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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / One Time Vendor Upload...
Microsoft Dynamics SL (Archived)

One Time Vendor Upload for Microsoft Dynamics SL v. 7.0 Feature Pack 1

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Posted on by Community Member Microsoft Employee

Hello,

We upload roughly ~120 new vendors a week to our system, and I'm attempting to create the control macro necessary for this process so I don't have to manually enter each one every week (1-2 hours worth of time). However, I can't seem to find a solid, accessible template that I can use to begin this process.

This post has been very helpful in explaining some of the procedure to me but not all. For instance, the example Excel template Jenny uses at the end is extremely useful but for the vouchering process. Because the Vendor Maintenance screen has multiple tabs, I'm not sure if this would require additional levels or some other alteration to the template. Please help!

Can someone explain this to me in less technical language? With a template I could use to get rolling?

Thanks in advance,

Jenna

*This post is locked for comments

  • John_Joyce Profile Picture
    John_Joyce 1,040 on at
    RE: One Time Vendor Upload for Microsoft Dynamics SL v. 7.0 Feature Pack 1

    Hi Jenna, I'd be happy to try to connect with you via remote meeting & review this together. It appears you're close to getting the import set-up properly.

    Feel free to email me at JJoyce1215@gmail.com at your convenience.

    Thanks,

    John

  • Butch Adams Profile Picture
    Butch Adams 4,757 on at
    RE: One Time Vendor Upload for Microsoft Dynamics SL v. 7.0 Feature Pack 1

    So when you tried to run this in your Transaction Import screen, it should have created a log file in the location you told it to in the last field. It should give you some insight into what the problem is.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: One Time Vendor Upload for Microsoft Dynamics SL v. 7.0 Feature Pack 1

    Hi Butch,

    Hope you're still around. So we get something to populate after we click OK in the Macro Generator. A shortened version of it looks like this:

    "Vendor,cvendid,cvendclass,SAFCombo1,cname0,cterms,cmultichk,ccuryid,ccuryratetype,cname1,cattn1,csalut,caddr1,caddr2,ccity,cstate,czip,ccountry,cphone,cfax,cemail,cremitname,cremitattn,cremitsalut,cremitaddr1,cremitaddr2,cremitcity,cremitstate,cremitzip,cremitcountry,cremitphone,cremitfax,cvend1099,ctin,cdfltbox,cconttwc10990"

    I tried creating an Excel file that is formatted with the appropriate fields in this order and the macro will not create.

    Any advice? Thanks in advance!

    Jenna

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: One Time Vendor Upload for Microsoft Dynamics SL v. 7.0 Feature Pack 1

    Hi Butch,

    Thanks for your quick reply! I'll take a look at this solution further on Monday morning. I know we were trying the 'intelligent' files first, so hopefully this simple path will give us what we need.

    Jenna

  • Suggested answer
    Butch Adams Profile Picture
    Butch Adams 4,757 on at
    RE: One Time Vendor Upload for Microsoft Dynamics SL v. 7.0 Feature Pack 1

    Under administration, there is a screen called Control Macro Generator. That will create your template for you.

    If you generate a "simple" file, it will give you a layout that you can follow for your data. If you use intelligent, you can take control of the layout, but you'd need to understand how to code a bit for it to be useful.

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