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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Importing credit card ...
Microsoft Dynamics AX (Archived)

Importing credit card transactions into AX7 / New AX

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Posted on by Naweed Amini

Hi

I will like to import credit card transactions into AX7 into travel and expense module. Previously in AX 2012 it was possible to do it will the help of AIF but cannot figure out how to map and import the file in the newest version.

Does anyone have experience with this?


Thanks

BR

Naweed from Scales group

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I have the same question (0)
  • Martin Dráb Profile Picture
    Martin Dráb 237,965 Most Valuable Professional on at

    Most likely, you want to use data entities and either import them through Data Management workspace, or OData services.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Naweed,

    Please check expense management - periodic tasks - credit card transactions. This form has an Import functionality similar to what was available for AX2012.

    There is even a standard 'credit card transactions' entity available as mentioned by Martin.

    Yet, I have not tested and check this entity.

    This exercise is up to you.

    Best regards,

    Ludwig

  • Naweed Amini Profile Picture
    Naweed Amini on at

    Thanks i will check this out.

  • AvinashP Profile Picture
    AvinashP 35 on at

    Hi Guys

    Did you manage to import credit card transactions from "T&E/ Periodic/ Credit card transactions" using the data entity (Credit card transactions)?

    In USMF, I am attempting to import for Lars Giusti. I am struggling with the following error 

    Results. The credit card import can't be completed because Card number 2222 is not mapped to an employee. To continue, map the card to an employee.
    Results. Validations failed while writing entity record

    I have checked the Worker (000013)/ Expense/ Credit cards and Card Id: 2222 is mapped to Payment method: CreditCard and CardType: AMEX.

    Any pointers?

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi AvinashP,

    Can you post the exact message of the error message that yu received?

    Is this the one that you posted in italics above?

    How does the file look like that you try to import?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi,
        I am getting error "You cannot save a credit card number for the card ID. Contact your expense administrator"
    when try map the credit card with employee. 

  • Suggested answer
    Sukrut Parab Profile Picture
    Sukrut Parab 71,710 Moderator on at

    There is inbuilt functionality in Expense module in Periodic section which Defaults you entity "Credit card transactions" to import credit card transactions  , you can  try using that

  • Veronika Filonenko Profile Picture
    Veronika Filonenko 1,261 on at

    Hi, 

    I'm looking for the file format and a credit card sample file for USMF? can anybode share this with me? 

    thanks

  • amigup1982 Profile Picture
    amigup1982 150 on at

    Hello Veronika,

    I am sort of working as of now on the same legal entity. I am attaching the sample from excel file that i am using in USMF legal entity for worker Lars Giusti. you can save it in an excel file and import.

    Hope it helps your cause.

    CCTRANSUNIQUEID AMOUNT_CREDITCARDCURRENCY AMOUNT_LOCALCURRENCY CARDNUMBER CARDTYPE COSTTYPE EXCHCODE_CREDITCARDCURRENCY EXCHCODE_LOCALCURRENCY TAXAMOUNT TRANSACTIONDATE
    2 22.5 22.5 2222222222 AMEX Meal USD USD 2.93 26/02/2019
  • amigup1982 Profile Picture
    amigup1982 150 on at

    I think you need to provide value for credit card as 2222222222 that should help as today i was able to successfully import one row for a worker same as mentioned by you.

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