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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Integrating Payables T...
Finance | Project Operations, Human Resources, ...
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Integrating Payables Transactions

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Posted on by Jennifer Robertson 5

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. 

Categories:
Microsoft Dynamics GP
  • Jennifer Robertson Profile Picture
    Jennifer Robertson 5 on at
    RE: Integrating Payables Transactions

    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?

    4111.Image-1.PNG

    2553.Image-2.PNG

    Thanks again! 

  • Suggested answer
    Derek Albaugh Profile Picture
    Derek Albaugh on at
    RE: Integrating Payables Transactions

    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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