Dataporter on Process Finance Charges in AR

Hello,  I'm not able to get the Dataporter to work on Process Finance Charges in AR.  I checked an article on KnowledgeBase that had a list of windows that can use Dataporter and Process Finance Charges isn't on the list but I wanted to check if anyone has ever gotten it to work?   Long shot, I know.

  • DataPorter can work on just about any form except for data entry sheets and similar types like the Generate Finance Charges form, you may just need to map the control behavior. The View/Edit form is derived from Enter Invoices, so it should pretty much map out the same way. The question I have is why you would want to do this in Process Finance Charges?. There is a pretty expansive amount of criteria you can use to generate the charges.

  • There is a good number of criteria on the selection form however we want to process finance charges for specific invoices and there is no invoice number field criteria (which would have been logical to include).

    We usually process finance charges one at a time when payments on late invoices come in but in this case we wanted to proactively send out finance charge invoices to a specific subset of customers and theres no combination of criteria we can use on the selection grid. 

    I've tried to map and remap the fields and although I had it set similarly as Process Invoices - it will run and mark the row as imported but the details will not import... only the values on the Main Tab (header fields).  The values on the Details tab will be marked with an "X" denoting it was imported but the window never switches tabs and the data is not imported.

    I'm just wondering if anyone has a working copy of the dataporter so I can compare it to ours or compare the metadata directly to the tdpControl table itself.

  • Yeah, that's a very specific scenario but thanks for explaining. It's a little known bit of trivia that the DataPorter metadata UI will only save the changes you've made. If you didn't map the required form elements then it will fail. Try copying the metadata for Enter Invoices in the back-end. Here's an ugly way to do that:

    SELECT
            *
        INTO
            [#temp]
        FROM
            [dbo].[tdpControl]
        WHERE
            [TaskID] = 84219765;

    UPDATE
            [#temp]
        SET
            [TaskID] = 84219770;

    BEGIN TRY
        BEGIN TRAN
            DELETE
                    [dbo].[tdpControl]
                WHERE
                    [TaskID] = 84219770;

            INSERT INTO
                    [dbo].[tdpControl]
                SELECT
                        *
                    FROM
                        [#temp];
        COMMIT TRAN;
    END TRY

    BEGIN CATCH
        ROLLBACK TRAN

        THROW;

    END CATCH;

    Once that is done, map the controls into Excel, add your data and give it a try. The form is limited to "Finance Charge" type only. When importing into this form (Enter Invoices in general), I've found it easier to use a non-inventory item to pull in the GL, etc. data, but it should work with description only as long as you remember to add all the line data needed.