Skip to main content

Notifications

Announcements

Join us in the Community for an AMA: December 12th Register Today
News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / How to upload Project ...
Microsoft Dynamics GP (Archived)

How to upload Project Accounting Contracts and Projects with Budget in GP 10

(0) ShareShare
ReportReport
Posted on by berllygc 85
Hi All, Can someone help me? pLease?? I'm having a problem in uploading contracts and projects in PA Module. Im looking for PA Contracts and Projects upload facility in Integration Manager but I found none. I even tried to import the said templates/files directly to the database by using DTS in SQL Server Management, unfortunately when it comes to front-end GP receives an error, and I think DTS is not the best way to upload this data. Please help me I do not know what to do next. I just need to figure out how can I upload this templates since I our client have thousands of projects that needs to be uploaded. Your would highly appreciated Thanks in advance :)

*This post is locked for comments

  • berllygc Profile Picture
    berllygc 85 on at
    Re: Re: Re: Re: How to upload Project Accounting Contracts and Projects with Budget in GP 10
    Hi Hugh, Thanks so much, I'll try this one. Regards, Berlly
  • 3fd7b8e99d6646f790180beb4bfa2902 Profile Picture
    3fd7b8e99d6646f7901... 110 on at
    Re: Re: Re: How to upload Project Accounting Contracts and Projects with Budget in GP 10

    Hi,

     I use a macro to load the complete contract and project data which essentially pulls from an excel spreadsheet template.  You might consider using one macro to fill contract data and another to fill project data.  The templates must be completed for both the contract and projects along with all the cost categories, accounts, customers etc.

    I have found the macro approach superior to the SQL approach, it is faster and populates ALL the tables properly.

    Hope this helps,

    Regards,

    Hugh

  • 3fd7b8e99d6646f790180beb4bfa2902 Profile Picture
    3fd7b8e99d6646f7901... 110 on at
    Re: Re: Re: How to upload Project Accounting Contracts and Projects with Budget in GP 10

    Hi Berlly,

    I utilize excel templates that contain the basic information to populate the Contract Maintenance card, Copy from template data, segment override data and have a macro that pulls in the Contracts and calls the copy from template and autofills the project budgets based on the templates.  This approach requires that contract templates and project templates be completed (also all the cost categories, gl accounts that will be needed for seg overrides etc.).  It does take a few hours to fine tune the spreadsheet and macro but is much simpler and faster than SQL and populates all the proper tables like note indexes and account indexes.  I use one macro but you can split it up to create one to populate the Contracts and another to populate the Projects.

     Regards,

    Hugh

  • berllygc Profile Picture
    berllygc 85 on at
    Re: Re: How to upload Project Accounting Contracts and Projects with Budget in GP 10

    Hi Sandip Jadhav,

     Thanks for this valuable information. It will help me a lot, however I do not know how to write scripts I'm not a programmer, is there a way a consultant like me can do an integration without doing so much programming?

     Again thank you so much!

     

    Regards,

     Berlly Castillo

  • sandipdjadhav Profile Picture
    sandipdjadhav 18,265 on at
    Re: How to upload Project Accounting Contracts and Projects with Budget in GP 10

    You need to write your own custom Integration , Use SQL profiler to see which StoreProcedure is using to insert into Project Maintenance Table.

    Use the following SDK to find the Table Information.

    https://mbs.microsoft.com/customersource/downloads/servicepacks/software+development+kit+(sdk)+for+microsoft+dynamics+gp+10.0.htm?printpage=false&stext=Dynamics SDK

     I have done same thing for PA Inventory Transfer , wrote my own integration script using C#.

     Thanks

    Sandip Jadhav

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join us in the Community for an AMA: December 12th Register Today

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans