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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Integration Manager PM...
Microsoft Dynamics GP (Archived)

Integration Manager PM Transaction

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Posted on by joseytang 1,800

We are using GP 2013 R2 version.  We would like to use the existing PM Transaction Template in Integration Manage Tool to upload all the PM transaction data.

In the PM Transaction Template, they have 2 sources.  One is the "PM Header" and the other is "PM Distributions" .   In our Upload Excel format, we have prepared all the data that match with the fields names in PM Header.  Same as we did in "PM Distributions".  However, we clicked the "Preview our source file" in PM Distribution.  We couldn't see our source data there.  The one (PM header) seems to be fin.

Do you know how I can trouble-shooting?  I have checked "Mapping" button, it seems to be fine.

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  • Verified answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at

    Have you checked the options for the PM transaction integration ? For each field, you should set a rule to use the data from source.

    Check this video for a quick review of the steps to follow, Integration Manager PM Transaction

    Your feedback is highly appreciated,

  • joseytang Profile Picture
    joseytang 1,800 on at

    Hi Mahmoud,  

    Thanks for the Youtube video.  In fact, I followed the same thing as the video does.  All the fields have been included in PM header and PM distributions. However, when I licked the "Preview the file data" in PM distribution.  All the values such as Account, Dist Type, Debit, Credit are empty (but my source files have the values in these 4 fields).

    I have no idea why my values in my SOURCE file do not display in PM Distribution preview.

    Please advise

    Thanks,

    Josey

  • joseytang Profile Picture
    joseytang 1,800 on at

    I think I know what is going on there.  I should not separated 2 files.  I have put all the files into ONE SOURCE file, the preview displays all the fields now.  Problem is resolved.

    Thanks,

  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at

    Great !

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