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Microsoft Dynamics GP (Archived)

integration manager

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Posted on by Louella 65

How can I get the integration manager template to accept the debit portion of a journal entry? 

I use the same template to import journal entries into GP 2010 and have no issues copying/pasting transaction details from one excel worksheet to the integration manager template.  However, I have one big journal entry that contains links and multiple transactions lines.  Every time I copy/paste information from this worksheet to the template, integration manager can read all data lines escept for the debits.

Has anyone encountered the same issue?

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  • L Vail Profile Picture
    L Vail 65,271 on at
    Re: integration manager

    Louella,

    When I have had the problem of the data not showing in preview, it has been a data-type issue.  You can see the data type that IM selected by looking at the columns tab. Sometimes the value will look like a number, but Excel has actually formatted it as text.

    To solve the problem, depending on which way it is going, I have used formulas to change the strings to numbers, or added some rows to the top of the column so that Excel will read the right type of data. The string problem often happens if I want it to be a string, but the first items in the list are numbers.

    Take a look and let us know what you find.

    Kind regards,

    Leslie

  • Louella Profile Picture
    Louella 65 on at
    Re: integration manager

    I am using paste as values and the excel versions on both source and IM template are the same.

    When I use this particular source and preview in IM, I cannot see the debits.  However, when I use a difference source, copy over the information on the same template, I can view the debits.  All this witout me changing anything in IM or the excel template except for the source data.

    It is really frustrating since I have even gone as far as to re-create the source file from scratch just to ensure the excel version and have ensured none of the values are attached to any cells that have calculations on them.

  • Victoria Yudin Profile Picture
    Victoria Yudin 22,766 on at
    Re: integration manager

    I have seen this happen when copying and pasting between different versions of Excel and/or when there is a lot of custom formatting in Excel. Leslie's suggestions are right on - you want to make sure you're pasting values only and then confirm that first Excel, then Integration Manager is "reading" them correctly as numbers.

  • L Vail Profile Picture
    L Vail 65,271 on at
    Re: integration manager

    When you paste it, are you pasting the values?  Also, when you paste it do the cells retain their format as 'numbers' and not 'text'?

    When you preview your source, can you see the debit amounts?

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