Integration Manager for PM - how to only enter Debits

[CathodeRay]

How can we use a source file for Payables that only includes the Debit side of the transactions... that is, the amounts that will be charged to the Expense accounts?

How would the Purchases amount on the header screen get updated? How would it know what the total is if there are multiple line items on an invoice?

How do the credit amounts on the Distributions screen get updated?

 

[barbola]

In the Source Properties go to the Rows tab and add the condition fieldX > 0.

Your source file should have the payable total on one of the rows. Either that or use another file, or a script that totals the rows (I don't know how to do the script for this).

We have a similar integration where the payble trx can have several lines but our external program was set up so the cheque total gets put in a separate field on only one of the lines. A separate source was added to use only the total row (fieldY <>0).

The credit amounts you can maybe use default, or also have this in your source file.

Sorry if this doesn't help, I based it on one that we use only and also new with I-M.

 

[CathodeRay]

Thanks, Barbola.... that confirms what I suspected... that we would need a way to calculate the total for each invoice.

Boy, it sure would be nice to have a script that would do that.