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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Transaction Import - ...
Finance | Project Operations, Human Resources, ...
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Transaction Import - Voucher and Adjustment Import

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Posted on by Omarchris 71

How to modify the Voucher and Adjustment CTL file so that it can import Document-level notes for a batch when using Transaction import. Currently, the CTL file only imports the default after generating it from Microsoft Dynamics SL. So, I was wondering if there is an easy way to alter the CTL file to make the transaction import start importing notes.

I have over a hundred batches and within those batches maybe 10 or 20 Documents all containing notes at the Document-level. So, having to write/copy all those notes back to the individual documents is time consuming, and slows up the work environment.

  • Laura Profile Picture
    Laura 456 on at
    RE: Transaction Import - Voucher and Adjustment Import

    In order to import multiple batches do we need to include "call Edit_Finish(0)"  before the Case TI_Finish line in the control file to get it start a new batch?

    Our data file contains 3 levels Batch, Document, Transaction - we do this multiple times in the file to create new batches, but it will only read and create the first set and ignores the rest.

    Would hate to have separate data files for each Batch.

  • REW Profile Picture
    REW 51 on at
    RE: Transaction Import - Voucher and Adjustment Import

    Hi Justin -

    I can see the .ctl file above on 4/5 at 3:04 pm.  The only thing, she added was At line 42 to get the note text to populate.

    public NoteStr$

    public NoteStr1$

    I hope this helps!

  • JustinOP Profile Picture
    JustinOP 424 on at
    RE: Transaction Import - Voucher and Adjustment Import

    Hi Ruth -

    It just so happens I'm attempting to do something very similar and am discovering this thread after picking it up in late March! (trying to modify our existing transaction import process by adding d the "note" per Voucher and Adjustment transaction detail level import).

    If you might be willing to share a sample of the CTL file (or point me in direction of the plumbline consultant who assisted?) I'd be extremely grateful. We've been playing w/ the arrangement of the code additions to the CTL file and can't seem to get it to work! I have to imagine we're missing something simple, but its turned into a bit of a struggle. The alternative seems to be more intense customizing which we'd like to avoid if possible.

    All the best,

    Justin

  • REW Profile Picture
    REW 51 on at
    RE: Transaction Import - Voucher and Adjustment Import

    This was resolved with help of Plumbline consultant - allelujah!

    public NoteStr$

    public NoteStr1$

    Add to main section before "Sub ProcessImportLine( LevelNumber%, Retval% )"

  • REW Profile Picture
    REW 51 on at
    RE: Transaction Import - Voucher and Adjustment Import

    Yes that was just my last "hail Mary".  Normally the field doesn't have quotation marks.

  • MARC_ Profile Picture
    MARC_ 626 on at
    RE: Transaction Import - Voucher and Adjustment Import

    Just to confirm, have you tried running it where the http site (on your test data file) does not have quotes around it?  

  • REW Profile Picture
    REW 51 on at
    RE: Transaction Import - Voucher and Adjustment Import

    4010000_5F00_notes.txt

    You are wonderful.  Thanks for your time.

  • MARC_ Profile Picture
    MARC_ 626 on at
    RE: Transaction Import - Voucher and Adjustment Import

    I'm not sure if i'll be able to figure it out or not, but try saving the .ctl file as .txt and uploading it. see if that works.  

  • REW Profile Picture
    REW 51 on at
    RE: Transaction Import - Voucher and Adjustment Import

    Thanks Marc,

    I'm using ImportField(33) which is the  next field after 32 which inserts correctly.  This is a customized screen with fields from MaxQ technology so there is a checkbox possible in the 33 position, so I tried it with 34 and it was still null.  I feel like I tried every permutation at this point. The forum editor won't let me upload the control but here is the single instance file and what is getting inserted if that helps illustrate. We just pasted the note text in manually today.

    [View:/cfs-file/__key/communityserver-discussions-components-files/35/2102_5F00_acstran_5F00_onerecord.txt]Notes_5F00_Inserted.JPG

  • MARC_ Profile Picture
    MARC_ 626 on at
    RE: Transaction Import - Voucher and Adjustment Import

    And you are sure that the value you are mapping in the NoteStr1 = ImportField(?) is the correct excel column with the note? 

    Marc

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