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Microsoft Dynamics SL (Archived)

Transaction Import Templates

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At a past users group meeting I attended it was mentioned about some A/R Transaction Import templates for Dynamics SL2011.

Does anyone know anything about these? Our A/R people are still doing manual entry into the Invoice & Memo screen (08.010.00).

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    on at
    RE: Transaction Import Templates

    What type of invoice template are you trying to locate? The intelligent TI control macro contains the active fields that could be referenced on an entry screen, and many of those fields are left with default values when entering transactions. Reviewing the required field entries and removing the ones that are not required constitutes most of what would be considered setup of an import "template". The System Manager manual contains instructions on setup of TI. This is an old post, hopefully you've been importing entries since posting this question.

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