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Integrating Payables Transactions

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Posted on by Jennifer Robertson

We are trying to setup a Payables Integration to integrate Payables Invoices as a batch, however we are running into issues. First I tried to use the default PM Transactions but kept running into issues with the header titles. So after reviewing some YouTube videos I tried creating a custom Payable Transaction integration entry but Integration Manager would not recognize my headers. We are using a CSV file. We do successfully use Integration Manager to integrate GL Transactions all the time.

I do not have access to the generic Pmtrx.txt file. Any help would be greatly appreciated.

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Microsoft Dynamics GP

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Derek Albaugh on at

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To verify, you've looked at the sample 'PM Transaction' integration for Integration Manager and that didn't help you with the setup?

I'll see if I can add the Pmtrx.txt file here, for Integration Manager.

When you mention that you're running into issues with the header titles and IM doesn't recognize your headers, what are you seeing exactly?

Thanks

Doc Type Description Vendor Doc Date Doc Number Purchases Amount Check Amount Account Dist Type Debit Credit 1 Purchase of Equipment BEAUMONT0001 6/1/2017 INV0001 $500 $100 000-1300-01 6 $500 $0 1 Purchase of Equipment BEAUMONT0001 6/1/2017 INV0001 $500 $100 000-2100-00 2 $0 $400 1 Purchase of Equipment BEAUMONT0001 6/1/2017 INV0001 $500 $100 000-1100-00 1 $0 $100 1 Purchase of Computer CENTRALC0001 6/5/2017 INV0002 "$1,200 " $0 000-1300-01 6 "$1,200 " $0 1 Purchase of Computer CENTRALC0001 6/5/2017 INV0002 "$1,200 " $0 000-2100-00 2 $0 "$1,200 " 5 Credit on Bill ADVANCED0001 6/10/2017 CRM0001 $40 $0 000-2100-00 2 $40 $0 5 Credit on Bill ADVANCED0001 6/10/2017 CRM0001 $40 $0 000-1300-01 6 $0 $40

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Jennifer Robertson 5 on at

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I did look at the mapping but still had issues.

In my attempt to get it to work, I changed a few of the default settings. Would you be willing to let me know which of my settings are wrong?

Thanks again!

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