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Invoice Import/Export in Dynamics SL

Posted on by Microsoft Employee

I need detailed information on what and where to pull data in Dynamics for an invoice? And, what tool should I use to Import and Export this data?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Invoice Import/Export in Dynamics SL

    I have reviewed the Object Model user guide but it did not provide me any information on how to proceed with a new project.

  • Re: Invoice Import/Export in Dynamics SL

    Hello,

    We don't supply code.  However, you can look at the Object Model user guide and it gives some useful information.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Invoice Import/Export in Dynamics SL

    Actually, I just need to import invoices in to Dynamics...

    I need some code written in SDK or Object Module using VB or C# to automatically launch TI and process Invoices.

  • Re: Invoice Import/Export in Dynamics SL

    Hello MSQ,

    Are you referring to invoices in the Accounts Receivable module?  If so, use the SL utility called Transaction Import to import invoices into Dynamics SL into the Invoice and Memo screen.  Can you explain what you want to export?  You can export the invoice to a PDF or text file while in the ROI of the Invoice and Memo Forms report.  Otherwise I'll need more details.

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