)
declare @cpny char(10)
declare @ref char(10)

insert into snote (dtRevisedDate, sLevelName, sTableName, sNoteText) values (GETDATE(), 'Document', 'apdoc', '')
update APDoc set NoteId=@@identity where RefNbr=@ref and DocType='VO'
/* Full syntax:  [WS_Attachment_Insert] @noteID int, @cpnyID char(10), @fileName varchar(64), @description varchar(255), @location varchar(255), @attachDate smalldatetime, @attachedByUser varchar(47) */

exec WS_Attachment_Insert @@identity, @cpny,@file,'Vendor receipt',@location,GETDATE(),'JOHNDOE'


    The example above is to attach a vendor receipt to the vendor voucher. This assumes the file is already stored in the right location. It should work only with the UNC type of attachment config. The WS_Attachment_Insert is the corresponding SQL gateway for a SL web service object model. The web service also assumes that the file is already stored.

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