Automating Transaction Import

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Posted on by Community Member

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.

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Carolyn Kolpien on at

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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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Ram Peru 2,830 on at

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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.

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Community Member on at

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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 ???

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THansen 95 on at

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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!

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THansen 95 on at

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

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