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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / How do I create an AP ...
Microsoft Dynamics GP (Archived)

How do I create an AP batch file within excel to import into IM?

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Posted on by CherylH 20

We have been able to import our JE's into IM, however I am uncertain how the data should be presented on the AP side.  How do I find out the order/sequence in which the data should be presented to import the AP batch file into IM successfully?

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  • Richard Wheeler Profile Picture
    Richard Wheeler 75,850 Moderator on at

    Look in your IM program folder and you will find a sample AP import file.

  • Bruce Wilkins Profile Picture
    Bruce Wilkins 570 on at

    AP Integrations usually fail because of creating the AP batch. Determine if you will add AP batch during import or import into AP batch already created. If you have default Checkbook ID in Payables Management Setup window then you can add batch during import. But if you don't have Checkbook ID in Payables Management Setup then you need to add AP batch. Then make sure you have column in upload file for Batch ID. If you have any problems I have template that works.

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