Doc Date Verify Tool via Integration Manager

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Posted on by Napolo

766

HI-

I have PSTL downloaded, and I have activated the Doc Date Verify tool. It works great for daily data entry. However, during Integration Manager, the team has been able to transpose the dates and we are still experiencing doc dates posting through for future years.

This link was helpful to me, however, I am wondering if there is a way to identify the same during the Integration process.

https://community.dynamics.com/gp/b/gpfrankhamelly/archive/2010/01/12/gptip42day-document-date-verify

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Tim Foster 8,515 on at

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Nicole,

What do you want to happen when the "bad" dates are encountered? Reject the record or import and warn?

Tim

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VJ Shah 373 on at

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Hi Nicole -

The best way to address this is thru the Scripting available via IM framework. The script library comes with a list of examples on how to do this. You will want to change your document date mapping to use the Script instead of mapping to a field. Within the script, you can either lookup against the open fiscal periods date range or use the current date to evaluate their input.

Hope this helps.

Thanks, VJ

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Bill Campbell 12 on at

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Nicole, you have found one of the weak links in the PSTL I think and that is it does not appear to validate (at least I have been able to make it past) all dates in the IM system.

I have run into similar problem and only by checking the data after import have we saved our selves hundreds of man hours in data repair.

I have to like the suggestion from RSS regarding the idea of using the scripting feature in IM while running the IM - however, I am not sure how to make it work - I am hoping to review this myself and see what it might take.

If you get it reviewed and tested first, be sure to post your response here for others to learn from.

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Napolo 766 on at

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Tim - I would like for those transactions to be rejected.

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Napolo 766 on at

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Thank you Bill, will do.

Please do the same. I believe I have located where the script should be setup, but I am not sure what vb to use. The Library doesn't appear to have the option I am looking for. Or perhaps, I am missing something.

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Napolo 766 on at

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RRS - Do you have a particular Script in mind that would reject transactions if the doc date is for a future period?

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Napolo 766 on at

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I had a little help with the script, and it works using the below. I have included the code and a screen shot of IM.

dtEOM = dateadd("m",1,Now())
dtEOM = month(dtEOM) & "/1/" & year(dtEOM)

if SourceFields("DOC DATE") >= dtEOM then
CancelDocument("The document date is in the future, document cancelled")
'msgbox("cancelled")
end if

You can paste the above code in "Before Document" option in IM.

Hope this helps.

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