This will take me a little while to get to. I want to share more. There are just more people who use x++ than the commerce sdk. So I want to start with those tutorials first.
Once you upload the file, you can read it and insert it into a table, which is what I do in the example. From there you can show the data in a form, or you can use that data in a report. Or use it for some other process. Whichever you like.
hi peter how can we read and insert data from csv batch file on daily basis to Ledger journal table and ledger journal Trans table put some video for that it is very useful to me, or please refer some correct working link for D365 finance, thanks in advance
For this you can setup a sysoperation framework batch job to run code on a recurring basis. That said, you can’t have a batch process read a file that is on your local computer. It would not have access. So instead you would need to write code to read the file from an sftp site instead. I don’t have an article for that but you can google for some .net code. That said, the data management framework is also has the ability to read files. Or have an outside program call a data entity and send data into D365. The outside program could read the file and then send the data in. Ultimately the challenges are around the fact that your file is presumably created outside of d365. But you need the system to have security access to read it and do it automatically. For security reasons you typically either read one file that a user manually specifies. Or you have an outside program that has security access to call the data management framework or a data entity and send the data into d365. D365 doesn’t typically read files outside of it on a recurring basis. But you can make it do this through an sftp site or an http call. Hope that helps.
Great video Peter, thanks. Another alternative that I prefer for maintainability is to use Electronic Reporting.
Hi Peter, when videos to learn Retail POS SDK development? Your videos are greats... Thanks!
This will take me a little while to get to. I want to share more. There are just more people who use x++ than the commerce sdk. So I want to start with those tutorials first.
Please show one sample customization using debugging process to find where to write the logic
can you make a detailed video on how to create a ssrs report in d365fo
Thanks for this video with great explanation. can you please make a video on how to read a file with parameters (delimitation)
Hey, Peter can you please make a video on Details Master form.
Yes, I can definite do that. I will add that to my list.
Great video, Is this upload data/file being saved in a table for reporting purposes?
Once you upload the file, you can read it and insert it into a table, which is what I do in the example. From there you can show the data in a form, or you can use that data in a report. Or use it for some other process. Whichever you like.
hi peter how can we read and insert data from csv batch file on daily basis to Ledger journal table and ledger journal Trans table put some video for that it is very useful to me, or please refer some correct working link for D365 finance, thanks in advance
For this you can setup a sysoperation framework batch job to run code on a recurring basis. That said, you can’t have a batch process read a file that is on your local computer. It would not have access. So instead you would need to write code to read the file from an sftp site instead. I don’t have an article for that but you can google for some .net code.
That said, the data management framework is also has the ability to read files. Or have an outside program call a data entity and send data into D365. The outside program could read the file and then send the data in.
Ultimately the challenges are around the fact that your file is presumably created outside of d365. But you need the system to have security access to read it and do it automatically. For security reasons you typically either read one file that a user manually specifies. Or you have an outside program that has security access to call the data management framework or a data entity and send the data into d365. D365 doesn’t typically read files outside of it on a recurring basis. But you can make it do this through an sftp site or an http call. Hope that helps.