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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Could you please help ...
Microsoft Dynamics AX (Archived)

Could you please help in solving import credit card transactions in multiple companies, actually it is working for one company where user is assigned but how to make transactions to get imported in multiple companies

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Could you please help in solving import credit card transactions in multiple companies, actually it is working for one company where user is assigned but how to make transactions to get imported in multiple companies

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  • Verified answer
    Vilmos Kintera Profile Picture
    Vilmos Kintera 46,149 on at

    You could switch the Company account / Legal entity on the status bar (bottom) of the AX client, or if you are in the main navigation screen, the breadcrumb bar on the top also allows you to pick the company from the dropdown list. You will need access for that company and also for the functionality you want to use.

    Once you have switched the legal entity, it is important to open new forms, since they retain previous company selection.

    You can also find some custom solutions to do such imports into multiple legal entities as well, for example this one: https://blogs.msdn.microsoft.com/dynamics-coe/2015/12/08/visa-vcf-plain-text-credit-card-statement-into-dynamics-ax-with-xslt/

  • Community Member Profile Picture
    Community Member on at

    Thanks for suggestion.

    Sorry if i mislead in understanding my problem.

    Actually i need to import credit card transactions in AX, so for that i took File system adapter and wrote transform file and created inbound port

    Here the file are getting imported into AX to a company where i was assigned in User form

    Example in User form i was assigned to "XYZ" companies so the import is done in "XYZ"

    so my problem is how to import same transactions in different companies like "ABC", please suggest

  • Verified answer
    Vilmos Kintera Profile Picture
    Vilmos Kintera 46,149 on at

    You may use changecompany in X++ code for tables that are not shared across legal entities, do not forget to always null out the record buffer first to erase previous company reference:

    community.dynamics.com/.../change-company-from-the-current-company-in-x-code

  • Community Member Profile Picture
    Community Member on at

    Thanks for suggestion

    Could you please suggest where should i mention crosscompany code because i don't involve any class for this requirement because i just wrote transform file which will import data from excel to related table in ax 2012.

  • Suggested answer
    Vilmos Kintera Profile Picture
    Vilmos Kintera 46,149 on at

    I assume you are using the TrvPBS* AIF document services for credit card transaction import.

    You could change company then in the TrvTrvPBSMaindataService.create method, depending on what data comes in from the TrvTrvPBSMaindata data contract (using TrvPBSMaindata table), which has dataAreaId field as well.

    They have discussed a similar topic here: community.dynamics.com/.../162703

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