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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / Automating Transaction...
Microsoft Dynamics SL (Archived)

Automating Transaction Import

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Posted on by Community Member Microsoft Employee

we currently have a process that involves creating a CSV of invoice data, which is then imported into Dynamics SL everyday. I was recently asked to automate this import step so that it can be performed without human interaction.

I have no experience with Dynamics SL at all, and I've been looking through the documentation and I'm not really sure where to start, or if this is even possible. Will this require me to write code?

Sorry if this post seems directionless and fragmented, every time I think I'm on the right track I've hit a dead end or broken links.

*This post is locked for comments

  • THansen Profile Picture
    THansen 95 on at
    RE: Automating Transaction Import

    (Sorry- this was a reply to Carolyn, not the original post)

  • THansen Profile Picture
    THansen 95 on at
    RE: Automating Transaction Import

    I'm in a similar position- trying to do what should be a pretty basic import via the object model. I'm looking at the "Object Model Reference Guide - Release 2011". Is that what you refer to as the "Object model user guide"? I see a help file version of this in the SL install folder.

    I'm looking for something beyond a reference- an introduction to programming with the object model, not just the API itself. 

    Thanks!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Automating Transaction Import

    Hi Perumal

    as for the Solomon Object Model it is very confusing im assuming these are the general steps i'll be taking

    StartApp&Automate function and do the automation part

    the transaction import in the system manager guide the code that is written in it is not recognized in my editor for some reason ???

  • Ram Peru Profile Picture
    Ram Peru 2,830 on at
    RE: Automating Transaction Import

    Hi Amr,

    There are 3 ways you can automate the Invoice creation process.

    1.Solomon Object model as Carolyn kolpien said earlier.

    2.Transaction Import - refer the system manager user guide which can be found in User Guides folder of SL Root folder.

    3.SQL Injection - You can simply do the insert query on batch,ARDOC,ARTran table. You have to use the bulk insert concept to insert the records from Excel into SQL table.

    This may give an idea about automation.

    Thanks,

    Perumalsamy R

    **This posting is provided "AS IS" with no warranties and confers no rights.

  • Carolyn Kolpien Profile Picture
    Carolyn Kolpien on at
    RE: Automating Transaction Import

    Hi Amr,

    Start out with the Object Model user guide which can be found in the SL install folder.  Let me know if you have trouble finding the guide or have additional questions.

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