Import using reports

haryramani

Hi,
jus lik Financial Management=>General ledger=>Budgets

i want to add a function "Import from excel" in purchase journals...
I tried surfing and also saw report 81 but i cannot understand how they are importing using excel buffer...
can sum1 give a small example on how to import using reports (excel buffer) jus lik dis
http://savatage99.googlepages.com/Excel ... ummies.doc (this 1 is for export and i need for import)...
And also in report which data item should i add,a created table for this (or) table related with purchase journal(general journal line) ???

mohana_cse06

Did you check DataMigration option under Administration-->Application Setup-->Company Setup?

haryramani

i jus now checkd..Am not able to get it ,can we do it even without using report...???


XLSDataFile := CommonDialogMgt.OpenFile(Text004,'',DefaultFileType::Custom,'*.Xls',Action::Open);
IF XLSDataFile = '' THEN
EXIT;

MigrationMgt.ImportFromExcel(XLSDataFile);

Wat they have done , i cant understand....[:'(]

mohana_cse06

Read the Help or contract your senior in office how to use it

haryramani

I dont have anybody 2 guide here..anyways thanks...!!!

mohana_cse06

Have a look at this video
http://www.youtube.com/watch?v=O8uyrVi-ADE

Savatage

or checkout some tools from the download section:
http://www.mibuso.com/dlinfo.asp?FileID=811
http://www.mibuso.com/dlinfo.asp?FileID=984
http://www.mibuso.com/dlinfo.asp?FileID=1474

haryramani

But I need to do only using reports..Can sum1 jus say which data item should i add,and wat are the functions to be used and in which function or trigger we will write code for our necesary changes....

Savatage

haryramani wrote:

Can sum1 jus say which data item should i add

If you want to import to purchase journal - then the dataitem is "Gen. Journal Line"

haryramani wrote:

which function or trigger we will write code for our necesary changes....

In Purchase Journals there is a function button . you will add a menu item to that that calls your report.

**you can look at those downloads, view the code & see how they did it.

haryramani

am having aa bit complicated excel 6 different columns

Column A-Posting date
Column B-Document No
Column C-Description
Column D-Account Name(not account No.)
Column E-Amount
Column F-Balance Account No.

can sum1 give some basic or example coding for importing these datas into respected table.....

Savatage

haryramani wrote:

But I need to do only using reports..

why are you forced to import using a report?
why not an xml port or dataport?

have you looked at the replys and attempted anything?

haryramani

i have tried seeing the codes...But am not getting a clear picture...

haryramani

i tried some coding

When i run am getting a dialog box with message

"The Gen.Journal Line already exists"
Identification fields and values

Journal Template Name=",Journal Batch=",LineNo=0;

My coding(i jus tried to import 1 column )

Window.OPEN(
Text007 +
'@\');
Window.UPDATE(1,0);
TotalRecNo := ExcelBuf.COUNT;

RecNo := 0;

ExcelBuf.SETRANGE(ExcelBuf."Column No.", 1);
RecNo := 0;
IF ExcelBuf.FIND('-') THEN BEGIN
REPEAT

RecNo := RecNo + 1;
Window.UPDATE(1,ROUND(RecNo / TotalRecNo * 10000,1));
IF RecNo > 3 THEN BEGIN
GenJournalLine.INIT;
WITH GenJournalLine DO BEGIN
ExcelBuf2.SETRANGE(ExcelBuf2."Row No.",ExcelBuf."Row No.");
ExcelBuf2.SETRANGE(ExcelBuf2."Column No.", 1);
IF ExcelBuf2.FIND('-') THEN
IF EVALUATE("Document No.", FormatData(ExcelBuf2."Cell Value as Text")) THEN;




GenJournalLine.INSERT;


ClearVariables;
END;
END;
UNTIL ExcelBuf.NEXT = 0;
END;